Apple is one of our best performing stock picks -- 1/15/2008

Stock Picks

Steve Jobs Keynote Speech Notes:

  1. Lights are being dimmed at 9:11 AM PST. 
  2. New Mac commercial being played.
  3. 5 million copies of Leopard OS X delivered in first 3 months.
  4. Leopard feature for laptops, Time Capsule.
    • because Time Machine does not work as well on laptops.
  5. New Airport Extreme Base station with server grade hard drive. 
    • 2 Versions.  500 GB and 1 TB.
  6. 4 million iPhones sold.  20,000 per day sales. 
  7. 19.5% of the SmartPhone market in one quarter.
  8. iPhone SDK will be released in February.
  9. New iPhone software release.  Many new features.
  10. iPod Touch new software.  New features:
    •  Mail, Stocks, Notes, Weather, Maps. 
    • Available as a $20 upgrade.
  11. iTunes.  Sold 4 billions songs. 
    • 20 million sold on Christmas day, a new record.
  12. 125 million TV shows sold.  7 million movies.  Below expectations.
  13. iTunes Movie rentals with major players on board. 
  14. Touchstone, Miramax, MGM, Lionsgate, Newline, Fox, WB, Paramount, Universal, and Sony are just some.
  15. $2.99 for regular and $3.99 for new releases. 
  16. Watch movies anywhere.  Mac, iTunes, iPhone, etc.
  17. iTunes Movie Rentals launches today. 
  18. Rent Movies with Apple TV Take 2.
  19. Last thing:  MacBook Air. 
    • The thinnest notebook in the world.  Nice.
  20. This is one of our stock picks returning over 45%!

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