Monday, March 14, 2005

Don't buy those Mac minis yet...

First off, Apple is rumored to have plans to double the standard amount of RAM included in it's computers from 256 MB to 512 MB. This is going to be timed with the release of OS X Tiger (10.4) which is slated to be announced April 1 and be available in stores April 15.

Although Apple says it currently has no plans to license OS X to other manufacturers, it's still got strong products in it's own portfolios. The best case scenario would be OS X Tiger being offered on the Mac mini with 512 MB RAM.

On the music front, although the iTunes phone launch was delayed due to service-provider issues, the real Apple-designed iTunes phone isn't due until Christmas.

The last thing of interest I found was that Apple is rumored to have plans to buy TIVO, which has an ailing stock price and would be cheap considering Apple's cash on hand. Convention says that the buyer in such aquisitions suffers a price drop while the aquiree's price rises, but many doubt whether such is deal is realistic considering the difficulties in merging the brands similar to the arguments used to debunk rumors of IBM buying Apple. Obviously, I'm making a case to buy Apple stock.

FULL DISCLOSURE: I own shares of AAPL and have an interest in the success of Apple's stock price. Of note is a recent drop in price after the 2 for 1 split.

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