Apple Event Wrap-Up

" The San Francisco -- is standing there and the Apple events the media event has just finished just what 250 people in the audience. Any last minute things that you noticed that it came out of me."

" Well you know I am missing actually crowd on the backside and the auditoriums or perhaps people trying to bag gets them closer at sightings -- Eric Smith Steve Jobs in some of the other executives. That made their way here -- now want to talk to you mark -- he's a west as air editor of Barron's. Did you bring down overall what happened here mark your thoughts about this event it was we many leak and then making. That lots of talk lots of speculation what he had to --"

" But after great but you're earlier assassin and that -- most important take away with the help of Steve Jobs is apparent good health. Him being in person alone I think for any investor in the investment community in general is a big sigh of relief gives a certain amount of confidence about the CEO. And who's that who's at the Helm so that clearly is the biggest take away and it can't be underestimated."

" There -- a couple of things they didn't materialize namely The Beatles edition see the iTunes platform even know hold revamping of the iPod line. Why didn't he -- take place."

" Well as you know made it didn't may have been met the expectations for these events have gotten so high. Dad there's so much chatter out on the Internet that builds up -- perhaps very unrealistic. Expectations but if if it were in fact that possibility and considered. The release of the new remastered. -- CT. By Paul and the rest of the -- trust is a big event that I'm sure that they hope to capitalize on financially first before they turn it over to Apple at some point so. That makes a lot of sense and mark."

" It's beyond the first -- say that maybe perhaps it's going to be staging Nauman announcement -- release of new Beatles content. -- in at least he talked about the anticipation being really really high for. Apple at all of these events and what's next how are they going to surprise stands investor as analysts next time."

" Well you never can underestimate what they have up their sleeve and sometimes the products are ready and sometimes it's not the right time to launch them. This is clearly a pre Christmas pushed that they get they get free media it's an opportunity for that to create expectations. About what they I would -- about the addition of video. Two would be nano is a full on broadside against Cisco Systems Cisco Systems acquired the flip. The flip is a very nice industry leading device and now Apple's got -- right after him right at the jugular. It may not be the biggest most important development but it's classic Silicon Valley warfare."

" And that goes on non a non and even seeing a lot of that Liz -- you want to jump they ask market crash."

" And did -- you know we don't want to turn this into a big commercial for anybody and we we went and looked on some of those blogs where people are just that sex is totally obsessed about -- And one of the things I noticed is that that this isn't all the negative feeling about the fact that Apple what we all of upgrades. But people are beginning to feel like they're tricked into buying something and then suddenly it's obsolete thirteen months later."

" Well they've been doing that for generations and people who are Apple devotees don't seem to mind that are all infected feed into that that system perhaps the newer generation of converts. Are quite so pleased about it and perhaps as a little backlash to that I don't know. One thing that at the outset of interest thing was they did hit on the touch quite a bit which is sort of been an a device that people talk about a lot but its potential. SA SA video game device for kids in particular are adults is huge and maybe that's one thing that's being overlooked here."

" Ross Rubin and what went on his signature body what about the -- nutshell we've been talking about whether or not there's competition. To the flat horror or whether the flip doesn't have to worry about you although you know certainly a factor in the book really hasn't shipped from the kinds of volumes that yeah I thought hassles. Not really I think a direct attack and I can sample HT they have an HD -- that I bought and I love it I think it's great -- is this follows -- We know your body correct as -- were wrong is. This is not an HD model that's going to be the nano right."

" Yes -- I did they showed it on the huge big screen. And it is like something like five movies that that is not an aged him. I'm sorry I don't believe it's an HD yeah."

" Now that's the thing having that they've got to play catch up here and Cisco was able by acquisition. To get the flip cam costs and and certainly you can bet that -- Cisco are working very hard to turn that into some type of fantastic. Feature yeah sure we --"

" We -- a lot of moment here's -- here that they can't give orders go ahead mark."

" But if you're considering buying a video camera for Christmas and you get a nano. IPod player to gather. At the same price that is a very compelling competitive. Proposition that Cisco isn't -- even with the HDQ at any -- recorder that's great. By the way -- like eroticism crimes markers your body what is that price point for the us. The dollar coffee cup and had him how to say it's 149%. When when he 49ers and I think presented. It looks the same price of -- get a novel and I pride in nano at the same price."

" When I saw you shaking your head now being beef products respond to different demographics fine margins -- a lot of the whole camp quarters. Go to non technical moms and grand parents who just wanna. Simply capture video that kids are non interest in the music functionality grown up on YouTube but listen thank you market read we appreciate it ross' brother it's great to see when -- will be seeing you in the."