Monday, February 09, 2004
 

So I bought some shares of Apple today.

Before I go any further, I want to acknowledge how preposterous that sounds, especially from someone that just days ago released endorsements for American Idol. I want for you to picture me as Elliott Gould in Ocean's 11 -- overfed and sweaty, an open robe revealing the large belly on which the bottom fold of my Investor's Business Daily sits. I want you to hear what it sounds like when I hold the small microphone on the cord of my cell phone's hands free close to my mouth and scream, "Buy!" Then, "Sell!" Then, "Buy!" again.

I bought Apple because I'm sick of talking about how much I love the company. It was my way of telling myself to put up or shut up. If Jobs and his crew lose me all my money, perhaps I'll end my love affair with this cruel, cruel mistress. If, on the other hand, my fabulous imaginings come to pass, I'll be much richer five years from now.

Here's what I'm looking to see happen:

First, Roy Disney and Stan Gold succeed in ousting Michael Eisner. Steve Jobs is offered the position and accepts. Jobs, getting along much better with himself (or a Jobs approved Pixar CEO such as John Lasseter) than he did with Eisner, repairs Disney's relationship with Pixar.

Meanwhile, Apple continues down the road to becoming a media company, despite that Mac consumer desktops and laptops have surged in popularity and plunged in price (due mainly to the rise of Linux and the popularity of IBM's PPC chips, powering both the XBox 2 and PS3.) iTunes continues to dominate online music sales, and an Apple branded DVR similar to the iPod is released. Incorporating Apple hallmarks like great UI and design, it is the first real video-on-demand box. The popularity of the device rivals that of the iPod, and access to Disney's library of assets make the "iTube" Video Store an immediate success. Apple purchases Pixar with part of its massive $3 billion cash reserve, and then immediately merges with Disney.

Finally, I'm hailed as the finest financial forecaster of our time and replace Alan Greenspan as fed chief. After less than a year on the job, I'm forced to resign following a televised interview with Maria Bartiromo in which I make an inflation joke of questionable taste.

Analogcabin @ 10:59 AM
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