This is still likely one of the top growth stories of the year.

We believe Mac sales are coming in ahead of expectations,

This is Hewlett-Packard playing defense. More and more people aren’t printing at home, and that’s bad news for HP.

They have a loyal fan base. It’s getting larger every quarter.

It’s probably closer to 2 million as we enter the holidays.

We believe the video glitch with Front Row can be easily fixed with a software update.

While we believe the transition to Intel remains a risk, so far the impact has been negligible. We believe Mac momentum will likely carry into the December quarter.

With Kodak and Fuji already in so many outlets, there might not be room for a third player. These other companies have long histories in retail. You think of HP as the office printer, but...