This is MacOS Ken.

Another positive note on Apple, assessing the computer and Mac Spaces and revisiting the last fall's tumult.

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MacOS Ken.

Another positive note heading into Apple's March quarter earnings report

scheduled for next week.

Apple 3.0 ran part of a post Wednesday from J.P. Morgan and Lissomique Chatterjee,

wherein he called for a beat next week from Apple.

That's numbers that will best not only analyst expectations, but also Apple's own bullish guidance.

Quoting his note, our expectations for March quarter earnings include beats on revenue relative to the telegraphed

outlook, helped by both better demand for iPhones, as well as better demand for Macs, including

with the recent release of MacBook Neo. Having surprised to the upside, assuming they do,

the analyst expects Apple to issue more bullish guidance for the June quarter.

While investors will focus on gross margin delivery and guidance in the face of ongoing memory concerns,

strategy and company think Apple will be positioned to surprise positively on that account,

with the help of inventory, as well as access to memory at favorable contractual prices on account of its scale.

If they did well last quarter and guide well this quarter,

...