Why? "First, its WWDC event in June where we anticipate its new iPhone 3.0 software to ship as well as the introduction of new iPhone hardware. Second, we see the launch of Snow Leopard as a further catalyst for the Mac business, which has already seen a boost from its recent desktop refreshes (iMac, Mac mini, and Mac Pro," Kaufman told clients. "And last, the potential for a new form factor, perhaps Apple’s answer to the netbook, with a large screen iPod touch-Mac hybrid. In addition, we also see potential for lower service plan pricing and an Apple TV update."