Back on February 21, I began a series of articles on Crocs Inc. (NASDAQ: CROX). I have been recommending the stock to the members of the Insiders Insights club of my website since late 2006, when the stock was trading at $40 -- that's before the 2-for-1 split. Those shares are currently at almost $94. On a split basis the stock is above $46. Basically, my members have more than doubled their money in the past six months. Great investment, good timing. What to do now with this controversial company? Where can it go from here?

I have written that Crocs is not a fad, Crocs is an emerging, global phenomenon, and that Crocs even has the opportunity to become the next Nike Inc. (NYSE: NKE). The controversy surrounding Crocs involves the love-it or hate-it relationship with its shoes. People fall very heavily into one camp or another -- there's very little neutrality on this subject!

What makes Crocs a full-blown phenomenon is its extraordinary distribution model. 11,500 domestic-retail, distribution outlets and 12,500 international distribution outlets. Crocs distributes through third-party vendors, therefore not needing its own bricks-and-mortar set-up. It's brilliant as Crocs generates gross margins in the 60%+ range and its "real estate" is someone else's. With this model, Crocs generates operating profit margins in the 25-27% range. This is what appeals to institutional investors! I cannot emphasize this point enough. Young, start-up companies hope -- hope -- to have operating margins in the mid-20's% upon maturity, but to have these margins during the build-up stage is just remarkable. Besides its great sequential quarterly revenue growth, the operating margins "is the story"!

Beginning Monday June11, thousands of very technically talented people will descend into San Francisco for the Apple Worldwide Developers Conference 2007. The conference runs through Friday June 15. There are over 100 separate and distinct technical presentations and mini-lab sessions on the schedule. Apple Inc. (NASDAQ: AAPL) will use the opportunity to make sure everyone in attendance gets a beta-copy of the new Leopard operating system, due out in October, and of course the buzz will be the new iPhone.

Apple has been strategically advertising the iPhone on television and other media with the final message "due out June 29." The early adopters will sing its praises and the various media representatives will be there to capture every word. But what else does Apple have up its sleeve?

I wrote on May 31 that Apple and Google Inc. (NASDAQ: GOOG) have emerged as the two distinguished leaders in the technology sector. Both have hit new 52-week highs and the momentum in their respective earnings and revenues is compelling. They have taken over from the old guard.

Rumors have been circulating that Apple and Google will formalize a strategic relationship. Basically, Apple has grown weary of its dependence on Microsoft's (NASDAQ: MSFT) Office Suite, and Apple CEO Steven Jobs has indicated that Mac needs to "catch up." If Apple decides to include the Google suite of internet applications, it could be a blockbuster union of these two titans and a serious blow to Microsoft. Google's suite would include e-mail, spreadsheets, maps, and general document management.