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Technology Stocks : Apple Inc.

AAPL 267.26

-1.4%

3:59 PM EST

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To: Eric Yang who wrote (14247)	6/3/1998 4:20:00 PM
From: Jonathan Bird	of 213178

On the other hand, I think there are quite a few software developers on the Wintel side today that would like to port their applications to run on the Mac and take advatage of the better user interface etc....With MacOS/Intel the 90% PC install base suddenly becomes potential market. I hate to have to point out the obvious, but if they are already on the Wintel side then they already have the 90% PC install base as a potential market. They dont need to port to MacOS X to help them get that. Additionally, I imagine that many MacOS Intel users will run a dual boot system. Therefore, as more Mac users switch to Intel hardware, that also runs Windows, then the motivation for Win developers to make a Mac version will decrease. They can just sell the Windows version to Mac users without having to do any porting work. MacOS on Intel is good for three types of people. For the first two types of people it's good for the same reason that clones were good. Good for users because it gives them an inexpensive hardware alternative. And good for Mac developers because if inexpensive hardware sells more Macs then it increases the market for Mac programs. The third type of person it's good for is the Win developer because it gives them access to Mac users who switch to Intel hardware(and run Win dual boot) without having to make a MacOS port. It is also bad for Apple in the same way that clones were bad. But even worse because no PC manufacturer will have to buy motherboards or licenses from Apple. Before it will make sense to Apple to sell an Intel operating system they will have to stop being a hardware company, and start being a software company. Jon Bird

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