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Technology Stocks : Apple Inc.
AAPL 277.77-0.1%10:23 AM EST

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To: Fernando Saldanha who wrote (1379)2/13/1997 1:47:00 AM
From: James Burke   of 213174
 
>So you cannot say that both analogies have the same status. One is
>based on reality, the other is groundless.

I didn't say they had the same status, but I could have if I'd wanted to. What I'd rather say is that neither was very useful to anyone on this board.

>How much money you have lost on Apple for the last few years? How
>much money would you have made if you had bought Intel and Microsoft
>instead?

"...I told you so..." - I guess you were right. One of the analogies *was* based on reality.

People reading this board are interested in what Apple stock is *going* to do, not whether I have lost any money on Apple, nor whether I should have bought Intel, Microsoft, or a bologna sandwich.

Here's an example:

Let's say I had 10 shares of Apple stock 5 years ago.
How's Apple going to do from 1997 - 2005?

Now, let's say I had 10 shares of Microsoft stock 5 years ago.
Now how's Apple going to do from 1997 - 2005?

Repeat the above experiment with 10 shares of Intel. 10 shares of AT&T. A large Watermelon. A bag of Fig Newtons. Keep going.

>If you guys really care for the company you should be criticizing its
>management for the multiple mistakes made in the last few years.

First of all, Fernando, I'm not plural. My posts may seem to be written by a crack team of experts, but I assure you I am only one person.

How would criticising Apple's past help? I'd rather think about the future of Apple, and whether it's worth investing in. That seems much more interesting than becoming a whining armchair Apple CEO wannabee. (I'm not trying to imply that you are one, only that it isn't my desire to become one)

>Haven't you realized that Apple's competitors are smart, cunning,
>and have very deep pockets?
>While you are dreaming they are working hard to beat Apple.
[...]
>Apple sc****d up, and that it no longer has the technological lead.

Uh, if Apple doesn't have any sort of a lead, then why do their competitors have to work so hard? If Apple had nothing going for it, why would their competitors *need* deep pockets to help them "beat Apple?"

>Do you think that dreams of grandeur will get Apple out of this hole?
[...]
>Be humble [...]

What does my humility have to do with this? You make way too many wrong assumptions about me in your post. I never said anything about "dreams of grandeur," nor is there any implication of such. I think you're mistaking me for someone else, or arguing with an imaginary person inside your head.

>Evaluate soberly Apple's strenghts and weaknesses. Then Apple would
>have a chance.

Would that I had that kind of personal power over such a large corporation!

Yes, this thread is for discussing Apple's strengths and weaknesses. So, let's discuss Macs running Windows apps, and Intel boxes running a MacOS which hosts both Rhapsody and Windows apps. How will that effect the market? How about clone makers shipping the MacOS installed on Intel boxes? These are interesting issues.

>The path of hype and golden dreams leads to disaster.

I think I had a fortune cookie that said that once. Or maybe it was in a bathroom stall. Hype leads to disaster, eh? Have you seen any Intel or Microsoft ads lately? They might disagree with you on the disaster part. Although I know a few Win95 users that have used the words "hype" and "disaster" in the same sentence. Sorry, I realize that that's a little off-topic here.

From previous Fernando posts:
>I just closed my short today, as I posted I would do yesterday:
>in at $17 5/16 on 1/6, out at $15 3/8 exactly one month later.

Why stop there?

-James
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