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Technology Stocks : Apple Inc.

AAPL 261.59

-5.1%

3:59 PM EST

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To: Michael Jaffe who wrote (2078)	4/7/1997 11:40:00 AM
From: Phillip C. Lee	of 213186

IBM PowerPC's future still closely ties with the prosperity of Apple's sales. Furthermore, Apple new OS's cross-platform capability will sooner or later threaten PowerPC's sales. This twisted relationship will make IBM uncomfortable. Currently, it seems Apple push aggressively into intel-based platform for the purpose of smoothly launching new OS in the future. Although, Apple might perform trial-balloon for this type of machine, the trend seems to follow Gil's will (he kept mentioning cross-platform characteristics for new OS). The nature of this tradeoff begins to execute biased on cross-platform capability. The only way for IBM to totally control when Apple's new OS will be available on Intel-based machine will be for IBM to acquire Apple, which probability may be slim but it could happen. -IMHO

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