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Technology Stocks : Apple Inc.

AAPL 264.70

+2.0%

11:44 AM EST

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To: Robert Mayo who wrote (3888)	8/9/1997 2:48:00 PM
From: Benjamin Ostrom	of 213183

About a split, the article mainly talkes about the positives of unity of hardware. That's rather an old argument in an age of Mac clones. Even MSFT is regulating standards much more. A split would do a couple things: - increase stock valuations - focus the hardware side on cost cutting instead of relying on the profit fat software side (Claris & OS) to fund it. - make it more easy to port Mac to Intel machines without upsetting MOT. - Make the NEXT and NT integration happen faster. - on the hardware side, encourage spinoffs of those peripherals which aren't core. - enable the new subs to raise more cash due to higher valuations. - For Ellison, he'd be able to focus on his NT spokes. I'm not sure if I like the idea myself. For me what is important is that the Mac OS move in a positive direction. Cloners seem to have proven that hardware can be made by others successfully to promote the Mac. Sincerely,. Ben

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