I disagree with you why AAPL got into trouble. I believe they got into trouble because they were doing too many things -- building hardware and producing operating system at the same time. Also, they didn't realize soon enough that to run a high-tech company, they need a high-tech guy-- not a Pepsi man, or most recently a production king pin with not a clue on how to do anything else --except to crack the whip and demand his people to meet their goals and put in 40 hr days.
I honestly don't know if Dr. A. is the best that AAPL can buy for its money. However, I believe he is closer to being a high-tech man than ALL of his predecessors --inlucing Jobs and Wos.
I am not a software jock so I DON'T pretend to understand the various software mumbojumbo. I do use as tools of my trade an Apple, an IBM clone with a Pentium in it, and the latest Sun 20. I prefer my Apple LCII to the others anyday for ease of use, --- I must admit my LCII is a rather slow. I must point out that I still use it daily -- I am not concerned enough or bothered by it to upgrade yet.
I happen to know that since the basic PowerPC architecture can be licensed for a song, and I was interviewed by a company(--yet to go public) 2yrs ago to help them develop a PowerPC chip that will run at 400mHz clock speed. I don't know what happened to them but I am reasonably certain if such a PowerPC system existed, it will more than keep up with the 200mHz Pentium-Pro (assuming all the memory hand-shake issues and problems, etc. are taken care of) and be a different story.
In the short term, I believe AAPL will go down -- wouldn't expect an upturn until sometime during the last calender quarter. I am sure there will be more bad news to come. However, I believe AAPL will survive. Don't ask me to put my hard earned money on AAPL yet.
Sam |
