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Technology Stocks : Apple Inc.
AAPL 262.22-1.9%3:59 PM EST

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To: soup who wrote (4620)8/31/1997 8:32:00 PM
From: Alomex   of 213179
 
<< Do people not buy Hondas because they refuse to license their motor technology to Toyota? Does BIC license its ball-points to PaperMate? Does anybody even care? >>

The other day I was explaining to my SO that marketing guys (including Sculley) had a really hard time grasping the importance of standards. After all, I told her, most markets do not have a standard.

C'mon, --she said-- people aren't that dumb.

I'll show her your posting, soup.

Consumer electronics and computers have standards. If you buy a radio or a CD player it works with any other manufacturer equipment. The older the market, the more established is the standard.

Computers are just like that. Nice interfaces and low cost of maintenance are nice, but for individuals the most important consideration for purchasing a PC is to be able to run at home the same programs that run at school/work. For corporations the driving considerations are (a) to be able to run existing applications that solves their problems and (b) be able to run the next killer app that comes out.

Since most of (a) and (b) are developed for PCs, which computer you think they are going to buy?

I said it before and I'll say it again. At this time the only way out for Apple is to sell Macs that are *out*of*the*box* Win95 compatible.
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