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Technology Stocks : Apple Inc.

AAPL 271.01

-0.3%

Jan 2 9:30 AM EST

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To: Marc Newman who wrote (4942)	9/11/1997 10:42:00 PM
From: bobby beara	of 213177

Yes, Mark you just reminded me of my other long I'm holding during this downturn - Radius, all the air has been taken out of it's bag already and has only one direction to go. UMAX my be a primary beneficiary of the coming NetPC paradigm put for by Ellison (FEDEX just ordered 50,000 NC's). I believe the relationship of Oracle and Apple and Umax, will make a hardware/software combo that will have corporate America beating a path to it's door. Who has time to fiddle faddle with 1000's of desktops cludged together with 2nd rate softy ware. Why not just manage the server and give the employees NetPC's. I realize this won't work for every application, but there will be lots of demand for this. Corporate America will also be able to monitor worker productivity better through this paradigm (uh-oh sounds a little like big brotha huh) HANG ON TO THEM YAHOOS. Don't get shook out just yet. They'll be in the money in the next week or so. I love Yahoo, but it is one of the most overvalued stocks in the market. Bob

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