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Technology Stocks : Apple Inc.
AAPL 275.92-0.2%Feb 5 3:59 PM EST

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To: Perry who wrote (557)12/18/1996 10:48:00 AM
From: Brian P. Theodore   of 213185
 
Okay, here is the only reason I have aapl stock ...

I really don't think of aapl as a long-term investment.
I do believe that whatever comes out of the MacWorld EXPO
will be good news.

Apple really cannot afford to drag their OS problems any
longer. They have no choice but to take a stand now. It
would be impossible to do the 2 year, re-engineer from the
ground up, OS thing now. It's too late for that. There are
too many legacy relics in MacOS 7.5.x to fix. And I belive
that BeOs will end up being their final solution. Despite
that last couple of posts here, BeOs is pretty nice. The
problem people have with is that it *is not done* All of
the negativity towards it is things like "It doesn't support
printers", "It doesn't do plug-n-play", ... Things like that.
But that's not that hard to do, and shouldn't have been the
focus of Be's prototype system. Once they demonstrated the
proof of concept, then they go back and make a commercial-ready
OS. If think if Apple bit the hook now on this, it could be
pretty close to commercial-ready by late '97, given that Be
is allready working on the Mac emulator for the interum.
I plan on attending the Be open house on Dec. 17 at their
home office, to check out first hand this BeOS. Will report
back anything that wasn't allready reported in the Mac mags
of any interest.

I don't think aapl will ever really make big sales with the
Newton. It is like the Dodge Viper. It's pretty cool to
look at, Dodge isn't really making money off of it, and you
don't really want to buy one. PDA's certainly do have a market,
but I don't think that the Newton( given its current size and
limited real-world, non-telephone-organizer applications) will
ever make it, regardless of how fast of a CPU they give it.

Now their latest marketing scheme towards academia is interesting.
Let's try and hold on to our education market. I suppose that
is a smart marketing scheme. Any thoughts ??

-Brian
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