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Technology Stocks : Apple Inc.

AAPL 277.96

-0.3%

Dec 8 3:59 PM EST

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To: J R KARY who wrote (5808)	10/31/1997 3:30:00 PM
From: Marc Newman	Read Replies (1) of 213174

I'm enjoying the speculation about Oracle, Knowledge Universe, etc. That's one thing Steve Jobs brings to the table, a lot of industry friends. Being able to get Bill Gates to take your calls can pay dividends, as we saw in August. With all this potential I don't see a lot of risk buying Apple right now but do see the upside. I think at the least they show a profit this quarter and announce a good NC partnership with Oracle. I think it is important to Apple that they structure the deal so that there's no way Apple loses money on them. Some sort of early subsidy. Something Jobs can hold up and show that Apple has a good deal. We're still fighting the perception that the company is going to die. Marc

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