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Technology Stocks : Apple Inc.

AAPL 271.01

-0.3%

Jan 2 9:30 AM EST

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To: alan zisser who wrote (724)	1/3/1997 12:18:00 AM
From: Dave von Hausen	of 213177

Alan, >> At best that would get the stock back in the high 20's, But there >> is no way they can grow any marketshare in the foreseeable future, >> short of merging with a Sun or Japanese company. I wish them luck >> though. Few people realize that Sun bought a company called Lighthouse about 6-9 months ago for about 20 ? million (don't remember the exact amount). This company developed a line of OpenStep apps: Spreadsheet, Presentation, database, scheduling, and a few others. Scott McNealy was so impressed with the quality of these apps that he mandated that Sun standardize on them. These are mature apps used throughout the Next community. He did not buy the company for just the apps (6 months ago they were of little value on the open market). Now, all of a sudden McNealy finds himself with a line of high-end business apps already ported to OpenStep. (Sun also has their own version of OpenStep that they have been writing for the last 2 years). Sun is in a position to be the first to market with a line of high-end Mac OS products with a potential target base of 20+ million users. How can McNealy let this slide by? Dave

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