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Technology Stocks : Apple Inc.
AAPL 286.02+1.0%12:50 PM EST
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To: Eric Yang who wrote (7398)1/6/1998 11:23:00 PM
From: soup   of 213173
 
Hi All,

Was at work all day. Called Schwab to get quote and profit news late in the day. Otherwise I was in the dark.

Saw 150 SI posts since yesterday. Running through them in sequence gave me a great feel for the day.

Reminds me of the August pop when I was locked into jury duty! (Probably saved me from selling too soon.)

The earnings are great -- not so much in and of themselves. The $45 million dollars profit are a great psychological boost to potential computer buyers worried about Apple's survival.

My critique of the tone of today's posts is the short-sightedness. Enough with the trading mentality and look at Apple as an investment!

The only thing holding the stock back is the perception of dwindling OS market share (even though Apple had 33% of the 1997 OS sales!)

Absolute worse case scenario -- Apple caves and takes on NT as an OS. So what. The market will love them for it as they become a premium value-added of MS BS.

My target sell price is when Apple gains p/s parity with its PC brethren -- Compaq, Dell, Gateway, etc. There's no reason for it not to. It has the technology, management, balance sheet, brand recognition and a loyal customer base.

Assuming no one screws the pooch, I think we're still in the first inning.

soup
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