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Technology Stocks : Apple Inc.
AAPL 277.47+0.2%Nov 26 3:59 PM EST
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To: Alomex who wrote (8971)3/2/1998 3:21:00 PM
From: Doren   of 213173
 
Mr. Alomex,

Alomex is right about Apple taking market share. However Dell has a zillion competitors, so I doubt they will be going through the roof either.

In the computer industry it takes something really new to upset the boat. I don't see much out there that's new with these exceptions: EMC, Global Maintech/BMC, Rhapsody possibly, and possibly a new coalition based around standard UNIX file formats. Otherwise things are pretty static. Apple won't go anywhere fast enough to gain market share unless Rhapsody works well enough to make inroads into client/server networks. But in total revenue it'll probably do OK even without Rhapsody. NT will continue to grow.

Another area that has to change is net bandwidth. Right now it is not in the teleco's best interest to offer cheaper bandwidth. Cheaper is the operative word here. Anybody with enought money can get as much bandwidth as they want, but to be available to Joe Schmoe it has to be cheap. Wireless will probably get up to speed eventually. When that happens the teleco's will have to start competing. Anybody know about any promising wireless companies?

Here at UCLA I use a partial T1 line but even that is to slow sometimes. It's not like cable TV.

Here's and interesting article about price/performance ratio's in servers:

biz.yahoo.com

The interesting part is the RS-6000 price comparison. RS-6000 use advanced G3 chips.

Doren
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