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Technology Stocks : Apple Inc.
AAPL 277.23-0.3%Dec 9 3:59 PM EST

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To: Doren who wrote (9763)3/19/1998 5:51:00 PM
From: Bill Jackson  Read Replies (2) of 213176
 
Doren, they do not want to abandon the albatross apps, sorry I mean valued legacy clientele. AT some point they must. Data General dragged legacy apps for years, all the way to grave, Are they dead?, or just et up.

At some point there will be a grand walking of the plansk by many apps. We are used to it now. The valued used hard drives now are worth 20 cents per pound for 120M units, used or new.
Sure there are some repair apps, but it is simpler to sell them a 2 gig drive for 150 and stream his stuff over to it.

I ahve some ideas about high speed interfaces, maybe they will sell one fine day.

One problem I saw as thet compared it with Compaq stuff. The herd of players are dwarfed by the assembled screwdriver shops. The screwdriver and low/middle tier sellers outsell Compaq, Dell etc 2:1 and are 20-40% cheaper. That is what the common man sees. Apple $2499 and Wun Hung Low's corner shops at $1249.00 for a similar system.
Bundled software is fully discounted as mots buyers ask for a naked system, even with zero win 95 to get max saving. We sell a third of our systems with no OS. they are upgrades and the client uses his OS again, (the criminal), but he then sees the 266 Pentium MMX as 50% of Apple's price. Corporate are different and see a highe rprice, but the common man made each $ and bites it twice prior to spending ti.

Bill
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