Buy Apple... I know you guys think I'm crazy but ... Message Board

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Technology Stocks : Buy Apple... I know you guys think I'm crazy but ...

AAPL 270.37

-0.4%

Oct 31 9:30 AM EST

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To: Keith Fauci who wrote ()	5/29/1996 4:45:00 AM
From: olduser	of 90

Point by point response and a prediction: 6/97 = $80. >The stock has bottomed out. A guess but I agree, there is no more bad news in the pipe. >Their operating system is coming back in a big way. Not yet. Sales are still down. Steady but down. >There is a lot of dissatisfaction with Win 95. Yes. There is also a lot of support for NT and a LOT of apps being written for 95. Even Guy Kawasaki's evangelist is often full of letters like "why don't they write the AOL software for mac". Mac's only hope is in platform independent programs which support platform independent services, i.e., Java and OpenDoc. >They will introduce COPLAND in Jan. Yet to be seen and I would suggest more like March. >This system is twice as efficient as Win 95 What does efficent mean? It will run on faster processors but it is not fully reentrant. Critically, the toolbox is not reentrant and legacy apps can crash each othre left right and centre. There will be a lot of resistance to upgrading when people realise that ALL of their extensions and drivers will fail under Copland. They just don't work. In exchange for this burden of upgrading drivers etc., users still don't get UNIX standard uncrashability. The key advance for Copland is going to be having the net built into it and they could have got this out the door LAST year if only Spindler had stopped having visions and opened his eyes (open eyes are the best vision we have). Thank god Gil Amelio kept his tie on at WWDC. >cyberdog I love CYBERDOG but it is far from blowing the doors of Netscape. Again, the only hope is that netscape rewrite for OpenDoc. Apple cannot hope to make good applications anymore than powertalk could have hoped to displace Quickmail. Architecture != Application. >IBM and Motorola are developing under COPLAND. Not to my knowledge. What products are these? After all of that, Keith, (sorry if I seemed to shout, I am not) I agree with you that a rise is in the wings. I say back up to $50 this time next year, maybe even $80 as you say. Apple at 1/3 the value of sunw doesn't compute for me. remember, on the net, no one knows you are an opendoc part ;-) tim bates

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