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Technology Stocks : Apple Inc.

AAPL 271.50

+2.0%

Nov 21 9:30 AM EST

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To: phbolton who wrote (1974)	3/30/1997 1:18:00 PM
From: Scott Simpson	of 213173

<No Top etc: Do not under estimate Ellison.> I could not agree more. IMO Oracle has few peers in selling to the enterprise. In this segment, where the big $ is made, Apple is basically a non-player. With the current board and top management, Apple will continue to be irrelevant in this market. I think both Larry Ellison and Steve Jobs understand this, and see the great opportunity(with Rhapsody) that Apple will squander if changes are not made quickly. I also feel that any opportunity to clear out the boardroom and replace its contents with Mr. Ellison and the caliber of sucessful high tech industry leaders he would likely bring with him would be a god-send. But I am not holding my breath, I sold half my position on Thursday. The rest will go if nothing materializes from this situation.

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