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Technology Stocks : Apple Inc.

AAPL 275.54

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3:59 PM EST

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To: Perry who wrote (2121)	4/10/1997 1:29:00 PM
From: soup	of 213185

Snewton? Newtsun? >What do you think of the rumors, as reported by CNNfn that Apple is in talks with Sun to sell the Newton?< 1) MacWeek's Mac the Knife reported yesterday that SUNW has a program underway to Java-tize the NewtonOS. 2) Mac Recon has a long standing opinion that the Newton IS the Network Computer. 3) AAPL has openly solicited co-developer interest on the Newton platform in the past. So it seems entirely likely that SUNW and AAPL are/would be in discussions over the future of this platform. IMHO, both sides can argue from strength; have a lot to offer; and have a lot to gain. Whether it takes the form of a sale, licensing agreement or an alliance is anybody's guess. The strong reception of the 2000 and 300E should strengthen AAPL's hand. Also, a strategic consideration may be that the Newton (NC) could be the AAPL product that Larry Ellison most covets. If AAPL can tie up that asset through a deal with SUNW, then Ellison's primary raison d'etre for an AAPL takeover may be done away with. soup

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