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Technology Stocks : Apple Inc.
AAPL 247.97-0.2%Jan 23 9:30 AM EST
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To: Adam Nash who wrote (27814)3/8/2000 9:36:00 PM
From: Richard Habib  Read Replies (2) of 213182
 
Adam, you would think that the 1 Ghz machines would begin to impact Apple, at the very least in mindshare. On the other hand Fred stated he saw top line and unit growth in the 30% range which frankly surprised me. I still don't feel comfortable being back in the stock here, one reason being the accelerating gap in perceived performance. On the other hand I think Fred is a straight shooter and so I wouldn't bet against Apple here.

Regarding Willamette, I wouldn't be shocked if by Dec its closer to 1.4 Ghz. With the large on chip caches as well as the fact that it is supposedly a far better core than x86 its supposed to be a real screamer. At the very least I think it will substantially close if not eliminate the performance gap with G4 on a Mhz to Mhz basis. Still, Intel expects it to be a high end machine and only plan on 100ks units in 2000. Rich
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