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Technology Stocks : Apple Inc.
AAPL 276.95+0.4%3:59 PM EST
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To: J R KARY who wrote (2447)6/2/1997 10:33:00 AM
From: Phillip C. Lee   of 213173
 
JR:

I don't know what Job's intentation was when he tried to sell his
1.5 million shares of Apple if it is true. Jobs is not satisfied
with all the CEOs of Apple since he left the company. He recently
also mentioned that window95 is like the air for us. He likes to
see the os license fee increased, but it seems Apple is incapable
of raising the fees (still negotiation). The right-hand man of
Amelio left with hefty benefits, who just worked at Apple a year
or so. All indications would already tell me that I tend to agree
with Jobs' feeling and reaction.

The currency exchanges with Japanese yen as well as Euopean countries
probably benefit Apple's current quarter revenue if the deprecaition
of U.S. dollars continues or stablizes at the current level. 50% of
Apple's revenue was derived from foreign sales.

The marketing and manufacturing are two weak divisions at Apple.
Why can Umax significantly increase its sales and Apple cannot? Why
cannot the hottest Apple products always meet demands? Apple's CEO
should improve these two divisions to boost the revenue, which will
make the investors happier.
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