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Technology Stocks : Apple Inc.
AAPL 278.12+0.8%Feb 6 9:30 AM EST
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To: Mightycujo who wrote (4170)8/16/1997 8:59:00 AM
From: Bill Jackson   of 213185
 
Mighty one; very good devil humor. Pits of Hell, no doubt the NW think tank.
As I see it the Wintel target is moving so quickly that Apple may never be able to catch up, and will be relegated to a bit player status unless they immediately broaden their clone base, even to the point of selling the CPU and OS real cheap for a few months(to set a sale price with an expiry date, after which the price jumps by 50%, this will encourage stockpiling by cloners and bring in cash) to get clones into a market stampede. The only thing software/accessory/card developers will understand is Apple/clone numbers, if they grow at the same speed as the Wintel installed base Apple will stay at 2-4%(closer to 2% based on machines, $$ give a bigger share due to higher unit retail prices of Apples) and never advance. They are so far behind that even three years of triple Wintel will only bring them to 8-9% share.(more or less )
So they must try to grow at triple the Wintel rate for the first three years, and the only way to do this is a wide open clone strategy as I have described. Once they get their number up things will get better. A good side product is the clone profits from CPU and OS sales are pure profit as others take the assembly/sales risks.
Bill
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