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Technology Stocks : Apple Inc.

AAPL 271.01

-0.3%

Jan 2 9:30 AM EST

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To: bobby beara who wrote (4938)	9/11/1997 10:26:00 PM
From: Marc Newman	of 213177

<<AAPL has a strong balance sheet and will weather the storm and bounce back quickly. Fluff stocks with high price to book and negative earnings - Y2k ponzi schemes and internet yahoos, will get creamed.>> Bob, hope you're right about the "internet yahoos" comment. My YHOO short is getting creamed. I like Apple a lot and bought some more under 22. I agree with the analyst in today's WSJ that AAPL is a "better buy" now than it was at $14 because of the recent news. We're that much closer to a Dec. quarter profit plus NC announcements, etc. As far as the clone issue, I think most of these sales are going to flow to Apple. Those that don't should go to UMAX. Hope to see some press releases touting a strong relationship between AAPL and UMAX. Guess this also looks good for Radius, eh? Marc

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