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Technology Stocks : Apple Inc.

AAPL 278.86

+0.5%

Nov 28 12:59 PM EST

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To: Alomex who wrote (5446)	10/15/1997 5:52:00 PM
From: Marc Newman	of 213173

<<I'm also aware though, that the Steve Jobs of today is a bit more mature (I hope) than the one of yesteryear, but IMHO not by much (did you read his insulting letter to the keeper of MacIntouch?). The 27 M losses earnings are better than I expected. The closest to Apple we have is Novell. Compare how the two are weathering the MStorm. >> Alomex, I think Jobs isn't the same guy he was at 26 or even 36. His letter to Ric Ford was dashed off, but he then called the guy and smoothed out their differences. (You saw Ford's account of that, right?) We'll see how the clone thing works itself out. I forgot to put that in my previous comments: This quarter was hard for Apple because they had to deal with clone firesales as the cloners blew out their inventory. Reports are that Power now has few machines left and none on the low end. Also, Motorola is down to their last 25,000 units. Funny you should mention Novell. I'm paying a lot of attention to the story over there and have played that stock for a few grand this year. I think Apple is slightly ahead in their turnaround but look to buy into Novell sometime in the Nov.-March period for a late 1998 rise to $20. Apple and Novell need to be Windows-compatible and then add a layer of value/security. By the way, a guest on CNBC's call in show was just asked about Apple. He called it high risk, high reward, purely speculative. Says he likes the new management. Marc

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