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Technology Stocks : Apple Inc.

AAPL 271.50

+2.0%

Nov 21 9:30 AM EST

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To: Richard Habib who wrote (6644)	12/9/1997 1:40:00 PM
From: Eric Yang	Read Replies (1) of 213173

>>Only on this thread can AAPL come out with things like the AAPL store which for an Intel guy is completely unimpressive and merely a stab at catching up to the Intel world and have people raving about it.<< Richard, I don't think everyone were raving about the Apple store when it was announced. In #6289 and #6311 I expressed my doubts about the online store but concluded that it is a move in the right direction for Apple. The success of any technology company depends on three factors: technology, marketing, and production capacity. Apple has traditionally been strong in technology but has done poorly in both marketing, and production. Remember the $1 billion+ backlog of Macs in 96? Whether we are talking about the Think Different campaign or the Apple online store, it might not be all that impressive or innovative in itself but as a whole I think they do address some of the most serious problems Apple's had in the past. The online store is not only a good marketing move, it should also solve some of the inventory/production problems that have plaqued Apple in the past. Breaking things down I see that: Technology: OS8 is more robust. Rhapsody making progress. dramatic improvements in PowerPC performance. Marketing: Think Different campaign, CompUSA partnership, Apple direct sales and online store. Aggressive rebate and other incentives. Production: G3 in good production rate. No apparent shortage of PPC 750. No major hardware problems with G3 machines. Overall I see improvements in all three areas. Obviously more could and should be done but I think Apple is doing the right things to address some of its old problems. We are stronger today than we were back in July. Eric

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