It makes sense that IBM may buy out Apple since most of Apple's sales
are on hardware, which is provided by IBM and Motorola. Under IBM's
umbrella, Apple will surely survive and Mac users won't be worried
about if Apple products exist tomorrow. IBM seems to acquire one or
two companies per year in its historical records. Under current
IBM's cash-rich condition, I have no doubt on their intention.
Especially, IBM will push PowerPC chips cheaper using copper
technology and will produce such products from this month. I think
they may carefully calculate the price of owning Apple and come out
with a feasible and profitable result.
On the other hand, Jobs will make a speech next Tuesday at 9 am
pacific time, which means Apple price will be continuously speculated
for 1.5 trading days. Last time, Jobs requested us to give him 90
days and we already gave him more than that, so it is time for him to
deliver his accomplishment record during this quarter. I hope it is
better than Gil's. After MacWorld, there will be quarter report on
1/14, which will reveal how good/bad Job's performance is. The
shareholder meeting will be held next month, I certainly hope Jobs
has been prepared for what he has accomplished during his 6+ months'
interim CEO. Gee, the show time will be kicked off soon.
Phil |
