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Technology Stocks : Apple Inc.

AAPL 276.90

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3:59 PM EST

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To: David Semoreson who wrote (7550)	1/12/1998 4:52:00 PM
From: big john	Read Replies (4) of 213173

Anderson doesn't sound positive on Q1 Read what he says about Q1 not being Apple's best quarter anymore. He also says Apple is watching the sub $1000 market. It too late to be watching they should be moving already. redherring.com Several trends working Apple: 1) Sub $1000 PCs 2) Reliance on Education market (look where that got NeXT). 3) Reliance on Motorola and IBM to continue development of PowerPC. Intel is spending billions on process technology. PowerPC development can not be sustained by current volume of Apple business. 4) They are competing against both Intel and Microsoft. Intel because their use of PowerPCs and Microsoft because of alternative OS. If Apple increases market share significantly beyond the <6 percent they have, you can bet WinTel will pull the trigger. 5) Loss of talent. Lot of the creative people that helped Apple become sucessful are gone. What can they do: 1) Stop competing with Intel. Start using Intel chips. It takes billions to continue upgrading chip fabs. Intel has the resources to continue to drive down the cost/performance curve. PowerPC will run out of steam as Alpha did. Not enough volume to drive PowerPC development. 2) Stop making machines that look like PCs. Use some creative industrial design and differentiate Macs from PC. At least the NeXT box was unique. 3) Start driving technology again. Make Jaz drives standard on every Mac. Make DVD standard. Make Firewire and 10/100 Ethernet interfaces standard. 4) Merge with SGI. Merge the Mac with the SGI Octane. Bring workstation class performance to the desktop market. 5) Make the Newton the size of the PalmPilot. Add a wireless modem, color display and rake in the $$$. just my 2 cents. big john

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