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Technology Stocks : Apple Inc.

AAPL 277.47

+0.2%

Nov 26 3:59 PM EST

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To: Doren who wrote (8074)	1/30/1998 9:11:00 AM
From: Phillip C. Lee	Read Replies (1) of 213173

Doren, My guesses on the reasons for Claris' consolidation into FileMaker are: (1)"Think Profit" is Jobs' number 1 target for the rest of '98, especially in the current Q2; (2)Application on Mac/WinTel was not Jobs' original territory. His key subordinates are only good at OS, systems software; (3)Apple's moved one step ahead towards merge or bought-out, the components missing for the best candidate of bought-out target will be another 2-3 quarters of good revenue/net income; (4)Where FileMaker is going to be depends on how it performs in the future. Based on its previous recorded revenue, it seems FileMaker is a profitable entity. However, it's not part of Apple's core business; Merging with Oracle is reasonable provided that the price is right. The main body of Apple still can run with significant revenue/net as the current trend continues; Apple should focus on its strong holds in Europe as well as Japan besides U.S.,especially, in Japan where the MacWorld is coming in Feb., and accounts for 10-15% of its total revenue. I believe Jobs will attain the fair to boost the sales in that key maket. Phil

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