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Technology Stocks : Apple Inc.

AAPL 273.85

+0.5%

Dec 24 12:59 PM EST

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To: soup who wrote (8471)	2/13/1998 7:27:00 PM
From: Alomex	Read Replies (1) of 213177

* Current market sentiment on AAPL is still in the pits. Consensus is still not if AAPL will die but when. This comment must be qualified. I think Apple is dead as a PC manufacturer. That battle is lost. Apple can still make a comeback as a graphic workstation manufacturer (a la SGI), NCs and high-end servers powered by Rhapsody, but the core PC market is taken (Bill has posted here figures showing how unlikely a comeback is). Apple can only nibble at the edges. (Not that the edges are anything to sneer at: Silicon Graphics, NCD and SUN make handsome money there). I'm neutral on Apple because I think it now has a chance to make it in these new niches.

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