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Technology Stocks : Apple Inc.

AAPL 277.96

-0.3%

3:59 PM EST

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To: GS_Wall Street who wrote (8684)	2/22/1998 9:46:00 AM
From: Phillip C. Lee	Read Replies (2) of 213173

There is a good commentary by crabbs regarding Apple's share. maccentral.com Besides overall pc market share Apple/Mac has in '97, IDT or dataquest or anybody on this board probably could provide more research regarding: - how many percentages Apple/Mac could advance after cloners are ousted? - what impact G3's series will be on Apple's revenue/net income in the coming year? - What Microsoft's trouble with DOJ will indirectly impact on pc's sales, including Intel chips, Compaq, Dell? Whether Apple will benefit from it or the other way around? - The sensitivity analyses on if Apple refocuses on low-end Macs by itself or Umax, as well as NC with Oracle. - Can Apple sustain the current positive net income trend as the G3's sales on the rise? How much can it reach in terms of sales volume, margins as well as its impact on Apple's financial future? - Will Rhapsody have any impact on NT and Solaris? How will Rhapsody mean to Mac's market in '98 or the year after? Although we all cannot see the insight of Apple's business like Apple's insiders did, but it will be a good educational discussion here. Phil

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