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Technology Stocks : Apple Inc.

AAPL 279.24

-0.5%

2:28 PM EST

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To: Phillip C. Lee who wrote (9208)	3/9/1998 5:58:00 AM
From: David Semoreson	Read Replies (2) of 213173

Phil ... we agree that the earnings will be better than expected, lets say $1.75 this year and 2.50 next. Our disagreement is on the multiple that will be applied. My contention is that, without a new paradigm, AAPL will be viewed as a niche constantly under threat of being eliminated. The NC is not just a dumb terminal. Get fast (xDSL or cable modem) access to homes and businesses and the need for local storage goes away. Keep the apps and files on the server and run on hardware for a couple of hundred dollars. No more fiddling with the OS for masses, just the Finder preferences. All software is maintained up to date by the server people. Software rentals become the norm. Remember that Rhapsody natively has the ability to maintain a "users desktop" as they left it and show it on any "terminal". This means full acccess to your desktop from anywhere, cheaply. I think they have more potential here than you understand. AAPL will be a good investment if you are right; it will be great if I am...

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