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Technology Stocks : Apple Inc.

AAPL 273.67

+0.5%

Dec 19 9:30 AM EST

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To: soup who wrote (10234)	3/27/1998 2:18:00 AM
From: Marc Newman	Read Replies (1) of 213177

Soup, it's good to see your frequent posts lately. Your comments about non-G3 margins holding strong is appreciated too though I wonder if that is the case on the mail order front as well. Now, what about PowerBook sales? When you've got a $3000 PB reduced to $1999, it can't be good for margins. Can it be that Apple has finally learned its lesson about forecasting and inventory? That it really has cleared just about everything out in a reasonable manner? Wow. Lots of good posts lately. Marc PS--VicAppl, thanks for the history lesson (1983). Obviously stuff like Yahoo, AOL, Dell, Microsoft, etc. are very expensive. But I wonder if the low inflation you speak of makes stocks attractive--that and the demographic trends that help boil it down to a real supply/demand equation. It seems the market just takes the bad companies out and shoots them--or even the good companies that temporarily disappoint. It helps cool things off a bit.

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