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Technology Stocks : Apple Inc.
AAPL 271.86-1.0%3:59 PM EST

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To: Bill Jackson who wrote (11774)4/18/1998 2:48:00 AM
From: yofal  Read Replies (2) of 213176
 
Bill J. sez: In evolutionary terms it is a blind ally, no evolution, no advancement, but ti can endure for a long time and make money.

How does Apple recapture the glory days? What is that path?


I'm starting to form this mental image of an enormous ship speeding through the night, with huge momentum. Microsoft/Intel are huge and are drawing more than a few others with them in their wake. But that massive market share could also be its undoing. Anything that large is awfully hard to stop very fast, let alone change direction.

Apple's limited size may be, ironically, an asset in coming years. We've seen it do some pretty fast maneuvering while adopting PPC over Motos 68xxx series chips, and apparently major changes are rapidly taking place in the OS. Lack of licensees to the platform have allowed them to adopt revised, forward-looking strategies without having the tail wag the dog.

Meanwhile cracks seem to be appearing in Intels plans to move to a new processor base, and Microsoft's aging consumer Windows platform still drags around enormous amounts of legacy code just to be compatible. I think they will have some potentially painful challenges ahead of them in turning around this boat...

IMHO, of course.

Captain Marc
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