<<3. Just saw a demo of Blue Box on Rhapsody DR2, and it is totally cool. Smooth transition on the fly back and forth to MacOS. All power-users will no doubt make transition to Rhapsody with 1.0 in September and run
their Mac apps in the Blue Box.>>
Ahh, now that's what I've been waiting for. So we can expect some nice OS revenue next quarter from Rhapsody 1.0, even if just from curiosity seekers and those who really need what the OS is offering.
Appears we've got some new wall of worry now that we're in the low-thirties. Half the traders think we're going back to thirty and some of the others who do or do not have long positions say Apple is fairly valued here. I think one thing I hate to lose (though I'm not sure yet that we have lost it) is the Rhapsody on Intel OS. This is the kind of thing that provides a "story" for Wall Street. As we all know, a good story can lead to a higher PE.
Btw, Travis' MacCentral link gives the lowdown on Mac OS 9:
<<There's also confusion about Sonata and Mac OS X. Unlike I indicated in my
keynote coverage, the two are not one and the same. Although both will be
released in the third quarter of 1999, Sonata is the code name for the evolution
of Mac OS 8 and will probably be officially tagged as Mac OS 9.>>
-------------------
<<all
these rumor sites made up Red and Green and Black, etc.>>
Sounds like a Stendahl novel, actually. Maybe you're right, Adam, maybe the rumor sites did get us much more pumped up about the red box than we should've been.
WWDC attendance seems to be 4000 or so folks. Wasn't that the same as last year? That's a good sign. Remember that last year was the first time Apple didn't count its own employees in the attendance; that made up part of the big falloff in 1997.
Marc |
