SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Apple Inc.
AAPL 260.21+0.3%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bill Jackson who wrote (13633)5/15/1998 11:29:00 AM
From: HerbVic  Read Replies (1) of 213182
 
So, what's your point?

My point is:
A> That the shakeout in the Wintel camp will draw more dealers to Apple as the company's products deliver better dealer margins, assuming they are able to maintain increases in selling pressure.

B> That the margin comparison between Macintosh and Wintels will be a strong incentive for dealers to push Apple's products over the competition's.

C> That the price of CPUs is more a product of supply and demand as the chip moves through its product cycle than anything else.

D> That Intel is approaching the end of the product cycle for their current crop of chips evidenced by the FACT that the 'clear the market' price is sinking below cost of production. And that IBM/Motorola are just hitting their best economies of scale driven by a position of technology leadership.

Bill, some of your statements make me wonder if you even have a clue. I'm not trying to flame you or anything, but come on. "The monopoly on CPUs from IBM/Motorola differs from the more competitive mileue that occurs with Intel, Amd, Cyrix and IBM." Intel has dominated this side of the market and has only come under pressure lately due to their monopolistic practices and their failure to gauge the threat from Amd and Cyrix.

A few more things I might respond to from your latest post:

Of course Apple is trying to get the price down on the CPU supply. They will always try to get the best price on each new contract.

The visual attribute argument does not hold much water. The Macintosh is the technology leader both in OS usability and strategy, and in pure processor horsepower and power consumption efficiency.

Apple never stopped mail orders. At one point in their glorious past, they fought a loosing battle to protect the dealer channel from unauthorized distribution through mail order, only to find that it was their largest dealers supplying the unauthorized distribution. This was due primarily to Apple's inept practice of volume discounting.

I will not respond to any of the rest of your post. As you already know, it deviates from the subject of discussion with meaningless dribble. Honestly, if you can't make a point, don't lapse into red herring ramblings. Just wait until your brain wakes up and post later in the day. (grin)

Good hunting,
HerbVic
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext