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Technology Stocks : Apple Inc.
AAPL 260.21+0.3%3:59 PM EST

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To: Bill Jackson who wrote (13668)5/15/1998 7:53:00 PM
From: HerbVic  Read Replies (2) of 213182
 
Oh please!

This is not an argument. It's just contradiction!

I came here for an argument. [c Monty Python Enterprises]

A> Helloooo. Bill ... the Wintels that compete in performance with the lowest priced Macintosh G3s are the highest priced Wintel boxes.

B> Picture this: You're a dealer. You have two computers left to sell today. One is a Macintosh. The other is a Wintel. The Macintosh is the bottom of its product line and costs $1600. The Wintel is the top of its product line and costs $2100. Performance is roughly equal. The Macintosh nets you a 23% profit at its price, while the Wintel nets you 17% if the customer has not already checked around for prices. A customer walks in and is completely open minded. Which computer do you try to sell?

C & D> Lag has penalized Apple for some time. That is why I said the Wintel camp has gotten a lot of mileage out of being all the same. Now that there is a glut on the market taking the bloom off their rosy profits, the penalty is no longer Apple's. The saturation of which you speak is here to stay. The deep discount sell off of Wintels for the rest of this year will steal sales from next year as well. The glut, that started out as a box glut, runs through the entire channel's raw materials, including CPUs hard drives, monitors, printers, the works! Over production capacity in a market with a declining growth rate. [25% last year vs 13% this year] All of the Wintel camp will get hurt - AS A DIRECT RESULT OF BEING ALL THE SAME. Different is good this year, especially if different is better faster and cheaper than the higher end product of the competition.

The Macintosh is the technology leader both in OS usability and strategy, and in pure processor horsepower and power consumption efficiency - AND IN PRICE IN THE MIDDLE AND HIGH END. Under $1000 Wintels are inventory closeouts. There are under $1000 Macintosh inventory closeouts available also. Try this link on for size:
yahoo.com
or this one: smalldog.com

Etc. etc. ad infinitum.
HerbVic
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