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Technology Stocks : Apple Inc.
AAPL 272.45-0.4%11:12 AM EST
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To: c-man who wrote (13977)5/23/1998 10:21:00 PM
From: Bill Jackson  Read Replies (1) of 213177
 
C-man. One hopes that this is not some kind of Jobs Death dive and he has a strategy behind it. In factthere will be an entire tier squeezed out of the VAR channel soon as virtually all computers go to some variant of a direct model. Some like Dell never had any retail and are doing fine. Good reliable boxes are what Apple makes, and they connect well and quickly and so I see Apple as better at the direct model than Dell(who have a huge support structure for Wintel calls and deads on arrival). Apple will go direct and people like you will go to be site VARS and you should pursue this with Apple as they will want the customers who buy 500 for a nwetwork to deal with local support. This business will be the olive branch proffered to the APple vars/retailers cut off later on. This will be made clear later as they want to let the vars they killed just now to go away and stay away as the remaining dealers will become the service-vars of the future. The VA they will add will be the netrok service and other stuff that needs hands on people. I do not think Apple will try to do that work in house. The beaurocracy will be horrible, so they will farm that out.
It is a survival modus. It will allow prices to fall and margins to remain and give Apple the ablity to be nearly competitive with the WIntels(at least the premium ones)

Bill

BTW, I think the owner of Quark is intensely pro Apple and will be among the last to decamp, even if he does make a WIntel product I think he will keep the Apple product going.
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