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Technology Stocks : Apple Inc.
AAPL 273.40-0.1%Dec 26 9:30 AM EST

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To: Robert Mayo who wrote (15829)7/20/1998 3:59:00 PM
From: Alomex  Read Replies (1) of 213177
 

Alomex, you've been one of the more literate bears around here, so I suppose you've got reasoning to back this up.

It reflects my personal experience in the field (I'm a computer professional) in which decisions such as switching platform are made many months, often years in advance. Further, they are phased-in in an orderly fashion, i.e. sign software contracts, new programs are developed according to these, a selected few personnel are trained, those then train the rest of the workers.

At the same time we have the competing interest of a booming economy, e.g. marketing says they need more machines because their account tracking system can't keep up. So the MIS buys them a bunch of the same computers (in this case Macs) while IT readies everybody for the transition.

The decision for such a transition was made six-twelve months in advance, when Apple was still losing money like crazy.

I'm sure the G3 introduction in W'97 forestalled the switch of some companies, the AIO and iMac might stopped some more defections from schools and universities. But others are gone now, how many? many. The majority? I don't know.
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