Apple Inc. Message Board

STOCKTALK

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 273.25

-0.2%

Dec 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: David Semoreson who wrote (525)	12/11/1996 10:36:00 AM
From: Athanassios Kapralos	of 213177

1. Unit Sales decrease 2. Profit Margins can get 40% down 3. US$ Sales on International Levels (53% Apple's Revenues) will face the effects of a strong dollar, especially in the Japanese & French market. 4. BE does not seem to want to DOOM itself in a MAC only system 5. The NASDAQ can easily see a restructuring (July like) period. Xponential 533 is still more of a lightbolb (sorry for my greenglish) than a chip. How do you think Power PC will position itself in competition and Motorola especially? 6. The stock will be stuck till March? February or even 1998 as Amelio said that things take time. What time? Apple needs a stronger Marketing image and X-mas emphasis on cheap MAC's for the children. They have $1.3 billion in liquid/current Assets. I think they can do better than that. With $25 a piece Apple does not even worth $4 billion mkt. Cap. A company with dozen billions in Goodwill. Just Godwill though.... Read my analysis and tell me that: We have seen Apple restructuring 3 times in 3 years. Like a team that changes players and coaches too quickly. Will they learn from the past or will they commit the same crime (in different aspects) again. IE fail to be in the Right Place at the right time. PS. I think Amelio is doing the right thing in the wrong way.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next