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Technology Stocks : Apple Inc.

AAPL 273.40

-0.1%

Dec 26 9:30 AM EST

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To: Alomex who wrote (17552)	9/2/1998 9:17:00 PM
From: Robert Mayo	Read Replies (1) of 213177

"Your comment actually has three different, correct answers: 1.- Last December there were still clones being sold, not so in spring. 2.- The figures for both december and spring are still somewhat contentious. 3.- While market share might have possible increased, user share actually decreased. It was simply that old Mac users were coming to buy new ones." This would be a great subject to debate over a beer. The core of your argument seems to be that virtually all of Apples business is replacement business. I'm not willing to concede the point, although I must admit that reliable statistics are hard to come by. ("Figures don't lie, but liars figure" is an old quote that comes to mind) Certainly the entry level of the G3 line, iMac, seems to be making some converts. Anyway, by early 1999 the picture should be a lot clearer. Bob

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