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Technology Stocks : Apple Inc.

AAPL 259.06

-0.5%

Jan 8 3:59 PM EST

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To: James Burke who wrote (658)	12/26/1996 11:48:00 PM
From: soup	of 213181

Bloomberg Reports Analysts Gave Jobs, NeXT a Cool Reception. I asked my broker (Schwab) "cool" as in " way cool ... " or "cool" as in "not so hot". "The latter" he said and faxed me the text. Analyst concerns were: How would the technologies work together? How soon would AAPL's acquisition result in a new OS that current (PPC) users could use? (Hancock declined to give a specific date.) How much time would Jobs be spending with AAPL (Scalise said the new position would not demand a great deal of time.) Broader concerns had to do with how soon the NeXT acquisition would result in increased revenues and improved market share? Prevalent attitiude was "wait and see" and "show me". Some praised the technology and body of engineering talent brought by the NeXT acquisition. Jay Vleeschhouwer (wonder how many times he has to spell that name out), an analyst with Josephthal, Lyons & Ross said he's likely to lower AAPL earnings over the short term. But even if the new software starts contributing AAPL's earnings two years from now, its stock price reflects "a reasonable valuation already". Respectfully, I think the analysts are missing the forest for the trees. (Without forcing AAPL to give it it up) the NeXT OS liberates AAPL from the PowerPC platform and allows it to compete with MSFT for enterprise market OS share on legacy systems. This is part of a real paradigm shift going on with AAPL/SUNW/Oracle/Netscape -- and IBM pushing open standards. soup

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