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Technology Stocks : Apple Inc.
AAPL 272.99-0.3%Dec 30 3:59 PM EST

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To: Benjamin Ostrom who wrote (690)12/30/1996 9:18:00 PM
From: Brian P. Theodore   of 213177
 
Don't agree with you on this one Ben ...

You are right, HPCs are lacking ram, speed, and coms, but
then again, everything out now is first generation. Look
at how limiting the 1st generation newton was. Also looks
at aapl's past success with keeping their OS propriotary, or
rather, not open. WindowsCE is open and has dozens of hardware
and software manufactures on board actively developing products.
their OS is ported to at least 4 processors, so speed won't be
a problem for long, and RAM is cheep now, this limiation shouldn't
last by 2nd generation machines.

Don't get me wrong, I have my fair share invested in aapl and
want to see them succeed.

I know a lot of people on this thread don't agree with my
stand on the Newton, but I'm trying to be objective with
the competetion. I also feel that aapl has had plenty of
time to turn the newton into a killer machine (not that the
2000 isn't in its own right).

I am in with aapl for the long haul. I have faith that they
will rise again. There are too many "people" who have vested
interest in aapl succeeding (e.g. Motorola), and are dedicated
to help aapl. Plus, the line of CEO's would probably reach
around their nice research plan in Cupertino if the job opens
up again. They just need some time to restructure, much
like IBM did. And hopefully, they (with Jobs) has the brains
to bring them back up and transform aapl from a hw company into
a sw and technology company.

The more I read, the less optimistic I get about Jan. 7 being
a major day for aapl shareholders. They will probably be very
conservative and general in their speeking and committments.

But time will tell.
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