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Technology Stocks : Apple Inc.
AAPL 271.84-0.4%Dec 31 3:59 PM EST

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To: Don W Stone who wrote (730)1/3/1997 10:55:00 AM
From: Brian P. Theodore   of 213177
 
The way aapl is heading, all they will be is a niche product !

Hope that subject was short enough to get it all in and catch
your attention. I hear a lot of bickering back and forth about
whether or not aapl with superceed wintel. Of course it won't.
NEVER! And aapl knows that, unless their completely clueless.
Even if aapl comes out with a BeOS or NeXTOS-like OS (e.g.,
multi-processor, multi-tasking, micro-kernel, ....etc.), I don't
think that it will impact that market that much either! Sound
crazy ?? Think about it. By coming out with a new OS, they
aren't being inovative or clever, the are only keeping pace.
The look-and-feel's of todays window-based OS's are all basically
looking the same and are doing the same thing. You've some
concept of a desktop, with windows which can be dragged, you have
a mouse, etc... blah blah blah. This is nothing new. For that
matter, win95 isn't anything too new either, it is just so far
superior to that win3.1 junk!!

They need to focus on niche products and their inovations more, and
just keep pace with their OS, not try and outdo wintel. What is
there left to do ??? A new custom network protocol ?? a whole
suite of never-seen-before icons ?? allow a hybrid of ppc and intel
chips in the same machine both running in multi-processor mode ??
making a computer that is also a TV (Oh, that's been done !),
embedding a object-oriented database at the heart of their OS ??
Hmmm, that isn't a bad idea... Kind of what Be is doing for their
next BeOS release.

Well, anyways, you get the point, most everything has been done to
deal with todays processors and network environments.

They need to focues on being *open* with as many other systems as
possible, and keep pumping money into r&d, even while in the red!
This is what will progress the Newton to an acceptable and superior
product to the WinCE HPC's (Oh, now I sparked another heated Netwon
debate !!). They probably should lose the QuickDraw3D, OpenGL is
the standard adopted by industry, and no need to clutter the market
with unwanted products. Keep making alliances... such as with ibm,
sunw, etc. This is good for business, plus helps ensure your place-
holder in a particular market. Push harder for complete market
dominance of Quicktime and Quicktime VR. A good idea and they
should capatilize on it. And maybe if they're really smart, they
will crack open this intranet market with a new improved technology
to beat out the new wave of push-based services like PointCast,
this Constalation thingy from Netscape due out soon, and some
similar junk due out FY97 from Microsoft.

Anyways, enough of my rhetoric, back to work.

BTW, this thread has seemed to completely diverge away from
the stock price of aapl. It is down at 21 now. Think now is
a good time to add some more aapl while it is low and before
MacWorld ??? I've been debating it all morning... Should I buy
more of aapl ???? I've been thinking, what harm could come out
of next week. They wouldn't possibly step up to the podium and
announce that they have no vision, no goal, no plans for the future,
then step down. They have to announce SOMETHING which will get
investors thirsty.

What do yo'all think ??

-Brian Theodore
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