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Xu, b.
Pardon my intrusion to the AAPL traders here, and I claim a notta about the technical analysis, but I am not sure if the bottom has reached yet for AAPL. I believe some smoothing in the negative gradients in the stock's price is mainly due to the recent (and hopefully many more upcoming) introduction of new Powermacs, plus some passage of healing time after Apple's dreadful earning announcement. Unfortunately, even without discounting for Apple's continuing loss in the market share to Windows 95, some developments concerning Apple's Copeland OS and Windows NT have lead me to think that Window NT (next version for all mass) may actually beat Apple's Copeland to the market and dominate. This may be is the reason for the most recent drop and possible further price drop. You may know that a significant consensus is there in acknowledging that Windows NT is an equivalent or better operating system of the future (in many aspects) than upcoming Copland. And yes, there is already a strong implementation/migration momentum in corporate and industry computing environment toward Windows NT. Based on the timeframe of both Microsoft and Apple's delays in the introduction of their respective OS (Windows NT from this summer to early next year and Copeland from late this year to sometime next year), Windows NT may come out early than Copeland. A recent Harsook Letter stressed the importance of the timeframe for Copeland's release by essentially stating that a dire consequence may await for Apple if Copeland is further delayed beyond 1st quarter of 1997.
Of course, I am not stating anything new here but my perception and being an avid Macintosh fan/user, I hope that someone can prove my view a hogwash...However, you know the marketeer's way of make something out of nothing..
A.J. |
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