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Technology Stocks : Apple Inc.

AAPL 278.28

+0.1%

Dec 12 9:30 AM EST

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To: Murrey Walker who wrote (21276)	12/18/1998 1:19:00 PM
From: Brian Collins	Read Replies (1) of 213176

<<While Apple still rolls out new power hardware, I think you have to agree that the speed of new product offerings is not what it used to be.>> True. But I see that as a good thing because it represents much needed cost containment and a new focus on specifically targeted markets. <<My concern is that Jobs has ramped up the “consumer/personal use” sector to the detriment of the power user – and, he risks losing share to the Wintel side as there is a lot of evidence that those machines continue to deliver higher and higher speed to those who want it.>> Apple's only risk is not gaining market share. Our user base is near its lowest and comprised of diehards. My concern is that if he didn't, there would be no financial basis to continue to support existing diehard platforms.

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