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Technology Stocks : Apple Inc.

AAPL 277.47

+0.2%

Nov 26 3:59 PM EST

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To: Essam Zaneldin who wrote (23103)	2/11/1999 12:33:00 AM
From: Richard Habib	Read Replies (2) of 213173

Essam, pretty interesting business. The weakness seems to be the limited choice available right now for merchandise. I could see it being quite a thing, if there was sufficient choice - imagine in an urban area if you included a choice like an online grocer. Norm, regarding your comments, I wonder how stagnant marketshare or even a slightly declining marketshare based on a large installed base growing in absolute terms would go over on the street. But just as a thought experiment imagine years down the road if Apple had 0.1% marketshare of a very, very large market. Even though millions of computers might be in that base it probably wouldn't go over well. Soup, I may be wrong about the P1 not selling that much more than PBs. Right now it's hard to determine what Apple has in mind for the feature set. Well have to wait. Don't think it will make Macworld Japan but it'd be nice. Rich

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