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When we compare Apple with boxmakers, we should remember that it is more than a boxmaker.
Quicktime, MacOS 8.x and X client/server, Final Cut, AppleWorks, etc., differentiate Apple and add
high-margin value to the company as a leading software maker
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Excellent point! But it is revenue streams that make up the equity value of stocks. Until the revenue stream from any of Apple's software products becomes significant, its value is merely value added to Apple's mainstream product, hardware.
For investors however, these value added products provide enormous growth potential. Especially OS X, Quicktime 4.0, Firewire, WebObjects 4.0, etc...
HerbVic |
