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Technology Stocks : Apple Inc.

AAPL 273.67

+0.5%

Dec 19 9:30 AM EST

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To: Richard Habib who wrote (25066)	6/5/1999 4:50:00 PM
From: J R KARY	Read Replies (1) of 213177

Hey Rich I'm not alone - how about this article on AAPL partnering ? Capt. J won't give up the enterprise market that he worked in since leaving AAPL to focus on a future driven by lower margin consumer products with MOT as his sole supplier . SJ is a enterprise kinda guy comfortable with Presidents or IBM's L Gerstner . AAPL's discussion of consumer market plans are pleasing to the FTC should AAPL "partner" with a enterprise player . Regardless Server OS X is destined for a enterprise life rather than a desktop AltiVec game server . Competing with INTC is not AAPL's focus , but increasing revenues at a fair margin to recover to its former "10%" market share is critical . Partnering may be required for AAPL's entrance into new customer areas and is suggested in this article : ---- " No one company can provide the solution for every situation. Customers come in all sizes and shapes, especially in the computer market. Consumer users want games, educational titles and personal finance applications. Small businesses need E-mail, accounting packages, and contact managers along with the software that makes their business unique. Enterprise customers want high-end servers, collaboration tools and advanced database applications. " applelinks.com --- The success of AAPL's "consumer" iMAC is a blinding mirage . For example AAPL's FileMaker is unheralded by the "Street" even though it has become the 2nd largest data base (WIN/DOS/Mac) supplier . Now that AAPL has proven its consumer acceptance I suspect Ole Blue will provide AIM partner AAPL the PowerPC horsepower needed for Server OS X enterprise applications . MW-NY is my focus as a investor . Jim K.

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