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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Richard Habib who wrote (25487)	7/15/1999 1:50:00 AM
From: dav	Read Replies (1) \| Respond to of 213186

is AAPL at this price still a good buy ? eom

To: Richard Habib who wrote (25487)	7/15/1999 2:15:00 AM
From: Marc Newman	Read Replies (1) \| Respond to of 213186

Rich, that's the best cc wrapup I've seen. Thanks a lot. Some miscellany-- Trading up .80 on Instinet or trading at $58 in Japan sounds about right. Now we'll see what kind of upgrades we get tomorrow and whether there are a lot of shorts left or not. And if they will try to make a stand. I note that Merrill doesn't even cover us. A good time to start. And I'd think some of the people who have been getting it right, like Lou M. at GKM would raise their price targets. $55 is so, so early July. Mou and Lou, what a great pair. Kudos to Bear Stearns too, for being the first big house to get behind Apple back in 1997. They didn't waver either, even though the stock promptly tanked on them. The market share gains in Japan are terrific and the P1 will do great there. I wonder if Anderson plans on an upside in Q4 by slipping the P1 out right at the end? We've been having a pretty good discussion of the $400 rebates/free PCs on the MF board. I'd like to see Apple get the rebates going because I think the combo of a $999 Christmas iMac turning into a $599 easy-as-pie internet machine would be irresistible. And Apple still gets the $999 in revenue, of course. But it seems that Apple has other plans, likely the Gateway and Dell idea. I'm sure they know best. <<Education was up about 22% yr over yr.>> This trend will continue into Q4 and lead to some more great unit and market share numbers. <<a -11 day cash conversion cycle. Ended the qtr were inventory less than 1 day.>> Just amazingly lovely. I'm curious if anyone is noting any shortages in Blueberry or Grape anymore? This board is pretty dead. I wonder if it's an SI thing. Seems like Raging Bull and Yahoo are slowing SI's volume down, due to being free. It's sad. On the other hand, no feuds! Which is great. Okay, nothing more. Not selling a share until I hear what Jobs has to say and evaluate the price then. Marc

To: Richard Habib who wrote (25487)	7/15/1999 12:55:00 PM
From: J R KARY	Read Replies (1) \| Respond to of 213186

CFO's sales projections muted in deference to MacWorld ; IBM reports Tuesday Rich thanks for the CC comments . CFO Anderson may be showing the Street actions speak louder than words . His 8K filing of Employee options at $46 during the earnings "quiet period" was somewhat indicative . Yesterday he properly side stepped the CC's new product speculations . However my read is Mr Anderson did figure them into his projections when he stated 'we will have a great 2nd half' . If IBM comes in "big" as expected Tuesday it will set a bullish stage for Mr J's Wednesday MW-NY "Product Road Map" Keynote and the P1 . Following MW-NY is Seybold 8/99 in SF , at which I suspect Mr. J will demo IBM's new SOI PowerPC (G? 650mz ?) in a ready to ship server which will increase both revs and margin : ===== " Possibly before that chip (64bit 1,000mz) is announced, IBM will start to deliver a slower PowerPC 750 to Apple that uses SOI and the same process technology, Shahidi said. Each of the SOI-based processors exhibit performance improvements over previous-generation processors of "greater than 30 percent," Shahidi said. edtn.com ===== To parse CFO Anderson's comments: zdnet.com ===== If this opt expir peg hits $52.50 , I'd be a buyer . Jim K.