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

To: Adam Nash who wrote (25536)	7/16/1999 2:23:00 PM
From: MeDroogies	Respond to of 213186

Good post. I agree. However, I think that the concept of "sell macs" as a strategy HAS to be the focus at this point. It really is their bread and butter, and if they do it WELL...then it will be the cart that pulls the horse. So far, it's starting to really look like the right model. Secondly, Apple has sloughed off a good proportion of the "bad" business model that got them in trouble to begin with. By embracing open standards on many of their software products, they are going to begin seeing returns that exceed even the most optimistic estimates. Again...that will take time. But it is the right thing to do. Not even MSFT has embraced the open standards model to any significant degree...that works to AAPL's advantage. Finally, Apple is slowly positioning itself into some growth areas, and if they DO get involved w/Palm (I'm a believer), that would be HUGE. So much going on...sometimes "bad" business models are just bad for short stretches...and "good" ones often go "bad".

To: Adam Nash who wrote (25536)	7/16/1999 2:36:00 PM
From: Richard Habib	Read Replies (3) \| Respond to of 213186

Good post Adam. The other point that really should be mentioned is this free PC movement. So far, this has been confined to bit players and hasn't affected Apple. One concern, although it's a bit secondary at this point, is AOL appears to be on track to release a free Internet appliance based on NECs Geode (MediaGX) chip (possibly by Xmas). The device to be given free to AOL customers. You should probably assume that with the Apple example and the small form factor of the Geode, this may be a highly stylized device and could impact iMac. Another secondary concern is that AMDs K7, appears to have specs in line with the PPC on a Mhz to Mhz basis and will be released at 600Mhz shortly. Of course AMD probably won't be able to produce many of these but later next year who knows. FWIW, I don't hype stocks, but you might want to look at Wind River Systems (WIND), an RTOS software maker. It's in the anti-MSFT camp for those that use that as an investment criteria and while its story is not quite as clear as Apple's was in the beginning of its turnaround. Still, I've found it interesting and have been taking a significant position. Rich