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


To: FruJu who wrote (26977)11/14/1999 2:27:00 PM
From: Doren  Read Replies (1) | Respond to of 213182
 
The Ataris, the Colecos, the Commodores, the Mattels that all tried to sell computers to the consumer market in the 80s were wiped out. Why?

The point I was trying to make on the consumer overboard thing is if the professionals are not creating content on Macs the content will be for Wintel machines. Imagine a world full of iMacs that can't access content on the web. It's already true to some extent, when you hit a JAVA site. Sure JAVA is slow today but think about it, if you have a 2Gb processor how much differences will it make. Slow processor + slow internet access + poor to none JAVA support = ?

The other thing is folks, friends(?), aquaintainces(?). Stocks don't always go up. Apple really didn't have anywhere to go but up when it was at 12. It's possible that we're on top of a hill wearing roller skates now.

Not that I think we are. But the tactics Apple has employed lately should, at the VERY least, give long term investors some pause to think. Certainly many professionals are re-considering the wisdom of large Macintosh investments. If it starts to slide it's likely to be a slow slide. Although if AMD continues to perform like it has lately...



To: FruJu who wrote (26977)11/15/1999 6:47:00 AM
From: Zen Dollar Round  Read Replies (1) | Respond to of 213182
 
The transition to Mac OS X is an absolutely critical turning point in Apple's future. If they are successful, and the business software developers who have abandoned Mac OS 8/9 for WinNT in the past 3 years flock back to the Macintosh with a stable, modern operating system, then Apple will flourish. If Mac OS X turns out to be a failure and the business developers stay away, Apple is in for a very rough time.

Very well put. I've believed this for some time, and I think success of Mac OS X is absolutely critical for Apple to have any hope of regaining business users and building market share long term. I suspect Apple's passivity in marketing to the business world will change dramatically when OS X ships, and I think they'll mount a full frontal assault on the Wintel business hegemony at that time.

Jobs knows the Mac OS and its aging architecture just can't compete with the features of Windows NT. If Apple ships an easy to use, fast, stable OS X with all the features a modern operating system should have, they may compete strongly in all segments of the business market. Let's hope Jobs and company remember which side their bread is buttered on. If they try to foist a badly redesigned Finder or crap like the UI of QuickTime/Sherlock II on everyone, they'll get what they deserve and we'll all suffer.