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


To: Mark Palmberg who wrote (26992)11/14/1999 11:13:00 PM
From: Marc Newman  Respond to of 213182
 
<<Well, one of the primary reasons is that when you
rely on the consumer market you are more suspectible to downturns in the general economy,
whereas
with a business market you can weather the cycles more easily. We are at the peak of an economic
cycle
now. What will happen to the iMac and iBook markets when we start to turn down?>>

Well, those companies also didn't have the most consumer-friendly OS on the planet either.

I do wonder if this cycle is changing a bit. Now you have the businesses not needing extra power
but at least on the gaming side, consumers want as much power as they can get. And with the rise
of the internet and the sub-$1000 device, I think the trend is up for consumer desktops, not down.
Seems to me that the business cycle might be more cyclical than the consumer market in the future.

Having said that, I agree with FruJu and Doren that the pro side is slowly being eroded. Apple
needs to keep the machines more powerful than the Windows side and keep the software
developers happy. Altivec is a start and Apple is doing well on the software side with consumers.
Hopefully Apple will be fully clicking on the business side soon with G4 or G5 at much higher
mhz, OS X, and a lot of Altivec plugins.

Anyone have any thoughts on ViaVoice? Isn't that due soon?

Marc

Edit--hey, just caught the Bon Voyage iMac commercial with goldblum on the Simpsons.