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

To: Cogito who wrote (29330)	10/12/2000 9:00:55 PM
From: JP Sullivan	Read Replies (1) \| Respond to of 213177

Apple plays in the consumer marketplace and has to compete with Pentium / Athlon boxes. Although your argument has merit in the technical sense, that's not how the consumer thinks. Heck, Sun is not even on his radar screen. How well do you think Sun would do against Intel boxes in the consumer space? Although I think AAPL has been ludicrously oversold, I also believe there is good reason for the bearishness. It's hard for people to imagine that AAPL is not a one-trick pony / flash in the pan. To put some confidence back into the stock, SJ will have to come out with a humdinger or two on 10/18. Saying that OS-X will be released earlier than expected would qualify for one. But that's wishful thinking, I'm afraid. Winston

To: Cogito who wrote (29330)	10/13/2000 12:46:10 PM
From: Alomex	Respond to of 213177

Would it surprise anyone to know that up until a couple of weeks ago, the fastest UltraSparc II CPU available in any Sun machine was 440MHz? Even now, their high-end, million-dollar-plus servers use only those CPUs. Sure, they have up to 64 of them, but they're only 440MHz. Have you ever used any of their machines as sole user mode? They seem awfully sluggish. When they excel is when you start adding users. An intel box starts conking out at 10 users, a good sun box supports over a hundred "active" users without much problem...

To: Cogito who wrote (29330)	10/13/2000 7:15:42 PM
From: FruJu	Respond to of 213177

When you think of Sun workstations and servers, do you think of high performance? No, I don't. At least, not for computational performance. Sun servers have good I/O performance (Fiberchannel RAID arrays) and a well-tuned Unix kernel for communications performance, which is why Sun has been cleaning up in the web server department. But if you actually sit down in front of one to use it yourself, you'd think it's a slug compared to the other workstation competition such as 1GHz Linux/WinNT Pentiums or 700MHz Alpha 21264s.