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

To: Don Green who wrote (32792)	3/23/2002 8:24:14 PM
From: Don Green	Read Replies (2) \| Respond to of 213182

Porsche - Apple = Stupid Analogy There's no comparing the two. The problem with the small Mac market share is getting developer and hardware vendor support. Mac's require different software applications and drivers. Porsche may have a small over all market share but it still uses the same unleaded gas as my truck and the same oil and transmission fluid and the profit margin on Porsche accessories and parts is high enough for small car part makers to stay in business by catering to Porsche owners. Margins are often not high enough for a developer to spend the time and money porting to the Mac or making their latest video card available for the Mac. It's just not practical unless the market share can go up. maccentral.macworld.com

To: Don Green who wrote (32792)	3/24/2002 2:47:55 PM
From: Dave	Read Replies (1) \| Respond to of 213182

One thing that Apple is definitely doing right is trying to corner the digital Film market. There are two main reasons that this is a winning strategy: (1) This niche market is very likely to quadruple in size over the next three years, as digital film hardware continues to cheapen and digital film distribution becomes a reality, so the small companies that Apple purchases, like Nothing Real, have great potential to grow dramatically. (2) High-end Film software technologies always trickle down to professional video, and then to the consumer digital video market. And of course consumer DV is growing rapidly. I'm looking forward to Apple becoming the next SGI in the film and video world. SGI, until it started to falter and adopted Windows NT as its platform, was the reigning king in that market. If Apple buys Avid, they will own the professional video market too. This is not a bad niche, if you have to be in a niche! It's a lot healthier than, say, Day Trading software. Dave