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

To: Sanjay Varma who wrote (5668)	10/24/1997 5:27:00 PM
From: David Semoreson	Read Replies (1) \| Respond to of 213173

One of these days, Jobs/Ellison will make the vision clear. Expect another big jump up when this happens ... in the meantime, I think there is very little downside from here at the "bargain" price of $17 previously paid by both The Prince and by Bill. November options are a really cheap way to take a shot at this.

To: Sanjay Varma who wrote (5668)	10/25/1997 12:20:00 AM
From: Marc Newman	Respond to of 213173

Sanjay, Apple is pretty much breaking even on MP sales these days. The eMate is profitable. Amelio said the margin was 20%. Marc <<Does anyone know about Apple's strategy for the Newton/eMate? I had heard that the Message Pad would be dropped, and the eMate made more powerful. I guess my question is, how do they plan to make money on these products?>>