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

To: J R KARY who wrote (5808)	10/31/1997 3:30:00 PM
From: Marc Newman	Read Replies (1) \| Respond to of 213174

I'm enjoying the speculation about Oracle, Knowledge Universe, etc. That's one thing Steve Jobs brings to the table, a lot of industry friends. Being able to get Bill Gates to take your calls can pay dividends, as we saw in August. With all this potential I don't see a lot of risk buying Apple right now but do see the upside. I think at the least they show a profit this quarter and announce a good NC partnership with Oracle. I think it is important to Apple that they structure the deal so that there's no way Apple loses money on them. Some sort of early subsidy. Something Jobs can hold up and show that Apple has a good deal. We're still fighting the perception that the company is going to die. Marc

To: J R KARY who wrote (5808)	10/31/1997 5:28:00 PM
From: FR1	Read Replies (1) \| Respond to of 213174

>a full line H/W company would taint ORCL's DB efforts . < I don't know about this. Jobs is continually saying we are not making a brain transplant to rhapsody but everyone knows we are. Rhapsody for PC will be available in about 2 weeks. So the Apple OS will be able to run on almost any platform. Basically, we are moving Apple to more of a software business (like microsoft). The OS (as well as any DB) that Apple owns will be able to run on any platform. Buy a copy at the discount store and slap it on any reasonable PC. This fits Oracle like a glove.