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

To: Eric Yang who wrote (6643)	12/6/1997 4:02:00 PM
From: Richard Habib	Read Replies (3) \| Respond to of 213173

Eric, it's folks like you that make me nervous about being long on AAPL. I usually don't comment negatively on a stock I'm long on but in the last few weeks the reality distortion on this thread has been unbelievable. AAPLs only chance is a convergence with the Intel world. Any reasonably thinking individual would recognize that 3.5% market share and declining is not sustainable in the long or midterm run. Mac in the last month or so has lost the support of SSPS statistics software, Mathlab and Realplayer. The former two begin to throw real doubt on Mac as an education or engineering/scientific platform, the latter eliminates Mac as an Internet server for most people. The company may show a .01 or so profit but will most likely show a loss as analyst expect. Only on this thread can AAPL come out with things like the AAPL store which for an Intel guy is completely unimpressive and merely a stab at catching up to the Intel world and have people raving about it. Rhapsody is AAPLs future. Both Jobs and Ellison have seemly backed away from it in the last month or so by playing up the Mac OS. Jobs has done alright but is probably on the verge of screwing up as he has before because he seems completely incapable of understanding the average user. No self respecting prospective CEO is going to take on AAPL with Jobs over his shoulder - he will have to back far away from the operation and let a reasonable CEO make the reasonable determination that PPC is on it's last legs. If AAPL is left holding the bag when MOT or IBM announce severly reduced support for follow-on PPC development which is likely to happen at any time you'll see this stock in the single digits. AAPL has little time left to make radical changes. I still think they may pull it out but die hard Mac fans are probably as much a problem as a blessing. Rich

To: Eric Yang who wrote (6643)	12/7/1997 11:52:00 AM
From: Mark Palmberg	Respond to of 213173

<<But is it going to happen? I haven't heard anyone mention this, so I highly doubt it.>> I hadn't heard anything about Gates dumping $150M into AAPL before it happened, and look what came about.... I think there could be plenty going on that no one knows about. But I wholeheartedly agree about your points regarding X86 and PPC. My only point is that Rhapsody is going to give users a FAR better computing platform (options-wise) than anything has up to this point. An with as cozey as Bill and Steve seem to be getting, I don't think your scenario #3 is so terribly crazy. It's going to come down to the apps in the end, of course, but with everything else that's taken place in both PPC and Intel chip architectures, big dogs like Gates and Jobs can get the software end of this thing taken care of if they really want to. I, too, would HATE to see AAPL move away from the PPC. How could that be go for the platform? Good luck. Thanks for the great reply. Mark