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

To: Richard Habib who wrote (6644)	12/6/1997 6:52:00 PM
From: Marc Newman	Read Replies (2) \| Respond to of 213173

Richard, I'm curious if you think the current stock price has anything to do with "the last few weeks the reality distortion on this thread has been unbelievable"? That is, are people being consistent but the sudden two-pt. drop in AAPL makes them (include me too) out of touch? Or does the current price have nothing to do with your observation? I know that I've been seeing the psychological effects lately in my own investing, with AAPL and GVIL. I'm getting a few doubts in my mind wondering if the people selling know something I don't. But I think I'm acting logically when I see that my original reasons for buying still exist and thus buy more. Marc

To: Richard Habib who wrote (6644)	12/9/1997 1:07:00 PM
From: Eric Yang	Respond to of 213173

Richard, I don't know exactly what I said in Message 2896260 that made you nervous.You're a PC user and I am a Mac die-hard, naturally we see things from two differnet perspectives. Your primary concern is the share price of AAP. My loyalty lies with the Mac and the well being of Apple. I agree with you that AAPL's declining market share is not sustainable but we differ in how that could be changed. I think adding a operating system level X86 emulator with PPC native Windows API and will provide a practical solution. It would provide the performance and compatibility required for platform convergence without sacrificing key elements of the Mac. Coming from the PC world you're more than happy to see the "Intel Inside" logo next to our colored fruit. To me just thinking about it makes my stomach turn. From a technical point of view, the x86 was a brain dead architecture from the start. It uses some of the dumbest and most awkward ideas in microprocessor design. In the early days of PCs IBM's own engineers wanted to use Motorola's processor but for political reasons IBM settle for Intel's buggy design. I know this is ancient history but I think it demonstrates the difference between PC and Mac users. The idea behind PC has always been: "get something that's cheap, get something that works...if it won't work tomorrow who cares. We'll get something that's cheap, slap it together and make it work tomorrow" Mac users want more than something that works. We want elegant solutions to problems. Not only do we just want machines that work we want them to be something we can be proud of. And if it should cost a bit more, so be it. It's a very different kind of mentality. Eric

To: Richard Habib who wrote (6644)	12/9/1997 1:40:00 PM
From: Eric Yang	Read Replies (1) \| Respond to of 213173

>>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.<< Richard, I don't think everyone were raving about the Apple store when it was announced. In #6289 and #6311 I expressed my doubts about the online store but concluded that it is a move in the right direction for Apple. The success of any technology company depends on three factors: technology, marketing, and production capacity. Apple has traditionally been strong in technology but has done poorly in both marketing, and production. Remember the $1 billion+ backlog of Macs in 96? Whether we are talking about the Think Different campaign or the Apple online store, it might not be all that impressive or innovative in itself but as a whole I think they do address some of the most serious problems Apple's had in the past. The online store is not only a good marketing move, it should also solve some of the inventory/production problems that have plaqued Apple in the past. Breaking things down I see that: Technology: OS8 is more robust. Rhapsody making progress. dramatic improvements in PowerPC performance. Marketing: Think Different campaign, CompUSA partnership, Apple direct sales and online store. Aggressive rebate and other incentives. Production: G3 in good production rate. No apparent shortage of PPC 750. No major hardware problems with G3 machines. Overall I see improvements in all three areas. Obviously more could and should be done but I think Apple is doing the right things to address some of its old problems. We are stronger today than we were back in July. Eric