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

To: Marc Newman who wrote (6646)	12/6/1997 7:05:00 PM
From: Marc Newman	Read Replies (2) \| Respond to of 213173

Some links: Mac the Knife does a satire on the Sprewell incident and reports that UMAX is getting authorization to release G3 machines in January. My comment: A profitable Apple, new Office '98 software, and a strong remaining clonemaker will help the kill the perception that Apple is dying and thus help short up software support/market share. The article also mentions Adobe's three major Mac releases for 1998. zdnet.com Henry Norr on Apple's pricing policies: zdnet.com Mercury Center article on Apple's troubled CEO search: www1.sjmercury.com Soup, thanks for that Carmack/Hook link. It was great. Marc

To: Marc Newman who wrote (6646)	12/6/1997 8:08:00 PM
From: Richard Habib	Read Replies (1) \| Respond to of 213173

Marc I do think that we are a bit out of touch. Since the big announcement fizzle my impression is that the news has been quite negative. Keep in mind that I believe AAPL has no future as just a Mac/PPC company and that influences my interpretation of the news. I think we are at more risk than we have been since July. I think the downside is around 9. The reason is that I don't think the street will care a great deal even if AAPL shows a small profit. They will still perceive AAPL as in a nitch market that is declining and a few quarters growth doesn't change the overall trend in the mid to long term. I said before we need profitability to bridge to the Rhapsody time frame and some sort of convergence. Lately, I've begun to believe I may be out to lunch regarding convergence and Jobs, Ellison and AAPL have absolutely no intent along those lines. If that's the case they have submerged themselves in the same old reality distortion field. I'm sure the G3 is a great machine but it's not that much greater than a 300 Mhz PII, not enough to make a difference in the big picture. Also I think folks should familiarize themselves with the Intel roadmap a bit more. Intel will have a 400 Mhz PII by Spring. The Merced is by all accounts a very serious chip and it's silly to pin your hopes on Intel/HP screwing it up. By 2000 it's to scale to 1.1 Ghz with significant parallel inst capability. The power PC gang is going to have to expend serious dollars to keep up. IBM has announced they'll support Merced. MOT has announced they are not making a decision on the type of chips the new plant will fab. Does that sound like unequivical support for PPC. I've run a few thoughts on this thread by my brother an IT consultant doing work at the enterprise level. He brought up the Mac/Rhapsody at a discussion with some folks from a major cooperation. They laughed. AAPL will not gain credibility in the wider market without some sort of convergence and assistance from a credible WinTel player. AAPL needs to know that it's die hard fans won't turn against it if it starts to move towards convergence thereby destroying it's only near term source of revenue. Rich