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

To: J R KARY who wrote (6784)	12/12/1997 2:15:00 AM
From: Doug Smith	Respond to of 213173

With compliments from Infoeat. I am passing on an article from yesterday's Internet Update. You will find page one, and then an article from the VERY NEXT page. Good luck to all Doug by Frank Barnako 1998: The year e-commerce gets real 1998 will be a watershed year for retailers, and Microsoft and Netscape may be awash in sales by helping make it happen, an Internet analyst said Thursday in New York City. Briefing an analysts and media at a breakfast, Dataquest chief analyst Allen Weiner said online retailers have run, as he put it, only 99 yards of the 100 yard dash. "They have great information online about their products, they tell you all the specifications and benefits, but when a customer is ready to buy, they give you an 800 number to call," he said. "They miss the 'hot lead', they miss the opportunity, and they miss the sale." Brand name retailers have been slow to come onto the Web because they realize they have not been able to do it right. "They have a reputation and have offered a buying experience in their stores, and they have not been able to replicate online that which they are able to deliver in their stores," he explained. Retailers need to consider what can be gained by supporting a Web presence. Specifically mentioning Barnes and Noble's online retailing effort, Weiner asked, "How much of the Web business is actually shifting dollars from the retail stores and mail order?" The retailer should use the Web, he said, to drive more traffic into its stores by merchandising and offering community and personalization. Weiner mentioned four companies that are best positioned to be winners in bringing retailers and other businesses onto the Web. Microsoft, Hewlett Packard, Netscape and Oracle are in the catbirds' seats because of their existing relationships with businesses. This gives them what Weiner called "gatekeeper" positions, which permit them to get in the door to make a pitch to an existing client to sell new services. Microsoft's strategy is to target vertical industry opportunities, which Weiner said include real estate, travel and automotive. He also revealed Microsoft is working on a project, called MSFDC, that has the potential to make online bill paying attractive to users because it will offer the benefit of immediate electronic transfers of funds. Netscape is also bolstering its organization for online business services, "quietly building products, implementation tools and support operations" in a division of the company that by the end of next year will employ 600 people. Weiner returned to online retailing, saying that recent developments to improve audio processing by AT&T, Liquid Audio and others are keys to what he sees as "the killer app online: selling music." Music companies, thanks to the Web, have the ability to highlight unknown artists who may have little chance of securing shelf space in conventional record stores. "And the sound quality of what you can get over the Web at 28.8 is much improved," he said. "The concept of buying music on the Web is appealing." ____________________________ Apple Web store results Apple Computer says its new online store on the Web sold $12 million worth of goods in its first 30 days online. Interim CEO Steve Jobs said the venture is so successful it's the third largest e-commerce site on the Web.

To: J R KARY who wrote (6784)	12/12/1997 2:41:00 AM
From: Eric Yang	Read Replies (1) \| Respond to of 213173

>>Something like "...demand for the G3 exceeded supplies as it (the G3) is rapidly becoming the world's most successful system ever..."<< Anyone checkout the QuickTimeVR view of Apple's Sacramento factory? apple.com All those boxes (100s of them) next to the wall looks like 8600s to me. The G3s seems to be selling very well. I just wish more people would buy the 8600s. In the last couple days I've had serious thoughts about changing my order from the G3/266 mini-tower to the 8600/300. Sure the G3 edges out on integer bench mark but the 8600 is a more balanced machine with many great attributes. Furthermore the 8600 is shipping and would help Apple with its inventory.Combinine the QuickTake 200 with the video-in of 8600 you get a digital recorder that can capture video at 320X240 at 30fps. Eric BTW Jim, since Apple discontinued the free QT200 deal I'm only getting one QT200 ($249 -$150 rebate= $99!) I'm going to keep it for myself. My girlfriend won't appreciate it anyway.

To: J R KARY who wrote (6784)	12/12/1997 11:14:00 AM
From: J R KARY	Read Replies (1) \| Respond to of 213173

12/5/97 14A stock option was "pre" version with 12/22/97 its final The Pre 14A states its proxy vote and annual meeting is on 2/3/98 : sec.gov Last year , though AAPL's stock was higher ($24/shr) , Calif. Employee Pension Ret Plan (CALPERS) was moaning and eventually brought about Amelio's departure. Am I suddenly deaf , but has anybody heard a word from them or from the Prince , who with their great holdings , must now be concerned. ? I look at the holdings of the "insiders" in the Pre 14A and I feel lonely . Their lack of faith in AAPL may become a REALLY BIG ISSUE by the 2/3/98 annual meeting . With a share holding computer savy board , and hopefully shareholder officers, maybe the new CEO position will just require somebody who can see lightning and hear thunder to avoid a 2/3/98 "bloodbath" .