Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Marc Newman who wrote (6873)	12/17/1997 4:24:00 AM
From: Doren	Respond to of 213173

Interesting Chart Note: Apple's 6mnth. chart looks amazingly like Intel's- quote.yahoo.com quote.yahoo.com Doren

To: Marc Newman who wrote (6873)	12/17/1997 7:38:00 AM
From: Doug Smith	Read Replies (1) \| Respond to of 213173

Marc Brisk! That's how the weather and the sales are in Switzerland. Three local vendors have sold out of their machines (one had 8 on hand last Thursday) in less than a week. The prices for the G3 are fairly high here, but the bundles with monitors and extra memory which the resellers are putting together are excellent. G3 powerbooks, however, are on the price scale of the 20th Anniversary mac and are really not leaving the store. Asking vendors about sales evokes laughter. One salesperson noted that he could not have a demo running for me to view since it had been sold before it had even come out of the box. If sales abroad can pick up a bit, this quarter may not be as bad as it is being forcasted. The biggest problem with the European market is the US media which is so pro-Intel. People here believe what they are reading and it all says that Intel (merced-especially) is where anything computer oriented is headed. Also, I think that investment from the European market sector into US stocks in general (such as AAPL) is taking a beating due to fluctuations in the exchange rates. The past two months have seen the Swiss franc in a US$.10 swing due to surging US economic news and the Asia crisis. As for market share, I would say that APPL is being too conservative about its nitch design market here and that it really needs to get some advertising in front of consumers. We are not doing the THINK DIFFERENT thing yet. Small AAPL resellers are the tradition here, but the consumer tendency is to go toward the emerging mega-store fronts rather than the mom and pop places. None of the chains here are even showing Mac products. With that in mind, I think the European quarter will be excellent, but then the second quarter of 98 will see a steep drop off with no consumer expansion. On the upside, I think that AAPL is quite undervalued on the market and that by Q2 we will see a solid profit from the Americans which will help to generate more exposure here through the media. Good luck Doug

To: Marc Newman who wrote (6873)	12/17/1997 11:07:00 AM
From: Fernando Gomez Pimienta	Read Replies (1) \| Respond to of 213173

Marc: Here in Mexico the market for Apple is not very big. Apple introduced the Mac here but after 1986 or so they left the country apparently some problem with the Governement and then in the 90's they came back: a lot of time was lost. Anyway, the users here are very passionate, as everywhere, but the big majority is PC. Also the Macs here are more expensive, I bought a 8600/300 a big local distributor has a "promotion" with at around us$7k all taxes included on a 10 month lease (With extra ram, etc.) Importing them from the U.S. is a problem as too many customs hassles. Anyway, the distributor told me they had sold last month around 120 of the 8600/300 ( A superb machine, by the way), does'nt sound too much to me, but consider the local price and maybe it is. This is just a distributor and just Mexico City. They are trying to sell this model and although the G3's are here as well, they are pushing more on the past models. Apple should try to do more on schools here and in general advertising. Good luck to all, Fernando