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

To: Bill Jackson who wrote (6929)	12/21/1997 10:33:00 PM
From: phbolton	Read Replies (1) \| Respond to of 213173

"Reality Distortion Field" investing: Just before Jobs' last two announcements AAPL ran up in price due to rumours, speculation and reality distortion effects. I played this the last two times (did real well on #1 and ok on #2) and with the third time coming up -MacWorld- Jan 15 calls look enticing but the 17.5 are probably a better bet. Buy em now and sell em minutes before Jobs starts talking.

To: Bill Jackson who wrote (6929)	12/22/1997 12:12:00 AM
From: FR1	Read Replies (1) \| Respond to of 213173

Some things I agree with and others I do not. >Oracle, any sniff of Ellison is anathema to any open system sort of company. His niche will soon start to contract. Yeah, the only thing Oracle has is a database. They are milking that cow dry. Middleware is the only thing keeping them and Sybase afloat. A good database program is something that will start being given away in the not too distant future. It is all based on only one good program, a B-tree, which is well understood academically. crushed Power Computing, Dumb and dumber, he should have modified the agreement with a sliding scale of fees so.... I agree that clones should stay - especially since Rhapsody is the mother of all clones (it will run on any mon-and-pop PC). However, it will take a while for Rhapsody to come on line and Apple could not afford to sit around and take the losses. I note you are assuming in your statement that Jobs had the ability to modify Power Computing contract. Not so, says Jobs. He says he went back to them 7 times with various proposals and they rejected all of them. This seems to be true judging from the hot head Power had as president. Basically, Power said "we got you over the barrel and wont change anything. Now buy us out or we will eat you alive.". Jobs did the only thing he could. In short, I think Jobs is doing an OK job. This is a slow but powerful train starting up. It is all based on transplanting Apple OS to UNIX, which is being done by good people and is on schedule. Most of the Merrill Lynch type researchers agree and see break even around mid year, some good growth by the end of the year, and a great 1999. That's about right. The OS will be available to the public in January and within 4-6 months Universities, government places, ISPs and large businesses will start using it in a big way. It is the first version of UNIX that scales from the desktop to the mainframe, has heavy graphic arts features such as display postscript and comes with a installed base of millions of users. Logic points to Rhapsody as a strong contender against MSFT and a better product. But the good guys don't always win. Your keyboard is designed to prevent humans from typing. The press badmouths Apple because they don't advertise and there are no profits. As soon as profits show up and they are paid to advertise Apple everything will be exactly the opposite. There is the old saying - if you can do something you do it, if you can't do something you become a consultant or expert and direct companies. If you fail at that then you become a journalist and establish public opinion. If you fail at everything you become a politician and set the laws. I'm long on Apple and will probably switch my office back to Apple next year.