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

To: bobby beara who wrote (7024)	12/25/1997 2:07:00 PM
From: Eric Yang	Read Replies (1) \| Respond to of 213173

Reuter on Apple biz.yahoo.com Many analysts are accusing Apple of not doing enough to move the none G3s while others say Apple is doing quite well by offering attractive rebates for these older Macs. Which makes more sense? Personally I think the inventory problem with none G3s has been exaggerated, at least in the US. Yes, Apple gained notoriety with its Performa inventory problems but the 8600 and 6500 are pretty kickass machines. It would be foolish to compare them to the Performas. The 8600/300 especially is a powerhouse in its own right. On integer intensive tasks it's just %15 slower than the G3/266, arguably the fastest desktop on earth. It beats the G3/266 hands down on expandability. UCLA is selling the 8600/300s to university depts for $2399 and if you buy 50 or more at one time (and who doesn't?) its $2179. At these price points, these machines should do pretty well in the educational and business market. Apple's foreign market which accounts for 50% of its business could be a different story though. The news about the G3 has had plenty of time to reached the international markets and yet very few units of G3 have been shipped so far. We're left with the expected erosion in sales due to product transition but don't get the benefit of G3 sales. That could be a bit of a problem. Eric

To: bobby beara who wrote (7024)	12/25/1997 5:33:00 PM
From: Patrice Gigahurtz	Read Replies (1) \| Respond to of 213173

bobby: Yes I recall as I sold for two-point $ gain on the 'eve just prior to Jobs'/Boston-MacWorld effect ! But the drama of those August events was a variable that might be missing this time ? What could they announce/demonstrate that could have the same result ? I suppose a profit for the current qtr would do it ? But that question isn't answered until mid-Jan'98. So that leaves the CEO question. Could a CEO announcment carry as much drama as the August Jobs'/Boston MacWorld ? Plus, recall that August market conditions didn't have Asian turmoil to deal with. Last week I got in at $13 3/8th 'cause I thought the price was reasonable. BTW: I never dreamt AAPL would go from $13 to $29 and back to $13 within 12 months. My XMAS present from Apple wish: For me, I'd be happy with a CEO that Jobs' likes and a net profitable '98.

To: bobby beara who wrote (7024)	12/26/1997 11:16:00 AM
From: J R KARY	Respond to of 213173

Anybody know the "Prince" and CalPers investment names ? Thomson Research Report as of: Dec 16, '97 Apple Computer MAJOR SHAREHOLDERS Top Institutions Ch Shrs Shrs Hld Date Rptd % Hld OHIO STATE TEACH RET SYS -550 3,508,207 09/30/97 2.70 BARCLAYS BANK PLC 66 3,042,798 06/30/97 2.40 BABSON DAVID L & CO 0 2,315,424 06/30/97 1.80 BANKERS TRUST N Y CORP 167 2,196,647 09/30/97 1.70 STATE STREET CORP -31 1,696,323 06/30/97 1.30 Top Funds Ch Shrs Shrs Hld Date Rptd % Hld BABSON VALUE FUND -327 1,609,200 09/30/97 1.30 VANGUARD INDEX-500 PORTF 49 797,889 09/30/97 0.60 DFA US LARGE CAP VALUE 0 319,800 05/31/97 0.30 VANGUARD INSTIT INDEX 7 298,794 09/30/97 0.20 KENT GROWTH & INCOME FD 0 186,300 06/30/97 0.10 Top Insiders Shrs Hld Date Rptd % Hld Rel. MARKKULA ARMAS CLIFFORD 2,096,930 08/07/97 1.60 R CRISP PETER O 268,331 11/30/95 0.20 D AMELIO GILBERT F 135,960 02/05/97 0.10 CB BUCKLEY JAMES J 10,740 01/16/96 0.00 OS FORSYTH GERALD FREDERICK 5,716 06/28/96 0.00 VP Can't find them as of 12/16/97 . Wonder if they will be invited to AAPL's 2/3/98 annual shareholder meeting ?