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

To: Larry Brew who wrote (7347)	1/6/1998 3:55:00 PM
From: Marc Newman	Read Replies (1) \| Respond to of 213173

Larry, here on TCI cable we had the audio problems, then the full interview with Jobs walking off. Serious blocks going through at exactly nineteen now, on the ask. Plus Apple just said that the profit is not an aberration. Going up tomorrow. Marc

To: Larry Brew who wrote (7347)	1/6/1998 3:56:00 PM
From: Sowbug	Read Replies (1) \| Respond to of 213173

Bob Pisani on CNBC: Wires report that AAPL profit is "not an aberration," suggesting that the Power CC matter isn't the reason for it.

To: Larry Brew who wrote (7347)	1/6/1998 4:00:00 PM
From: J R KARY	Respond to of 213173

Here's AAPL developer's review of MacWorld's Keynote session AAPL's sales at CompUSA grew from 3% in Oct. 97 to 14% in Dec. 97 , and all the G3 models are not in play yet: A P P L E - D E V E L O P E R - N E W S Issue 87 Supplement 2 Jan. 6, 1997 ===================================================== Dear ADN readers, Happy New Year! This is Gregg Williams at Apple, and I'm writing a short summary of the Macworld Expo Keynote session, which just let out about 20 minutes ago. To make sure you get the freshest news, I'm writing this now and will write something more detailed by the end of today. First off, there was nothing but good news (although no CEO announcement was made). Steve Jobs hosted it (along with numerous other presenters), and all the presentations were relaxed, positive, full of content, and to the point. Here are the most relevant points--the "just the facts" news--presented in chronological order: * Apple's sales of Power Macintosh G3 computers are strong. In the first 51 days of sales (this covers up to just a few days ago), Apple did much better than it expected. We forecast sales of 80,000 Power Macintosh G3 computers--we sold 133,000. * Apple's work with retail vendors is paying off. CompUSA has 57 Apple "store-within-a-store" units up and running (over 140 expected by February). In October (before the "store-within-a-store" concept was implemented), sales of Macintosh computers at CompUSA accounted for 3 percent of all computer sales (in numbers of units sold). At the 57 Apple "store-within-a-store" locations, Macintosh sales in December rose to 14 percent of all computer units sold. * Apple announced four new add-in computer options, available today through the Apple Store and Apple dealers: a 100 Mbit-per-second 10/100BASE-T Ethernet PCI card (for $100!), 4 and 9 GB Ultra/Wide SCSI internal hard disks (with associated PCI cards), and a 128-bit ix3D Ultimate Rez graphics accelerator card. (I was just up on the store.apple.com site and, despite the traffic it must be getting now, it was fast!) * Mac OS 8.1 will be out in February as a commercial product, the standard OS on all new Macintosh computers, and a free upgrade to all Mac OS 8.0 customers. It includes the new HFS Plus disk format, better Java support (complying with the Java Development Kit 1.13 standard), and Microsoft Internet Explorer 4.0 for Macintosh (which just went final) as its default browser. It is also the first operating system to include built-in support for the Universal Data Format (UDF, the format used by DVD discs). * There was great emphasis on QuickTime 3.0 (more on that in my next missive) as the best technology on both Mac OS and Windows for doing media streaming across the Internet, video, audio, 3D, music, and more. QuickTime 3.0 will continue to be free on both platforms, but Apple will also sell an enhanced QuickTime Pro version for US$ 29.95 to (as Steve Jobs put it) help fund future innovation from Apple. * Representatives from four companies presented four hot new products: Microsoft Office 8.0 for Macintosh (you've got to see this to believe it--it's great), 40 enterprise solutions from Oracle, Macromedia Dreamweaver, and Cyan's Riven: The Sequel to Myst (which is created exclusively on Macintosh and Silicon Graphics computers). * Last and best, Steve Jobs announced approximate figures for Apple's first financial quarter of 1998, September through December 1997. (Apple will announce the exact figures on January 14.) According to Steve Jobs, "Apple had revenues of $ 1.575 billion, and Apple Computer last quarter made a $ 45 Million profit....I think I can tell you for sure that Apple is coming back." That's all for now. It's 11:42 here in Cupertino. After lunch, I'll start writing again and have something in the e-mail to you by this evening. Thanks for listening. Gregg Williams Apple Developer Relations ----------------------------------------------------------------------

To: Larry Brew who wrote (7347)	1/6/1998 4:07:00 PM
From: Tom Latham	Read Replies (6) \| Respond to of 213173

I really hate to be negative as I generally hate bearish preceptions about the stock market in general, But investors had better look close to see where this 35 cent earnings is coming from... I do not and can not see AAPL doing this in this market climate...I'd start looking under some rocks very closly. Sold my 15 calls today near 20 and still don't believe this run. Yall be careful but good luck, if AAPL is worth 20 --- CPQ must be worth 100