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

To: Alomex who wrote (7499)	1/9/1998 2:55:00 PM
From: BillHoo	Respond to of 213173

"Switching to a different platform is darn expensive, yet plenty of Mac users did that over the last few years" I don't think that many Mac users actually switched. Actually having been part of the PC assimilation process, the user's are still holding onto their Macs. The only difference is the Macs have moved from their desktops at work to their desktops at home and the PCs are being supplied by their corporate purchasing departments for work. At some point, when those Mac users are ready (based on price and techno-stability) I think they will purchase Macs in volume. Pent up demand will drive Apples success and they just have to find the right stimulous to trigger this. In 1995 it was the stability of the economy that triggered the floodgates of pent-up auto sales as most of the U.S. population had been holding onto their old cars for more that 5 years (prior to that auto purchases averaged a new one every 3 years). 95 was the best year for auto sales, pricing was right and the U.S. auto industry had products that compared with overseas competitors. What could Apple use to trigger this release? Or is this what we are seing with the great G3 sales? -Bill_H

To: Alomex who wrote (7499)	1/9/1998 6:09:00 PM
From: Don Troppmann	Read Replies (1) \| Respond to of 213173

Alomex: From a general lurker but a new Apple long.... Even bears need to be accurate. Apple's market share went from 12% of a much smaller market to 4% of a much bigger market. While this is nothing to brag about I would question the supposition that plenty of Mac users switched to a different platform. IMO the Mac base is still in place it just hasn't kept pace with the growth in the market. While I do know some folks that now have a dual platform in their work environment, I don't know even one that has switched completly from the Mac platform. Don T

To: Alomex who wrote (7499)	1/9/1998 8:00:00 PM
From: soup	Read Replies (1) \| Respond to of 213173

>(and soup, spare us the "loyalty" bullshit. Switching to a different platform is darn expensive, yet plenty of Mac users did that over the last few years, from 12% market share to 4%)< Watch your mouth! (keyboard.) I don't think it's so much a case of Mac Users swtiching a) PC sales growing much faster than Mac sales over the last few years and b) Mac having a far greater lifespan. Also, according to figures released by both MSFT and AAPL, there are more MacOS users than Win95ers. So AAPL's market share of the installed base is far greater than its annual sales volume would indicate. They also buy more software than their PC brethren -- both items important to software developers. Something like 80% of all the Macs made since 1984 are still in use. I sell refurbs, I know! (I heard Porsche once manufactured a prototype guaranteed to run for 10 years. Guess why they never actually marketed it.) Apple user loyalty is no myth but it is a double-edged sword. >I am offically no longer an AAPL bear.< I'm buying puts first thing Monday. soup