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

To: Edward Boghosian who wrote (7827)	1/19/1998 11:24:00 AM
From: soup	Read Replies (3) \| Respond to of 213182

Apple's Europe sales up 47%. news.com I know this was reported on earlier, but it bears repeating as it helps address analysts concern about AAPL's revenue erosion. Also, while G3 sales should prop things up short-to mid-term, I think more powerful WinTel emulations such as Virtual PC 2.0 and the reported "Yellow Box" inclusion in Allegro (OS 8.5/9.0) should make Mac CPUs far more acceptable to consumer/small business buyers. soup PS. The quality of posts has come up over the past few months. The percentage of substantive comments on the technology, financials and management of AAPL (vs. mindless cheering/sniping) seems to have increased in direct relationship (it seems) with the internal improvements at AAPL itself! At the risk of leaving some names off, I just want to thank all those contributors and wish them success (personal as well as financial.)

To: Edward Boghosian who wrote (7827)	1/19/1998 7:16:00 PM
From: Phillip C. Lee	Read Replies (2) \| Respond to of 213182

Well, if Apple would have sold sub-$1,000 machines in the previous quarter (Q1) like Performa in '96, then Apple wouldn't lose much of market share. But, Performa leftovers in the inventory cause Apple to turn around difficultly in Q2, Q3 of '97. Rather, Apple has switched its strategic plan to sell more high-end machines and given up its low-end boxes, the result has shown in Q1 reports. Hence, I wonder if Apple could sell low-end boxes to capture more market share rather than more profitable. Of course, 40%+ of PC sales are derived from sub-$1000 machines, but should Apple focus on real profits or should it create more low-ends for market share is depending upon what you think. I rather Apple has healthy revenue/net than market share most derived from low-ends. Of course, if Apple could sell low-ends with little inventory problem as well as with handsome profits, then that is the way to go. But, I have no clue at this point. It is skeptical to have Apple sell $650 low-ends like Compaq did now. But, maybe I am wrong about this. Phil