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

To: Eric Yang who wrote (7991)	1/26/1998 2:35:00 PM
From: J R KARY	Respond to of 213173

Good point Eric Power's selling creates a buying opportunity Latest insider activity report as of Jan 16, '98 by THOMSON Financial Services , in date order : Insider Name Shrs Trd Date Price Rel WOOLARD EDGAR S 3,000 11/06/97 18.88 D YORK JEROME B 2,500 10/30/97 17.19 D YORK JEROME B 7,500 10/30/97 17.13 D (Above directors knew of the Power deal before buying and will be paid for their AAPL board work in AAPL shares (Proxy 2/20/98)... jk) MCCLUNEY JAMES -6,667 09/02/97 22.00 VP CALDERONI ROBERT M -5,000 09/02/97 22.25 VP CALDERONI ROBERT M -20,000 09/02/97 22.19 VP (Consider the above company officers as traitors . Strangely it does not list former director's sales...jk) WOOLARD EDGAR S 500 08/12/97 22.94 D WOOLARD EDGAR S 1,000 08/11/97 25.00 D (Hope Mr. Woolard is on the exec compensation committee...jk) TEVANIAN AVADIS -11,288 08/08/97 26.75 VP TEVANIAN AVADIS -7,525 08/08/97 26.75 VP ----------------------------------- Immediate sale by Power's AAPL share holders may be forestalled by knowledge of AAPL's Directors' share accumulation SINCE the Mac OS asset buy . Jim K.

To: Eric Yang who wrote (7991)	1/30/1998 7:16:00 PM
From: Marc Newman	Respond to of 213173

Eric, read Morgan's latest? pelagius.com RFI hints that the announcement from Nov. 10 will now be given on Feb. 2, and could be a merger with Oracle. Now if RFI moves the markets as it claims, why has Apple declined the past few days? What a joke. I have to think that the threat of the Power shares are either holding us from the mid-nineteens or that the shares are already hitting the market to some extent. Perhaps Goldman will temper the impact of those shares as a quid pro quo for some forthcoming M+A work, such as a sale of Filemaker. I would certainly like Apple to take the equivalent of the Power shares off the market through an official share buyback program. Apple has the cash, and could use the lower share count to help make these upcoming quarters beat estimates. Plus it would signal something about Apple's committment to shareholder value. Jobs is playing the game very well--I think a little buyback would help too. I'm sure he's getting good advice from Woolard and York too. Anyway, I've started to build up a trading position again, in the eighteens. Still have my core position which has an average in the low fourteens as well. Wanted to say I liked your AAPL timeline a lot too. Marc