Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Edward Boghosian who wrote (8091)	1/31/1998 9:08:00 AM
From: soup	Read Replies (1) \| Respond to of 213173

Crying Wolf? (Remember November.) via Apple Recon > RFI is still working on trying to run down details but several sources have related that there is going to be a "Big Announcement" from Apple on Monday 02 Feb 98. And, given the calendar day RFI suspects that it might have to do with some type of deal and that it might involve Oracle. In other words, what was supposed to occur on 10 Nov 97 might be leaked over the weekend, or announced on Monday 02 Feb 98. RFI is speculating, as of this moment, that this is what is possible as the calendar intimates a lot. In other words, Monday isn't known as "Takeover Monday" without cause. If a deal is announced then AAPL.O might spike short term until the analysts speak out on it, or if the price is less than what AAPL closed at on Friday. Again, we stress that this is speculation at this time and use all due care and caution. If you're uncertain, or risk averse, sit on the sidelines. So, speculatively, enter into longs/ calls on Apple (AAPL.O) on any weakness either today or on Friday. Feb 20 AAPL calls are probably the best bet on weakness. If we get more information, we'll send out an update no matter what time of the day or night.< pelagius.com An AAPL merger/alliance with ORCL does jibe with: a) AAPL's separating its Filemaker database division to preempt anti-trust concerns. b) Ellison mouthing off -- as if he owned the company-- on AAPL NC-cum-"Appliance" products/strategies . c) AAPL's continued silence on a CEO search. Let's be careful out there. soup

To: Edward Boghosian who wrote (8091)	1/31/1998 2:14:00 PM
From: Phillip C. Lee	Respond to of 213173

Ed, Nobody will blame on your prediction on Q1 results like Marc demostrated in his post. But, you sometimes have to face the fact - Apple is in the black in Q1. Apple could sell sub$1000 machines to decorate its market share in consumer quarter, but that is not its first priority, instead, turning into profitable outcomes is its highest task to accomplish. It is too clear to say with current net income through '98, the PE ration will be around 15, which is the lowest in computer hardware/software group. Apple doesn't need to increase its share to reach Q1 results, rather as long as they could keep their share along with PC overall increased sales (15% in '98), they will easily reach that goal (PE=15 or less). Does Sun Micro, HP/UX need to sell sub$1000 machines to be profitable and prosperous? Well, they don't need to because there are still enough users upgrading their PCs, and plenty of enterprise need efficient and powerful machines to perform daily jobs. Rhapsody will meet those requirements. I personally have no objection to see Apple entering sub$1000 machines to satisfy those who mainly focus on statistics to maintain their jobs. What kind of margin Apple could make thru sub$1000 is another issue you should think about if you really care about Apple's profitability, not merely to learn from those statistics data. Phil