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


To: Alomex who wrote (8095)1/31/1998 2:48:00 PM
From: Phillip C. Lee  Respond to of 213173
 
Alomex,

Don't screw up the fact that Dr. Gil is the person who did all the
house cleaning, which I would give him some credits as a result of
today's Apple. AT&T did the similar deep cut by Mike Armstrong
recently and WallStreet analysts still think they are not deep enough.

Removing clones are the last painful step to rescue Apple. I have
been thru with Apple/cloners battles. It is believed that Apple still
loves to have clones (e.g. still keep Umax), but just cannot tolerate
cloners behaviors (e.g. digging Apple's own territory without
expanding, media noises, even against Apple in MacWorld). Apple needs
IBM and Motorola more than any other cloners.

If you think about how media treated Apple before Jobs was an interim
CEO, you would realize what a nature response it is for Jobs to act
insanely on CNBC interview. It is really unfair for Apple to be
treated as a joke, from Sun Micro to Netscape. I believe the public
audience will give Apple a chance to smoothly recover back to its
glory days, won't you?

Phil



To: Alomex who wrote (8095)1/31/1998 4:44:00 PM
From: rhet0ric  Read Replies (2) | Respond to of 213173
 
Jobs is no Bill Gates. His performance as CEO of NeXT prove this point perfectly.

I've heard this from a lot of people, but I have to disagree, for two reasons:

1. Starting a new computer platform from zero market share is virtually impossible. NeXT's failure to become a big player is more a function of that than Jobs' capabilities.
2. NeXT has proven itself by turning into Rhapsody. We need to look at Steve's history at NeXT in the larger picture. Time will tell, but from all signals Rhapsody has the potential to unify the Unices and take on NT.

I still think the "clone killing" was the wrong decision.

I think this is a contradiction of your earlier statement that you believe Apple may have turned the corner. Killing the clones and turning a profit were part of the same game plan.

I also think that we need to see clone killing in the light of the fact that Rhapsody will run on Intel. What's the point of having a bunch of cloners cannibalizing the dwindling Mac market and threatening Apple's viability when Apple will soon have a new OS that can be cloned by ALL of the PC cloners?

rhet0ric

p.s. I'm new as a poster to techstocks, but have been reading all of your comments for some time. I've found the people on this thread incredibly informative, Alomex among 'em--he balances it out.



To: Alomex who wrote (8095)2/3/1998 11:34:00 AM
From: HerbVic  Read Replies (1) | Respond to of 213173
 
Re: >>Jobs is no Bill Gates. His performance as CEO of NeXT prove this point perfectly.
<<

In the long view, his NeXT venture has proven to be a success story, since he sold it back to Apple then got it back with Apple.

What is significant here is that Jobs has 3 huge successes to his credit. 1> From a bedroom board stuffing operation to hiring CEO of PepsiCo 2> Pixar 3> NeXT Inc.

Currently two of his creations are in the same basket under his control. If all the company's assets are brought to market as planned the size of the market cap will expand significantly to accommodate.

Good hunting,

HerbVic