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

To: Eric Yang who wrote (8187)	2/3/1998 5:38:00 PM
From: Marc Newman	Respond to of 213173

Eric, I think Computer City was the least likely of all to get their "license" pulled, for the reasons you state. However, CompUSA made the exclusive deal and Apple had to sacrifice Computer City. I suppose it's like the Falkner quote about "Ode to a Grecian Urn" being worth any number of old ladies--the Comp deal was worth any number of Best Buys and Circuit Cities. Herb--like your "sorties" term. Agree with you. The 50% growth thing is not going to happen in the next few years--it isn't a race for market share, it is a race to new markets while staying in the desktop game via small profits until we have convergence or the true benefits of Rhapsody come out/win out. Apple needs more military terminology, IMO. <<ggg>> Market action wasn't bad today--held at eighteen after the morning run-up. Lots of shares being washed out. Not sure we're getting the kind of run-up that has characterized other "rumor points" like Nov. 10 or MacWorld addresses (though we could be and don't know it because of the neutralizing effect of the Power shares). Thus, even if there is no big news this week we might not deflate. Anybody want to take a guess at what kind of revenue Apple is now generating from CompUSA? Marc