SI
SI
discoversearch

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 (8378)2/10/1998 7:24:00 PM
From: Phillip C. Lee  Read Replies (1) | Respond to of 213177
 
Ed,

Somebody just cannot see Apple's success. Unfortunately, these guys
lifes are miserable since it takes a lot of energy to hate, which
will end up short-lived.

I agree with you that Jobs is the number one manager since my
background and experience are in Management for decades. He is not
only dedicated to Apple, but also has sharp vision. With Apple in his
hands, I feel all investors should appreciate it.

Apple's future has turned around, although slowly. With current
market share, it is easily to reach $6.5B with $200M+ profits
annually. We don't care about increasing market share in the first
place, but do worry about Apple's products and its revenues.
Therefore, Apple has done a tremendous job to maintain its product's
quality and competitivity and the result has shown on G3's and OS8's
with handsome profits, which has been revealed in Q1 and will continue
to show in Q2 and beyond.

Whether Apple would reach $50 is everybody's guess, but, its
substainably profitable quarters will be the best weapon to safeguard
our investments. Be patient, the glory days will come.

Phil



To: Edward Boghosian who wrote (8378)2/10/1998 7:33:00 PM
From: BillHoo  Read Replies (1) | Respond to of 213177
 
"someone has to be very good to impress me. I'm not interested in types that are long on credit and short on cash."

I agree, Steve Jobs may not be impressive to conservative business types. He could be a very poor business man. But the people he's really impressing are the geeky Silicon Valley types.

Once he can regain Apple's credibility with the techno crowd, thay can start developing more for Apple and Rhapsody. He's a legend in those circles.

Get the product goin good, then hire a CEO who can market.

-Bill_H



To: Edward Boghosian who wrote (8378)2/10/1998 7:38:00 PM
From: Scott Crumley  Read Replies (2) | Respond to of 213177
 
Ed,

Reading your post brought a few things to mind that I think are worth mentioning. I don't think you're a conservative old fool, but from the sound of your description of Jobs' dress, you do sound more conservative than I. And I think that the issue that's at the heart of our different take on Jobs' garb, is an important one.
Steve Jobs' is a rebel. He always has been, and shows no sign of changing in that regard. Rebels are not as popular as they used to be and they've never been popular on Wall Street. Wall Street will grudgingly accept a rebel, if he makes enough money. Wall Street likes Brooks Brothers suits.
If you look at the "Think Different" ad, it's basically in praise of rebels. If you look at Bill Gates and MicroSoft, they're basically in praise of mediocrity and conformity. Bill probably wears a Brook Brothers suit (conformity...if not mediocrity). So it is along these battle lines that Jobs is making his stand. The jury is still out as to whether this approach will pay off within Apple's target market(s). It's a gamble. I, for one, hope it pays off, for reasons that have nothing to do with "shareholder value". Only time will tell.
I don't really understand the basis of your comment that "...Jobs is nickel and dimeing his way through this whole thing." Nor do I understand the comment "I'm not interested in types that are long on credit and short on cash.", in the context of Steve Jobs. But hey, we don't have to always agree. Or make sense for that matter, I guess.

Scott



To: Edward Boghosian who wrote (8378)2/13/1998 2:52:00 AM
From: baz  Read Replies (2) | Respond to of 213177
 
All rhetorics aside, here is ONE fact : AAPL has about $12.50 CASH per share. The recent low of AAPL was $12.50. Those who bought at the low (the lucky ones ) basically paid nothing for the company ! My folks paid $15 on my recommendation, and I think even at $20, it is still cheap, because $5 for the other assets of the company is definitely a steal.