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

To: shortlong2 who wrote (8694)	2/23/1998 2:03:00 AM
From: HerbVic	Respond to of 213173

Re: NC has not yet been blooded, and the concept might fail for Apple as dirt cheap Wintel NCs are arriving in hordes, and even they might also flop, along with the web TVs that are flopping as we speak. Bad-news-Bill does have a point. Apple went into the mass merchandisers with a cheap Performa line and got hurt. While this is a new market today, the 'cheap' computer as a big profit maker has yet to be proven. To profit on the 'cheap' requires huge volume. TV sets can sell into that successfully because their use is as passive entertainment devices. Computers require a more active interest from the consumer, and as such have more limited appeal. It will be interesting to see how quickly the market becomes saturated with these cheap boxes. If Apple enters the Frey with an NC thin client and server package, there will have to be something very compelling in the package to get a sizable market interest. That could be in the form of Apple [logo] colored boxes in the server OS that reaches across multiple OS boundaries [Rhapsody]. The Oracle/IBM tie in could make it really attractive on Main Street. I can hear the salesman now. "Yup, you got yer Unix... you got yer '95 and NT... yer OS2... and oh yeah... the Macintosh OS is supported too." "They can't all be working at the same time!" "Yes they can." "How?" "Boxes. See each NC is really a thin client computer running software in colored boxes." "Emulation?" "Nope." "Boxes." "Yup! It's fast." "How?" "Display Postscript, mainly." "And you can replace all 1200 crash monsters for around $600 each?" "$650 with the Apple Onsite support package. But the servers are more." "How many servers do I need?" "Well... Depends on the network traffic. The more servers the faster the network. It's completely scalable." "And we won't have to give up any of our existing software?" "Well... there is that Amiga issue you brought up." "At todays prices, the old equipment just might buy the new, if I get on board ahead of the depreciation curve." Oops! Got carried away dreaming there. It's technically feasible. It's do-able. Will Apple execute? Time will tell. Bill's minions are being herded into the mass merchandising corner. The unwary consumers are buying yesterday's repackaged goods. Bandwidth is at an all time high and growing. It's time for the lake to turn over. Bottom to top. Top to bottom. Takes about 3 years. Should start this year. That puts us in mid 2001. If you don't see it yet, you will. Good hunting, HerbVic

To: shortlong2 who wrote (8694)	2/23/1998 9:27:00 AM
From: Bill Jackson	Read Replies (1) \| Respond to of 213173

shortlongalso, As they say "TO THE SEA", who are they?, why the lemmings of course. TA is a herd activity. Years ago with newspaper headlines and telex machines spreading a timed wave of information, TA was in it's heyday. A TA guru would write it in the NY times, and thousands would read it and buy/sell and the TA effect would ensue. Now we have so many different gurus on TA with so many means to disseminate the news that it's effect has become diffused. The herd mentality is still there and if you read a TA analysis on SUnday and get ready to act on monday you might just profit, unless the short eat your lunch as they also read the sunday papers. The internet also acts to destroy TA effects as it is an individual and immediate news media and whenever a TA gets on a stock there is another who says the opposite and so you get a muddle of indecision. The whole thing does make for extra day swings to enrich the day traders though. Bill