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: Alomex who wrote (8971)	3/2/1998 1:20:00 PM
From: J R KARY	Read Replies (1) \| Respond to of 213173

But Alomex I got it - its today , and its AAPL's superior servers In post 8951 you criticized Phillip Lee with : " Don't be confused. I'm upset you conned people like Ken into buying this stock with spurious comparisons with Dell and Gateway." So Alomex you see Phil's comparison was not spurious when you read today about AAPL's server superiority over Dell . Plus Alomex its today , not 7 years ago, and its servers , not commodity (price & availability) desktops , and AAPL has positioned itself wisely with its servers v Dell , the commodity leader . Further this supports your comments in post 8952 : " I agree with you that the upside for Apple is larger than for Dell or Compaq, and that $30 is well within the realm of the possible. I'm just concerned about the strength of this runup. " AAPL targeting Dell while Dell's stock is rocketing is not a bad tactic , even if accidental , to support AAPL's stock price , is it ? Ah sweet expectations . Jim K.

To: Alomex who wrote (8971)	3/2/1998 1:22:00 PM
From: Mark Palmberg	Read Replies (1) \| Respond to of 213173

...their new niche role as a graphic workstation manufacturer necessitates speedy machines. This is a new role? I assume you're suggesting that OS development and production are going to slowly (or perhaps not so slowly?) drop away from Apple. I guess the other way to look at this is that Macs have long been successful graphics workstations right out of the box, and that the continuing development of the PPC processor and the Mac OS/Rhapsody only makes the computer better able to do something it's always done well. Sure, they've not been up there with SGI, for example, but there's been plenty of testimony in here over the past year from professionals who use Macs for all kinds of graphics production. Good luck to you this week, Alomex. Mark

To: Alomex who wrote (8971)	3/2/1998 3:21:00 PM
From: Doren	Respond to of 213173

Mr. Alomex, Alomex is right about Apple taking market share. However Dell has a zillion competitors, so I doubt they will be going through the roof either. In the computer industry it takes something really new to upset the boat. I don't see much out there that's new with these exceptions: EMC, Global Maintech/BMC, Rhapsody possibly, and possibly a new coalition based around standard UNIX file formats. Otherwise things are pretty static. Apple won't go anywhere fast enough to gain market share unless Rhapsody works well enough to make inroads into client/server networks. But in total revenue it'll probably do OK even without Rhapsody. NT will continue to grow. Another area that has to change is net bandwidth. Right now it is not in the teleco's best interest to offer cheaper bandwidth. Cheaper is the operative word here. Anybody with enought money can get as much bandwidth as they want, but to be available to Joe Schmoe it has to be cheap. Wireless will probably get up to speed eventually. When that happens the teleco's will have to start competing. Anybody know about any promising wireless companies? Here at UCLA I use a partial T1 line but even that is to slow sometimes. It's not like cable TV. Here's and interesting article about price/performance ratio's in servers: biz.yahoo.com The interesting part is the RS-6000 price comparison. RS-6000 use advanced G3 chips. Doren