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To: Mark Palmberg who wrote (9166)	3/6/1998 7:05:00 PM
From: J R KARY	Read Replies (1) \| Respond to of 213173

Mark great critique of a another not needed "rumor" With Motorola , a AIM partner , having a software only modem and port technology advancing to being motherboard/CPU resident it seems illogical . AAPL's best chance at recovery is to stick with its basics and the separation of Claris and Newton seems to indicate it has chosen that. Today's G3 notebook announcement is yet another positive step along a difficult recovery path . IMO, Jim K. PS: It was reported today that ORCL is thinking about buying Netscape if its stock price goes lower . Puleeze ! Can't imagine that with the widows & orphans buying NSCP's stock from its "insiders" !

To: Mark Palmberg who wrote (9166)	3/6/1998 8:01:00 PM
From: JP Sullivan	Respond to of 213173

Mark, I agree: it's a bad idea! In my opinion GVIL is a second-rate has-been. I can't imagine what technology they possess that would make AAPL even want to consider a merger. Back in '93 I'd heard how great their modems were and bought a couple of Golds for my Macs. It was not a good experience. I can't remember the exact details, but the modems came with a driver / control application that drove me nuts. The darn thing used to start up and hog the serial port for no apparent reason. I couldn't get it to behave so I finally junked it and used Apple's generic modem driver; fortunately, the modems worked okay. Today, I'm much happier with a USR, and as for the Golds, I still use one for the e-mail server. I am never buying a GVIL modem again, no matter how cool it looks. Winston

To: Mark Palmberg who wrote (9166)	3/6/1998 11:05:00 PM
From: RX4PROFIT	Read Replies (2) \| Respond to of 213173

Hi Mark, Appreciate your comments re the AAPL/GVIL 'rumor' and the supporting consensus of the SI board. The short term consensus "it's a red herring" and would have a negative effect on our AAPL investment. I'm not a 'Wall Street Savvy' investor but I know a good thing when I see it and believe AAPL products are the future today. I came to SI to learn and compliment my stock market '101' knowledge. Some of my reasoning for posting my question and assuming an AAPL acquisition of GVIL would have a positive effect on the already upward movement of AAPL is as follows: 1. An acquisition, with the intent of decreasing expense/increasing net profit through horizontal integration, of a company that produces products (telecommunications devices) AAPL presently is out sourcing, IMHO, would be viewed as positive. 2. MacWorld (4/98) reviewed fourteen 56K modems and Global Village was one of their recommendations rating 4 ****. I know from past experience and articles I've read about Global Village in MacWorld, MacWeek and past MacUser that their modems have always complimented the Mac. 3. In light of all that AAPL is doing to bring more $$$ to the bottom line, the press accentuates the negative (defensive strategy) and airs 'chopping up of the company' press. They ignore the positive (offensive strategy) of AAPL products/marketing etc. (even the 87% increase in stock value YTD). I viewed the 'rumored' acquisition, if it took place, of GVIL as an AAPL offensive strategy of demonstrating the strength in AAPL's resolve. Hoping to see 25 on Monday... Yours truly, Dennis