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To: RX4PROFIT who wrote (9178)3/7/1998 10:53:00 AM
From: X-Ray Man  Respond to of 213173
 
Re: GVIL

I suspect combination of settling OEM contracts and perhaps
a cash infusion to GVIL to ensure it can upgrade technology
and manufacture on time to supply AAPL. GVIL is cash poor
right now, and this could hurt relationship with suppliers
just when it needs to ramp up production to fill new orders
from AAPL for V90 product, etc.

JMO, no insider info.



To: RX4PROFIT who wrote (9178)3/8/1998 11:40:00 AM
From: Mark Palmberg  Read Replies (2) | Respond to of 213173
 
Hello right back, Dennis.

I should clarify my previous post by saying that I own a GV Platinum, and it's a great modem. I don't think that Apple buying Global Village is a bad idea per se, but it's just not right for Apple now. Again, in order for this deal to go over any better than a fart in church, Jobs is going to have to unveil it as part of a really strong, broader plan. I haven't heard any rumors of this broader plan, so it'd be a real surprise if the Global Village deal came to pass.

We'll just have to wait and see, as always, how things turn out. I am very optimistic about Apple's current course. Aside from the G3 motherboard issue (which I don't know that Apple has addressed yet...anyone?), 'things' really seem to be on course for the company right now.

Mark