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

To: Phillip C. Lee who wrote (9192)	3/8/1998 10:10:00 AM
From: Phillip C. Lee	Read Replies (1) \| Respond to of 213173

Interesting conversation from Compaq board: Message 3638376 Message 3638613 Message 3639351 Phil

To: Phillip C. Lee who wrote (9192)	3/8/1998 9:46:00 PM
From: David Semoreson	Read Replies (2) \| Respond to of 213173

Phil ... I believe that APPL financials will continue to "beat the street", but the stock can't really break out until sinking desktop-PC share is not on everyones mind. This means that AAPL needs a new paradigm to show dominance within: Rhapsody with thin clients (aka MacNC), Allegro-Lite handhelds, QuickTime and its variations as industry standards, etc. AAPL has a technical edge in these areas where we are moving, but gets no "respect" - and this is why there is opportunity here, IMO. Without a technical knock-out, the best we can have is a profitable niche, earning maybe $2-3/share but having a relatively low multiple (say $30 within the year). With a TKO, we also get a high multiple! (say $75 within 18 months; remembering that Wall Street doesn't mind paying 58 x for MSFT!) Current management is playing for all the marbles ... and I think they can win them.