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

To: Phillip C. Lee who wrote (9208)	3/8/1998 11:07:00 PM
From: HerbVic	Read Replies (1) \| Respond to of 213173

Phillip, One question has not been brought up lately, and the answer could be quite significant. How much of Apple's yesteryear manufacturing capacity does it still have? The implications are obvious. Is there sufficient capacity to produce the expected numbers within time constraints? Just wondering, HerbVic

To: Phillip C. Lee who wrote (9208)	3/9/1998 12:03:00 AM
From: Cents	Read Replies (1) \| Respond to of 213173

Hi everyone; First post on this thread...Can someone please tell me why Apple might not give out an earnings warning just like CPQ. I don't see how they are any different from the other boxmakers. Wasn't last quarter's plus earnings due to cost cutting and higher Euro growth , and was adversely affected only partly by the Asian flu? But now it has a full quarter fully exposed to Asia. Any insights is much appreciated. Cents

To: Phillip C. Lee who wrote (9208)	3/9/1998 5:58:00 AM
From: David Semoreson	Read Replies (2) \| Respond to of 213173

Phil ... we agree that the earnings will be better than expected, lets say $1.75 this year and 2.50 next. Our disagreement is on the multiple that will be applied. My contention is that, without a new paradigm, AAPL will be viewed as a niche constantly under threat of being eliminated. The NC is not just a dumb terminal. Get fast (xDSL or cable modem) access to homes and businesses and the need for local storage goes away. Keep the apps and files on the server and run on hardware for a couple of hundred dollars. No more fiddling with the OS for masses, just the Finder preferences. All software is maintained up to date by the server people. Software rentals become the norm. Remember that Rhapsody natively has the ability to maintain a "users desktop" as they left it and show it on any "terminal". This means full acccess to your desktop from anywhere, cheaply. I think they have more potential here than you understand. AAPL will be a good investment if you are right; it will be great if I am...