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


To: Alan Newman who wrote (9516)3/16/1998 11:08:00 AM
From: HerbVic  Read Replies (1) | Respond to of 213176
 
Alan,

The [corporation to home downstairs decline] is an old argument, and has little validity today, though it sounds quite logical.

In micro analysis, a case could be made for that cause/effect having some impact in the past, but it is a dynamic that is very fluid and impossible to predict.

At best one can say that the computers used in business affects the selection of computers used by businessmen at home, which is almost a circular statement. It's like saying that the computer one uses affects the selection of computers one would buy. True. But true for any platform where there is a consumer priced equivalent to the office platform.

A similar argument could be expressed that the computer one uses at home will affect the selection of computer for the office. The difference being dependent on control of the buying decision, and which came first.

There is some concern that Apple has no momentum in the enterprise market. With programs like Microsoft Office and FileMaker Pro the software picture is changing, making the platform more attractive. Hopefully, the company intends to address that market with a Rhapsody server very soon.

One more note: There is no "similarly powered computer" to Apple's top of the line G3. And, for top of the line, it is very competitively priced.

Sippin' HOT AAPL cider,
HerbVic



To: Alan Newman who wrote (9516)3/16/1998 11:28:00 AM
From: van wang  Read Replies (1) | Respond to of 213176
 
Alan...I agree

for the near term...CPQ is having a fire sale in the business desktops...free monitor (15 inch $300 value)...and discount on memory...you have to have serious problems to offer this

DELL very topish despite S&P being up 7...ususally when S&P moves DELL moves

in addition, HWP, IBM announce they will match incentives by CPQ...people estimate this will last 1-2 Qs

the difference in price will be even greater

cheers