Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: David Semoreson who wrote (9619)	3/17/1998 3:02:00 PM
From: rhet0ric	Read Replies (2) \| Respond to of 213176

AAPL has better margin at the same retail price point. That's a good point. Another thing is that Apple owns the OS, so that doesn't cost them as much, either. One of the things that the PC makers have been complaining about is that Microsoft charges the same to pre-install Windows regardless of the sticker price (unless this has changed). The main thing affecting margin, though, will be manufacturing costs. L. Gardner (previous post), your point is well taken, too. Apple has many more potential revenue streams than PC box makers. So all Apple has to do is stay profitable until either the new paradigm arrives--or they create it themselves. rhet0ric

To: David Semoreson who wrote (9619)	3/17/1998 5:09:00 PM
From: Michael Feldstein	Read Replies (1) \| Respond to of 213176

Hi guys, a lurker finally jumping in here. A few thoughts regarding the sub-$1,000/consumer machines: 1. Jobs clearly said today that cheap boxes would be on their way by June AND that compelling new consume-oriented products will be out in the Fall. Aparently, these are separate entities, giving credence to the whole "Columbus" rumor vein. 2. Timing is interesting. A June release would be just the right time for cheap boxes to hit the educational market's buying cycle for the 1998-1999 school year. Fall release of consumer products is, of course, good timing for the holiday season. Count on both of these product lines to come out a month or so before the end of the respective quarters to give a goose to the numbers. (This seems to be Jobs' strategy so far; release a compelling product a few weeks before the end of the quarter to push past analysts' expectations.) 3. Regarding the consumer products, I want to reemphasize a possibility that was brought up in previous posts--licensing. Regards, Michael