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

To: Phillip C. Lee who wrote (9647)	3/17/1998 11:08:00 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 213176

Phillip; I am first an Apple user, who has lapsed due to the incredible stupidity of Apple marketing, and I try to offer critiques for getting better marketing. For example the G3 shortage is a problem as sales are missed, however Apple then does not have any surplus G3 to sell cheap later. Thats been done, so I suspect they chose to be cautious and sell all instead of foolhardy and have leftovers. A tight rope for the marketers to run along. I see Apple doing well for a short time, followed by a retreat due to the late spring/summer sales drop, then the late summer ordering should bring Apple back up and then fall/winter sales will be critical. Too much/too little stock will both hurt Apple. How to forecast the right amount to make with the order horizon for CPUs and other things passing in late spring. Plasitic cases also have some lead time, but CPUs have the longest and are the most expensive single part. Standard monitors instead of those with Apple logos on them would also help, as they are widely sold. Also the use of standard IBM keyboards(with Apple names on the keytops) would help as these are long lead items as well as being more expensive. If they can cut a few $ on the keyboards and more on the monitors it all goes to the bottom line. The Apple proprietary aspect can be relaxed to keep the box sacred and use other items elsewhere. In the overall scheme it matters to no-one that the monitor has an Apple logo. We all know Apple does not make monitors, and labels others at a cost to make the plastice match etc. Bill