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: HerbVic who wrote (9896)	3/23/1998 12:13:00 PM
From: J R KARY	Read Replies (1) \| Respond to of 213173

Halo Herbo, its supposed to go to 25 for opts expir not the day after Should upswing after tomorrow's intramurals and mailing of a glowing annual report . Jobs NAB keynote should give it some air also . Concern over 17 mln new shares is unfounded as they come from treasury stock only when exercised and then the 1st $23 comes from the holder . Nader's activities could affect AAPL if MSFT delivers a NATIVE Win/98 OS as rumored . AAPL would then become a "boxmaker" to MSFT , but AAPL has its own OS with some form of a MSFT cross/licensing agreement . Nader could be planning consumer cases on the issue in State Courts: essential.org Could either expand the agreement with MSFT or limit it . Any thoughts ? El Diego

To: HerbVic who wrote (9896)	3/23/1998 9:54:00 PM
From: BillHoo	Read Replies (3) \| Respond to of 213173

Looks like Apple would do well to cultivate a rogue Wintel box maker. <<They can't! It would cost them too much to offer OS options on new machines, because Microsoft contracts with them on the number of boxes manufactured, not Windows installed. They would still be paying Microsoft for the units containing other OS's.>> Imagine. A somewhat standard Intel box maker who is not beholden to Windows. They can use install whatever they want and not pay MSFT. Of course, how does Apple benefit? They give away a trial version of Rhapsody-lite with handful of apps (word processor, e-mail client, internet) with a coupon to buy full-function Rhapsody. The internet application has bookmarks to a host of official and unofficial Rhapsody user/shareware sites. So the user will have a hefty supply of shareware. The user always has option to buy and run Windows if they are not happy. We can only speculate that satisfaction will be guaranteed. -Bill_H

To: HerbVic who wrote (9896)	3/23/1998 10:01:00 PM
From: Russ	Read Replies (2) \| Respond to of 213173

They can't! It would cost them too much to offer OS options on new machines, because Microsoft contracts with them on the number of boxes manufactured, not Windows installed. They would still be paying Microsoft for the units containing other OS's. The consent decree outlawed that. M$ can no longer do that, and there isn't a chance of them being able to obfuscate it in the court - there'd be a summary judgment against them if they tried. However, I don't know what the new contract looks like. I've heard rumors that the new contract sets the price of Windows on the % of machines its installed on, and any number < 100% the price jumps, but I don't think DOJ would have let that fly. -Russ