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: BillHoo who wrote (9928)	3/23/1998 10:39:00 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 213173

Is a WIntel compliant Rhapsody sold retail yet? Bill

To: BillHoo who wrote (9928)	3/24/1998 10:05:00 AM
From: L.Gardner	Read Replies (1) \| Respond to of 213173

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. Great strategy. Now all they need to do is get Rhapsody to do what it's supposed to. Namely, manage big, multi-streamed servers on huge networks with no down-time. That's the future of computing. But sign of that yet. Why? They don't have the man(woman)power in their code bunkers. Jobs is good at cracking the whip. He worked his people to near-death when he started up Next, and very few bailed. But this is a much, much bigger project. Set limits on 75% of your position based on near-term profit reports and big April buy orders, sell, and wait on the sidelines to see what your other 25% will fare long-term. Rhapsody's future is nebulous, to put it mildly. . . But rumors on consumer appliances and are interesting. . . L.Gardner

To: BillHoo who wrote (9928)	3/24/1998 11:07:00 AM
From: HerbVic	Respond to of 213173

>>Apple would do well to cultivate a rogue Wintel box maker. << Not a bad idea! Apple could contract the whole operation in the same manner as Compaq does its sub 1k boxes. The Wintel upgrade market does not want to pay extra for Windows '95 anyway, as they have already acquired it. It doesn't even have to have Apple's name. Call it NexTel. I understand that under Rhapsody, Windows and other OS's will run in these rainbow boxes. Why not install Rhapsody and support for user installed Windows with expansion options available? It makes sense. On another note: If Steve'o does not bite the big AAPL offer, the size of the offer sets the company up to be able to buy a big name CEO. If not Steve'o, then the company will need a big name to carry the big plans forward. I agree with Phil that, due to the size of the offer, one can assume that earnings will be big. So positive in fact that perception may arise that Apple contributed to Wintel's domestic inventory overruns. If such is the case, this is going to be BIG! However, I am always too much the optimist. With sector fire sales stealing oxygen from future volume, Wall Street is apt to anticipate Apple's 3rd quarter to be leaner along with the rest of the sector. Ergo, any speculative gains on the CEO announcement and stellar earnings will likely be dissipated all too quickly. But, it will be fun while it lasts! Good hunting, HerbVic