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

To: Phillip C. Lee who wrote (10221)	3/27/1998 3:20:00 AM
From: e. boolean	Read Replies (1) \| Respond to of 213177

The notion that Adobe's report implies poor Mac sales is one possible interpretation, but there are many other interpretations that are at least as plausible. For example, if the general weakness of the quarter is due to factors not related to Mac hw sales (product cycle, competitive sw, etc.), the change in Adobe Mac sales relative to Wintel sales could be accounted for by a mere 4% improvement in Adobe's penetration into their potential Wintel market (given a ratio of 17:1 Wintel to Mac in the pc market).

To: Phillip C. Lee who wrote (10221)	3/27/1998 5:06:00 PM
From: yofal	Read Replies (2) \| Respond to of 213177

Phil sez: If Apple still can maintain 41% of Adobe's revenue, they should be appreciated and it's a miracle for Apple to still stand at that level. Adobe has known the pc market trend for a long time and has shifted their focus on Wintel. They should have said they were disappointed at Wintel sales figures if according to the ratio of Apple vs. Wintel market share and market values. More frightening I suppose is that this shows that Adobe is making very little headway against Wintel's most dominant graphics package - the Corel line - a company that can't seem to have enough bad news with multiple down quarters. Either that or shareware is still of more use to the average Wintel user in a price to performance ratio... Paid my SI membership today - no more leaching for me!