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

To: Linda Kaplan who wrote (10375)	3/29/1998 3:41:00 AM
From: Reag White	Read Replies (1) \| Respond to of 213177

Greetings AAPL gang! I have enjoyed reading this board daily since 1996. Although I do not have technical analysis to contribute, I feel compelled to post today. I help create software for the Japanese Mac market and noticed a statistic I perceive to be quite positive in the April '98 issue of Mac Power. Mac Power is a leading Macintosh magazine in Japan. In the back of the magazine is a monthly list of top selling hardware and software from a major Mac/Windows computer store in Akihabara (electronics district in Tokyo). The hardware list caught my eye this month! The list includes sales of both Macs and PCs at the store for the month of January '98. In summary, 8 of the top 12 machines listed are Apple Power Macintosh computers, including the PowerBook 2400/180, the designed-for-Japan subnotebook, enjoying the #1 spot in the list. My Japanese pal and I agreed it is Apple's best showing on this list in years. The unusually large cluster of Apple machines that high in the list is unprecedented. I own AAPL shares and options -- bullish and long. -ReagVic (tribute to HerbVic)

To: Linda Kaplan who wrote (10375)	3/29/1998 10:25:00 AM
From: Sam Scrutchins	Respond to of 213177

If the Japanese people will be investing on Wall Street, it's hard to say if they'll buy Apple stock or not, isn't it? Linda, I don't know the timing of when Japanese funds will hit the U.S. market and I certainly don't know the magnitude of the infusion. However, my guess is that the Japanese will predominately invest in areas with which that they have some familiarity. Technology is clearly one of those areas, and Apple has had considerable exposure in Japan. Moreover, Apple now has the appearance of a turnaround situation which probably seems less risky to investors at present. Even with the 'big' runup, Apple is still historically low and way below the sales/price ratio enjoyed by other computer hardware and software entities. Since I would expect the Japanese to rely on fund managers for the bulk of their investing activities, I would also expect purchase of Apple shares to be dependent on the positions of the fund managers. In summary, I think that Apple will benefit to some extent from the Japanese funds, but the extent of the benefit probably depends on the money managers' perceptions. Just by 2c, Sam

To: Linda Kaplan who wrote (10375)	3/29/1998 2:12:00 PM
From: WebDrone	Read Replies (1) \| Respond to of 213177

Linda, regarding Japanese investments- I think we will have to wait and see where the money goes. Your post had so many keyword matches for what I am looking in to, that I had to respond. Have you seen news.com ? It is an article about the Apple 2400 and rumors of a new 'Emate' style device. The 2400 was designed by IBM Japan, for the Japanese market. I am looking for a new toy close to the 2400, so I wandered by the local CompUSA (Madison, Wi.) Salesman says "We used to sell two Macs a week, now we sell two a day. See that empty rack up there? That is where we kept this week's shipment of G3 desktops." and "Every week, more and more people are stopping by.' They have their 2400 set up next to an Emate. I described that I wanted something to surf the web from the road, and I liked the 2400. Salesman says they have just been informed of a new product coming out 'soon', and that I should wait- new product coming- 'you will like it A LOT.' Is it Wallstreet? 'No. Those will be nice, but it's not Wallstreet' I expect he is confirming a new Emate based on a stripped down MacOS. I hope we will hear about it April 4. Such a thing would make sense of the unhappy demise of Newton, and leverages the abundance of unbloated, well developed software that exists for the Mac. These rumours are fun to speculate on, and may have short term effects. For the long term, I think the most significant issue is that Apple may be a real turn-around, with name brand recognition in consumer-friendly interface design. Greetings to all on the board. I am long in AAPL and hold tiny positions that I trade short term, and for the longer term. My special admiration goes out to the shorts. I would be scared @#$%less to be short on Apple considering all the news that comes out the first two weeks of April- NAB, a good time to announce a multimedia player; CompUsa announces sales numbers; and April15. The line between genius and insanity is indeed very thin. Richard Moran (I use Mac and NT4.0. NT is OK if someone else is paying for it!)