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


To: Phillip C. Lee who wrote (10762)4/2/1998 9:34:00 PM
From: Moominoid  Read Replies (1) | Respond to of 213177
 
I went to my local Apple reseller today and they had closed down. They have retreated back to Sydney from Canberra. So now there isn't an Apple reseller in the capital of Australia. Admittedly only 300,000 people live here against 4,000,000 in Sydney.

The news out of Japan doesn't seem good either for another of AAPL's major markets

David



To: Phillip C. Lee who wrote (10762)4/3/1998 1:30:00 AM
From: Michael D. Muzzie  Read Replies (2) | Respond to of 213177
 
I agree with you about no pre-announcement of earnings.

Oh, BTW, I am a lurker no more. As for my qualifications, so that all may consider my lack of professional expertise when weighing my posts-- I'm a college student, 25, and have been having some success with AAPL call options. I hope to earn enough around April expiry to be able to join you all for good.

The only place for such an early announcement would be the Industry-Wide Keynote at NAB . However, I feel that this is the wrong venue and the wrong audience for such an announcement, and it would seem completely out of place. These attendees, like the Seybold attendees, want keynotes about things that affect their daily business. He might slip in a hint about G3 sales, though. (Damn, April holders will have to wait for the bitter end.)

This is a conference whose theme is digital convergence, so I'm sure QuickTime in all of its incarnations (3.0, VR, 3-D) will be a prominent part of his speech. Also, judging from the focus of Apple's booth, he'll also probably highlight third-party broadcast solutions that integrate with the G-3. (info gleaned from www.nab.org site).

But what interests me is is the 11:00 AM Multimedia keynote over at a different hotel by Ron Whittier, Senior VP and GM of Intel's content group. Here's a description:

Digital Broadcast Interactivity: What's Possible and What's Real? From high-definition TV to interactive entertainment, family communications, and on-line shopping, much has been promised to the coming generation of digital broadcast receivers and many applications have been demonstrated. But where does demoware end and reality begin? Ron Whittier, Senior Vice President and General Manager of Intel's Content Group will show Intel's vision of what is possible on emerging PC-based digital platforms and then tie it back to what's real today.

It sounds to me like Intel might try to steal Apple's thunder about this whole AMP thing. Possibly even talking about Celeron-based set-top boxes, etc.

Considering that (according to Apple Recon) Apple has already ticked off Hollywood by not being timely with the introduction of this magic Apple Media Player that has the world buzzing-- and that Intel will be giving the Broadcasters some clue as to what THEY'LL be doing to address this market--wouldn't it be foolish (and dangerous?) to NOT give the attendees at this major broadcaster's conference some indication about Apple's roadmap for this area? So, fellow AAPL-watchers, how realistic is a preliminary AMP announcement?

Sorry that my inaugural post was so long.