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: FR1 who wrote (11130)	4/13/1998 7:28:00 PM
From: Idomeneus	Read Replies (1) \| Respond to of 213176

Franz, The main sources of revenue for Q3 will be the all-in-one education G3s that were just released last week (and interest from universities in these looks good), the new PowerBooks (WallStreet and MainStreet) which will ship in May with G3s and very low prices (the lowest is a 233 MHz G3 laptop starting at $1999), and new speedbumped G3 desktops/minitowers appearing in early May running up to 375 MHz. There are also rumors of new full-tower G3 machines with six PCI slots that will possibly go on sale in May or June. A lot of real power design shops haven't bought the current G3s because they're not expandable enough for what they need. If Apple doesn't deliver these by this quarter, they'll undoubtedly show up in Q4--and I'd imagine these will sell well and be high margin items. For Q4, I'd look to the release of the Rhapsody and Allegro operating systems to provide a good revenue boost, and probably Rhapsody servers will be released alongside the system. Other possibilities for Q4 would include the sub-$1000 consumer Macs, network computers (which I'd assume will appear with Rhapsody), and possibly G4 machines. Long on Apple! Paul Arthur

To: FR1 who wrote (11130)	4/14/1998 2:38:00 AM
From: IanBruce	Respond to of 213176

most of the big graphic arts sites have stocked up on G3s Frank, I respectfully suggest that you may be basing your conclusions on an invalid hypothesis. While it's true that G3's have become immensely popular as new purchases and replacements for aging Mac's (and more than a few brand-new NT systems), as an Art Director here in New York, I can assure you that we are far from the saturation point for G3 installations. Even so, Apple is in no way confined solely to the field of graphic arts (I mean, somebody's buying up all those copies of Office98). Apple is aggressively making it's way into markets previously dominated by high-end workstations. For example, it turns out that Apple's new G3/300 is nearly 10% faster, and $2,300 cheaper than an identically configured Sun Ultra10 Workstation running at 300MHz. Article at: <http://www.maccentral.com/news/9804/13.sun-g3.shtml> Also check the TechWeb article: "G3 Portables Rival Mobile PII's in Speed, Beat in Price" at: <http://www.techweb.com/se/directlink.cgi?CRW19980413S0012> I don't think anyone will argue that the hottest business ticket this year will be sub-$2,000 notebooks. The $1,999 (expected) 233MHz Mainstreet G3 PowerBook couldn't come at a better time. Unlike the sub-1,000 desktops of last year, this is something a company (Apple in this case) can actually make a profit on. The G3's potential impact in educational markets become apparent in the 1997 Chronicle of Higher Education Survey released this week. It shows Apple popularity in academic circles - even prior the the G3's release - is considerable. It's a patent simplification of the data, but if you look at combined desktops and portables as an indication of mindshare, Apple scores a 48 (24% + 24% PC/Portables). Its closest rival Gateway comes in with a total score of 35. IBM is next at 30, followed by Dell at 24, and Compaq trailing with a score of 12. Draw your own conclusions at: <http://hed.info.apple.com/news/a7294872290.html> Ian Bruce New York, NY