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

To: Marc Newman who wrote (11140)	4/13/1998 11:26:00 PM
From: Sam Scrutchins	Read Replies (1) \| Respond to of 213176

Marc and all, Does anyone have an estimate on how much Apple's advertising expenses have increased from Q1 to Q2. In addition, does anyone have a feel for what Apple spent in the past on advertising in quarters when it made large promotional efforts. It would be interesting to attempt to estimate how much of a hit earnings might take from the increased advertising expenses. I cannot think of many other items that would negatively impact earnings this quarter. Also, does anyone (soup or Ian, for example) have a feel for whether Apple has been selling any machines to previous Wintel owners. It would be great to see some new converts coming on board. TIA Sam P.S. Phil, nice catch on the 'Anderson as CEO' possibility.

To: Marc Newman who wrote (11140)	4/14/1998 7:39:00 AM
From: Linda Kaplan	Respond to of 213176

Hmmm.. will Apple provide an upgrade path so that the G3/300 can be upgraded to the next highest processor speed? If so, I'd be in line and I bet I'd be representative. Speed is addictive. :-) Btw, what was slowing me down yesterday was Web Street Brokerage. Their dynamically updating quotes seem to be taking over my whole machine -- very hungry. I hope they're just broken because they're making Maccing impossible right now. Linda

To: Marc Newman who wrote (11140)	4/14/1998 8:21:00 AM
From: Phillip C. Lee	Read Replies (1) \| Respond to of 213176

The wild card is the education spending--if Apple can show two quarters of profitability, it should help the fence sitters. And if school districts are as flush with technology grants as we've been reading, look out. It depends on whether or not schools have budgets to buy more computers. Federal budget has 50b+ surplus in '98, where it could run as high as 100b if everything is running smoothly (based on Washington Post). Besides, state/county governments have extra incomes from tax payers due to their increased salaries, investment gains. Hence, schools will have more sufficient funds to invest in everyting, including new hardware/software installations. At least, the phenomenon occurred in where I live. Phil

To: Marc Newman who wrote (11140)	4/14/1998 7:21:00 PM
From: Idomeneus	Read Replies (1) \| Respond to of 213176

Marc, Thanks for the post. I may pony up for the lifetime gala, especially if the announcements tomorrow are good! Bill J--I personally still hold out hope for Apple in education. Their marketshare in education has slipped quite a bit. One thing to keep in mind, though, is that Apple hasn't had a good education computer in years! The all-in-one G3 released last week may change that for the first time in a long time. For the power of the machine, the price is very good, with a 15" built-in monitor to boot. This may help change things for Apple in this arena. Linda--I also am sorry to hear of your Powerbook troubles, and hope things turn out. Just one note about your new G3 (and anybody feel free to correct me if I'm mistaken!!!), but I don't think you'll be able to upgrade the processor on it. If I'm remembering correctly, the current G3 processors are not on daughtercards so there is no way to "upgrade" to a 375 MHz when they come out. (And I apologize profusely if I'm incorrect). Paul Arthur