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

To: Sam Scrutchins who wrote (11276)	4/15/1998 1:23:00 AM
From: Scott Crumley	Respond to of 213173

Sam, I don't know yet where Jobs's vision is taking Apple. He may be redefining the company in ways that we can only imagine. In this respect, I doubt that he sees Apple as a niche player. I agree. Every bone in my body tells me that Jobs is gonna go for all the marbles. My guess is that all of this punching the 800 pound, Wintel gorilla in the nose with "Snail" and "Bunnies" ads is slight of hand; misdirection. It serves to shore up the desktop niches that Apple still holds, but on the bottom line, it still mainly preaches to the choir. My guess is that Jobs will try to make a dual end run, around Wintel, with the AMP and small MacOS lite computing/media devices. At the same time Apple will continue to ride the wave of offering the best Price/Power/Power Consumption ratios in the industry, via the increasing lead that the PowerPC product path will continue to maintain. With every passing month, Apple will continue to fine tune it's OS integration across the entire spectrum of computing: from Rhapsody to MacOS lite i.e, from Enterprise to handhelds. And the key to the Kingdom will be the Yellowbox APIs. IMHO, the key to victory in 21st century information devices will be visionary interface and integration. Bill Gates has always been 2 steps behind Jobs in interface, and anyone that's been abreast of this industry for the last 16 years knows this is true. I believe the integration issue is currently being addressed at Apple. Gates has never been a visionary, and probably never will be. His success is a direct result of 2 events, neither of which are to his credit: IBM missed the boat by giving him the rights to sell DOS and Compaq reverse engineered IBM's BIOS chip. After those events, and the way history played out, Microsoft was guaranteed to be a success. The information devices we are using today are primitive. Someone has to develop the devices and interface that will handle the information torrent that will be released when Teledesic goes online in 2002. I'm bettin' that Jobs and Apple have the right stuff to pull it off. Just my 2 cents. Scott