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To: rhet0ric who wrote (11321)	4/15/1998 2:30:00 PM
From: Marc Newman	Read Replies (1) \| Respond to of 213173

Hi rhetoric, GVIL has been blaming Apple for well over a year, ever since they lost the OEM contract for the PowerBooks. Yet it is a long line of management mistakes that doomed that company. GVIL makes the Apple internal modem that is bundled in both the 6500s and the G3 communications bundle and available as a BTO option at the Apple Store. GVIL was also rumored to have won the contract for the pc cards in Wall Street. Apparently (knock on wood), Apple can make a profit on quarterly sales of 600,000 boxes, but GVIL can not on a market of that size. (Frankly, they got killed trying to break into the Windows market.) The GVIL brand is in better hands with Boca, stronger hands. I see no effect on Mac users. Apple did buy fewer OEM modems from GVIL this quarter than last, which I take as the fact that Apple cut production on the 6500 line. This could offer a hint that Apple will have a good quarter, from selling out inventory. Or it might mean nothing. Marc PS--Jim, if Apple does have a credit on the report from the Power buyout you are THE MAN. You are the only guy who has dug that up anywhere, as far as I know. Terrific sleuthing.

To: rhet0ric who wrote (11321)	4/15/1998 3:11:00 PM
From: Linda Kaplan	Read Replies (1) \| Respond to of 213173

I still do a bit of Mac consulting work. I have a client who bought a Mac within the past year, I think a 6500?, with an internal modem. He uses a CoStar Labelwriter II Plus and when I was troubleshooting it last week CoStar told me that all the Global Village internal modems interfere with the proper use of the modem port, not only for their devices but all devices. If this is true, I'd be hard put to blame Apple. Linda

To: rhet0ric who wrote (11321)	4/15/1998 3:12:00 PM
From: X-Ray Man	Read Replies (1) \| Respond to of 213173

I would like to offer another scenario to the GVIL situation. I think the recent story and perhaps even the decision to dump the business are a result in a way of Apple's decision to go to build to order. I know this is contrary to the expectations of many GVIL bulls in the past, who assumed that having GVIL products on the build to order list would increase sales. But if GVIL was making a significant part of its revenue stream from bundles with Apple, then the build to order not only allowed people to order GVIL modems, but it also would allow them to decide not to include them in a typical bundle. I know many who specifically didn't find certain bundles attractive because it came with a modem they didn't necessarily want.