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

To: IanBruce who wrote (11386)	4/15/1998 5:26:00 PM
From: Scott Crumley	Read Replies (3) \| Respond to of 213173

CNBC reports the stock is up $3 on InstaNet. Over $30. Yeah!!!!

To: IanBruce who wrote (11386)	4/15/1998 5:40:00 PM
From: Randy Tidd	Read Replies (1) \| Respond to of 213173

> That's a pretty obnoxious statement, even for you. Jeez, take it easy :-). > If you're talking about companies selling boxes, as in "high-margin, > fast boxes while rapidly reducing costs", then everyone -- Compaq, > Dell, whatever -- are all niche players. Obviously every business wants to raise margins and lower costs. But high-margin and high-performance products are in their own market niche. The big rage these days is the sub-$1000 market, which is not high-performance nor necessarily high-margin, but very big volume. I am sure Compaq and Dell would be happy competing in this market as well. I think the point was that Apple is currently going full-guns towards the high-end niche and not the other market segments. I for one hope that they enter the sub-$1000 market soon because I think they can make a really good product offering there. Randy

To: IanBruce who wrote (11386)	4/15/1998 6:18:00 PM
From: Alomex	Read Replies (1) \| Respond to of 213173

"high-margin, fast boxes while rapidly reducing costs", then everyone -- Compaq, Dell, whatever -- are all niche players. Wrong. Compaq is now selling lots of low margin computers, as Randy pointed out. And while you might find the truth obnoxious, you cannot call a company with 3% of the market and strong graphics presence anything but a niche player. I pressume you find the comment "niche player" derogatory. I don't. SGI was a niche player and very profitable one.