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


To: Mark Palmberg who wrote (11714)4/17/1998 9:41:00 PM
From: Bill Jackson  Respond to of 213186
 
Mark, there are people who buy and keep expensive visionary cars, and those that junk chevies every two years. the market has agreed with your concept and given Apple it's proper ratio of sales vs excellence.

There are few ways to change this equation. as price is only one key. Some people would not add free Apples as they would not fit the system they now have. The software sea is where they both swim in disparate oceans. Apple has a small sea all to itself, with a few other fish in it. Apple is the great predator here, it killed off all the illegal clones circa 1984-5 and the legal ones in 1997. The Wintel sea is huge and full of top predators, market aspects rule and there are those that are eaten and those that grow large.In addition there are parallel ecologies all swimming together. MSFT is the top predator here, and it feeds on other software houses only. Intel feeds on AMD/CYRIX and attracts fish from the Apple sea, impoverishing it.
All the compuetr makers eat each other and we the user base eat all the products from the above. The IRS eats us.

So even if Apple matched Wintel on price for the same MHZ units it would still swim in it's own sea. It needs a bigger sea. More water, more prey and predators and a fuller ecology to thrive.

Thes concepts seems primitive, but they are valid. The WIntels have thriven due to the intense competition, it is more of a jungle in the Wintel ecology, but it begets bigger more evolved predators/animals, or whatever.

Will the entire market cohort move down to $500? and thus we will have a huge species die-off? as all the $3000 makers like Dell die off? since they will not make an under $500 machine.

This summer will be interesting as the NC death does it's harm to all those who made and readied candidates.

Bill