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

To: Bill Jackson who wrote (11774)	4/18/1998 2:48:00 AM
From: yofal	Read Replies (2) \| Respond to of 213176

Bill J. sez: In evolutionary terms it is a blind ally, no evolution, no advancement, but ti can endure for a long time and make money. How does Apple recapture the glory days? What is that path? I'm starting to form this mental image of an enormous ship speeding through the night, with huge momentum. Microsoft/Intel are huge and are drawing more than a few others with them in their wake. But that massive market share could also be its undoing. Anything that large is awfully hard to stop very fast, let alone change direction. Apple's limited size may be, ironically, an asset in coming years. We've seen it do some pretty fast maneuvering while adopting PPC over Motos 68xxx series chips, and apparently major changes are rapidly taking place in the OS. Lack of licensees to the platform have allowed them to adopt revised, forward-looking strategies without having the tail wag the dog. Meanwhile cracks seem to be appearing in Intels plans to move to a new processor base, and Microsoft's aging consumer Windows platform still drags around enormous amounts of legacy code just to be compatible. I think they will have some potentially painful challenges ahead of them in turning around this boat... IMHO, of course. Captain Marc

To: Bill Jackson who wrote (11774)	4/18/1998 2:58:00 PM
From: Randy Tidd	Read Replies (1) \| Respond to of 213176

> Steve, MSFT's monopoly is a narrow one Actually it's a long way from narrow... it's widespread and dominating! Or if you mean that they narrowly acquired a monopoly, I don't agree with that either -- Gates' goal from the beginning was to spread his software to every computer that he could through open licensing. True, it got a lot bigger than he thought it would... You might mean that Apple could have done the same thing MSFT did by the use of open standards, and that is exactly true. The computing world would be a very different place if Apple had taken the open standards approach as their business was growing rather than the "high right" (i.e. low-volume, high-margin) approach. If you want to read a very interesting book about this, I recommend "Apple - The Inside Story of Intrigue, Egomania, and Business Blunders" by Jim Carlton. Did you know that at one time Apple almost bought Sun? Or that IBM almost bought Apple? Or that Bill Gates, in 1985, sent a secret memo to Apple detailing how they could expand their business through the use of open standards, and Apple deliberately refused his advice? Randy