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

To: Don Green who wrote (12320)	4/29/1998 10:33:00 AM
From: Alomex	Read Replies (5) \| Respond to of 213177

As you know folks, I now have a buy recommendation on this stock with a price target by year's end in the $30-35 range. However I do feel this forum focuses too much on the positives and too little on the negatives. Here's a list of some of the potential risks that Apple faces during the coming year: 1.- Dry-out of G3 sales. I have no idea how many of the purported 27 million Apple users will upgrade to G3. I know some that most definitely will, and others that surely won't, but I can't come up with a good estimate in percentages. 2.- More Intuits. As software comes up for revision cycles we can expect more companies to announce that they won't release Mac versions of their software. How many? once again I have no idea, but the risk is there and it should be accounted for. 3.- SGI. Silicon Graphics is dying while vying for the same sort of graphics market niche that Apple is strong in. A desperate play by SGI could damage Apple revenues. 4.- Any others? I think we really should look at both sides of the coin here (still I think Apple is a buy right now, but we must examine all the evidence).