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

To: Alomex who wrote (12323)	4/29/1998 10:36:00 AM
From: Linda Kaplan	Read Replies (1) \| Respond to of 213177

Well, as a contrarian, maybe your bullish stance becomes a bearish indication? :-) Linda

To: Alomex who wrote (12323)	4/29/1998 11:22:00 AM
From: Phillip C. Lee	Read Replies (2) \| Respond to of 213177

<<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.>> Well, Apple's counted on educational makert for about 50% of its total revenue. Currently, Federal budge has 50b+ surplus, and state /county has significant surplus too. They will put more funds to the education. So besides 27m users, we should also encounter those who will be added as the new users. <<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.>> Microsoft is particularly interested in Intuit's business. I think Apple, Microsoft, and Intuit altogether will figure out the best approach for Intuit's on Mac. << 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.>> SGI's major market is in the enterprise/Federal business sectors while Apple's in education, publishing, engineering/science communities. Apple's has its own unique customers but SGI has competitors such as Sun, HP and IBM, and Apple later when Rhapsody is available. I think SGI will be absorbed by Sun or other big companies sooner or later. Phil

To: Alomex who wrote (12323)	4/29/1998 12:36:00 PM
From: soup	Read Replies (1) \| Respond to of 213177

Sell It All! >As you know folks, I now have a buy recommendation on this stock ... < :) >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.< Fair concern, however there's plenty of anecdotal evidence that enough Wintel oswners are crosssing over -- particularly with the strong Virtual PC performance of these boxes. >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.< The ascent of Rhapsody as a low-cost-write once-deploy-everywhere developer's environment combined with a low-end strategy should address that. Also, Jobs' commented on focusing on the top 100 developers. >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.< DWhat easy to use operating system? What kind of cost structure to match G3 specs? >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).< Sober concerns. Keep questioning. BTW, Have you actually taken a position? soup "The last converted is the most devoted follower." -- Autobiography of Malcolm X

To: Alomex who wrote (12323)	4/29/1998 1:09:00 PM
From: BillHoo	Read Replies (2) \| Respond to of 213177

<<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).>> Yes, it's a great company, but we have to be critical as well as Apple. The lack of forethought to issues such as those mentioned are what put Apple in it's current predicament. -Bill_H

To: Alomex who wrote (12323)	4/29/1998 1:24:00 PM
From: IanBruce	Read Replies (1) \| Respond to of 213177

1.- Dry-out of G3 sales. I have no idea how many of the purported 27 million Apple users will upgrade to G3. Might I point out that there are two sides to this issue... Pentium II lacks killer software By Michael Kanellos Staff Writer, CNET NEWS.COM April 16, 1998, 1:15 p.m. PT Complex, data-heavy Web sites and business applications that only the fastest desktop computers can process are scarce, but these are exactly what Intel needs to drive sales of its Pentium II chip. At the moment, few business applications require buyers to graduate from low-end Pentium MMX computers to Pentium II systems... Kimball Brown, an analyst at Dataquest... maintains that anything faster than this relatively low-end chip is overkill for the vast majority of buyers running standard business applications. Brown also says that the Windows 98 operating system coming in June offers little that's new or different from Windows 95 and does not require a Pentium II upgrade. DVD titles and games require the processing brawn of the Pentium II, but those are part of a limited consumer market so far. <http://www.news.com/News/Item/Textonly/0,25,21167,00.html?pfv> Ian Bruce New York, NY