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

To: Stephen Leung who wrote (12538)	5/3/1998 12:22:00 PM
From: WebDrone	Respond to of 213177

Stephen- strategy implemented quickly? Stephen, I agree with your analysis of Job's performance, but I give him an A+, because I bought at $12 7/8 and I remember thinking I could be throwing the money away! As you say, rhapsody and a cheap box are now important. That makes sense, and we see it now. For Apple to execute by summer, they must have seen this need far before I did. So, can't you give my man Steve an A? Even Eric Yang couldn't have done much better than Steve. Richard

To: Stephen Leung who wrote (12538)	5/3/1998 3:57:00 PM
From: Scott Crumley	Respond to of 213177

Stephen, We're in agreement about Jobs' performance up to this point, though I would tend to go along with WebDrone in giving him "A" marks. But as you've pointed out, the story is far from over. I have never had a problem with Jobs locking out the clone competition, as long as the following prerequisites were in place: That Apple designs cutting-edge hardware at better price/performance ratios than any Wintel. That they have the production capacity capable of meeting a surge in demand. And that they stay open minded and hungry, immediately ready to integrate desirable new technologies, whether ot not they had innovated it themselves. I believe that this is course that Jobs has taken and if he stays around to keep the fires lit under his designers and engineers, Apple will reap the profits, instead of the clones. Maybe Alex can pipe in here to give a birds eye view of these matters. But as you've pointed out, further strategies are necessary to increase market share. I believe the aforementioned strategy was put in place to stabilize the company. As for sub $1000 boxes, Rhapsody, AMPs, MacOS Lite, flat screen desktops and such, I have high hopes. But before any such products are released, Apple must require the following. They must be exciting, outstanding and innovative, with clear, focused marketing. Right now, an innovative success would be nice for Apple, but a failure would be devastating. I think Jobs knows this and will be careful about putting too many pans in the fire at one time. The one thing that strikes me about Jobs, is how thoroughly he appreciates the value and power of proper timing and focus. It is these very qualities that distinguish the difference between receiving a sloppy punch from a drunk, and being knocked clear across the room by a martial artist. Steve is a Samurai at heart. Regards, Scott

To: Stephen Leung who wrote (12538)	5/4/1998 10:07:00 AM
From: Zen Dollar Round	Respond to of 213177

We have yet to see any major Rhapsody release or the <$1000 box. I think he should now concentrate on expanding the base of users by introducing low priced macs as well as increasing software development. The Intuit fiasco was embarassing to say the least considering Intuit has a board member on Apple. Operating systems take time. I agree that DR2 should already be out by now (due since January, really), but Apple claims that more functionality has been added than originally planned. Hopefully tomorrow we'll see a spike in the stock with the introduction of the new G3 laptops. We're getting it so far this morning! AAPL is already up 1 5/16 with 1.5 million shares traded in the first half hour alone. Could it be the G3 PowerBooks, or the other May 6 announcements? Hoo boy, here we go! Hope it holds the rest of the day.