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

To: RX4PROFIT who wrote (13183)	5/9/1998 7:19:00 PM
From: HerbVic	Read Replies (2) \| Respond to of 213177

Well, I see renewed interest from developers after the iMac announcement. Intuit's vacillating announcements drew a lot of attention from developers. Part of the reason that the iMac was included in the May 6th, despite the fact that it would and did upstaged Apple's performance buster laptop, might have been to generate a groundswell of developer interest going into the WWDC. Another positive sign is Apple placing greater emphasis on game software both on their website and in trying to win over game developers. Rhapsody's scheduled release is going to signal to investors that Apple is moving into new arenas of competition [wide area networks & distributed area networks in large corporations] where they will have room for some POTENTIAL exponential growth. The competition will be strong, but there is a need. The proliferation of computers in the workplace has evolved along multiple OS channels, each of which fulfills specific needs. The promise of upgrading servers and distributed computing terminals relatively cheaply and in such a manner as to decrease maintenance overhead while at the same time broadening the base of available software through an OS that addresses convergence issues is very attractive to MIS' and FMs. Another consideration is that due to the "tired market" activity this week, there is little speculation built into the AAPL price as yet. While there will be selling after the festivities, it is my guess that the selling will be more than offset by the enthusiasm generated during the event with most profit takers waiting to see how many brokers revise their forecasts and ratings. I wish I could say that Apple is going to come away from the event with a couple of firecracker announcements that will light a 'short fuse blast' in the stock price, but I can't. I have a feeling that the true value to AAPL of Monday's announcements will still be most apparent to those in the investment community with enough insight to ALREADY be positive about AAPL looking forward. In other words, a few heads will turn, and then most will turn back to their belief that Windows 95 and NT was handed down from God to Gates to computer consumers. Then they will raise their glasses and toast mediocrity in their belief that Microsoft's OS development efforts will set the standard for generations to come erasing everything in its path including Unix, IBM's OS2, Sun's Solaris, Apple's OS 8.1 and Rhapsody and perhaps even Java (which Microsoft will distort into a Windows plugin that causes crashes with other systems.) Microsoft is the Titanic. It's huge. It was built on software integrating a computer elite protectionist philosophy with a brittle shell of user friendliness. The paying consumer is led into a trap of dependance on an aggressively growing monopoly from which there is no life boat. It is headed full speed into the iceberg of rapidly advancing technology without the ability to define course changes except as such changes affect the expansion motive to effect increased expansion. Merced will tear a gaping hole in Microsoft's OS development strategy. As the company tries to make the leap to the faster chip technology with all their excess baggage, the compatibility gap will drown them. Well, now I've gotten way off the subject. One of the distinct advantages of having so many people that don't believe in your company is the payoff that comes when those people are proven wrong. It may take time, but THIS I think Apple can do! HerbVic ________________ What's your feeling re outcome of WWDC?