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

To: J R KARY who wrote (13446)	5/11/1998 9:08:00 PM
From: Adam Nash	Read Replies (2) \| Respond to of 213177

Travis read AAPL's press release - Rhapsody is not MacOS 10 Considering S Jobs' baby is NeXT and all AAPL's zecks are NeXT folks there can be only 3 possible reasons for today's OS disaster: 1. He wants the stock price lowered for his options 2. He is working a deal with MSFT to sell Rhapsody 3. He is working a deal with IBM to sell AAPL Can you believe Mac 10 in a year and 1/2 -- if so bring on BE OS . Regards, Jim K. OS Disaster? OS Salvation. People who talk about MS going to Rhapsody were deluding themselves. People who dream that MS would dump NT/95/98 for Rhapsody are so far off the map it's unbelieveable. Running on Intel is not great in and of itself if it means the OS dies in the transition. Anyway, I've seen Rhapsody portrayed in so many strange lights it's hard to even pick on one. However, this might add clarity: Rhapsody does not equal Yellow Box. Rhapsody is Yellow Box + Mach. Mac OS X is not Rhapsody. Mac OS X = Carbon + Yellow Box + Mach. Carbon is not all of Mac OS. Carbon = Mac OS 8 API - cruft. Yellow Box for Windows = Yellow Box + Windows 95/NT. WebObjects is going strong. They are doing some great work with Java. So, in short, Yellow Box may still exist and be cross-platform. We shall see. I did notice one article that said Mac OS X will not feature Display Postscript, which means it will break some of the current Yellow Box. However, this is what Steve made clear today: Apple's System Focus is on Mac OS. The goal: Mac OS X in Q3 1999. The method: Carbon, which will allow one code base for Mac OS 8.x and Mac OS X. People who talk about the Red Box, this box, Jack-in-the-Box, Black Box are fun, but it's not productive for business planning, and it's even less so for investors.

To: J R KARY who wrote (13446)	5/11/1998 9:14:00 PM
From: Michael Feldstein	Respond to of 213177

Jim, I'm sorry to be blunt, but you're just not getting it (IMHO). Jobs is not trying to lower the stock price. Consider: 1. MacOS 8.1 is already solid and Allegro looks fantastic. We won't have to wait another year and a half for a decent OS; we have one now. 2. As Richard Habib has pointed out, most big investors/analysts never believed Mac was going cross-platform to begin with, so today's announcements should not lower the stock. 3. AAPL ended up 1.6% on the day while DELL ended down 1.5%. DELL was actually ahead of AAPL until 2:45 PM EST, which was after the end of Steve's keynote. AAPL held up very well, breaking its pattern of popping pre-news and dropping intra-day after the announcement. 4. We don't know what the cross-platform strategy is yet. Mac OS X seems, at the moment, to be focused on PPC, but we don't have the whole picture yet. In 10 months Steve Jobs has completely refreshed the hardware line, started Apple's first effective ad campaign in years, re-entered the consumer market for the first time in I-don't-know-how-long, built the fastest damned PCs on the planet at a decent price with real profit margins, trimmed the organizational fat, returned the company to profitability, reversed a two-year slide in market share, boosted the stock price by over 100%, actually convinced a few analysts to say nice things about AAPL, and laid out the company's first comprehensible OS roadmap since it came out with System 7. OK, OK, not all the cards are on the table yet with the OS strategy, but geez...TEN MONTHS!!!!! DO YOU HEAR? I think the guy has earned the benefit of the doubt. Cool your jets and give him a little more time to finish what he has started.

To: J R KARY who wrote (13446)	5/11/1998 9:31:00 PM
From: Scott Crumley	Read Replies (2) \| Respond to of 213177

Jim, Travis read AAPL's press release - Rhapsody is not MacOS 10 True, but it looks to me like MacOS 10 IS Rhapsody Plus. I don't understand what you're so upset about, but it worries me because you are generally so well informed. This is the way I see it (and please correct me where necessary). 1) We've still got Allegro this quarter. 2) We've still got Rhapsody 1.0 this quarter. 3) We've got a developer friendly road map for complete convergence of the two, within a year. It seems to me that Jobs has saved our bacon by giving developers a simple, low investment strategy, that will induce them to continue to upgrade existing Mac applications. At the same time, the upgrades will enable the applications to take advantage of the advanced OS underpinnings that Rhapsody offers. This will occur with MacOS 10. Brand new applications development remains the same as we expected, except that by insuring existing application support, new developers should find Apple more attractive because of the increased stability of the platform, provided by this transitional strategy. Rhapsody is still there, and on time. It's just that the near future looks better with OS 10 and we have a great strategy for the transitional gap. Regards, Scott