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

To: Pravin Kamdar who wrote (13454)	5/11/1998 9:27:00 PM
From: Michael Feldstein	Respond to of 213177

Apparently, MacOS X is not going to be ported to other platforms. ''That was what all the developers and customers told us to do,'' said Phil Schiller, senior vice president of product marketing, in a brief interview. ''It's fully PowerPC native. "We will not ship Mac OS X for any other platforms. The overriding goal is to be the best Mac OS ever.'' However, this is a cagey answer. MacOSX is not the same thing as the YB. My guess: The full OS will stay PPC only, maximizing hardware sales, while Apple will either (1) give away YB for other environments to entice more developers into using the API or (2) license YB to other OS makers in order to acheive (1) + revenue. They will probably try to take advantage of the YB cross-platform capabilities without killing the G3 goose that lays the golden eggs.

To: Pravin Kamdar who wrote (13454)	5/11/1998 9:41:00 PM
From: Adam Nash	Respond to of 213177

I know I've posted a ton today, so I'll keep this brief: I believe that the best part of the new strategy is that it provides a great, fast migration path for power-users (Mac OS X beta in Q1 1999) while still providing a strong base for the rest of the market to slowly evolve (Mac OS 8.5, 8.6, and Sonata) I still think AAPL is fairly valued at this price, but I think with moves like this in two years Apple might easily have doubled its earnings to ~$3/share. However, this will require them executing well because they still need to grow the market to attract developers. To me, the Mac OS X strategy preserves the market while still offering a strong growth path for capability. - Adam