Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: znv who wrote (13832)	5/19/1998 5:38:00 PM
From: RX4PROFIT	Respond to of 213176

DELL: CNBC announces they best the street est. by 2› (the whisper #) and they're down in after market trading. Sounds like something that would befall AAPL. Cheers, Dennis

To: znv who wrote (13832)	5/19/1998 6:05:00 PM
From: BillHoo	Respond to of 213176

<<"...that means that only about 3% of first-time buyers came home with a Mac last year. Why?">> Fear -Bill_H

To: znv who wrote (13832)	5/19/1998 6:16:00 PM
From: BillHoo	Read Replies (3) \| Respond to of 213176

<<"that means that only about 3% of first-time buyers came home with a Mac last year. Why?">> That is what the media had been broadcasting for the past few years. Fear that if you buy something other than Windows, regardless of how well it performs, you will be left out of the Windows World. You see it in the news media when they cover anything. Someone got the runs from eating Guavas from Ecuador. Next day you get headline "Is the food we eat safe? Should there be government regulation? Then you get people who panick and spread rumors. Don't eat anything from Equador! It's poison! And they use slave labor too! This anti-Microsoft spin is the same. There's more money to be made bashing Microsoft now that it's in vogue. Last year it was Apple because the networks needed MSFT ad dollars. Now that everyone is doing it, the networks don't fear that MSFT will move their ad spending to another network. By making it a cogent news issue (thank God for the DOJ) the networks can now adequately report on MSFT's nastiness. Next up. Young cub reporters who want to blow the lid on Microsoft corruption. You'll see stories about bribes to government officials. Bill Clinton will make it a Democratic party platform. "The Democrats are looking in the best interests of the little people. The small software developers who have been stifled for years by Microsoft." The Republicans can't have that. So they jump on the bandwagon with a "Me-Too" campaign. After all Janet Reno is on their side! Now, who's party has the most to lose in terms of campaign contributions? I hope those cub reporters are watching. -Bill_H

To: znv who wrote (13832)	5/19/1998 7:22:00 PM
From: HerbVic	Read Replies (1) \| Respond to of 213176

>that means that only about 3% of first-time buyers came home >with a Mac last year. Why? A simple question. Unfortunately the answer is quite complicated. There is the early false perception that windows and icons were just cute computer window dressing and not useful for serious computer users. There is the early false perception that a 'consumer computer strategy' where a chip maker selling to multiple computer makers using the OS from a software maker somehow means that one company can't dominate the market and control prices. There's John Skully and his desire to make the next big splash in consumer technology even before cementing Apple's position in the PC marketplace. And that French guy, Jon Louise Gasse, who squandered Apple's OS lead then went on to start Be Inc. There is the diabolical and sneaky little big guy Mr. Gates and his robust disinformation campaign. He used Apple's need for Microsoft's Multiplan on the Macintosh to gain advanced knowledge of Apple's first Mac OS, copied it, then caused Apple's brain dead zecs to kill MacBasic by withholding Multiplan. Then he released the first version of Windows for Intel, an obvious knock-off of the Mac OS that had to be withdrawn from the market, re-coded to make it have a different "look and feel," and then re-released as a shell to MS-DOS. There is the infinitly beguilable public, who will always exhibit a herd mentality as a defensive mechanism in the face of the unknown, before they will spend the time to research their complex purchase decision. While we are on the subject of percent market share, what percent market share of home computer buyers has the Microsoft/Intel juggernaut driven from the market in the wake of their bad experience with their first computer? HerbVic

To: znv who wrote (13832)	5/19/1998 9:33:00 PM
From: WebDrone	Respond to of 213176

<...only about 3% of first-time buyers came home with a Mac last year. Why?> Because Apple was a company in big trouble, any way you look at it. They screwed the pooch a million ways from Sunday. That was then, this is now. Notice anything different about Apple other than the share price? Fluke? Maybe, could be all hype. But the internet is a compelling application to consumers only since last May. What the heck- I'm calling it here in public- the Amazon IPO is the very start of the Internet as a medium for average consumers. ( I was on AARPANET, so I have some history with the net.) The question is- is Apple a real turn-around, or just a flash before dying. Mr. Jobs has done a great job with strategy- retake graphic arts and schools. Nothing has been done for us WebDrones yet- but we know the path Rhapsody is on, now. A strategy is layed out for home users, and the imac reminds me of my old Mac SE that I still admire. Profits are up 3 quarters in a row, and I think a profitable year is certainly assured. Oh- the laptops. Them too- superior to any wintel thing. You are absolutely right- the next step is to begin growing market share. All the pieces are in place. Now, as you point out, Apple has a year or so to start growing market share. Probably in Schools (AIO), Home (iMac) and Business (Wallsteet and iMac as networked pcs.) I expect we will see the Son of Newton show up soon. Of course, I could be wrong, and Windows is inevitable. Uck. How drab. Richard

To: znv who wrote (13832)	5/20/1998 1:13:00 PM
From: J R KARY	Read Replies (1) \| Respond to of 213176

Znv - Why Wintels don't line up to buy Macs ? Its changing . WWDC reassured the faithful but also unveiled a new weapon - " peripheral compatibility " From MacOS rumors: " MOSR has received reports from many other readers about other companies who are developing USB peripherals -- a mountain of them, in fact, as USB is now the Wintel standard, and with forthcoming Mac support, it's the logical choice -- and are planning to deliver solid Mac OS support. It appears as though another piece of the cross-platform compatibility puzzle is falling into place..... " Nobody wants to throw away good gear . With industry standard USBs , AGPs , and PCIs , PowerPC Macs will be acceptable as enterprise desktops using a cross-platform MacOS X . Till then , as S. Jobs suggests ,its low hanging fruit season . Regards, Jim K.