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

To: c-man who wrote (13985)	5/24/1998 1:37:00 AM
From: SteveHC	Respond to of 213177

<<Cloners GREW the marketshare of the platform...>> - Not according to Apple's market research.

To: c-man who wrote (13985)	5/24/1998 8:35:00 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 213177

c-man, You have pretty much summed up what Apple has done wrong in the past few years. Jobs has wrongly killed cloning, he should have modified it to lessen the parasitic nature they had evolved into. They sucked Apple blood as the fees made attacking high end systems the best option. They should have upped the high end fee and cut the low end fee and lived with the sales and the fees. A strategic advance is what Jobs sees this as, but I see it as a strategic advance to the rear(a retreat) To be sure the cuts made and the new OS hyperbole and the OS high marginsales along with no clones placed a veneer of profits on APple for the last few quaters, but where will share go? Down? Apple can still make a profit at 1% market share and also be a large company. 1% of the global market is large, if you forget the past. At 1% the share price will settle to the warranted profit point, and it might well be less than now if share falls this summer as the critical school buys get lined up. The predictions of the new imac have the potential to evaporate if the first few do not sell very well, and the rest will get cancelled. By the time it appears the WIntel crash will have made it very expensive, and I hear it is also not expandable? so cloners cannot buy them to make bigger ones out of. I wonder, if you made a new circuit board and took the APple ROMS and the OS could you make a high end G3 system(if you bought a faster CPU)?? . That would mean a fee of about $600 to make a legal clone(as you could use the RAM, CPU, Hard drive, Keyboard, power etc and sell the open frame monitor... interesting concept and how could apple stop it? Do not call it an APple, it aint, but it would be a compatible. I wonder if there are 70,000 ordered by the Power group descendants? There you go....a way to stay in business, buy imacs and gut them into high end G3s and have Jobs gnash his teeth at you in impotent rage. With tongue in cheek a bit, but it could be done, practical peripherals did it years ago, and Apple tried to stop them and could not.

To: c-man who wrote (13985)	5/25/1998 1:20:00 AM
From: Zen Dollar Round	Read Replies (1) \| Respond to of 213177

Thanks for responding to my post. I largely agree with what you have to say. I differ on the reseller and iMac issues, but I definitely agree on the Newton and eMate, which I didn't make clear in my earlier post. Especially the eMate, which I thought was a success and leaves me scratching my head. The damage done to Apple's credibility is high with these folks, and I can only hope that a new, better solution is presented in the near future. My guess is we'll hear more about these at MacWorld in July. I don't know where the 70,000 advance figure for the iMac came from, but you could very well be right on the CompUSA idea. I still think it will be successful, but I do hope they can bring the price down quickly and the USB peripheral solutions are abundant. I think Jobs' goal is a $500-700 unit by this time next year. With Windows 98 still due out in June and the DOJ unsuccessful in preventing its release, the USB products should flourish. As for resellers, the real danger I see with Apple's plan is inadvertently cutting out some VAR's that really do advocate and sell the Mac well. I guess that's bound to happen, but perhaps there can be an appeal process for those so affected to be reevaluated. Otherwise, Apple needs to get rid of the chaffe, and this is the only way to do it. Let's hope it doesn't backfire.