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


To: Jonathan C. Williams who wrote (14158)5/29/1998 5:11:00 PM
From: Jonathan C. Williams  Read Replies (1) | Respond to of 213177
 
Bad news for INTC may be good news for AAPL?



To: Jonathan C. Williams who wrote (14158)5/29/1998 10:42:00 PM
From: soup  Read Replies (2) | Respond to of 213177
 
>Brandywine mutual fund owns 4.6 million shares of AAPL.<

Jonathon, all;

These guys very highly regarded *earnings momentum players*. Their recent numbers may not show it because they went to 70% cash earlier in the year.

Previous holders of AAPL have been value players like Nick Whitridge of Babson Value, who has owned it for years.

If Brandywine, et al are taking positions then AAPL is indeed transforming itself (as I predicted -- yes me) from a value to growth stock.

Could you please provide your sources and as of what date the position was acquired?

soup

This is the second best news I heard about AAPL in weeks.