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


To: Mark Palmberg who wrote (15720)7/16/1998 3:31:00 PM
From: Marc Newman  Read Replies (1) | Respond to of 213177
 
Mark, you've been in a very good mood lately. Your posts are fun.

Jon, I know its the guy's job. Nice to have Apple up on the big board there. Nice to have someone who can say "iMac" like it is the most natural thing in the world.

Perhaps the best little article today:

sfgate.com

<<Jeanne Hayes has been tracking computer sales in the public
school market for 15 years. But when she finished crunching the
latest numbers the other day, even she didn't believe them.

''For the first time in five years we saw an upswing in orders for
the Mac,'' she said. ''We went nuts. I ran the numbers again just
to make sure.''

Hayes, who is president of Quality Education Data, a market
research firm in Denver, said after surveying 5,000 public
schools, she found that 38 percent of all new computers ordered
for the coming school year are Macs.

That's up from 32 percent of new orders last year.

And though schools will still buy two Windows PCs for every
Mac, Hayes said Apple's rebound will be her headline when
QED releases its report later this week.>>

So let's see, if market share is going up in education, and the overall education market is growing fast due to federal technology grant money, and Apple is going into the heaviest education quarter ...

Ahh, you all can see where I'm going with this.

Of course the Chronicle's Tom Abate then tries to warn investors off of Apple stock by quoting a money manager who complains about the lack of insider buying at Apple. Yeah, that's a leading indicator in today's options-fueled tech industry.

Marc