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: Robert Mayo who wrote (15829)	7/20/1998 1:06:00 PM
From: David Semoreson	Read Replies (1) \| Respond to of 213177

RTQ 35 3/4 Weakness; looks like I will get my chance to get back in at 33-34 ** David

To: Robert Mayo who wrote (15829)	7/20/1998 3:59:00 PM
From: Alomex	Read Replies (1) \| Respond to of 213177

Alomex, you've been one of the more literate bears around here, so I suppose you've got reasoning to back this up. It reflects my personal experience in the field (I'm a computer professional) in which decisions such as switching platform are made many months, often years in advance. Further, they are phased-in in an orderly fashion, i.e. sign software contracts, new programs are developed according to these, a selected few personnel are trained, those then train the rest of the workers. At the same time we have the competing interest of a booming economy, e.g. marketing says they need more machines because their account tracking system can't keep up. So the MIS buys them a bunch of the same computers (in this case Macs) while IT readies everybody for the transition. The decision for such a transition was made six-twelve months in advance, when Apple was still losing money like crazy. I'm sure the G3 introduction in W'97 forestalled the switch of some companies, the AIO and iMac might stopped some more defections from schools and universities. But others are gone now, how many? many. The majority? I don't know.