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

To: WebDrone who wrote (3567)	7/21/1998 11:15:00 PM
From: J R KARY	Read Replies (1) \| Respond to of 8218

Hi Richard , S Job said it best "between us we control 100 %" Unfortunately , and at that time (AAPL's 5/11/98 WWDC) , "we" was AAPL and MSFT , and the 100% was the desktop (keypunch) marketplace , which I'm sure rapidly made its way to Armonk . IMO , after the DOJ/FTC action the "we" will change , but until then IBM has stepped up and lent its creditability to the PowerPC and AAPL . Copper will not be in this year's iMAC . The $900 "mobile" device , which naturally would exceed the iMAC's mobility , was Steve's answer to a disappointed shareholder at the AGM looking for a "cheap" MAC . Cu (love that you ole math teacher) looks like it will work its way into the speeds mentioned in C/Net's article which look like servers . The 10 mil figure includes Mr. Jobs iMAC expectations , which I found to be based on 4 mln stagnant Mac users and 1 mln ready non-believers, plus a equal number of "mobile , under $1000 PC wanters" , ready to buy AAPL now due to "IBM Inside" with a X platform OS . Not an exact science , but as we know with IBM in your corner doors open , and we may yet see these numbers expand upward . The IBM revenues from common PowerPC sales should be based on quantity and the $200 - 300 is a guess averaged for the "Cu" server CPUs mentioned in the article and the expected volume of iMACs/portables. In face of the pending court actions facing both MSFT and INTC , I was astonished by IBM's AAPL supportive comments buried in C/Net's article . Yes strange times , and may account for why AAPL choose to add the 22.6 mln shares underlying the "Notes" to its outstanding stock this quarter . One never knows , until it is too late , which it isn't yet . ;>) Regards, Jim K.