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

To: soup who wrote (16014)	7/28/1998 9:19:00 PM
From: Slide Rule	Read Replies (1) \| Respond to of 213182

Soup, any hints on what he thought any "more interesting things" might be?

To: soup who wrote (16014)	7/28/1998 10:45:00 PM
From: Travis	Read Replies (1) \| Respond to of 213182

Let's not get overdramatic about iMac sales. I think the iMac is a great product and I'm confident iMac sales will do well but AAPL's got many more irons in the fire. Lots of us -- Hell, all of us! -- formed their investment opinions about Apple before we ever knew what an iMac was! At this point I don't think it's up to us. The iMac has gotten so much press that I think people outside of aapl are really going to give aapl the credit if it sells (and we'll be on a roll) or it'll be back to all the negative "i told you so" in the press if it doesn't sell. Let's not forget how much the press likes to be negative on aapl. A fumble on the iMac could really hurt. Really-aapl has been talking SO MUCH about the iMac that it really isn't my opinion-it's clear that aapl is basing it's growth and proving it's comeback on the iMac. If we shouldn't be getting worked up about iMac sales, you'd never be able to tell it from the way apple is acting. FWIW, I think this is good. They need to put the hype machine in full gear for this puppy and I think it just might work! :)

To: soup who wrote (16014)	7/29/1998 1:56:00 AM
From: Marc Newman	Read Replies (3) \| Respond to of 213182

Travis, thanks so much for posting the Bloomberg story on iMac presales. Excellent news. I think Apple will start moving up soon on all sorts of good iMac news + buzz even if the overall market stays shaky. But screwed if sales aren't amazing? Nah. Alomex, do you think we've now got a bunch of resistance between $36 and $37.50? I agree with you on Novell and have been posting on AOL that I think they are about a year behind Apple on the turnaround front, having started later. NOVL's balance sheet is better than AAPLs and they now have good products that work with NT, so I see advantages there too. But Apple has the pizazz and for now far superior profits. But NetWare 5.0 will be very similar to Apple's G3 launch. Ie, the installed base is way overdue for an upgrade cycle. I included NOVL in my "three favorite stocks other than Apple" in a post on the AOL Fool. The others are videogame makers THQI and EIDSY. I think all three stocks will have a 50%+ upside move between now and February. (That's with Nasdaq at least holding 1900, of course.) Yes, if NetWare 5.0 comes out on time (say, Sept. 30) I think NOVL hits $18 in six months or less. Eric, been noticing that your site is getting nice kudos from individual AAPL investors on the AOL and AOL MF investing boards. Wanted to pass that on. Bill Barry, welcome to the thread. And can we get this Rodger Rafter guy over here? I'm serious. Scott and Jim, notice how the LA Times guys pick on Apple's recent decline in the education market, but don't note that sales are up almost 20% from a year ago, which is substantial growth. It's these kinds of discontinuities--stuff we know that others haven't picked up on, or that are counter to conventional wisdom--that will make us money. Everyone, don't get too gloomy about AAPL yet. We would've likely retraced to $34 1/2 even if the market hadn't gone to hell over the past week. I'm seeing a lot of $28 or $30 predictions. I think not. We've got the iMac to bail us out even if the market keeps heading down. And we might have a nice speed bump to the G3 Pro line in about two weeks. Something about this market correction does feel worse than the last one, doesn't it? Marc

To: soup who wrote (16014)	7/29/1998 8:26:00 AM
From: Alomex	Read Replies (2) \| Respond to of 213182

Lots of us -- Hell, all of us! -- formed their investment opinions about Apple before we ever knew what an iMac was! Not quite. My opinion on AAPL was that it would die a profitable death, i.e. post many quarters in the black while steadily, if slowly, losing market share. Then the MacOS X disaster happened. The iMac changes that. It gives Apple their first honest shot at increased market share. Not a shot at increased unit sales to existing owners, but increased market share of the population at large. I don't consider the iMac success a given. IMHO it remains to be seen. But it is certainly a good effort in the right direction.