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

To: Travis who wrote (16062)	7/29/1998 10:58:00 PM
From: Robert A. Decker	Respond to of 213182

"Not sure how heavily watched the program is"... From the total lack of substance contained within the show I'm sure it's watched pretty heavily. ;-) (Everytime I see the name 'Deloitte and Touche' my mind sees the name 'Toilette and Douche'.)

To: Travis who wrote (16062)	7/29/1998 11:09:00 PM
From: Phillip C. Lee	Read Replies (2) \| Respond to of 213182

I think there are lots of viewers on this program. Apple's really the stock of week. The analyst said Apple has plenty of room to grow for the stock price and iMac will be the winner for PC sales this quarter. Well, my thoughts on iMac sales starting August 15th were: (1) Very attractive to students for pre-school open season; (2) an outstanding machine for companies and commercial sector; (3) Beautiful outlook as well as powerful CPU for home users; Besides, there will be exclusively no cloner competitors with better second half in '98 for PC sales. I think iMac as well as G3 series will create a fortune for Apple as well as its investors. Looking for a gap jump at tomorrow's opening. Phil

To: Travis who wrote (16062)	7/29/1998 11:23:00 PM
From: Sam Scrutchins	Respond to of 213182

Just saw the CNN report. Thought it was nice overall-a few annoying negatives, but still nice. Agree with the negatives, but I loved the lead-in pieces. If Apple can get associated with the home video game industry, then it is 'off to the races.' Sam

To: Travis who wrote (16062)	7/29/1998 11:26:00 PM
From: Eric Yang	Read Replies (2) \| Respond to of 213182

Andrew Neff from Bear&Stearn and the analyst from Pain Webber (Walter Winnitzki I think) had some very positive things to say about Apple. The difference is that Andy said that AAPL is still extremely cheap while Walter said that all the positives signs have been priced into the stock. Duh!! By the way Andrew Neff has a buy on AAPL while Walter Winitzki has a hold on AAPL. macevolution.com This is a perfect example of how there are two different kinds of analysts that follow Apple. There are those who have the foresight to recommend AAPL BEFORE the stock rises...and those analysts who were too dense to recognize the value and keep reiterating their hold as the price continue to climb. I don't know how many times I've heard of people who said that despite the impressive gain in its share price, Apple "failed to impress analysts" because there are still a boat full of analysts who have "hold" ratings on AAPL. I find that argument silly. Analysts are paid for their ability to peer into the future, recognize value and pick stocks that will outperform the market. In the case of AAPL, every analyst who had a "hold" since Dec of 97 are the ones who FAILED. The fact is every one of them would have rated AAPL as a "Strong buy" had they known that Apple's finance and stock price were going to perform so well over the last 8 months. Well they didn't...too bad. The market reward those with foresight and laugh in the general direction of those with 20/20 hindsight. Unless there was a rule somewhere that says it's Fred Anderson's personal duty to tie these analysts up and beat them until they give AAPL a buy rating...I don't see how it is Apple's job to impress these analysts. Thus I can't see how Apple has "failed". So let them cry about the marketshare...let them bitch about the revenue. Those with foresight know that these issues will be addressed soon enough. When that happens AAPL will be trading higher still- And there will still be two kinds of analysts....And there will still be two kinds of investors... Eric While we're at it...let's again kiss up to those brilliant analysts who have "buys" on AAPL again. Here's to the crazy ones... macevolution.com