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


To: Richard Habib who wrote (16272)8/5/1998 5:27:00 PM
From: BillHoo  Read Replies (1) | Respond to of 213182
 
<<IBM was thinking of buying Sun. Anyone have any clue of why that might have something to do with Apple.>>

Sun's Sparq and Solaris stations are high-end niche products for graphics and internet stuff. This is a niche that overlaps into Apple's G3 machines that some speculate the G3 can dominate.

If IBM buys and supports Sun's technology, perhaps enhancing it with G3 technology, this could take away income that Apple was poised to get with future high-end G3 development.

That's my take on it. This may mean that IBM is drifting away from Apple as a PowerPC partner. However, I do not see any real evidence to this.

-Bill_H



To: Richard Habib who wrote (16272)8/5/1998 9:22:00 PM
From: Phillip C. Lee  Read Replies (1) | Respond to of 213182
 
"Just speculating but based on Apple's past performance during this
latest mess, today seems anomalous to me."

Well, I feel the market makes its own course based on Apple's recent
performance in the last three quarters as well as the coming ones.
Majority of analysts blamed recent overall market retreat on second
half '98's nets, for which Apple should be one of the safest bets in the high
tech group.

Something is brewing but probably not IBM/Sun merger. It could be
something to do with iMac sales.

Phil