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

To: Marc Newman who wrote (16635)	8/13/1998 11:32:00 PM
From: Richard Habib	Read Replies (2) \| Respond to of 213187

Marc, thanks for the comments. I guess I feel that a crisis might be near internationally but I also admit I may be paying to much attention to the overseas thing. Keep watching for bargains but my instincts just keep pushing me in the direction of being short, not Apple but the OEX. I think the primary negatives will have to do with supply constraints. From the rumors we're hearing tonight and what Fred Anderson stated I would guess there will be at least a month or so that Apple is susceptible. That's alright with me as it will give me a good opportunity to establish another option position. Perhaps that's a bit selfish. Also think Apple will move down with a market decline more than the Internet stocks but less than other tech stocks. Internet stocks can't be valued anyway and since they're bid up on revenues years from now, people may still be willing keep the stocks up. Apple is much more open to near term evaluation, however to anyone but the most pessimistic it's an obviously improving story thus it will fall less far than others. Anyway I look forward to the launch and the media blitz and whoever gets their hands on one, I'm really intersted to know whether the USB is truely hot swappable for devices such as scanners. That would be nirvana. Rich

To: Marc Newman who wrote (16635)	8/14/1998 6:39:00 PM
From: BillHoo	Respond to of 213187

<<If Americans continue to race to the internet and Apple continues to gain share and grow revs>> I'd like to see Apple work with Douglas Van Houweling, CEO of the University Corporation for Advanced Internet Development. Apparently this guy is one of the original developers of the first internet. His organization is currently in a non-profit governement/university partnership that is building the second generation of the internet known as Internet2. Although universities will initially be the only ones on it, they are currently looking for corporate sponsorship of the project. I'm sure Microsoft is watching that carefully. -Bill_H