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

To: John Koligman who wrote (30912)	8/14/1998 8:57:00 PM
From: FR1	Respond to of 97611

That said, I guess both Dell and CPQ holders would have been better off buying AAPL a short while ago when it was selling for 13 bucks a share!!! Tell me about it! Down around that time I bought 100 call contracts at 40 for Jan 99 and sold them about a month ago for a small gain - ouch! The only reason I brought it up was that you know Steve will hype this thing to the stars like it was the second coming of Christ. We all know that if you tell a lie loud enough and long enough, a lot of people will buy the thing just for that reason. Therefore I was hoping CPQ had some plans to counter the ads - maybe I am just overly concerned. I ought to point out that I do not hate Apple. I work in a shop with 50 of them and you can see from above I had respect for product and the stock (but just noooooot quite enough). Apple has its good points and next year's OS will help a lot. If they just made a major push to stick it on intel they could go somewhere. Not likely. Maybe in the grand scheme of things the OS we will all use will be some cross-platform open source code version of unix, such as Linux, but they have a lot to do first and that gives MSFT lots of time to react.

To: John Koligman who wrote (30912)	8/19/1998 1:06:00 AM
From: IanBruce	Read Replies (1) \| Respond to of 97611

Last I looked, AAPL in it's entirety had 4% of the PC market Then it's time you looked again. According to PCData's report released 3 weeks ago, Apple's market share jumped from 4.1% in Q1 to 9.4% in Q2 ending June. I have a feeling that the volume IMAC will sell compared to the volume CPQ does in it's consumer business might indicate that it would not be worth the trouble for CPQ to even go after the MAC. Apple's got 150,000 pre-orders for this unit. Some industry wags suggest that Apple could have as many as 400,000 in consumer's hands by December. Was this what you meant by volume? Ian Bruce New York, NY