Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mark Palmberg who wrote (16904)	8/19/1998 1:11:00 PM
From: Andrew Danielson	Respond to of 213182

<<Am I the only person here who believes the G3 and iMac are only the tip of Apple's iceberg?>> No! I, for one, just purchased Jan 2000 LEAPS for AAPL. The upcoming year and a half will have AMAZING things to move the stock. The premium (difference between stock price and value of strike price + option price) is less than $4!!! We've got: -profits/unit growth/market share growth from the iMac -an expansion of the iMac line -consumer portable iMac -the Yosemite overhaul of the Pro Line -Altivec-enhanced processors that are set to put Wintel graphics performance TO SHAME -the release of OS X -the release of G4-equipped machines Not to mention the intangibles, like more positive media about AAPL instead of terms like "beleaguered" and "downtrodden." Right now, the Mac is easier to use and is somewhat faster than Wintels. OS X, however, will finally give us the _full_ potential that the PowerPC architecture has afforded us. By late next year, the performance gap between platforms will no longer be something one has to argue over--it will be an accepted fact. Andrew

To: Mark Palmberg who wrote (16904)	8/19/1998 1:27:00 PM
From: Richard Habib	Read Replies (1) \| Respond to of 213182

Mark, last night I was trying to predict a schedule of Apples qtr earnings thru next year for purposes of determining a new options position. We can be confident Jan will yield blow-out numbers. 2nd qtr is usually pretty quiet but we will have G3 refresh. 3rd qtrr we have the consumer portable which I believe will be a totally new product category and a big deal. But I have some real concerns about Apple's manufacturing capability not being sufficient to regrow market share much given this is now a much larger market than it was when Apple began to fail. If that's the case we're going to have to see some serious investment here which would be bad for the stock. Then we have OS X in 4th qtr. But I believe it's likely Jobs will resign his position and retreat to the board sometime about then. I see a drifting market with overall downward bias, possibly a resignation of the President and deepening worldwide difficulties. Lastly is Y2K problems coming to the forefront by 1st qtr. Overall, long term holding it that kind of environment could be painful. I see short term consolidation in Apple followed by a decent spike around Xmas but after that . . . Comments. Rich

To: Mark Palmberg who wrote (16904)	8/19/1998 2:16:00 PM
From: Zen Dollar Round	Read Replies (1) \| Respond to of 213182

Here's the way I look at it: Steve Jobs has TWICE now managed to create something out of nothing (the first time with a little help from Woz and the second time actually starting with LESS than nothing). Now that he has the resources of a much more finely-tuned company to support his plans, how can you bet against him? I just don't understand jumping in and out of the market that way. Guess I'm just a let-it-ride kind of guy. You "let-it-ride" types are just now seeing AAPL stock valued at what it was in November of 1995 -- that's nearly three years ago! I had this argument once with a "buy-and-hold" type too. If you're going to ride a stock all the way to the bottom like AAPL, you had better be averaging down the whole time while doing so. Anything less is financial suicide. There's no excuse for being asleep at the wheel while a company pisses away your hard-earned cash through business blunders the way Apple has previous to late last year.

To: Mark Palmberg who wrote (16904)	8/19/1998 7:12:00 PM
From: May Tran	Read Replies (2) \| Respond to of 213182

Mark, I am still in for the ride with you...hang in there buddy. Johnny

To: Mark Palmberg who wrote (16904)	8/19/1998 9:38:00 PM
From: soup	Respond to of 213182

>I just don't understand jumping in and out of the market that way. Guess I'm just a let-it-ride kind of guy.< De acuerdo, el Se¤or Palmberg. I have two sets of calls - ones that expire in Jan '99 and the other in Jan '01. Obviously, I have to sell or exercise the first set in the next five months, however by that time, as we start trading on the 1999 numbers, I expect we'll be trading in the low-mid 50's. So why screw around now looking for a few extra dollars? Once I sell a position, it's gone. I'm not buying it back. When (and if -- I might exercise) I time a short-term sell, it will be in January, not now. >Am I the only person here who believes the G3 and iMac are only the tip of Apple's iceberg?< Steve's got the smarts, imagination, charisma, drive and balls. AAPL's got the talent, resources, allies and brand name. Together, they can do some real damage.

To: Mark Palmberg who wrote (16904)	8/20/1998 3:30:00 AM
From: rhet0ric	Respond to of 213182

Can someone summarize the article on MacNN about the Compaq engineer who bought an iMac? It was taken down, but it sounds interesting. thanks, rhet0ric

To: Mark Palmberg who wrote (16904)	8/20/1998 4:11:00 AM
From: Alomex	Read Replies (1) \| Respond to of 213182

Am I the only person here who believes the G3 and iMac are only the tip of Apple's iceberg? Pretty much. I think Appple is unlikely to top the extreme success of the iMac. They will certainly have a go on it when (if) they release their "consumer device" next year, but the chances of many wild hits in a row are slim. They got into a hole by the attitude "yeap, our current products are crummy, but just wait for the next ones" (which they never arrived).