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

To: Alomex who wrote (17552)	9/2/1998 2:14:00 PM
From: IanBruce	Respond to of 213177

OT: I managed to get a hold of the transcript of Bill Gates first deposition. For the sake of space, all extraneous material (like questions and "trade secrets") have been expunged. ---------------------------------------------------------------------- GATES: "Who the hell are you?!! Get the hell out of my office!! You're FIRED!!!" GATES: "WHAT?!! WHO?! Oh sht... Ohhhhh. You want Bill* Gates. I'm William the Third. Bill Gates no longer works for us. I'll see if I've got his number. I think I left it in my car..." GATES: "What?! Charges?! Well, I uh..." (TRADE SECRET DELETED). GATES: "Micro soft?! Never heard of it... Errr... Cookies!... yeah, we make cookies here. Billy's Old Fashioned Chewy Delicious... OW! Oowowowow! Leggo my EAR!!!" GATES: "Who me? No, I... er..." (TRADE SECRET DELETED). GATES: "What?! Well, I uh... it wasn't me it was..." (TRADE SECRET DELETED). GATES: "... (TRADE SECRET DELETED). GATES: "... (TRADE SECRET DELETED). GATES: "... (TRADE SECRET DELETED). GATES: BaaaRAPP!! "Excuse me. Musta been those..." (TRADE SECRET DELETED). GATES: "... (TRADE SECRET DELETED). GATES: "..." cough! "...(TRADE SECRET DELETED). GATES: "... (TRADE SECRET DELETED). DOJ: "Thank you Mr. Gates. Don't make plans about leaving town." GATES: "Who me?! I got nuthin' to hide... lousy coppers." ---------------------------------------------------------------------- Ian Bruce New York, NY

To: Alomex who wrote (17552)	9/2/1998 4:03:00 PM
From: HerbVic	Respond to of 213177

> demand for the G3s has crested, > What makes you say so? > Because an upgrade was sorely needed. Essentially >anybody who had decided to stay with the Mac > really needed to upgrade. Some would of course wait >a quarter for the prices to go down, and then buy. Sounds like pure conjecture to me. Not necessarily untrue, but conjecture. My own conjecture is that any crest at this point will be followed by a shallow trough with an even larger crest during the copper/SOI wave of upgrades. Sooner or later, the reality of the performance numbers will unleash a flood of converts. The 400 mhz copper chip is the first wave of a new era of performance offerings, not unlike the early phase era of the PowerPC. Within 2 years we will be talking about the new gigahertz offerings. The Wintel camp will have to make the leap to Merced to keep up. With all the legacy apps to drag along kicking and screaming with them, it could be quite painful for all involved. Microsoft is under seige, and for all the right reasons. Their best defense to date has been the attack on Bill Clinton known as zippergate. That's not good enough. The Windows users are sailing toward a technology dead end with a self promoting software zar at the helm. Red flags are up all over the industry, and many will see OS X as the light house to steer them off the reef. Of course, ... this is all conjecture too. HerbVic P.S. HEY! Is anyone else participating on IBIS? The company that licensed the SOI technology to IBM.

To: Alomex who wrote (17552)	9/2/1998 5:56:00 PM
From: Dirk Dawson	Respond to of 213177

My clients (small-to-medium sized local businesses) are still upgrading and have plans to continue into next year as their budgets allow. We put the G3's in at the top and trickle down the upgrades. Eventually the LC's and SE/30's fall off the bottom (after having given 6 or 7 years of productive use, BTW). The G3-II's, as you call them, will be there later in the fall the next time they can afford to upgrade a couple of machines, and they will buy them. By the time the Copper G4 machines are available the 233 desktops/minitowers will be a little long-in-the-tooth and will get passed down the line. The difficult thing for many clients is that they feel the G3's are overpowered for their needs. I help them bite the bullet, and they quickly forget that worry. In fact, there is often the response "I can't believe I ever got anything done, we need to upgrade everyone as soon as we can afford it." These are just my observations in one market in one somewhat booming region. Although I tend to distrust all these marketshare numbers no matter what they reflect, I would really like to see the data that backs up your assertion that user share has decreased. Are we talking a "dilution" (i.e. percentage of all computers in use in the world that are Macs) or does the data show that total number of Macs in the world in use has decreased? I would find the second scenario highly unlikely. Dirk

To: Alomex who wrote (17552)	9/2/1998 9:17:00 PM
From: Robert Mayo	Read Replies (1) \| Respond to of 213177

"Your comment actually has three different, correct answers: 1.- Last December there were still clones being sold, not so in spring. 2.- The figures for both december and spring are still somewhat contentious. 3.- While market share might have possible increased, user share actually decreased. It was simply that old Mac users were coming to buy new ones." This would be a great subject to debate over a beer. The core of your argument seems to be that virtually all of Apples business is replacement business. I'm not willing to concede the point, although I must admit that reliable statistics are hard to come by. ("Figures don't lie, but liars figure" is an old quote that comes to mind) Certainly the entry level of the G3 line, iMac, seems to be making some converts. Anyway, by early 1999 the picture should be a lot clearer. Bob