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


To: MeDroogies who wrote (20817)11/17/1998 10:25:00 AM
From: syborg  Respond to of 213177
 
No offense... but wouldn't 50 be a blow out? I hope your right since it appears the stock is trading horizontally in a holding pattern. Personally, I suspect continuing press releases and consumer spending reports on OS 8.5 and iMac will be the catalyst for the qtr. I appreciate you sharing your opinions.

syborg



To: MeDroogies who wrote (20817)11/17/1998 10:56:00 AM
From: Alomex  Respond to of 213177
 
AAPL offers so much more than just the boxes........

But Apple faces so much more problems than just box makers. That should be immediately obvious to anybody.

Will developers support OS X? Will Apple be able to break into the corporate market? Can it compete against extreme low entry point PCs? (for Dell, a low cost PC is not necessarily competition, as the user may one day upgrade to a fancier computer, say a Dell. For Apple that is a problem as the user would likely stick to Windows and thus a low cost PC *is* competition).



To: MeDroogies who wrote (20817)11/17/1998 11:01:00 AM
From: Andrew Danielson  Read Replies (2) | Respond to of 213177
 
<<. AAPL offers so much more than just the boxes........ >>

Until AAPL starts showing those "other things" in the form of *significant* additional revenue, nobody on Wallstreet is going to give AAPL credit for being anything more than a boxmaker with a mild twist.

Know how much extra revenue Fred Anderson projects OS 8.5 (a big seller) to bring in this quarter? $40 million. On quarterly revenue that could range from $1600-$1700 million. 2% revenues in software does not a software company make, as far is Wall Street is concerned.

Andrew

PS--When Quicktime gets released with streaming capabilities over the internet, does anyone know whether AAPL might finally start getting measurable revenue from this "baby?"