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To: RX4PROFIT who wrote (20822)11/17/1998 12:43:00 PM
From: Mark Palmberg  Respond to of 213177
 
This week's column was supposed to start addressing the Golden Convergence issue but I had to decide to punt even though the content was at third and one to get the first down. Why did I have to punt the first column on Golden Convergence? Length and complexity. It's the subject of a future series of columns but first it has to be compiled into an RFI Special Report so we can tie it into all of the related issues and potential ramifications for the future. While it has been discussed for some time in RFI, it hasn't been all tied together into one neat package. The columns haven't been spiked or intercepted, just delayed.

In looking at the Golden Convergence content, I realized that it had to be sliced and diced into easily digestible portions while maintaining cohesiveness. It's a task that is easier said than done as so much of it is interrelated. Besides, RFI subscribers have to get the first bite at the Apple (Recon). So, Golden Convergence will first be the subject of a Special Report and then show up in a series of columns once the fullness of time arrives.

In lieu of Golden Convergence, I've had to mine another source of content which will satisfy your appetites until the main courses are ready for consumption. I'll discuss why I believe Apple (AAPL.O) should be trading at or near 50 by January '99 as long as the general markets don't unravel. And for the long suffering readers of Apple Recon, I've arranged a spilling of Yosemite box details on Apple Recon. It's coming to a web site near you -- soon.


"Classic" Morgan. Three paragraphs, three metaphors. Content = 0.

I can read and read and read, and all I do is get sleepy....

Mark



To: RX4PROFIT who wrote (20822)11/17/1998 2:48:00 PM
From: Marc Newman  Read Replies (1) | Respond to of 213177
 
Rate cuts help multinationals like Apple. The weak dollar and iMac intro should really help Apple this quarter as well.

Anyone else interested in a once-a-month SI Quake clan?

Marc