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

To: Phillip C. Lee who wrote (21558)	12/31/1998 9:43:00 PM
From: soup	Read Replies (5) \| Respond to of 213176

10 Reasons to be Bullish on AAPL in '99. I figured someone should compile this, so here it is. A Happy and Prosperous New Year to All!! :) --------------------------------------------- 10) The Consumer Market My favorite sales story is of a woman who came in to buy her second iMac in as many weeks. "I got one for my ten-year-old. Now my eight-year-old wouldn't stop screaming 'til I promised her one like her sister's." AAPL has, and continues to forge, its brand awareness as a maker of easy-to-use devices. Assuming everything else (hardware/software/ legal/personnel) goes in the dumper, this alone assures it a place (either as an independent vendor or as a subsidiary) in the pantheon of consumer electronics producers. [This is the sole area that analysts have focused on. The following, IMO, they give AAPL little or no credit for.] 9) Steve Jobs The most dangerous guy in the business. Jobs has got AAPL walking on water (only for people to claim it can't swim.) Well, things have gotten nothing but better -- and time is on his side. Heck, Webster may have to redefine the word "interim". 8) AIM IBM & MOT have to comparing INTC's CISC/? technology to their own RISC/copper/silicon/altivec -- and then licking their chops looking at INTC's marketshare and valuation. And guess who's got the only OS/hardware (Yosemites) to put that kind of firepower on a desktop? To quote Duke Nukem: "I'm gonna smoke their asses." 7) Laptops ("Lombard"/"Webmate") INTC/Cyrix/AMD may be able to push processor speeds higher on desktops but they can't get their faster CISCs to run cool enough to be portable. Look for AAPL to put the fastest available PowerPCs in the coolest enclosures ever seen -- and spread the offerings up and down the price range. 6) Handhelds ("Macmate") I've been semi-kicking myself for not getting a 2001. All I know is, if/when a Palm/OSX $500 thingie comes to be, I'm gonna be the first on line with cash in my hand. 5a) The Internet ("myapple.com") AAPL leverages its strength in education into a kick-ass multi-media website/environment/resource base for teachers and students and redefine notions of textbooks and course curriculums. The impact of this initiative will be measured in decades. 5b) The Internet (Quicktime) As cable was to the network television, so shall streaming video be to both. (Think of it as the application of democracy to the media.) Despite Real Player's current lead, AAPL's got the goods and will be a "real player" themselves. 5c) The Internet (WebObjects/AppleShare/OSX Server) As businesses of all sizes resign themselves that an online presence is inevitable, a sizable portion of them will decide that AAPL's power, flexibility and ease of use/set up is the "right stuff". 5d) The Internet (Wireless Inter/Intranet) A former AAPL employee told me that Cupertino offices have had Infrared pods on their ceilings for years. Jobs has been mandating better and better IR capability in succeeding models. Why? 4) OSX They're really going to do it. They're going to take the computing-for-dummies MacOS and undergird it with enough Unix power, stability and scalability to make NT users drool. Bondi-blue workstations for $999? 3) Open Standards With both Java and Linux storming the Windows ramparts, AAPL's commitment to each will make it the heretic's platform-of-choice. 2) Valuations (Cheap, cheap, cheap ...) With cutting edge technology; a world class franchise; and tons of cash in the bank, Mr. Market must think Cupertino is a suburb of Vladivostok the way they're valuing AAPL. (OK ... Botswana.) macevolution.com 1) Y2K With corporations spending hundreds of millions to billions to fix their Y2K problems, I was struck by AAPL's recent SEC filing that it will spend less than 10 million to fix its own Y2K problems. With NeXT/Openstep's ability to reuse existing data and applications, they have a real Y2K solution for many companies. Because the symmetry of its first "1984" Super Bowl spot so compelling my prediction for the lead of this year's spot is: "Why 2000 wont be like 1900." [Consumers too, like the reassurance that future (Next) generations will be able to access their data well into the Star Trek era.] --------------------------------------------- In 1998, AAPL showed that it can take marketshare from other boxmakers -- and it is only beginning to be rewarded with a comparable valuation. In 1999, AAPL's challenge will be to make progress on Microsoft's turf of operating systems (desktop/laptop/server/handheld) and multi-media (and to a lesser extent on other internet plays.) If it succeeds, AAPL's valuation should approach its software rivals. That is a lot of upside.

To: Phillip C. Lee who wrote (21558)	1/2/1999 12:23:00 PM
From: PoorRich	Read Replies (2) \| Respond to of 213176

iMAC and the ISP ELNK Because of the outstanding sales of the iMAC (most popular personal computer this Christmas), I presume that the Internet Service Provider for the iMAC has experienced a dramatic increase in customers. I recall having read that ELNK is the ISP for the iMAC. Several questions for the thread: 1. Is ELNK the default ISP for the iMAC? 2. Do iMAC users like ELNK? PoorRich ps: I own ELNK stock and hope that iMAC users will cause ELNK shares to sky rocket in value. I suspect that the Sprint (FON) is downplaying the increased value of ELNK to eventually purchase ELNK at a lesser price. Comments?