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To: soup who wrote (21559)12/31/1998 11:10:00 PM
From: Sam Scrutchins  Read Replies (1) | Respond to of 213177
 
10 Reasons to be Bullish on AAPL in '99.

I figured someone should compile this, so here it is.


Soup,

One of the best posts I've ever seen on this thread. Makes one want to stand up and salute the flag.

HAPPY NEW YEAR!!

Sam



To: soup who wrote (21559)12/31/1998 11:31:00 PM
From: Sam Scrutchins  Respond to of 213177
 
Soup and all,

First, I apologize to Ben for posting a private message from him to all of you. I think it is important right now that we are all aware of this.

Earlier on New Year's Eve, I posted the following message to Ben Antanaitis of BCASoftware:

I have a question. I suspect that January options positions contain a lot of long-term hedging strategy plays. Consequently, the holders will not experience much pain when their stock is called out from under them. The same may apply to some short positions as well.

Working under this assumption, don't you think that the Max Pain graph for Apple computer may understate the acutal max pain point? I would appreciate your thoughts on this. If you like, you could post the response to the Apple thread on SI.

Thanks,

Sam Scrutchins


He replied with:

This posting I placed on the DELL thread may be what you are looking for:

Message 7045394

I think it is generic and applies alomost universally to all the tech stocks right now.

The Dell thread post:


Interesting!

FWIW the current Jan'99 Max-Pain Pointâ„¢ for DELL is also $50.

However, I see this as a result of lots of Jan open interest positions
that were taken way early in '98 and folks who bought LEAPS a long time
ago. Because so much of the open interest is 'old' and was bought when
DELL was at much lower levels, I think that this month's Max-Pain Pointâ„¢
for DELL is underestimating the eventual expiry day stock price. BWDIK

Ben A.


I think the Max Pain Point is higher than 30.

Sam

P.S. If you follow the Dell post back a couple of posts, you run into some interesting valuation concepts. They probably also apply to Apple, at least from this company's perspective (VectorVest ProGraphics). If I can, I will try to find out where this pst came from.



To: soup who wrote (21559)1/1/1999 9:12:00 PM
From: Heddon  Read Replies (1) | Respond to of 213177
 
This is a dumb question - Is Sherlock only available to Mac users? It sounds like a great resource. TIA.



To: soup who wrote (21559)1/4/1999 1:10:00 PM
From: J R KARY  Respond to of 213177
 
Soup , great post reciting 10 reasons to own AAAPL in 1999

Too bad you later elicited comments on Sherlock .

Sherlock to date is ONLY a "free" feature in Mac OS 8.5 announced at the start of MSFT's DOJ trial , and should be viewed as such .

S Jobs promised further Sherlock development and hopefully we will see its evolution beyond browsing into cross-platform data handling in OS X Server .

OS X Server has just been "beta" released to corporate users and should not be confused with May '98 DR 2 "freeware" .

Tenon competes with OS X but have learned how to embrace a "good" product":

" While taking advantage of MacOS X Server's preemptive
multitasking, memory protection and advanced virtual
memory,
WebTen 4.0 gives Macintosh users the same
advanced features of WebTen 2.1 (for MacOS). WebTen's
caching conforms to the Internet Caching Protocol to
support cascading proxies. The SSL 3.0 supports multiple
certificates on a single host. A high-performance,
internet-standard search engine, ht://Dig, is included."


macobserver.com

DIG is Tenon's "free" search (Sherlock like) product .

Jim K.



To: soup who wrote (21559)1/4/1999 1:22:00 PM
From: BillHoo  Read Replies (2) | Respond to of 213177
 
<<10 Reasons to be Bullish on AAPL in '99.>>

If it all comes true, it might also be Top 10 Reasons for DOJ to investigate Apple for cornering all those markets and using their market advantages!

Maybe they'll just have Steve Jobs tie one hand behind his back.

Happy New Year's just don't get too cocky!

-Bill_H