Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Murrey Walker who wrote (22505)	1/14/1999 4:46:00 PM
From: MeDroogies	Read Replies (1) \| Respond to of 213182

UMMM, AAPL's turnaround started BEFORE the iMac came into the picture. The iMac has simply managed to "complete" a small piece of the puzzle. Jobs recognized his software couldn't compete head on with MSFT. So, what he did was an Ellison end-around. The internet doesn't care about OS, so make a machine that is internet ready. Pretty stupid, huh? In the meantime, he realized that flash can add a few extra units sold. As such, the "look" began to take hold. I see more iMacs on TV shows...why? Because it's fashionable. Computers are now a kind of "interior fashion accessory". Jobs also realizes that the iMac is losing steam. So, the colors give it extra kick... In the meantime, he's got some deals cooking to stun people a little later. The MacWorld was depressing, from what I can tell, on purpose. Jobs wants to get away from "event" pricing.

To: Murrey Walker who wrote (22505)	1/14/1999 5:35:00 PM
From: Kurt Starnes	Read Replies (1) \| Respond to of 213182

iMac does herald the computer appliance era. A point sorely missed by some. Henry Ford once made Model Ts in only black. I guess it was cheaper, made for simplified production and streamlined inventory systems. I would think there were some who balked at cars in assorted colors. "What is the purpose or function of colors?" the pundits might have cried. So now you can buy the exact same iMac inside, but with different colors on the outside, like a blender or a car. Maybe we will see how OS X Server network booting capabilities could extend this "appliance" classification to something more like a designer telephone. iMac sales numbers have proven that looks matter. Tales of channels overstuffed with iMacs may soon go the way of the "iMac sales sluggish" stories of yesteryear. My reasoning is that Fred Anderson is too smart to stuff the channel given Apple's illustrious history on this subject. Seems like people are just plain buying the iMac. Look ma, no channel stuffing! Even our resident AAPL analyst Eric Yang underestimated the number of iMacs shipped this past quarter. As he has shown, and as market share numbers have indicated, AAPL has been right on track with the iMac. Did the Apple executives think or could they have predicted the iMac's wild success? Apple has again set the trend and started another revolution with its 'bubble gum machines (iMac)' and a flood of iMac-esque products will soon flood the market. You may not have used a new FireWire equipped 400Mhz G3 if you think Apple has shifted its focus from the professional. GO AAPL! Kurt

To: Murrey Walker who wrote (22505)	1/14/1999 8:37:00 PM
From: nommedeguerre	Read Replies (1) \| Respond to of 213182

Murray, >>I think the man saw a short term opportunity with the bubble gum machines (iMac) to the detriment of the rest of us. Still remembering the glory days of Apple, when the Apple II was still the king of personal computing, I have to wonder if you are referring to the same 'us' who gave them that nifty 3% market-share. Catering only to the whims of an elitist segment is a business model for failure. Apple has proven that it can provide a decent consumer machine that can run the same OS/Software as my grandiose mini-tower. Revenues from the consumer sector iMac and increased developer support will guarantee that they can continue to offer high-end machines for a reasonable cost. Where have you been in a cave? A year ago I took a real public beating for buying a Mac; now the iMac has brought Apple's image back from the zen and kharma crowd to a company that makes computers for everybody -- the same thing that made the Apple II a success and made it possible to fund the original Macintosh (Lisa) development. Cheers, Norm