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

To: Murrey Walker who wrote (22518)	1/14/1999 7:17:00 PM
From: MeDroogies	Read Replies (3) \| Respond to of 213173

Did Dell go straight up last year? No,they had some pullbacks. Some severe ones, too. So did AAPL, but AAPL kept pace. This year, not so much, but it is early. DELL was up alot early last year, and AAPL not so much. Look for AAPL to catch up as time goes on. Dell, well, they've got a good product in a good environment. AAPL not as much, but that is changing. I still think the Street is stupid. Internet stocks post losses and gain upgrades. Yahoo posts great earnings and gets a downgrade. Apple too. To win in this market, you have to LOSE money big time to get attention.

To: Murrey Walker who wrote (22518)	1/14/1999 7:32:00 PM
From: Kurt Starnes	Respond to of 213173

If you would like to take a look at historic price performance, DELL is the only stock that outperformed AAPL on the S&P 500 last year. But in the last three months, CPQ has outperformed all boxmakers including DELL, and the S&P 500: bigcharts.com Does CPQ's out-performance of DELL make DELL a poor investment? Certainly not, just as AAPL's second place finish to DELL in the past 12 months does not make AAPL a poor investment: bigcharts.com Of course you are correct, if we start to examine data deeper in history, that DELL has outperformed AAPL for many more consecutive quarters. The question, as you point out, is one of an investment. AAPL has 5 quarters of northerly chart movement and still seems undervalued at such small price multiples to sales, book and earnings relative to the market as well as its competitors. Of course AAPL lacks the consistency of DELL and deserves to be discounted accordingly. If the iMac turns out to be a bubble gum machine that was stuffed down the throats of retailers then Apple will probably fall again into the doldrums. Time will tell. The iMac's success to date is undeniable. For a view of AAPL's 'legs', go here and study: macevolution.com My bet is that AAPL achieves a DELL like valuation and I want to be along for hopefully a multi-year ride. GO AAPL! Kurt

To: Murrey Walker who wrote (22518)	1/15/1999 9:16:00 AM
From: Mark Palmberg	Respond to of 213173

My post wasn't directed at you, Murray. My only point is that investing in Apple requires just as much vision as it does to use a Mac. I don't care whether you have a Mac or not. I invested in Apple the second I learned Jobs was back in the saddle. Why? He and Woz created the Mac, and even a cretin like me can figure out that the creativity, insight, and tenacity embodied in Steve Jobs doesn't go away overnight. My Apple stake has appreciated 102% in the last 18 months or so. Thank you, Steve. Mark