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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (43440)	1/14/1999 11:21:00 PM
From: SFW	Read Replies (1) \| Respond to of 132070

Earlie, Tons of snow over here too and very cold too. I know a few people who really like Macs, but the vast majority of the people I know use Wintel PCs. Catchy colors are fine, but apple missed their chance a long time ago and now they have to be satisfied with being a niche player. The story should become clearer in the next quarter or two, but to me Apple remains a trading sardine until it proves itself otherwise. Regards, Abed

To: Earlie who wrote (43440)	1/15/1999 6:21:00 AM
From: wlheatmoon	Read Replies (2) \| Respond to of 132070

Earlie, et.al. Let's think 5-10 years ahead. If we get a real correction, there may be real values in techs that surface and there will be new leaders. Any thoughts who may come out smelling like roses for the next run into 2010? What technological advances do you foresee being the next CSCO, MSFT, INTC, LU? Maybe they'll maintain their leadership, but just at a better valuation. I read that digital tv may be the next big change. What are your thoughts and who are the leaders in that field? Combining TV, Cable, and PC would make be a dream come true for the couch-potato sports fan geek. He could watch Springer, bet on the football game, trade net stocks, and download porn while researching the breeding habits of the platypus all at the click of a remote that is hermetically sealed into his palm. mike

To: Earlie who wrote (43440)	1/15/1999 11:10:00 AM
From: Knighty Tin	Respond to of 132070

Earlie, It is kind of late to mention it, but Apple also benefitted from cutting other Mac producers off at the knees. When they left the marketplace, Apple filled their shelf space, limited though it was. That is definitely a one-time game. MB

To: Earlie who wrote (43440)	1/15/1999 5:15:00 PM
From: David Semoreson	Read Replies (1) \| Respond to of 132070

>> pragmatic facts suggest it may be a near term put candidate. The arena is crowded with too many players and the weakest will simply be weeded out by the price wars.<< Your arguments are the same as the bears from last year (when the stock was in the teens). You see Apple as just another box-maker, rather than a company that makes proprietary hardware/OS and owns key software like QuickTime, Firewire, WebObjects, FileMaker. Plus loyal customers, growing market share (10% in November, half of all iMac buyers are WinTel or new users). Streaming QuickTime is coming in February, unix-based OS X server (which can net-boot iMacs), the new P1 handheld coming mid-year, Mac OS X in September. In an era when the Net is becoming more important than the local OS they may be very well positioned. And MB, your response about taking shelf space from the cloners is a YEAR old ... there is risk here but lots of reward ... their main market in graphics is thrilled about the new G3 announced last week ... a good place for a CALL position, which I bought today. ** David