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Technology Stocks : Apple Computer (AAPL): Analysis and Forecasting -- Ignore unavailable to you. Want to Upgrade?

To: WebDrone who wrote (478)	1/16/1999 5:59:00 PM
From: J R KARY	Respond to of 692

"I am interested in what Tim Cook can do..... " "..when one is building so many identical units with volume discounting" Good question Web . Even the Motley Fool was impressed that the iMAC's backlog did not bubble: " Anderson said channel inventory was flat at 5 weeks and that all of the old iMacs still in the channel are price-protected (so without the price cut, gross margins would have been even higher). With channel stuffing, you usually see days sales outstanding rise, whereas they fell sequentially from 56 to 49. With 51 days sales payable, ..." Problem is Fred Anderson is an accountant computer trained at MAI-Basic 4 , later ADP , and though earnest in his comments , lacks flare . Tim comes from IBM . What Anderson failed to say was AAPL has developed a country by country roll-out for the iMAC . This I believe to be Tim Cook's contribution as upon hiring he visited AAPL's Ireland and Singapore plants . I suspect he saw that targeting new products by country gives you price and feature protection. For example next week the Rev B iMAC (233mz) will be NEWLY marketed in the Phillipines . In addition it looks like AAPL has targeted the new color option iMAC (266mz) for Japan at over $1,400 -- recent surveys have shown 50% of Japan's new PC users are women interested in using the internet . On Server OS X -- "mired in the DOJ" -- interesting that S Jobs intro'ed only a PowerPC version -- Open Step has run on INTC and SPARC for years . Gut Feel - Mr J wants AAL's stock a stable investment and we will see a steady rise in share price up to the annual meeting . Any spec on a Super Bowl surprise ? Jim K.