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: Andrew Danielson who wrote (23080)	2/10/1999 2:22:00 PM
From: Richard Habib	Read Replies (3) \| Respond to of 213173

Nice sentiment Andrew but your logic escapes me. Apple's near death was caused by declining marketshare. Presently, we are riding the crest of developers sentiment that Apple will increase marketshare and so make it worth their while to create software. The numbers I posted indicate how difficult it will be to make slight gains in marketshare. The bottom line is that even though Apple shows good internal growth it's stock price will be measured against overall marketshare gains which are still not by any means in the bank, given the dynamics of the huge number of PCs being sold. Rich

To: Andrew Danielson who wrote (23080)	2/10/1999 2:41:00 PM
From: HerbVic	Respond to of 213173

I have to agree with you here, Andrew. Unit growth is a net positive for investors especially in light of the margin story. Look at the outsourcing action this way. There will be ~2 million units going into the market at >100% margin with virtually no overhead. Microsoft will not try to piranha Apple out of business as long as the DOJ has them by the short hairs. Investors are waking up to this and should start to give AAPL a higher PE as soon as the hard sales figures show sustainability. )))) OT (((( Volatile Stocks (as of 2/4/99) Datek Online has imposed a special 50% maintenance requirement for the following stocks: Name - Symbol 1. Ameritrade - AMTD 2. Amazon.com - AMZN 3. At-Home - ATHM 4. Books-A-Million - BAMM 5. Broadcast.com - BCST 6. CMGI Inc. - CMGI 7. Cytel Corp. - CYTL 8. Data Broadcasting - DBCC 9. Double-Click - DCLK 10. eBay Inc. - EBAY 11. E-Trade Group - EGRP 12. Excite Inc - XCIT 13. Go2Net - GNET 14. Infoseek - SEEK 15. J. B. Oxford - JBOH 16. K-Tel Intc. - KTEL 17. Lycos Inc. - LCOS 18. Marketwatch.com - MKTW 19. Siebert Financial - SIEB 20. Ubid Inc. - UBID 21. Yahoo Inc. - YHOO HerbVic