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


To: Mark Palmberg who wrote (23186)2/16/1999 3:24:00 PM
From: soup  Respond to of 213173
 
Apropos of Adam Nash's "watercooler banter" comment, I am inclined to caution.

For those who have been expecting to see AAPL taken over for so long, it is easy to see what you want to see.

Having said that, to those who wish to play this, I suggest either AAPL common. Even if nothing happens, it's still cheap at current prices.

Or buy the Feb $42 1/2 calls for 1/16. They don't cost much and offer tremendous upside.



To: Mark Palmberg who wrote (23186)2/16/1999 3:28:00 PM
From: Doughboy  Read Replies (1) | Respond to of 213173
 
Steve Jobs is an amazing entrepreneur and visionary, but I question whether he has what it takes to run a mature company like Disney which relies much more on the fundamentals of sound management rather than the rah-rah spirit of an inspirational leader. You don't need vision at a place like Disney; you need an iron fist to rein in costs and move your people around. Look at Eisner--here's a man without a creative bone in his body, but he is a great manager and businessman. In contrast, Jobs proved in his first incarnation at Apple that he couldn't manage a company after the initial growth spurt waned. He pursued bad ideas obsessively no matter what the cost and to the detriment of shareholders. This buyout by Disney (which as a rumor I put no value in at all) would be a great thing for Apple and Pixar shareholders but would be a disaster for Disney. Just imagine Jobs trying to deal with the suits and org charts in LA. He'd slit his wrists.

Doughboy.