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

To: rhet0ric who wrote (24049)	4/15/1999 10:39:00 AM
From: MeDroogies	Read Replies (1) \| Respond to of 213177

(When we compare Apple with boxmakers, we should remember that it is more than a boxmaker. Quicktime, MacOS 8.x and X client/server, Final Cut, AppleWorks, etc., differentiate Apple and add high-margin value to the company as a leading software maker). This has been my point for a while. But analysts don't get it. BTW, you're right on the money with QT...

To: rhet0ric who wrote (24049)	4/15/1999 12:12:00 PM
From: HerbVic	Read Replies (2) \| Respond to of 213177

>> When we compare Apple with boxmakers, we should remember that it is more than a boxmaker. Quicktime, MacOS 8.x and X client/server, Final Cut, AppleWorks, etc., differentiate Apple and add high-margin value to the company as a leading software maker << Excellent point! But it is revenue streams that make up the equity value of stocks. Until the revenue stream from any of Apple's software products becomes significant, its value is merely value added to Apple's mainstream product, hardware. For investors however, these value added products provide enormous growth potential. Especially OS X, Quicktime 4.0, Firewire, WebObjects 4.0, etc... HerbVic