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

To: Dragonfly who wrote (24100)	4/17/1999 3:13:00 PM
From: Quad Sevens	Respond to of 213177

Individual Investor Online likes Apple: iionline.com

To: Dragonfly who wrote (24100)	4/17/1999 9:48:00 PM
From: Moominoid	Read Replies (1) \| Respond to of 213177

It's hard to believe that someone who is long Iridium is worried about buying Apple. I'm long Iridium too but I'm much less worried about my position in AAPL. I'd reccomend the latter to buy and holders though not the former. David

To: Dragonfly who wrote (24100)	4/17/1999 10:36:00 PM
From: MeDroogies	Read Replies (2) \| Respond to of 213177

I disagree. Dell custom builds a large number of their computers. The reason for that, really, is that they service a very large business clientele. Most PCs sold are not very likely to need custom designing. The vast majority of people who are NOW purchasing PCs (for personal use, that is) are NOT PC savvy, and wouldn't know what they need to custom design their boxes. AAPL reaches this clientele very nicely. 2 years ago, when I bought AAPL, I did it because I knew alot of people who were switching from Wintel to AAPL. I was told not to trust empirical data (rightly so...but I played a hunch successfully). I now speak from the same standpoint. Most of the people I know who are now buying are novices, and their needs are pretty basic, and are mostly geared toward getting online. As a result, it is the Dell model that will suffer from a personal purchase point of view, and the AAPL model that will flourish. Dell will continue to see nice revenues and margins due to heavy business contracts (my office upgrades every other year - a stupid thing to do, IMHO). However, AAPL will grow as more people look to them as the "easy to use" option of not only computing, but getting an internet connect. They are low hassle. BTW, that wasn't even close to a flame. It was well written. My original point was that after Jan, AAPL was accused of channel stuffing and the stock tanked as that got press over the next 3 weeks. Now, they have clearly shown that the "channel stuffing" was BS, and they are being lambasted for a completely different reason (the one you pointed to). The inconsistency of the attacks on AAPL is laughable, yet as an investor, I am the one who is suffering right now.