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

To: J R KARY who wrote (24508)	5/2/1999 9:00:00 PM
From: Don Green	Respond to of 213177

FWIW Blue Chip IBM's announcement Sunday that it is set to unveil Monday a new generation of mainframe computers, the world's highest-capacity business machines, and ship them at least a month ahead of schedule, could send the Dow up on the heels of Big Blue. ''That would probably mean the computer stocks might have a good day,'' said Westfalia's Cardillo. ''Basically some of the market's highs have been due to IBM.''

To: J R KARY who wrote (24508)	5/2/1999 9:16:00 PM
From: yofal	Read Replies (2) \| Respond to of 213177

Just read this matter-of-factly posted in a conference on a Onenet system... Apple plans to provide Mac OS X for Merced, in large part because Intel is paying most of Apple's engineering costs. This came about because Microsoft started playing hardball with Intel and by Intel funding Apple's Mac OS X for Merced, Microsoft was forced to back down. Given the nature of Mac OS X (NeXT was specifically designed for speedy porting to new processors), it is likely that Apple will be able to deliver Merced computers before anyone else, as the rest of the world must either wait for Microsoft or port their own OSs (for those manufacturers who have an OS of their own) without the inside help that Intel is providing to Apple. The only company with a chance to match Apple would be HP, which is providing key engineering expertise for the Merced project, but given the clumsiness of HP-UX, I'd guess that Apple can move Mac OS X to Merced faster than HP can move HP-UX. Is this old news - or new rumour? emmell

To: J R KARY who wrote (24508)	5/3/1999 8:49:00 AM
From: Richard Habib	Read Replies (2) \| Respond to of 213177

Jim, you know how I feel about IBM and AIM. I've seen nothing since IBM's lukewarm comment in Dec that they would try and work something out. I think with Apple's choice of Altivec, IBM is no longer involved with Apple. An interesting development is Intel moving for the first time into services with their announcement to begin operating server farms for webcasting, etc. The jury remains out on how Intel will do in services but if successful - who knows maybe they will take other steps in the services realm. IBM has to be keeping an eye on developments. Rich