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To: Adam Nash who wrote (25019)6/2/1999 2:57:00 PM
From: MeDroogies  Read Replies (1) | Respond to of 213176
 
What's up with our little apple today? Big runup in otherwise moribund market. Are shorts covering?



To: Adam Nash who wrote (25019)6/2/1999 2:57:00 PM
From: Adam Nash  Read Replies (1) | Respond to of 213176
 
Hard not to like today's move up. Any specific reason? I am pretty sure it is not just excitement about the 450Mhz G3.

Maybe collectively it was decided that June would be the month to buy Apple to take advantage of its Summer/Fall product plans?

- Adam



To: Adam Nash who wrote (25019)6/2/1999 2:59:00 PM
From: Richard Habib  Read Replies (1) | Respond to of 213176
 
Adam, the free PC market interests me. There is also the model of providing the PC as a loss leader for services such as internet grocers. IMO, the PC industry is fragmenting into several markets. The cheapest will be a PC as comms device which the free PC model addresses. I think that market will include wireless portables or small comms specific devices. As you move up the computer market you will come to consumers who actually want/need a computer for creative/intellectual reasons. Too bad that that requires a well educated populous that is quite small right now. I think this segmentation isn't clear yet but will become clearer. Apple products appeal to that creative segment. I think eventually, Apple or Mac partners will need to end up with a product matrix across the full range:

Sub-$200 Home internet terminal
Portable wireless internet terminal
Creative consumer/Gamer computer
Business Internet terminal (May be very similar to Sub-$200 home)
Workstation
Server

Rich