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


To: Richard Habib who wrote (25066)6/5/1999 4:50:00 PM
From: J R KARY  Read Replies (1) | Respond to of 213177
 
Hey Rich I'm not alone - how about this article on AAPL partnering ?

Capt. J won't give up the enterprise market that he worked in since leaving AAPL to focus on a future driven by lower margin consumer products with MOT as his sole supplier . SJ is a enterprise kinda guy comfortable with Presidents or IBM's L Gerstner .

AAPL's discussion of consumer market plans are pleasing to the FTC should AAPL "partner" with a enterprise player . Regardless Server OS X is destined for a enterprise life rather than a desktop AltiVec game server .

Competing with INTC is not AAPL's focus , but increasing revenues at a fair margin to recover to its former "10%" market share is critical .

Partnering may be required for AAPL's entrance into new customer areas and is suggested in this article :
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" No one company can provide the solution for every situation. Customers come in all sizes and shapes, especially in the computer market.

Consumer users want games, educational titles and personal finance applications.

Small businesses need E-mail, accounting packages, and contact managers along with the software that makes their business unique.
Enterprise customers want high-end servers, collaboration tools and advanced database applications. "

applelinks.com
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The success of AAPL's "consumer" iMAC is a blinding mirage . For example AAPL's FileMaker is unheralded by the "Street" even though it has become the 2nd largest data base (WIN/DOS/Mac) supplier .

Now that AAPL has proven its consumer acceptance I suspect Ole Blue will provide AIM partner AAPL the PowerPC horsepower needed for Server OS X enterprise applications . MW-NY is my focus as a investor .

Jim K.



To: Richard Habib who wrote (25066)6/6/1999 1:57:00 PM
From: Robert Mayo  Read Replies (1) | Respond to of 213177
 
"...G4 with Altivec is debuing at 400 Mhz which is what was demoed at the IEEE conf this earlier this year...."

Rich,

I've seen that 400 MHz number bandied about quite a bit. I suspect that it may be accurate for embedded applications, but doubt it will fly with Apple for its desktop machines. You may be right about Apple management being unhappy with MOT on this, so the leaks could be just a way to prod the Schaumberg crowd.

By the time AltiVec sees the light of day, regular PPCs should be checking in at 600 MHz. Introducing and selling a 400 MHz G4 at that time could be a advertising/PR nightmare.

Bob



To: Richard Habib who wrote (25066)6/7/1999 7:12:00 PM
From: Zen Dollar Round  Read Replies (1) | Respond to of 213177
 
Ah, thanks to all who've addressed this issue for the info. Glad to know that Motorola isn't that far behind, and that so far they've been denying rumors of a delay for the G4.

I just hope they can get the first models of the G4 out the door at better than 400Mhz. In fact, I'd love to see Motorola (and Apple) introduce processors in computers that run at the same Mhz as the fastest Intel competition. I'm sure there are many technical reasons why this has not happened, but it would sure be great.