Apple Inc. Message Board - Msg: 14952586

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Technology Stocks : Apple Inc.

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To: Dave who wrote (29737)	12/5/2000 7:16:42 PM
From: Adam Nash	Read Replies (1) of 154121

Not sure all hopes lie with OS X. A few neat product initiatives that could be inviting to consumers in 2001: * A strong CD-RW initiative, possibly enhanced by software, to make producing audio CDs very easy. Hey, why not use iMovie to produce Video CDs (which work in most DVD players!) * A resurgent G3-based product line taking the G3 above 1GHz * A truly new form factor for the iMac. The current cash flow story looks ugly. Hopefully, Apple is taking the hit in net income to avoid a truly poor free cash flow performance. 11 Weeks of inventory is almost a quarters worth, hence the exceptional revenue miss. Maybe I'll have time to rerun five year projections and free cash flows to see what a ballpark valuation for Apple should be here. However, it just goes to show the markets aren't that irrational: the pricing of Apple so closely to cash value clearly pointed to the fact that Apple's cash position was expected to weaken, possibly significantly, in the near future. - Adam

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