Technology Stocks | Apple Inc.


Previous 10 | Next 10 
To: ed potter who wrote (12329)4/29/1998 11:41:00 AM
From: Linda Kaplan   of 154351
 
Congrats! (I'm jealous of your DVD.) Tell us all about it when you get it.

Linda

Share Recommend | Keep | Reply | Mark as Last Read

To: Alomex who wrote (12328)4/29/1998 12:07:00 PM
From: rhet0ric   of 154351
 
To reiterate. Any estimates about percentage of users that will upgrade to G3?

Ultimately I think the 80% repurchase figure is accurate. The harder question to answer is "When?", i.e. on what kind of upgrade cycle.

Incidentally, we got a new G3 on Monday, and we like it a lot.

Anybody out there with a list of software titles for the Mac in April 1997 and another in April 1998, to compare drop out rates?

Quicken is the most significant one I can think of. Before that, Quickbooks. A number of games, like Quake2 (although usually the best ones do get ported eventually). There was another significant one, but I can't think of it.

Is an SGI box useful for advertisement work? Could it replace a Mac? Yes/no? Why?

Not for advertising, no. There aren't enough apps on SGI that designers would need to use. Also, at agencies the Macs often need to function as productivity machines, or coexist with PC productivity machines, and there are few of those apps for SGIs. SGIs only really out-compete Macs in 3D, and as servers, from my experience.

If Rhapsody is a success, SGI and even Sun will have a new competitor in their core markets, while Apple's core markets remain fairly solid.

rhet0ric

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (3)

To: rhet0ric who wrote (12331)4/29/1998 12:16:00 PM
From: IanBruce   of 154351
 
Free 32 Mb upgrade or Virtual PC 2.0

From Macnn <macnn.com>

According to sources, Apple will begin a promotion on
Friday, offering a free 32 Mb upgrade or Virtual PC 2.0
for retail customers purchasing new G3 desktops or
minitowers. The promotion is expected to run until
mid-June. (This is similar to Apple's currently running
Spring Break '98 promo for education customers.)


Ian Bruce
New York, NY

Share Recommend | Keep | Reply | Mark as Last Read

To: Alomex who wrote (12328)4/29/1998 12:23:00 PM
From: IanBruce   of 154351
 
To reiterate. Any estimates about percentage of users that will upgrade to G3?

This still amounts to rumor, but check out:
<http://www.maccentral.com/news/9804/29.migration2.shtml>

Sources have told us that Disney (yep, that Disney)
is considering a large Mac purchase. Ditto for NTB
(National Tire & Battery), the automotive service chain.

Will Royal Dutch Airlines be flying the friendly skies of
the Mac OS? That's the buzz.

Finally, we're told that Forbes has gotten rid of their
ATAX machines and gone with the Mac and Quark XPress. And
while it's not exactly a "forward migration" story, another
source tells us that CNN is a Mac-only business, using
around 1,500 Macs throughout their Atlanta, Georgia offices.


More stuff at this site.

Ian Bruce

Share Recommend | Keep | Reply | Mark as Last Read

To: Linda Kaplan who wrote (12322)4/29/1998 12:27:00 PM
From: BillHoo   of 154351
 
<<Anyone: Is there any advantage to buying Microsoft Office, if you have all the separate components?>>

If by components you mean Word, Powerpoint and Excel, I think you have the basic shooting match.

I think if you install MS office, it may link the dictionaries of Excel and Powerpoint to one centralized dictionary in the Word folder. But the dictionaries don't take up too much space, the only hassle is getting your custom word working on the same dictionary. This you can do manually by going into tools and pointing to the Custom Dictionary.

-Bill_H

Share Recommend | Keep | Reply | Mark as Last Read

To: Phillip C. Lee who wrote (12327)4/29/1998 12:31:00 PM
From: IanBruce   of 154351
 
Disney get's Blasted in the New York Times
for lack of Macintosh support. Is there a sea-change happening here?


--------------------------------------------
New York Times
April 29, 1998

Mac Users Fake Windows to Access Disney Site

By PETER WAYNER

The annals of childhood are filled with fibs about why Benny missed school on Friday, how much Molly practiced her flute last week, and other white lies parents tell on behalf of their much-loved offspring. Now, it appears some parents may be stretching the truth about their computer's operating system in order to allow their children to visit a Windows-only Web site.

Several Macintosh-owning parents are reprogramming their computers to pretend to be machines running Microsoft's Windows 95 in order to gain access to Disney's Daily Blast, an animated Web service designed for children. The site continues to block access to non-Windows machines, ostensibly because the special software developed by the site doesn't work as well on Macintosh or other platforms.

much more at:

<http://www.nytimes.com/library/tech/98/04/cyber/articles/29disney.html>

Ian Bruce
New York, NY

Share Recommend | Keep | Reply | Mark as Last Read

To: Alomex who wrote (12323)4/29/1998 12:36:00 PM
From: soup   of 154351
 
Sell It All!

>As you know folks, I now have a buy recommendation on this stock ... <

:)

>Here's a list of some of the potential risks that Apple faces during the coming year:

1.- Dry-out of G3 sales. I have no idea how many of the purported 27 million Apple users will upgrade to G3. I know some that most definitely will, and others that surely won't, but I can't come up with a good estimate in percentages.<

Fair concern, however there's plenty of anecdotal evidence that enough Wintel oswners are crosssing over -- particularly with the strong Virtual PC performance of these boxes.

>2.- More Intuits. As software comes up for revision cycles we can expect more companies to announce that they won't release Mac versions of their software. How many? once again I have no idea, but the risk is there and it should be accounted for.<

The ascent of Rhapsody as a low-cost-write once-deploy-everywhere developer's environment combined with a low-end strategy should address that. Also, Jobs' commented on focusing on the top 100 developers.

>3.- SGI. Silicon Graphics is dying while vying for the same sort of graphics market niche that Apple is strong in. A desperate play by SGI could damage Apple revenues.<

DWhat easy to use operating system? What kind of cost structure to match G3 specs?

>I think we really should look at both sides of the coin here (still I think Apple is a buy right now, but we must examine all the evidence).<

Sober concerns. Keep questioning.

BTW, Have you actually taken a position?

soup

"The last converted is the most devoted follower." -- Autobiography of Malcolm X

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: BillHoo who wrote (12319)4/29/1998 12:36:00 PM
From: J R KARY   of 154351
 
Hi Bill more on Windows & Mac OS file sharing

In January MSFT's Office 98 Mac/Windows file compatibility appeared limited to reading files , but it goes further.

AAPL's YAHOO news today states (Dorine's post) :

" Part of being a great Macintosh application is the ability to work Windows-based applications. With the release of Office 98, customers now have a cross-platform solution, allowing users of Macintosh and the Microsoft Windows(R) operating system to share files seamlessly.

Interesting ? Considering MSFT 98 is actually many popular (Word etc.) applications (file sets) and the MacOS shares them "seamlessly" .

" ... Microsoft has responded to customer needs by providing file formats that are the same in Office 98 Macintosh Edition and Office 97 for Windows. "

Wonder how Rhapsody , as a server (multi OS) administrator , fits in ?

Regards,
Jim K.
Source: biz.yahoo.com 

Share Recommend | Keep | Reply | Mark as Last Read

To: Alomex who wrote (12328)4/29/1998 12:36:00 PM
From: Dirk Dawson   of 154351
 
From the field...

Re: G3 upgrade %

Our clients are small-to-medium (mostly small) businesses with 2-50 employees. No huge budgets, but all are adding G3s at the top ends of their organizations and migrating older machines downward. In fact, they are all pretty excited that they can get two G3s for the price of one of the design stations they bought two years ago. No disgruntlement, no griping, no intention to switch.

BTW, I also don't have to do a lot of evangelizing to prevent PC migration, the question doesn't come up.

This small business niche is fairly diverse: ad agencies, PR firms, law offices, design firms, contractors, print shops, and ad and PR depts of banks, insurance companies, etc.

Software:

Design software is converging, but I don't expect Adobe or Macromedia to abandon the Mac. Most of our design clients feel that the current features address all their needs and don't even pay enough attention to the PC versions of software to be concerned if there is some new PC-only gee-whiz feature released.

Small business clients use MS Office, ClarisWorks, Quicken, MYOB, QuickBooks, Timeslips, Filemaker, Eudora, Netscape and Retrospect. Only Quicken and QuickBooks can be considered "at risk" and the current versions work fine. Most importantly, none of our clients are concerned about software availability. What they have works great and that's what matters to them.

SGI as a competitor:

SGI's image as a high end workstation works against them in the small design firm arena. Perception of high price/steep learning curve is enough to keep designers with their Macs. Webservers, on the other hand, are foreign enough in concept to small business users that SGI might be able to make some headway into the Mac market here if the price is right. SGI's "cheap" NT boxes are as much a threat as the Intergraph machines, that is, the learning of a new OS and interfaces just to be able to do what they already do with (perhaps) a speed boost.

All comments above are based on my experience with the small business niche only. I agree the points you bring up are definitely worth considering in general. However, in the small business niche (where I make my living), I'm not too worried.

Dirk

Share Recommend | Keep | Reply | Mark as Last Read

To: Alomex who wrote (12328)4/29/1998 12:50:00 PM
From: Marc Newman   of 154351
 
You son of a gun. You're getting ready to buy, aren't you?

Assuming your questions are answered to your satisfaction, of course.

Marc

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (2)
Previous 10 | Next 10 

Copyright © 1995-2013 Knight Sac Media. All rights reserved.