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To: Trey McAtee who started this subject	10/12/2000 1:23:05 PM
From: Doren	of 154144

Apple isn't suffering from it's announcement here. It's now being further depressed like the rest of the market by fears of economic depression. Today Oil was up again. And of course there is the tension in the MidEast. A lot of Palestinians have died. This has united the Arab world to a large degree. Regardless of the cause a lot of investors are thinking a barrel in the mid thirties now, what happens if there is war? A barrel in the $70s? $80s? $90s? Our administration in Washington took credit for the economy that was brought about by the computer revolution. They didn't add a penny to the economy. But the dufuses didn't see this oil thing coming and they still don't know what to do. We have to get more efficient. Opening up some reserves just worsens the situation as people keep buying SUVs and leaving the TV on. That'll cause a rubber band effect eventually. Its doubtful there will be war in the Middle East, probably just Israel and Palestine bickering. And there is no Oil in Israel. But even without war oil will continue to go up unless we get a real President in there instead of a TV image (unlikely). The 2 Candidates from the major party won't do anything about it unless there is a REAL crisis. Oil companies love it, and they have big pockets with the 2 candidates. There is no crisis according to those contributors. In addition a lot of companies are missing. It's just getting to be a really good situation to buy but it's not over yet. I think we'll see some meandering here or perhaps a bit less. Doubt the NAS will go below 3000, may but it won't go much below. Then we'll hang here for awhile and eventually the bull will be back. If they do something about excessive consumption the bull will be back with a vengeance. Because other than consumption we are getting more efficient. Of course cutting back on inefficient energy use is a long process. All those SUVs are going to be on the road for 10 or 15 years. Tax credits for solar encourage innovation but that takes time. Consumption is like... money. Think about it. If you save 25% by buying in bulk or cutting waste that's a 25% gain with no taxes, no risk. In addition that 25% can be put to work in the market to earn more money. Ironically energy problems will be good for the network economy, so if Apple gets its poopoo together it should benefit in the long run.

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To: C who wrote (29327)	10/12/2000 3:42:15 PM
From: J R KARY	of 154144

CSFB rates AAPL a new "BUY" ; Maybe Office 2001, QT 5 & G4 Rebates The BUY recomendation key word is "NEW". Might produce some short covering. From Bloomberg news: ---- " Apple Computer Rated New `Buy' at CSFB By Michael O. Donohue Princeton, New Jersey, Oct. 12 (Bloomberg Data) -- Apple Computer Inc. (AAPL US) was rated new ``buy'' in new coverage by analyst Kevin A McCarthy at Credit Suisse First Boston. The 12-month target price is $31.50 per share" quote.bloomberg.com ----- INTC is being helped by their CEO speaking out . Any recent Elvis (Jobs) sightings at AAPL ? Jim K. Thanks to Gaerys at RB for link

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To: J R KARY who wrote (29328)	10/12/2000 7:16:11 PM
From: J R KARY	of 154144

Will we see the "start-up" Steve on 10/18 ? As described in the just released story on SJ's handling of AAPL's recovery - "The 2nd Coming of SJ" : ---- " Apple needed some kind of shake-up. It was filled with people who had virtually ignored and ultimately outlasted three CEOs as they did their own things. "I don't know if the previous CEOs at Apple had any effect on that company," says John Warnock of Adobe, which is Apple's biggest software provider. "We would have meetings with all those CEOs and nothing would happen, no traction, unless the group responsible went for the idea. The energy just dissipated into the organization, where the first person capable to make a decision is the one who makes it. But with Steve, he comes in with a very strong will and you sign up or get out of the way. You have to run Apple that way -- very direct, very forceful. You can't do it casually. When Steve attacks a problem, he attacks it with a vengeance. I think he mellowed during the Next years and he's not so mellow anymore." salon.com ---- From the above, SJ's self-described 4 Q sales "speed-bump" shouldn't be too much of a problem to fix. However you can't sell'em unless you tell'em . Jim K

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To: FruJu who wrote (29296)	10/12/2000 7:26:35 PM
From: Cogito	of 154144

All - Speaking of CPU speeds, let me put a question out on the floor. When you think of Sun workstations and servers, do you think of high performance? Would it surprise anyone to know that up until a couple of weeks ago, the fastest UltraSparc II CPU available in any Sun machine was 440MHz? Even now, their high-end, million-dollar-plus servers use only those CPUs. Sure, they have up to 64 of them, but they're only 440MHz. As of their recent announcement of the UltraSparc III chip, Sun now has a small selection of workstations and servers running up to (gasp) 700MHz. There are many other aspects of a CPU's architecture that determine its performance relative to any other CPU. The G4e (or G4 plus or whatever) sounds like it's going to kick butt. Personally, I think I'd be very happy with a Dual Processor Mac running 700 or 800MHz G4e CPUs. It would rock. - Allen

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