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To: HerbVic who wrote (29741)12/5/2000 7:29:44 PM
From: Fernando Gomez Pimienta
   of 173479
 
Well written mail Herbvic,hope we see a significant increase in the MHz issue, maybe with the G3; for a lot of people the difference in performance in the G4 is not relevant versus the G3 given the same clock speeds and apparently the G4 is more difficult to be raised in Mhz.

Let's see.

Good luck to all.

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To: Fernando Gomez Pimienta who wrote (29742)12/5/2000 7:35:42 PM
From: Fernando Gomez Pimienta
   of 173479
 
Also they were talking about a $250 million loss EXCLUDING one time gains, so maybe the loss in cash flow is not soooo bad.

Man that cash is precious now, hehe.

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To: Adam Nash who wrote (29740)12/5/2000 8:50:46 PM
From: Doren
   of 173479
 
Adam,

With all due respect:

Clutching at straws.

I was going to list the reasons but it would take too long. I'll send you a private message if you're interested.

Without OSX being a killer App, I just don't think all the iMac, iMovie, Cube stuff in the world will do it.

Amiga already tried it.

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To: Doren who wrote (29744)12/5/2000 9:10:47 PM
From: KevRupert
   of 173479
 
$15 1/6 in after hours.

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To: Doren who wrote (29744)12/5/2000 9:57:30 PM
From: Adam Nash
   of 173479
 
Amiga is pretty far from being an applicable analogy. How many units did they ever sell? And what year was it really in vogue? The number of people who knew it existed when it existed was pretty low. Yeesh.

Mac OS X is not going to be a killer app. Period. To think so is clutching at straws, in my opinion. New OSes take a long time to iron out, gain software support, and prior user experience is working against perceived usability.

CD-RW is popular right now, but still largely with the tech savvy. However, it is popular enough that a real campaign to make it easy for anyone to make their own mixed CDs would be very well received, and very Apple.

I also like the Video CD tie-ins with iMovie. iMovie is definitely gaining traction in terms of awareness.

Inventory management is going to perpetually be an issue for Apple as long as they sell indirect. I personally wonder how long Apple can afford it.

As an ex-Apple employee, and heavy Mac user, I do wonder whether Apple will be able to remain independent. After all, everyone knows that Apple needs to move to alternate revenue streams. They haven't been able to do it with PDAs. They haven't been able to do it with software. They haven't been able to do it with NCs. They haven't been able to do it with consumer electronics.

Perhaps Sculley is on to something, but wrong on 3COM. Maybe Apple should merge with Handspring or Palm, and use the stong cash flow and cash on hand to invest in new platforms and new revenue streams.

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To: BillHoo who wrote (28259)12/5/2000 10:13:26 PM
From: cfimx
   of 173479
 
Bill, aint it a HOOT!!

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To: BillHoo who wrote (29079)12/5/2000 10:14:44 PM
From: cfimx
   of 173479
 
I'm here. Just listened to Jobs. He got the stock up two points in the cc!!! know what? He deserves that Gulfstream after all.

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To: soup who wrote (29707)12/5/2000 10:17:32 PM
From: cfimx
   of 173479
 
Soup, long time no see. Let me guess. Apple's a buy right here? <G>

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To: Adam Nash who wrote (29746)12/5/2000 10:32:03 PM
From: Dave
   of 173479
 
Mac OS X is not going to be a killer app. Period.

It doesn't need to be a killer app. It needs to drive hardware sales to increase Apple revenues, and to drive high-end hardware sales to increase margins. It will do that. Mac OS X screams on fast hardware, and actually runs nearly twice as fast on dual processor machines. On the rumored 16-processor server boxes, it will run Apache and other standard web server software extremely well.

Maybe Apple should merge with Handspring or Palm, and use the stong cash flow and cash on hand to invest in new platforms and new revenue streams.

The problem with that logic is that Apple's problem has nothing to do with insufficient cash on hand. Apple is swimming in cash. Almost all of the value of a share of Apple stock is its cash hoard. So I don't really see the point of a merger, unless it is to acquire strategic technologies.

What Apple needs to do is to stop hoarding its cash, and to develop and release good products regularly. Whether those products are hardware or software, consumer or enterprise, electronic or stuffed-animal, is immaterial. They just have to invest in their own R&D and corporate development rather than sitting on cash.

Why the hell didn't Apple bid on Metrowerks when Motorola was pursuing them? Almost every piece of commercial software for the Mac OS platform is developed in CodeWarrior. Apple's Corporate Development team was considering a Metrowerks purchase, when the whole department was suddenly Steved.

Why don't they get a CEO who isn't spending his time micromanaging the campus architecture for a whole different corporation? Pixar deserves a full-time CEO too!

My sincere hope is that Apple has been investing, albeit covertly, in real corporate development. It has certainly been their style recently to keep new developments under wraps as long as possible.

They did buy Astarte, months ago, and we haven't heard a peep about that, so maybe something will be announced one day. Unless that whole company got Steved after the purchase.

We know that Apple is opening retail stores and that they hired the guy who masterminded the Sony Metreon as Retail Outlet Czar.

There was that Help Wanted posting on their web site for a hardware engineer who knows both wireless protocols and Firewire. I hope there is something interesting behind that position.

By the way, the word on the street is that they just offered all of their Select and Premiere developers up to five hardware purchases at discount prices. My hunch is that they plan to release something tasty at MacWorld, and they have to try to get rid of these old models now because nobody will want them after MacWorld. This would be a nice change from the present arrangement, where for months their best-selling machine has been the discontinued 400 MHz G4 model.

Dave

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To: Fernando Gomez Pimienta who wrote (29743)12/5/2000 11:05:36 PM
From: HerbVic
   of 173479
 
Very good point! Thanks for the clarification. eom

HerbVic

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