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To: cfimx who wrote (29756)12/6/2000 6:16:59 AM
From: David   of 155582
 
Twister:

Nice to run into you on the Apple Computer Thread. What is your general view on the company? are you a buyer at these recently returned to low levels in the backdrop of deteriorating earnings?

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To: David who wrote (29757)12/6/2000 7:56:46 AM
From: cfimx   of 155582
 
no, not a buyer. when steve trades in his Gulfstream for a Cessna, I'll be a buyer. <G>

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To: David who wrote (29757)12/6/2000 10:58:26 AM
From: cfimx   of 155582
 
chronology for the applytes:

apple buys next: 12/20/98 aapl = $11.75
new board appointed: 8/7/99 aapl = $13.40
Jobs get 10million options @ $44 1/12/00 aapl = $44
jobs gets gulfstream V 1/19/00 aapl = $55.70
yesterday jobs announces over 50% decline in rev

aapl = $14.25

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To: cfimx who wrote (29759)12/6/2000 12:01:39 PM
From: HerbVic   of 155582
 
Did you leave out the split in your table there, twist?

HerbVic

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To: Adam Nash who wrote (29746)12/6/2000 12:03:53 PM
From: Alomex   of 155582
 
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.

I disagree. Mac OS X might turn to be a killer app if the linux community embraces it. Linux users are in general highly sophisticated and willing to invest the time to learn a new technology.

In fact, if OS X ran on intel I think the entire Linux community would be running OS X the day after it comes out... (pardon the hyperbole, but you get the point)...

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To: Dave who wrote (29750)12/6/2000 12:09:52 PM
From: Alomex   of 155582
 
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.

Oh boy. Talk about being in denial...

They are offering discounts because the have eleven weeks of inventory. That is almost an entire quarter...

Yes, they are likely to introduce new stuff in MacWorld, but even if they weren't going to they need to reduce their accumulated inventory quick....

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To: HerbVic who wrote (29760)12/6/2000 12:13:18 PM
From: Alomex   of 155582
 
Did you leave out the split in your table there, twist?

In twister's defense I must say that CNN also left the split out when showing a chart earlier today!

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To: cfimx who wrote (29759)12/6/2000 12:20:57 PM
From: spitsong   of 155582
 
twister: your chronology is bogus

Check your dates again. Half of them (the first two) are off by at least a year. And you ... um ... left out a couple things, don't you think?

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To: Alomex who wrote (29763)12/6/2000 12:26:41 PM
From: cfimx   of 155582
 
no I didn't leave out the split. this was split adjusted.

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To: spitsong who wrote (29764)12/6/2000 12:33:17 PM
From: cfimx   of 155582
 
corrected table:

chronology for the applytes:

apple buys next: 2/4/97 aapl = $8.00
new board appointed: 8/6/97 aapl = $13.40
Jobs get 10million options @ $44 1/12/00 aapl = $44
jobs gets gulfstream V 1/19/00 aapl = $55.70
yesterday jobs announces over 50% decline in rev

aapl = $14.25

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