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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Alomex who wrote (29584)	11/2/2000 6:52:32 PM
From: HerbVic	Read Replies (1) \| Respond to of 155565

Good point! And, the answer is ... yes and no ... depending on who and why. Naturally a person thinking about upgrading with no reason to act, other than personal preference, will wait and see what comes later. But there will always be those who cannot wait for one reason or the other. When my stepson told me he had decided to buy 2 new iMacs, I informed him at the time that if he would just wait 30 more days, the new machines would be out, and the price on the ones he was buying would drop. It didn't matter! He was ready... "now!" I, on the other hand, would consider waiting. The close out discounts, as well as the new feature set, would be worth a wait. But, then I already have an "insanely great iMac!" I've been thinking about adding a couple of the $799 iMacs to the house for network play. But, most of my friends are just not into computer games. Home networks could drive sales to some extent this Christmas season with a $799 complete bundle in the sales channel. Of course there's the console game machines to compete with on the low end, but they're for kids. The gaming experience is not the same. Anyone who has fragged it out in Marathon, Quake or Unreal will tell you that. Of the three, I enjoy Marathon the best. The controls are quick to learn and it comes with a complete game editor. Another point you didn't mention is, "will people wait their hardware purchase until they can get OS X pre-installed?" Many Macophiles are non-techies. Installing an OS upgrade for them is fraught with peril! "Waaaa... the installer worked great, but now my printer don't work. Waaaa... What do I do?" Keep 'em coming Aloe! HerbVic

To: Alomex who wrote (29584)	11/2/2000 9:59:59 PM
From: Doren	Respond to of 155565

Of course they are holding back, at least people who make a living with computers. Think about it. Those who bought 300Hhz G3s are squirming for a better machine. But even if they can afford a top of the line 500Mhz Mac my bet is most are holding on for a speed bump as the difference is not that much between the older and newer models. If they have a 400Mhz - 500Mhz G3 it's really debateable how useful an upgrade is. And if they are going to wait they might as well hold on to get both OSX and OS9.1 at the same time. I think a lot of people are like me, and skip every other OS because it just takes so much time to upgrade apps etc. I think the pro stuff will languish until 600Mhz machines and OSX come out. At that time I think Apple will have a great quarter due to pent up demand. I'm really interested in buying some Apple as I feel fairly confident the stock value will appreciate, especially around the time OSX and the faster Macs come out. However I'm also intrigued by Rambus. I initially thought they didn't have a chance with RDRAM but since they seem to have multiple patents on DDR it seems they can't loose. Also RDRAM does have a compelling story when it comes to the multiprocessor servers and high end machines to come. Wild story.

To: Alomex who wrote (29584)	11/3/2000 12:16:56 AM
From: J R KARY	Read Replies (2) \| Respond to of 155565

New products only mentioned in ConCall - multiple "buy" recommendations ConCall implied 1Q01 sales will be driven by the $100 mln advertising budget and "incentives" . AAPL suddenly appears on everybody's "buy" recommendation: validea.com 11/1/00's IBD article did allude to new products but it was more intent on re-hashing the already known "stuffing". Suspect Holiday advt will move inventory. Jim K.

To: Alomex who wrote (29584)	11/3/2000 9:34:42 AM
From: Dan Fleuris	Respond to of 155565

Doubt it. Every manufacturer has a new model out every six months, or a faster processor, etc. The computer buying public is always faced with that choice, and always wil lbe.. Gieven that the new products are unidentified, I can't see there being enough of a clear reason to wait. In other words, so what else is new? Now if the products were clearly specified and specific lowedred prices announced, that would be a different kettle of fish. Dan