I reckon they are going to get hit sideways as a result of the PC price/market contraction wars. Those PC sales executives will be under ORDERS to go for Apple footprints. Unless Apple make a big price cut (which they can't afford) the price gap vs PC will become embarrassing for any Purchasing Manager worth his/her salt. If PM's are stalling on buyin new PC's it's easier still for them to stall on buying more Apples. I'm thinking of sub $15 within 2 months. All the signs are there. We'll see!
Regarding a previous question about Pentium II's running on a 100MHz bus: the Pentium II's can easily accomodate a 100MHz bus; users should see a substantial increase in CPU to memory transfer.The real question is this: When is AAPL going to get with the program and offer a 100MHz bus. Apple's CPUs are MUCH faster than the Pentium IIs and their motherboards are--at best--barely keeping up to the Wintel motherboards. If Apple would only stop making motherboards and just buy off-the-shelf PC motherboards (remember the blazing-fast Motorola Starmax 6000 based on common components?) we'd see a price drop and machine speedup.Here's an interesting thought... How much faster is a 266 MHz PPC 750 (G3) verses a 350 MHz PPC 604e? Answer... NOT AT ALL FASTER! Just look at the processor architecture; look at the clock speed; read the hardware specs. The Starmax 6000 did memory-intensive Photoshop operations (one's that completely thrash the backside cache) THREE TIMES faster than Apple's 9500/350 because the motherboard was so fast. Given a $100 off-the-shelf SDRAM PC motherboard, and the 350 MHz 604e will keep right up with a 266 MHz G3!Apple's current motherboard is (memory wise) about on par with a cheap PC. Unfortunately, PCI speed leave a LOT to be desired. Anyway, the Wintel boxes will yet again leave Apple behind when the move to 100 MHz and Rambus.Oh well, just my little Apple gripe.
The price gap vs. PC is CURRENTLY embarrassing for anybody that thinks PC's Price/Performance is more attractive than the Mac.
You do realize that comparing a G3 300 to a P2 300 is not comparing "apples to apples", right?
The G3 is a full generation past ANYTHING Intel has. Merced would allow them to catch up... to a point (remember, Merced is still going to have legacy CISC crap). Now that Merced is delayed, Apple will be TWO generations ahead of Intel once the G4 is out (early next year).
If you are comparing a G3 to anything else, you better start looking for Unix workstations to compare them to, because nothing in the Wintel world is even close.
You aren't really serious when you say $15?
You do realize that Apple has more than $15 cash/share, right? On top of a current price/sales of less than 1/2???
All the signs are there to be 3x what you are expecting in two months.
This is EASILY the "sheeesh" award winner of the month.
Good luck on your puts...
I've got October & January $32.50 Call's , and I'm thrilled to have 'em.