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Apple Inc. (AAPL) Message Board

msulpizio 54 posts  |  Last Activity: Aug 9, 1998 6:11 PM Member since: Dec 1, 1997
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  • Check out this
    link:

    http://www.examiner.com/

    Two articles here. "A new look for Apple" is good
    except for a negative comment from some nobody named
    Rhinelander. Rob Morse's article is excellent. I originally
    read both of these in Sunday's San Francisco
    Chronicle. You've got to be deaf not to hear Apple's
    triumphant comeback. Next week should be great. I anticipate
    more good news some advertising...who knows what
    else!

    This afternoon I plan on visiting the San Bruno
    CompUSA and the Palo Alto Fry's.

    Mike

  • Reply to

    New Mac Owners

    by kstar Aug 2, 1998 3:56 PM
    msulpizio msulpizio Aug 2, 1998 7:59 PM Flag

    Kurt:

    I am one of those first time buyers.
    Bought at the on-line store you recommended some time
    ago and got the 32 meg upgrade for free. My daughter,
    whose in second grade, will be the primary user of this
    fast and great looking machine.

    There was a
    short, but good review of the imac in the latest issue
    of Playboy-in the technology section. I only read it
    for the great articles!

    I am hoping for a good
    week (stock wise). I think the buz about the impending
    imac release should get alot of peoples
    attention.

    Mike

  • Reply to

    A couple 'a things...

    by VicAppl Jul 15, 1998 6:50 PM
    msulpizio msulpizio Jul 15, 1998 10:25 PM Flag

    Yahoo is way overvalued.

    goodluck on your next investment.

    Mike

  • msulpizio by msulpizio Jul 7, 1998 11:57 PM Flag

    Motorola reported earnings or $6 million or $.01
    per share, which beat estimates of a loss of $.04,
    before special charges. This could be good news for the
    tech
    sector.

    http://dailynews.yahoo.com/headlines/business/story.html?s=z/reuters/980707/busi
    ness/stories/motorola_3.html


    I think the only surpise that will significantly
    bring the price up for Apple will be another early
    earnings report by Jobs. Earnings will beat estimates
    significantly (thanks Eric).

    Jobs needs to attract
    attention now, with the imacs coming out next month, it
    would be a hell of a kick-off.

    The Disney both
    thing is probably just marketing for their Web
    site.

    We'll know in a few hours.

    Good luck to
    everyone!

    Mike

  • Reply to

    Remember...

    by KarmiCommunist May 26, 1998 7:41 PM
    msulpizio msulpizio May 28, 1998 1:57 AM Flag

    "i go through PC's like a fly through Innocent
    Children's mouths...so to speak."

    From the mouths of babes!

  • Reply to

    This week?

    by msulpizio May 26, 1998 11:27 PM
    msulpizio msulpizio May 28, 1998 1:46 AM Flag

    Tom:

    Sorry for the late response, I can't
    get out of the firewall at
    work so I only post at
    night. My comment about lack of G3s at
    my local
    CompUSA was meant to be GOOD news. Lack of inventory

    (barring production problems) is great. That means that
    they
    are probably selling everything they produce.
    No returns, no
    writedowns...

    I was a
    little dissapointed with yesterdays dip, without any

    news.

    I'm feeling much better about Apple
    today. The stock made a
    great come back. And there
    is good news out there. Check out
    the SI board,
    or follow these:


    >But the tide could
    be turning once again. GT Interactive
    Software
    Corp., a major reseller of Macintosh software,

    reported Tuesday that *sales of Apple consumer software

    more than doubled in the first
    quarter*.<

    http://www.msnbc.com/news/168734.asp#BODY

    Here's a good LA Times article on the
    styling:

    http://www.latimes.com/HOME/NEWS/LIFE/t000049322.1.html

    thanks,

    Mike

  • msulpizio by msulpizio May 26, 1998 11:27 PM Flag

    Things could get worse before they get better,
    not only
    for Apple but for the whole technology
    sector.

    Without any news AND the stock down, our friends are back

    to clog up this board with baseless negative
    stuff.

    I guesse the next good news will probably come out
    of MacWorld,
    or the 3rd quarter report. Both due
    out in July.

    I have a feeling that Apple's
    sales are up for the month (but
    can't verify this).
    Not much inventory at my local Compusa.

    Any
    intelligent thoughts out there?

    Mike

  • Reply to

    Intel hardware on Macs....

    by zanny97 May 16, 1998 1:09 AM
    msulpizio msulpizio May 17, 1998 3:12 PM Flag

    Rodger:

    For Apple to be in compliance with
    generally accepted accounting
    principles they WOULD have
    to count current advertising costs
    against
    current earnings. It's part of the matching
    principle.
    I've heard of companies that capitalize marketing
    expense but
    it's an aggressive and hard to defend
    policy.

    The accrued marketing account that you mentioned is
    probably a liability account and represents marketing
    expense incured but not paid, for the quarter.

    As
    for advertising expense in general. I think
    advertising should never be a drag on earnings if the ads are
    effective.
    The purpose of advertising is to spur sales, if they
    don't
    change advertising campaigne or advertising
    company.

    I personnally think that the new
    steamroller ads are good.

    Heck, I liked the dali lama,
    think different ads!

    thanks,

    Mike

  • Reply to

    More of what Windows an do that Mac can'

    by deadsolid Apr 7, 1998 5:24 PM
    msulpizio msulpizio Apr 10, 1998 4:09 AM Flag

    Good catch!

    Mike

  • Reply to

    BANG Meeting: the really good vibes.

    by mbkennel Mar 31, 1998 3:04 AM
    msulpizio msulpizio Mar 31, 1998 4:32 AM Flag

    First V.P. Mandich(sp) said that they would sell 300k G3s, then the Board of Directors think Jobs should stay as long as he wants and the the label "interim" is a non-issue.

    Both of these events occurred at the end of the quarter. Do you think that there is much chance that the numbers come in at or below consensus?

    No way!

    Mandich would not have made his positive statement either to protect the company from lawsuites or to maintain a low profile until 2nd quarter blows over. And why would the board let Jobs continue unless sales were great. If things were just okay, you'd expect to see some posturing like "we are continuing to look for a permanent candidate..."

    My bet is at least $.40 this quarter. No scientific calculations to share just what I've gleened off this board and my own spin.

    Mike

  • Reply to

    Apple's future in doubt

    by santaclaws_98 Mar 29, 1998 2:39 PM
    msulpizio msulpizio Mar 30, 1998 3:20 AM Flag

    I responded to two of his messages as I was furiously catching up with this board.

    Then I read where he posted Eric's address and made some half-assed threat.

    His name should have given me a clue.

    Sorry everyone

    Mike

  • Reply to

    Apple's future in doubt

    by santaclaws_98 Mar 29, 1998 2:39 PM
    msulpizio msulpizio Mar 30, 1998 2:02 AM Flag

    "...Microsoft has no class..."

    His voice cracked alittle when he said it. And you could see
    the pain.

    When he came back I invested because, as I said, his passion would bring the company back.

    Mike

  • Reply to

    Great week!

    by kstar Mar 27, 1998 7:05 PM
    msulpizio msulpizio Mar 30, 1998 1:27 AM Flag

    I put an order in for 20 April 30 contracts at 7/16s. I did not think they went through as they were trading at 1/2 and Apple was up for the day. Got the mail on Saturday and my confirmations were there.

    Not much time left on these, but they were cheap. Earnings are out the day before expiration. Interesting how many people are still down on this stock. I am betting that we'll have a huge earnings surprise along the lines of Eric's predictions. I think we may see higher.

    Good luck to us both,

    Mike

  • Reply to

    Adobe earnings - good buying opportunity

    by msulpizio Mar 27, 1998 2:43 AM
    msulpizio msulpizio Mar 28, 1998 4:26 PM Flag

    e.b:

    Sorry but I was not able to respond sonner. Interesting that I was not able to buy more because the limit price was never reached - the stock went UP 3/8. Hard to predict the market. Any way here is url for the clipped and the full message:

    target=new >http://www3.techstocks.com/~wsapi/investor/reply-3846603


    3/25/98 News on AAPL's 2Q sales e-mailed by Gavin Young

    ---------------------
    Hello JR,

    Please post the following onto SI's Apple board.

    Apple had a Macintosh Business Expo in Portland, OR yesterday. The event is covered in "The Oregonian" newspaper of Wednesday , March 25, 1998. Some quotes from it are:

    The company that built the personal computer is trying to rebuild itself - and counting on a nation that likes happy endings to cheer for its success. "Assuming we can continue to be economically viable - that is, profitable - (consumer) confidence comes back relatively quickly," said Mitch Mandich, Apple Computer Inc.'s senior vice president for global sales. "This country loves a comeback."
    (Mitch) Mandich said the company is on track this quarter to sell more than 300,000 of its new, ultrafast G3 computers - and that's more than double its G3 sales last quarter.
    Mandich said Apple will focus on the consumer and small-business market for new customers. It has dropped prices on its older G3 mchines, which were launched last year.
    Mandich said Dell Computers is the example to follow. Dell turns over its inventory 30 to 40 times a year. Last quarter,
    Apple's inventory turned 12 times. Apple wants its inventory to turn over 25 times by year-end, Mandich said. Mandich said he is
    urging Jobs to stay. "What Steve is wrestling with," Mandich said, "is how to balance his life, more than anything else" among
    Apple, his family and Pixar, his company known for the "Toy Story" movie. "Once he reconciles how he can manage all three of those,
    he'll be in a better position to commit."

    Gavin Young .
    end of e-mail
    target=new >http://home1.gte.net/gyoung2/Invest.htm

  • Tommorow morning apple will be down a couple of points at least. Rejoice! this presents a great buying opportunity. I believe that Adobes problems have to do more with their competition than apples sales. We know that apple is selling well this quarter. I got the following quote off of the SI board:

    "...(Mitch) Mandich said the company is on track this quarter to sell more than 300,000 of its new, ultrafast G3 computers - and that's more than double its G3 sales last quarter..."

    This is a direct quote from the Oregonian dated April 25th. The second quarter is over so Mandich, who's senior v.p. is stating fact. If there was any doubt about bad earnings, we would not here a peep out of any apple senior officers. This is called signaling. It's not so much what was said but the fact that he even hinted that things are good.

    We need apple shorters. We should be glad there are lots out there. If they are shorting the stock doesn't it make the price more attractive to us? And don't we get an extra hit when they are forced to cover?

    Mike

  • Reply to

    ���

    by tinking Mar 26, 1998 3:56 AM
    msulpizio msulpizio Mar 26, 1998 4:30 AM Flag

    A poster on the SI board claims that 2nd quarter results will be $100 to 150 million. I think this averages out to $.60 per share. I'm not doing the math. He states that he's about 80% sure and credits this to very strong sales of the G3.

    I usually don't listen to rumors. Especially the ones we get on this board that are in all CAPS!!! He did not offer much to support his contention but it got me to thinking...

    Jobs estimated 300 to 350 thousand units for the quarter. Steve's no slouch and would not make a prediction that was in excess of capacity. But many of the G3s are out of stock and are on back order. Is this true? I know they are doing that build to order thing on the web page so we need to focus on retail or CompUSA sales. I hear that Newtons and Emates are flying off the shelf since the announcement that they were being phased out.

    I've heard the negative side to product shortages. But could this be a good sign. I'm assuming that they did not have any manufacturing bottle-necks.

    As emily mentioned Apple has gone from a "has been" to a "once troubled" company in the press, in a few months. By July they could have serious market share. Jobs gets on the cover of Time or Newsweek and Bam we're all rich.

    Mike

  • Reply to

    CEO thingy...

    by VicAppl Mar 24, 1998 8:04 PM
    msulpizio msulpizio Mar 25, 1998 3:06 AM Flag

    While patience is a good quality of a stockholder. It is not
    a good trait for a option holder.

    Good rumors work for me!

    side note: I was reading the many good posts today at work. Good BLS's from emily and vic and commentary from all. But what
    I thought was hilarious was the idiodic pronouncements of doom from heimer/wannabe and then as the stock rose he had a meltdown as several posters tore into him and reality set in!

    Great day!

    Go apple!

    Mike

  • Reply to

    BLS ....

    by stock02 Mar 19, 1998 6:25 PM
    msulpizio msulpizio Mar 20, 1998 1:02 AM Flag

    Actually this guy was one of Apples original employees. He did the PBS series "Revenge of the Nerds," which I liked alot.

    I read the article and am very disturbed by it. I even printed it out to re-read.

    It's not easy for me to discount Cringely's article. I don't know where he got the 2% market share number.

    Mike

  • msulpizio by msulpizio Mar 18, 1998 3:03 AM Flag

    Couple of minor irritants I would like to share with my apple
    investor brethern. I don't post much because I have a job. But
    I do read all of the posts on this board...

    1. Today while driving home I was listening to a nightly business radio show on PBS. A commentator started talking about
    Apple - nothing offensive just old regurgitated crap. Then BAM!
    He says something like "Apple sacrificed the emate just to save its computer business that has less than 3% of the market..." I
    almost hit the car in front of me. Apple's market share was never less than 3% percent!

    2. Tonight I was reading a piece on the web. It was written by Jim Davis of Cnet called "Columbus bold move by Apple." I'm reading this article with absolutely no content when I read "While its star fades in its traditional computing business, Apple will graft a bold new strategy on its continuing attempt to ward off the Microsoft-Intel onslaught." Star fades? Didn't he see Jobs' demo?

    Needless to say, todays posts describing the Seybold event were the best news of the day.

    thanks,

    Mike

  • Reply to

    No comment of the 500k block?

    by oaitran Mar 10, 1998 12:01 AM
    msulpizio msulpizio Mar 11, 1998 11:40 PM Flag

    I said apple might close at 25+ this week, and like all good analysts when faced with a bad guess, I'm raising my week end estimate to 30+. Unless of course it closes lower.

    This is a fun stock.

    Notice that the animals only come out on bad days.

    Mike

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