Don't Wait Too Long (12/30/99)
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Hmmm, we're flashing back to two years ago, when AAPL was hovering at just under $13 a share and we were going to buy-- but then didn't, because it suddenly spiked to 16. Are we feeling stupid? Well, maybe a little, though we still say that if we had actually bought at 16, today AAPL would be wallowing at somewhere around 8. (It's a Charlie Brown karma thing.) Anyway, what got us thinking about this are the anonymous tips floating into AtAT headquarters saying to buy AAPL now, before it goes through the roof next week. (Funny how the tips become anonymous every time Apple's stock is involved. It's like those Wall Street types just can't get enough of the whole "cloak and dagger" thing.)

Why will AAPL go through the roof next week, you ask? Several reasons, claim these shadowy informants from Wall Street. For one thing, Apple's apparently poised to break its all-time record for the number of Macs shipped in a quarter. Odds are that The Street's gonna love that. Rumors are also flying that Apple's Q1 margins are going to be nice and fat when the quarterly results come out. And then there's that little matter of Apple's early investment in Akamai, whose stock IPO'd at $26 or something and is now over $320 a share. Yes, Apple's got a lot of cash on hand. So all the financial numbers are looking pretty, and you know that the investors love that kind of stuff.

But what really might cause AAPL to explode (in a good way) is the rumored revelation of Apple's long-awaited and long-overdue Internet strategy. It seems like we've been hearing whispers of "MyApple.com" forever, but we're told that next week, it'll finally all come clear. A corporate rebranding, a new PowerBook, multiprocessor G4s-- all those things may come to pass when Steve takes the stage, but reportedly it's the Internet strategy that the investment community is really waiting for. Once again, we at AtAT know zilch when it comes to the stock market and high finance, but we're getting lots of tips, and we thought you might want to know. Do what thou wilt. As for us, we'll just rest content knowing that Apple had a kick-butt quarter. :)

 
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The above scene was taken from the 12/30/99 episode:

December 30, 1999: Apple's OTTuner patch is wreaking almost as much havoc as the DoS attack it's designed to prevent-- should you install it or not? Meanwhile, shadowy sources on Wall Street hint at a fantastic quarter for Apple and a resulting stock increase, while Intel bangs its collective head against the wall trying to get Itanium to live up to its initial promise...

Other scenes from that episode:

  • 2005: It's Not For Everyone (12/30/99)   The MacDoS drama continues, as frantic Mac users the world over download and install Apple's just-released OTTuner patch, designed to prevent the exploitation of Macs by ruthless Middle Eastern cyber-terrorists bent on causing Internet chaos...

  • 2007: So Far, So Lame (12/30/99)   The year 2000-- the year Intel and Hewlett Packard will finally unveil their long-awaited 64-bit Itanium processor (formerly known as "Merced"). Maybe. After all, Itanium's so late it's starting to make Windows NT 5 2000 look prompt by comparison...

Or view the entire episode as originally broadcast...

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