One of the reasons Dell, Gateway, etc. have sustained their markets is due to 
flexibility. They could buy the latest components and engineering innovations 
from whomever and turn on a dime. Dell's catalog seldom stays the same for 
more than 3 months. This up to the minute packaging and expert integration on 
short notice is in sharp contrast to Apple's mode of operation, that locks in 
production for at least a year for most models. That drag adds up to 
noncompetitive lag behind PCs. 

I think Jobs has seen the light. Apple will become a much more promotional 
and nimble company in the near future. Not all of us will approve the change, 
but it seems inevitable. Heretofore Jobs went for the blockbuster innovation 
-- like the iMac or the GUI in the late 80s -- but now he will run sometimes 
in front but always with the industry itself. Never behind it. That may be 
the new Apple policy to gain a much larger share of the market.

Bob 

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