Rumors continue to swirl about what Apple Computer Inc plans to announce Monday (CI No 3,283). Though the idea of a full merger between Apple and Oracle Corp is still popular in some quarters, more sober judgements suggest a more likely agenda would be the following. At the least we may hear interim CEO Steve Jobs announcing Apple will start to sell its wares on-line, along the trail blazed so successfully by Dell Computer Corp, through some revamped web storefront; this idea is bolstered by the fact that the two other listed Apple executives speaking at the event are Mitch Mandich, Senior VP Worldwide Sales, and Phillip Schiller, VP Product Marketing. Secondly, more speculatively, Oracle may follow MSFT’s lead and invest some sum of money into Apple, perhaps tied to some NC (network computer) related crossover of technology. Thirdly, much more speculative still, is an idea that a third party such as Lucent Technologies Inc will announce a move into thin-client computing using Apple technology (make of it what you will department: a mailshot from the AT&T spin-off specifically mentioning the November 10th date has been received by some people on the West Coast, with intriguing wording about new forms of information delivery). Fourthly, at the high-end of least possibility, as we were careful to state Tuesday, there may be some more dramatic change in the equity position of the struggling Cupertino giant. Undisputed: Apple’s board met Wednesday and is due to continue talking today, presumably debating whatever Jobs has cooked up during his vacation retreat in Hawaii, in order to approve it for the event.
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