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Technology Stocks : Apple Inc.

AAPL 278.28

+0.1%

Dec 12 9:30 AM EST

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To: Marc Newman who wrote (11387)	4/15/1998 5:39:00 PM
From: yofal	of 213176

MarcN sez: "Just what Alomex needs, another Marckq to keep track of." <gloat>I'm sure he'll have time - not much shorting to do right now...</gloat> MarcN sez: "I'm really impressed with the guidance that Apple gave us the last quarter. We knew where they expected to take expenses, we knew enough to make guesses about margins, and we knew that revenues would be lower. Thanks to the good work by some people here, we knew that even $1.4 billion could be profitable." Yeah, that's made it all the more rewarding. Just solid straight forward good business planning (I think M. Anderson deserves HUGE pats). Even their approach to the bad news/hard choices is reasonably refreshing. No sugar coating - just making their choices and living with them - although I'm sure there are those who would disagree. Always impressed by those here that can cut through the major mounds of cattle waste out there and pull together numbers, strategies, pricing, volumes. Doubly (.38/.16?) impressed today... You know who you are. Take a bow. SM 0 A9 F4 G AA PL

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