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Technology Stocks : Apple Inc.

AAPL 278.28

+0.1%

Dec 12 9:30 AM EST

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To: Phillip C. Lee who wrote (8724)	2/24/1998 12:02:00 AM
From: Bill Jackson	of 213176

Phillip; Apple now gets all that market,except the small umax residue, however it is a bit distorted as they only that market survey only reports major makers. All the small makers and screwdriver shops are unreported in this report. The true box volume would include all those and place Apple in the 3-4% range box wise and in the 5-6 dollar wise. due to APples costing a lot more that screwdriver shops Wintels and only about 20-30% more than the Dells/Compaqs etc, for similar systems. Still needs to grow the numbers by more than they are. They might actually shrink year on year after the traditionally slow (slower for Apple than Wintels, but Wintels slow as well in the spring and summer)spring/summer months are tallied. In addition I suspect a number of cloners sales were under-reported in the past.(due to small size of that market) Bill

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