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Technology Stocks : Apple Inc.

AAPL 273.67

+0.5%

Dec 19 9:30 AM EST

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To: Dan Fleuris who wrote (28829)	9/29/2000 11:11:14 AM
From: J R KARY	Read Replies (2) of 213177

don't buy their Sept reasoning and silence until 10/18 Ole Mr J told us in Paris Cube sales were great after CFO earlier affirmed solid sales projections while in Sydney. MeThimks there is more at play. They didn't provide numbers in the warning, only a EPS lowering, BUT a projected lowering for a full year ? Unexpectedly weak Edu sales could whack a Sept tally but the channel fill of new products AND new agencies (CirCty) should have offset it. AAPL direct stores would normally be a contentious issue but this may grease its acceptance skids by the established channel. Silence until 10/18 sure seems strange in a volatile market. Time will tell. Jim K.

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