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Technology Stocks : Apple Inc.

AAPL 276.46

+2.6%

Feb 4 3:59 PM EST

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To: Lizzie Tudor who wrote (54612)	7/18/2006 11:17:40 PM
From: Lizzie Tudor	Read Replies (1) of 213185

more speculation on mac guidance for tomorrows call. Various datapoints March quarter: - 1,112,000 Macs sold during March; $1.572 Billion in Revenue. - 614,000 Desktop Macs ($833 million revenue) - 498,000 Portable Macs ($739 million revenue) Original speculation was a 2:1 mix of Macbook to Macbook Pro: For all of 2006, Apple may deliver two million iBook and MacBook laptops in addition to one million MacBook Pro notebooks, notebookreview.com Plus speculation that Q4 plans 900K Macbooks (300K per month) pcb007.com Sept guidance: Assuming 600K desktops (why would these be any lower than the March quarter?) + 900K Macbooks which I actually think it TOO LOW + estimated 200K MBPs = 1.7 million mac estimate for september.

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