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Technology Stocks : Apple Inc.

AAPL 259.95

-0.4%

3:59 PM EST

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To: John Carragher who wrote (57557)	10/1/2006 5:25:16 PM
From: Lizzie Tudor	Read Replies (2) of 213182

"Based on what I've been hearing, my estimate of Mac shipments is most likely low for September," Wolf tells Barron's. That forecast called for 1.5 million Macs to be sold in the September quarter, versus 1.2 million in the corresponding 2005 period. Our bullish call was based largely on the promise of robust sales for revamped Macintosh desktops and notebooks, which have been priced more competitively than ever and now can easily run Windows, as well as Apple's own operating systems, owing to the company's pragmatic switch to Intel processors. If 1.5 million macs is really his "bullish call", then he's way now. We already know Apple did 800K macbooks alone not including the pro models. Plus the desktop side with the new imacs and Mac Pros gave desktop a real boost. I think 1.7 million macs is a safe bet and that might even be light. 200K more macs than his forecast is the equivalent of 2 million more ipod sales, so it is significant. I am looking for earnings in the low .60s which is way over estimates.

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