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Technology Stocks : Apple Inc.
AAPL 256.44-0.7%3:59 PM EST

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To: slacker711 who wrote (70298)10/24/2007 9:40:10 AM
From: dhellman  Read Replies (1) of 213183
 
re:Peter Oppenheimer on lower Mac sales this qtr
Even with estimates raised above consensus, there could be some sandbagging given the reasonable expectation that new OS release will unleash some pent-up demand (at least 3 boxes in my universe)

"This year, it’s possible that Mac sales could be sequentially a little lower, given the extraordinary success of the back-to-school promotion, which intensified the seasonality of the September quarter.

Ben Reitzes - UBS

Okay, so you’re saying Macs could be lower due to that promotion? Okay.

Peter Oppenheimer

It could be. We had just a fantastic September quarter but really back to school and our higher ed results were an all-time high for the company."
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