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Technology Stocks : Apple Inc.

AAPL 286.21

+1.0%

3:59 PM EST

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To: tech who wrote (5401)	10/15/1997 8:45:00 AM
From: David Semoreson	of 213173

Tech ... even though I disagree with your estimate ( my guess is 8 cent profit for the Q), you are a reasonable and intelligent AAPL bear. Not many exist. But, where do you think the shortfall is : margin, sales, expenses, or just "AAPL always screws up" ? Also, we should be watching for details of the MSFT deal - is there an annual fee paid for licenses ???? I am 100% confident in a profit for the next fiscal year, so this quarter is relevent to me only as a guidepost on the way. Keep up the posts!

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