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Technology Stocks : Apple Inc.
AAPL 271.50+2.0%Nov 21 9:30 AM EST
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To: Eric Yang who wrote (7693)1/14/1998 9:21:00 PM
From: Marc Newman  Read Replies (1) of 213173
 
Eric, you're right, not much of all that mattered. In fact, one could argue that next quarter's revenues will get the first true bounce of having no clone competition.

I think the biggest issue that cast some pessimism was the deteriorating stock price. Congrats to everyone who had the clear-headedness to add to your position on weakness.

I don't remember worrying about #3 though (G3 profit margin). OTOH, the lower revenues are a real surprise, but they've done a brilliant job of cutting costs.
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