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Technology Stocks : Apple Inc.

AAPL 278.06

-0.2%

Dec 11 3:59 PM EST

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To: Eric Yang who wrote (8666)	2/20/1998 8:37:00 PM
From: Phillip C. Lee	Read Replies (2) of 213176

Eric, You have done an excellent job on Q2 estimates. I prefer to have the first one (Est. 1). However, I have rosier estimate as follows based on: - Anderson's words (e.g. revenue has been stablized around 1.6b); - no cloners competition on high-ends; - first full season G3's sales in Japan along with Macworld/economics stimulus; - Currency exchange advantages against the previous quarter; - cheaper parts (e.g. disk, memory; similar to Dell's) due to Asia's financial turmoil; - Motivation by Dell's CEO, Jobs wouldn't be able to swallow the previous insult. If Dell is excellent, Apple will be even better; - European booming stock markets will drive Apple's products sales higher; Therefore, my estimate is as follows: - Revenue: 1520m; - Profit/Loss: 93.4m; - EPS: $0.73 - Units Sold: 611,600; - G3%: 56.9% (same as Est. 1, G3's and non-G3's are proportionally increased); You can call me crazy, but my dream might be closer to reality. We'll see in a couple of months. Phil

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