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Technology Stocks : Apple Inc.
AAPL 277.47+0.2%Nov 26 3:59 PM EST
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To: Eric Yang who wrote (8984)3/3/1998 12:19:00 PM
From: Phillip C. Lee  Read Replies (1) of 213173
 
Eric,

Could you give us fresher update on Q2's revenue/net estimate since
you havn't considered the following two factors:

(1) From 1/98, there was no more cloners except Umax, but it was not
factored in you calculation. It is estimated that there is about
20% of the Mac sales from cloners;

(2) G3's price cuts, which will directly impact on margins, but will
increase the sales. Due to the lower costs of CPU, memory, and
disk from Asia's currency crisis, how much margin G3's still can
sustain and how many additional units can be sold due to prices
cut?

Thanks.

Phil
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