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Technology Stocks : Apple Inc.

AAPL 278.85

+0.5%

Nov 28 9:30 AM EST

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To: Phillip C. Lee who wrote (9048)	3/3/1998 3:42:00 PM
From: Marc Newman	Read Replies (2) of 213173

Phil, I was thinking about it maybe the other way around--that clone unit volume was high but dollar amount was lower. Apple probably profited from good sales of higher end product from lack of Mac OS competition but was hurt on the low-end consumer side as Power, MOT, etc. dumped tons of 603e inventory. That's what I see as the most logical explanation of Power being essentially "out" by October but Anderson saying "no benefit from lack of clones in fiscal Q1." I think the cloners sold a bunch of $1000 cpus last quarter. And it still continues in some volume from the resellers that have 'em--MacWarehouse's latest catalog is full of Power product. Are you buying more AAPL? Just curious. Marc

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