Marc,
We'll see the Q2 result in less than two months. Did Apple have any
event, such as shareholders' meeting in October or any big event
requires Jobs appearance? Do you think Jobs needs to show up in the
shareholders' meeting?
Intc event will impact on teck stocks as a whole, some may hit harder
than others. Apple's snail ads more or less hit Intc pII sales, but
Intc current quarter's problems are:
(1) cannot catch up the volume of chips used in sub-1000 pc into
market;
(2) direct sales used by Dell, Gateway, etc. don't need many chips
in inventory;
(3) The market impacted most is in north America and Europe rather
than in Asia, which partially was impacted by snail ads;
(4) The slowest quarter for Intc from its historical revenue pattern.
Who may be affected by this shock in terms of revenue/net:
Most impact: Intc;
Moderate impact: Dell, Gateway, Compaq;
Little impact: IBM, Microsoft;
Hardly impact: Apple, Motorola, Sun Micro, SGI.
Phil
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