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Technology Stocks : Apple Inc.

AAPL 271.85

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3:59 PM EST

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To: David Semoreson who wrote (9619)	3/17/1998 5:09:00 PM
From: Michael Feldstein	Read Replies (1) of 213176

Hi guys, a lurker finally jumping in here. A few thoughts regarding the sub-$1,000/consumer machines: 1. Jobs clearly said today that cheap boxes would be on their way by June AND that compelling new consume-oriented products will be out in the Fall. Aparently, these are separate entities, giving credence to the whole "Columbus" rumor vein. 2. Timing is interesting. A June release would be just the right time for cheap boxes to hit the educational market's buying cycle for the 1998-1999 school year. Fall release of consumer products is, of course, good timing for the holiday season. Count on both of these product lines to come out a month or so before the end of the respective quarters to give a goose to the numbers. (This seems to be Jobs' strategy so far; release a compelling product a few weeks before the end of the quarter to push past analysts' expectations.) 3. Regarding the consumer products, I want to reemphasize a possibility that was brought up in previous posts--licensing. Regards, Michael

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