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Technology Stocks : Apple Inc.
AAPL 278.28+0.1%Dec 12 9:30 AM EST

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To: van wang who wrote (9675)3/18/1998 11:12:00 AM
From: HerbVic  Read Replies (1) of 213176
 
The box glut is a little late to deflate this quarter very much for AAPL. However, next quarter will be impacted. It's hard to sell ones wares in a market where they are being given away. Just ask Netscape's management.

On the positive side, there are new products pending. The performance mantra belongs to AAPL. Component prices are reducing cost of manufacturing for whole industry, reducing negative impact of discounts.

Net/Net = Bill Jackson may be right, though for reasons presented by Van Wang.

Good hunting,
HerbVic
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