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Technology Stocks : Apple Inc.

AAPL 273.67

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1:54 PM EST

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To: FR1 who wrote (11130)	4/13/1998 7:28:00 PM
From: Idomeneus	Read Replies (1) of 213176

Franz, The main sources of revenue for Q3 will be the all-in-one education G3s that were just released last week (and interest from universities in these looks good), the new PowerBooks (WallStreet and MainStreet) which will ship in May with G3s and very low prices (the lowest is a 233 MHz G3 laptop starting at $1999), and new speedbumped G3 desktops/minitowers appearing in early May running up to 375 MHz. There are also rumors of new full-tower G3 machines with six PCI slots that will possibly go on sale in May or June. A lot of real power design shops haven't bought the current G3s because they're not expandable enough for what they need. If Apple doesn't deliver these by this quarter, they'll undoubtedly show up in Q4--and I'd imagine these will sell well and be high margin items. For Q4, I'd look to the release of the Rhapsody and Allegro operating systems to provide a good revenue boost, and probably Rhapsody servers will be released alongside the system. Other possibilities for Q4 would include the sub-$1000 consumer Macs, network computers (which I'd assume will appear with Rhapsody), and possibly G4 machines. Long on Apple! Paul Arthur

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