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Technology Stocks : Apple Inc.
AAPL 277.96-0.3%3:59 PM EST

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To: yofal who wrote (11380)4/15/1998 5:25:00 PM
From: Marc Newman  Read Replies (3) of 213173
 
Marc, it may have started when Reuters suddenly referred to the company as the "formerly struggling" computer maker, or something like that. Or maybe Jobs got CNBC's attention, that Apple is to be respected, not "dinked" with.

Just what Alomex needs, another Marckq to keep track of.

Conference call expects revenue for next quarter to be in line with last year, isn't that what Francis said? Does everybody realize how much Apple will make if they can do $1.7 in revenue, even if a big chunk is educational spending? We'll have a big PowerBook refresh, plus speed-bumped G3s by then.

I'm really impressed with the guidance that Apple gave us the last quarter. We knew where they expected to take expenses, we knew enough to make guesses about margins, and we knew that revenues would be lower. Thanks to the good work by some people here, we knew that even $1.4 billion could be profitable.

ooohhh, CNBC's Maria B. just said the gravy train is over for the wintel'ers like Intel and Compaq . . .

Up $3 on instinet. Helped by cutting cloners. Recovery underway.

Marc
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