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Technology Stocks : Apple Inc.

AAPL 278.28

+0.1%

Dec 12 9:30 AM EST

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To: Linda Kaplan who wrote (11542)	4/16/1998 10:50:00 AM
From: Bill Jackson	Read Replies (1) of 213176

I thought the Q2 was 1.6B and the Q1 was 1.8B. I agree more boxes sold as the G3 and new OS spurred upgrades. That path is now filled and the summer is upon us. It will take careful forecasting to make a profit this quarter. Order too many parts and they will eat the profts when box sales do not meet expectations. The Wintel market will have a metdown this summer with prices falling by another 25% or more due to market saturation at all levels. Dell, Compaq will get hit. Gateway will be toast(IMO) as they are weak already. The press is recognition of earnings after a long dry period. Some Kudos to Jobs that will sell papers/buy eyes. The critical time is the fall student/school/consumer period. Jobs should be girding for that. Bill

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