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Technology Stocks : Apple Inc.

AAPL 273.67

+0.6%

3:59 PM EST

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To: X-Ray Man who wrote (11586)	4/16/1998 5:44:00 PM
From: Keith Howells	Read Replies (1) of 213177

X-Ray Man you wrote: You should not be overly surprised at mild reaction. Many people bought speculating Apple would beat estimates. They want to take their profits today. Institutional investors wouldn't care if Apple posted twice as much profit this quarter, until they hear a rationale that explains why Apple might experience 25%+ growth rates in the future. The foundation is there, but the question remains what is the growth path. In this, at least, the bears here are correct. I just happen to believe that the growth paths are there for Apple if they make the right choices. I expect this will be articulated at the shareholder's meeting a little, and more so at the developer's meeting in May.Time to look at May 30 calls... I agree with this totally. I think that there are many important questions regarding the growth of this company that need to be answered before more people jump into this one. For example, how does Apple protect it's turf in the education market - not only protect it but grow it as well. How does it grow market share in an era where more and more companies are converting to Wintel. The increase in profits is nice but not the whole story. Apple needs to provide positive guidance on these issues. Notice that although earnings estimates have been raised buy two firms, neither of them went to strong buy from their current positions. The last two quarters have been great, but I think that the perception is that Apple is about 1/2 way around the corner with a lot of work left to do. I believe we need to show positive growth - taking back business from Wintel companies - for us to completely round the corner. -Keith-

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