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Technology Stocks : Apple Inc.

AAPL 258.33

-0.6%

Jan 15 3:59 PM EST

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To: Sam Scrutchins who wrote (13806)	5/19/1998 1:40:00 PM
From: Phillip C. Lee	Read Replies (1) of 213182

<<We are now half way through the quarter. Apple's PB will have only about 6 week's impact on this quarter, and the iMac none at all. Basically, G3's with a bit of help from PB's should define this quarter's hardware revenue. Does anyone have a feel for how well the G3's are selling? Are they hard to keep in stock? I would appreciate some feedback.>> Sam, G3's PB will be the cash cow this quarter. It's not difficult to reach 1.5b in Q3 since: - schools start buying from April; - The new fiscal year starting from 4/1 in Japan; - low inventory problem. Another insider sold stock, well, probably he needs to eat, but I rather think he is an opportunist like us. He is one of the most active seller within insiders. Phil

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