To all,
Some interesting and, for a change, readable info on Apple Recon today:
Going forward, while RFI has received reports that Apple's internal
target for units shipped in 4Q are 1 million units, we're of the opinion that 750,000 - 800,000 total units are more reasonable. 1 million units in 1Q '99 is more reasonable.
Bottom Line?:
There's a lot to cheer about in the 3Q earnings report but Apple now has to show The Street growth, and not just in revenues. The Street will want to see "Growth" in both units and market share for Apple. RFI suspects that if the iMac, other consumer models, G3 PowerBooks and the "New" DT/MT lines due out will hopefully deliver that growth. Our estimates for 4Q and 1Q are subject to revision.
pelagius.com |
