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Technology Stocks : Apple Inc.

AAPL 273.40

-0.1%

Dec 26 9:30 AM EST

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To: Travis who wrote (15917)	7/23/1998 10:52:00 AM
From: Eric Yang	Read Replies (1) of 213177

Travis...I think we'll be just fine in Q4. If we 1)lower the unit shipments for the Pro line 2)increase the laptops units (higher AUP on them is almost guaranteed this Q) 3) increase unit number for entry level and lower AUP I think the net result is that we get a nice jump in both unit number and revenue. Furthermore the inventory of Pros in the channel would be cleared and ready for the new desktops in a couple months. (similar to PB inventory clearing in Q1) Much of our result will depend on the unit shipment of iMacs. But things look really good to me right now. I'll share some charts and estimates with you in private. Good luck today.. Eric

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