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Technology Stocks : Apple Inc.

AAPL 259.95

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3:59 PM EST

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To: Eric Yang who wrote (16031)	7/29/1998 12:06:00 PM
From: Richard Habib	Read Replies (3) of 213182

Well, hate to bring this up, especially when I'm long but . . . Eric, I think we have as much a chance of a poor qtr as we do a good one. The problems as I see them are first: my instinct is that G3 sales are significantly drying up. iMac and AIO will remove motivation to buy low end G3 and an imminent refresh of the G3 line removes the motivation to buy high end. Second, your assuming 300,000 iMac and AIOs yet iMac will have less than 45 days in the qtr and we already know supply will be constrained. We've heard numbers such as 400,000 by Xmas which would mean far less than 300,000 this qtr. The refresh of the G3 line hopefully will be soon but if it's in Sept we're in the same boat there. PBs will be our only sure thing for the qtr. These numbers of iMac pre-orders are quite small. Numbers of iMacs on order for various CompUSA stores we've heard about are tiny. Apple Store has done as much as $1 million a day but that would result in less than 35,000 units total by end of qtr. Anyone have any comments - especially concerning current G3 sales. Rich

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