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Technology Stocks : Apple Inc.

AAPL 259.95

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3:59 PM EST

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To: Richard Habib who wrote (16033)	7/29/1998 12:42:00 PM
From: Eric Yang	Read Replies (2) of 213182

Richard, Apple sold 180K AIO in Q3. I don't think Apple will have a problem shipping 200K iMacs in Q4. These machines are easy to make. I think the reason why people say that availability will be constrained is because demand will be high not because production will be low. For comparison, we shipped 133K of G3s in Q1 and 100K of PowerBooks G3 in Q3. Both were achieved in about 45 days. The iMacs will be produced in all 3 factories and the components for the iMac isn't constrained like the LCD screen in PowerBooks. I think we'll ship 200K easy.. Even if AIO unit shipment drops 300K total entry level machines should be pretty easy....but that is just my opinion. As for Pro line. As you can see I've lowered the unit number by about 10% and AUP by over $200. Considering this is the back-to-school quarter this should be pretty conservative. The new 300, 333, 366 Pro lines should be available in Aug but I'm not even taking the upside benefits of those into consideration. PowerBooks Given that we shipped 103K in Q3, 150K in Q4 should be doable. The recent high in terms of unit shipment was in Q3 97 where I believe Apple shipped 133K laptops and recorded over 400 million in powerbook revenue. That was when 3400 began shipping in volume. Back then only ONE product in the PowerBook line was refreshed. Today the entire PowerBook line has been refreshed by WallStreet PB and the product is much more popular. I think most would consider 150K to be very conservative. Based on some rough calculations I did, the AUP for PowerBooks should climb to $2800 or higher as G3 PowerBooks percentage increase from 69% to 90+% in Q4. I haven't even taken into account the benefit of high end PowerBook models. Eric

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