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Technology Stocks : Apple Inc.

AAPL 259.35

+0.1%

Jan 9 9:30 AM EST

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To: Alomex who wrote (16049)	7/29/1998 3:16:00 PM
From: Marc Newman	Read Replies (1) of 213182

Alomex, the good thing is that we've all been getting better at estimating revenue around here. (We're better at predicting profits. <<gggg>>) I don't think last quarter's estimates were really too bad, considering we couldn't get a great grasp on how many G3 PBs made it out the door. Being within 5% is not bad with a huge co. like Apple, with full foreign exposure. Anyway, now that we are getting great guidance from Fred Anderson, I think our board estimates should remain better than last year when we were often 100m+ off on our revenue estimates. Anderson said 5-10% rev growth sequentially, so that's $1.47 to $1.54 B. Do you want to say more about making a better Windows OS? I think many of us here agree with you on that one. It's similar to how Novell has made a better directory than Microsoft with its NDS for NT product. Marc

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