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Technology Stocks : Apple Inc.
AAPL 259.35+0.1%Jan 9 9:30 AM EST
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To: Phillip C. Lee who wrote (16805)8/17/1998 8:21:00 PM
From: Eric Yang  Read Replies (3) of 213182
 
"If we assume that there are 200,000 units have been delivered, thenApple will sell 600,000 units in the current quarter if all are sold."

Phil, Apple has not delivered 200,000 units. Most of statements from Apple execs says that they expect to ship "tens of thousands" at the intro. One article went as far as quoting Jobs in saying that they expect to have 20-40K units of iMacs at the intro. (The comment caught my attentions since it seems strange to me that Jobs would give specific numbers like that. I'll post a link to the article when I find it again.) Even if we were to be optimistic and tag on another "tens of thousands" I don't think we're anywhere near the 200K number yet. After all the iMac intro was Sat...it's only Monday. ;-)

By the way, over I've lost a lot of confidence in Tim Bajarin, a frequently quoted analyst from Creative Strategy. Tim was one of those analysts who thought Apple would be deep in the red in Q1. 15 min after his comment at MacWorld, Jobs announced 45+ million profit. He also thought that Apple would be in deep trouble because of 603/604 based inventory. We all know how accurate he was on that.;-) So I am not going to trust his "400,000 in 6 weeks" comment (which he attributes to an Apple source) with a big grain of salt until I see more evidence.

Eric
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