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Technology Stocks : Apple Inc.

AAPL 259.35

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Jan 9 9:30 AM EST

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To: Phillip C. Lee who wrote (16810)	8/17/1998 10:01:00 PM
From: Eric Yang	Read Replies (2) of 213182

"Well, One thing I tend to believe is that anybody who had preordered his/her iMac already got it, which means 150,000 units. Did you hear anybody with preorder hasn't gotten his/her iMac yet?" Actually the 150K preorder as I understand it is the preorder by retailers and distributers, not customer preorders. There is a big difference. In other words that was how many units places like Macwarehouse, CompUSA, Ingram, Computerware...etc ordered from Apple between Aug 3 and Aug 10th. As you know most of them only got a fraction of their initial orders filled by Apple and have sold out those units. It'll probably take another week or so (hopefully less) before those 150K order has been filled. We probably got a lot of new orders since Apple made that 150K announcement 7 days ago. Customer preorder figures are interesting for determining popularity of iMac; However it is much easier to estimate the overall demand of the product by reseller/distributer orders. Eric

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