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Technology Stocks : Apple Inc.

AAPL 259.95

-0.4%

3:59 PM EST

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To: Mark Palmberg who wrote (16904)	8/19/1998 1:27:00 PM
From: Richard Habib	Read Replies (1) of 213182

Mark, last night I was trying to predict a schedule of Apples qtr earnings thru next year for purposes of determining a new options position. We can be confident Jan will yield blow-out numbers. 2nd qtr is usually pretty quiet but we will have G3 refresh. 3rd qtrr we have the consumer portable which I believe will be a totally new product category and a big deal. But I have some real concerns about Apple's manufacturing capability not being sufficient to regrow market share much given this is now a much larger market than it was when Apple began to fail. If that's the case we're going to have to see some serious investment here which would be bad for the stock. Then we have OS X in 4th qtr. But I believe it's likely Jobs will resign his position and retreat to the board sometime about then. I see a drifting market with overall downward bias, possibly a resignation of the President and deepening worldwide difficulties. Lastly is Y2K problems coming to the forefront by 1st qtr. Overall, long term holding it that kind of environment could be painful. I see short term consolidation in Apple followed by a decent spike around Xmas but after that . . . Comments. Rich

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