Richard, There is nothing wrong to be conservative like you. However,
I'd just like to point out that this quarter is always one of the best
two quarters from Apple's historical data and hence it even doesn't
encounter the success of iMac sales, the net/revenue constantly exceed
previous two quarters. We've $0.50 net in the previous quarter, and
your estimate is likely to exclude iMac's successful sales. Even
Jobs have mentioned revenue growth and market share are going to be
the case after he saw the popularity of iMac. Remember, there is
always around 50% of total iMac sales volume that will come from
international markets, where nobody really seriously encounter those
numbers yet. The iMac sales in Japan on August 29th will catch just in
time before back-to-school season, its sales in Austrialia and
Euorpe around Sept. 5th, will boost another significant volume before
the quarter end. If we get 400,000 units sold, then theoretically
Apple only needs to sell 200,000 in US to reach that amount. Can
Apple sell 200,000 in US and 200,000 in foreign countries? The
answer is obviously positive.
Phil
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