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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 (17011)	8/20/1998 11:17:00 PM
From: Richard Habib	Read Replies (2) of 213182

Phil, I missed Jobs saying they would likely have revenue growth this qtr. When did he state that? I picked $0.50 for this qtr based purely on Fred Andersons original comments in an effort to provide the bottom of possible earnings estimates. Andrew came up with .67. I suspect Apple could sell 400,000 if they can make them. I have real doubts they can make them. I also want to reiterate Travis' comments. There may be a real PB supply shortage that is not demand driven but rather manufacturing driven. I originally thought the G3 was having trouble too . Travis seems to second that but I don't have any real info on that. The reason I asked Eric about that one max revenue qtr was to get a feel for Apple's manufacturing capability. Eric comes up with 1.3 million units yet were having trouble already. Rich

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