Apple Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Apple Inc.

AAPL 269.36

+0.4%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Pravin Kamdar who wrote (17510)	9/1/1998 10:06:00 PM
From: Phillip C. Lee	Read Replies (2) of 213172

iMac has been sold out for the rest of the quarter in Japan, which means it has reached its distribution percentage. I think for the rest of remaining days in the current quarter, what Apple could sell will be extra. Gee, we have almost another four weeks left for this quarter: zdii.com There is about 15% of total revenues generated from Japan's market, while about 50% of revenues was from US, and about 28% was from Europe. It seems that Apple will expect a tremendous quarter judged from iMac sales in Japan as well as US (65% in total). Jobs is going to France on September 19th. I think by that time more specific iMac sales volume may be revealed by Jobs. I still like Apple's inventory control that makes us nervous on iMac's supply but reducing inventory cost to the minimum. iMac sales strategy appears to be close to BTO model which makes it more profitable. I'm not surprised we have far exceeding sales on iMac this quarter. Phil

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next