Soup,
I wouldn't estimate Apple will ship 700k of iMac in the current
quarter, however, it will deliver a significant number of iMac that
should count in all the shipments from foreign countries. I think
Lou Mazzuchelli's estimate was in US alone, which is around
250,000 units. There is about 30% (0.15/0.5) of US total shipment
from Japan, equivalent to 75,000 units, and 56% of US total shipment
from Europe, equivalent to 140,000 units. The total will be around
465,000 units excluding sales from countries other than US, Japan,
and Europe. Of course, there is a pend-up demand in the beginning
and only portion of days in the current quarter iMac sales in the
above countries, all need to take into consideration. My estimate
on iMac's units sales are more than Eric's 320k including all-in-one.
Phil
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