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Technology Stocks : Apple Inc.
AAPL 273.85+0.5%Dec 24 12:59 PM EST
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To: Eric Yang who wrote (18245)9/18/1998 8:40:00 PM
From: Phillip C. Lee  Read Replies (1) of 213177
 
<<First of all the 20% growth in Aug (without iMac) in the ZD MI report was "MONTH to MONTH" sales growth. In other words, Aug was 20%
over the month of July. July sales grew 12% over June. June sales
grew 27% over May and April(which means that June sales was higher
than the average of June/May/April in Q3.)

So the actual growth for the month of Aug (without accounting for iMac) over the 3 month average for last quarter is closer to 52% not just 20%. Thus you can't simply multiply 20% by the average sales last Q.>>

Eric,

You are right about Alomex's mistake. To put it more specific as
follows:

We assume that: Apple sold 642k units in the previous quarter and
sales volume in April and May is the same.

From your data:
June's sale units are: (1.27/3.27)x642k = 249k;
July's sale units are: 249k x 1.12 = 278k;
August's sale units are: 278k x 1.2 = 333 k for non-iMac;
August's sale units are: 278k x 2.09 - 333k = 248k for iMac;

Total sale units in the current quarter excluding Sept. are: 859k.

Well, I still feel shortage on iMac sales volume in August, but looks
much closer to reality now.

The currency exchange rates may boost us another 7%-10% of 50% of
total revenues compared to the previous quarter.

Phil
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