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Technology Stocks : Apple Inc.
AAPL 273.40-0.1%Dec 26 9:30 AM EST

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To: Travis who wrote (18412)9/23/1998 5:54:00 PM
From: Andrew Danielson  Read Replies (1) of 213177
 
<do we think apple will have the #1 selling computer in September>

Good question. Let's see. The top computer had an 8.6% share while iMac had 7.1%.

If the other computer's sales stayed constant, then iMac sales would have to increase by 21% over August.

17 days in August,
30 days in September

That's 76% more days to sell the iMac.

So, if iMac per-day sales stayed constant, the Sept. market share would come in at 12.5%.

To match the 8.6% of the HP Pavilion, then, iMac per-day sales could be a mere 68.8% in Sept. compared to August.

Conclusion:

iMac will be #1 if HP Pavilion sales increases don't outpace the rest of the market (i.e., doesn't grow market share on its own)

and

the iMac maintains at least 68.8% of the per-day sales volume it had in August.

Do I think they can do it? Yes. Is it assured? Definitely not. There was a lot of pent-up demand with the iMac, and it remains to be seen how quickly demand will dry up.

Andrew
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