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Technology Stocks : Apple Inc.

AAPL 255.48

-1.1%

Jan 16 3:59 PM EST

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To: Eric Yang who wrote (18651)	9/29/1998 2:05:00 PM
From: Alomex	Read Replies (1) of 213182

I believe the reason why analysts were so far off with their estimates in Q1-Q3 98 was primarily due to their inability to forecast margin accurately. In Q1 98 margin jumped by 2.6% to 22.4% due to the intro of G3. That was what made the difference. In fact we agree. It is just that you consider cost only as "adm. cost" whereas to me cost cutting means chopping everything from R&D to the specific cost of manufacturing a system as compared to the price (aka. margin). I'm not an accountant, so I might well be using "cost" in a nonstandard way, but that is what I meant: sales & G/A, R&D, manufacturing, inventories, personnel.

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