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 273.67

+0.5%

Dec 19 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Eric Yang who wrote (23837)	4/11/1999 1:53:00 AM
From: Marc Newman	Read Replies (1) of 213177

Eric, thanks for all your diligence. From your link, I note that except for the DVD version, the reseller had all the Pro models in stock for the entire quarter. Including the 400 mhz version. Now when's the last time Apple was able to keep its highest end Pro models in stock at the time of launch? Sacramento must be humming! And the DVD's were available for more than half the quarter. And as discussed at the investor's meeting you hosted in January, the pro models generally have a margin in the thirties. People who make judgements about this company (including downgrades, boo hiss) solely on the iMac, pro and con, are off-base. Btw, using your projections-- appleinvestors.com --I would say that if Apple fully insulated itself from the rev B price drop, that margins should grow from last quarter. And that means at 1530 M revs, we're talking high sixties or even seventies. Of course that's a big assumption, and Apple did seem to run quite a bit of television ads this quarter. Marc

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next