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Technology Stocks : Apple Inc.

AAPL 271.81

+0.4%

12:11 PM EST

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To: Slugger who wrote (23974)	4/14/1999 7:58:00 PM
From: Marc Newman	Read Replies (1) of 213177

<<Doesn't 12.5% make Apple the #3 computer maker?>> Well, yes. If you are talking about the US retail market, ie the consumer space. Apple's corporate pct. and worldwide ranking is far lower than 12.5%. Do you see the difference? I am very pleased with units and okay with the revenue growth in this tough marketplace. Basically, Apple has gone from a 2.5 million unit or less run rate to one that is challenging four million. That's excellent. And isn't this the smallest pct. unit drop off from Christmas quarter to March quarter among any of the boxmakers? Rich? To me, Apple should be judged more on market share gains than on revenue growth, but maybe that's just me. Marc

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