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Technology Stocks : Apple Inc.

AAPL 271.85

-0.4%

3:59 PM EST

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To: MeDroogies who wrote (24059)	4/15/1999 5:07:00 PM
From: Eric Yang	Read Replies (2) of 213177

What I usually list as "software" in the revenue breakdowns charts are actually "software and services". Revenue from "software and services" was around $130 million in Q2, significantly higher than what I was expecting. Due to the lower revenue from OS 8.5 I had expected software and services revenue to drop from $145 mil to around $100 mil. Not sure what contributed to the better than expected result... OS X Server did ship before the quarter ended but I don't think it could have contributed for all of that. WebObject, and other services perhaps? There was a $26 million sequential increase in revenue derived from shipment of displays this quarter. It was the first increase in many quarters. As we know revenue from displays has been eroding for many years. It used to be that whenever people buy a Mac they usually buy a Apple branded monitor to go with it. However over the last couple of years consumers have been switching to monitors made by Sony or other companies. Furthermore, as Apple ships more and more all-in-one systems, revenue from displays plunged. The new line of Apple displays with matching color scheme as the blue and white PowerMac G3 seems to have helped turn things around. Revenue from displays would have been better if availability of 15" LCD and 21" CRT Apple Displays weren't in such limited supply. Even though the increase display revenue was anticipated, non-CPU revenue for the quarter was still better than what I had expected. Overall revenue grew by 8.9% year on year. Excluding revenue from peripheral products, year on year revenue growth for the quarter was about 16%. Eric

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