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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Richard Habib who wrote (26364)	9/20/1999 11:33:00 PM
From: Richard Habib	Respond to of 213173

Jim and all, here is a snip from MNN regarding the earthquakes affect on Apple After a severe earthquake in Taiwan earlier today, which TechWeb says had minimal structural damage on the manufacturing infrastructure of chip makers, the damage will have little effect on Apple's production of the iBook: " Steve Jobs commented that early indications were that production of "iBook consumer laptop should not be hurt by the earthquake in Taiwan, where it is made;" however, CNNfn says that Jobs is less sure of its effect: "its too early to determine how the quake will affect component shipments."

To: Richard Habib who wrote (26364)	9/21/1999 1:05:00 PM
From: J R KARY	Respond to of 213173

Wonder if SJ "protesteth" mas mucho ; shouldn't it have been MOT's news ? Rich seeing both SJ and F Anderson "quoted" in AAPL's news release looked like overkill for "bad" news , which essentially blames MOT . Can't help but thimk different that whoever wrote the 1 mln share option @ $75 for GS's warrants ($12) had second thoughts at AAPL's rapid share appreciation over $75. Wouldn't be surprised to see early ships of the iBook to make it into 4Q and slightly exceed AAPL's $85 mln projection ala INTC . Tiawan's earthquake looks to be a component disruption factor . Rich liked MOT's explanation of AAPL's "surprise": ==== " Motorola officials contested Apple's claims of slow shipments, saying they routinely advised the Cupertino, Calif.-based computer company of its timetable as advanced orders increased. "There are no surprises here," the company said in a statement. "Motorola has advised Apple of the G4 schedule status everyday." ==== Intramurals , if needed IBM will pitch in and AAPL's stock will top $100 after FY1Q . The option writer hopefully covered his $75 butt . Jim K.