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


To: Dan Fleuris who wrote (28829)9/29/2000 10:43:09 AM
From: PaperProfit1  Read Replies (1) | Respond to of 213176
 
It's even worse…

The Cube had availability problems, but what Fred and SJ are saying is that the Cube was off to a bad start on the demand. In a slowing economy, it may seem, there is little interest in a luxury item.

The $799 iMac is now shipping in volume.

The problem is NOT specific of Euro, if fact the warning talks about "ALL GEOGRAPHIES".

It may seem that the consumer market has dried out. There is no compelling reason for people buy more computers.

Lets face it, the news are no good. All we can hope for is that the MacOS X re-spark the interest in Apple products. But the real problem is Greenspan and company, IMHO.



To: Dan Fleuris who wrote (28829)9/29/2000 11:11:14 AM
From: J R KARY  Read Replies (2) | Respond to of 213176
 
don't buy their Sept reasoning and silence until 10/18

Ole Mr J told us in Paris Cube sales were great after CFO earlier affirmed solid sales projections while in Sydney.

MeThimks there is more at play. They didn't provide numbers in the warning, only a EPS lowering, BUT a projected lowering for a full year ?

Unexpectedly weak Edu sales could whack a Sept tally but the channel fill of new products AND new agencies (CirCty) should have offset it.

AAPL direct stores would normally be a contentious issue but this may grease its acceptance skids by the established channel.

Silence until 10/18 sure seems strange in a volatile market.

Time will tell.

Jim K.