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

To: Artslaw who wrote (33986)	7/16/2002 9:35:30 AM
From: OX	Read Replies (1) \| Respond to of 213177

reported from tscm Apple Computer (AAPL / Nasdaq) Salomon Smith Barney Apple will report 2CQ earnings this afternoon after the close. Our checks suggest that shipments of most product lines met or exceeded revised expectations. We expect iMac shipments of around 235,000 vs. our prior estimate of 220,000 and iBook shipments of around 160,000 versus our prior estimate of 120,000. These figures suggest revenue at the high end of mgmt's guidance of $1.40-1.45B and potentially several pennies of upside to consensus earnings of $0.09. Reiterate Buy rating.

To: Artslaw who wrote (33986)	7/16/2002 1:35:17 PM
From: Don Green	Respond to of 213177

Apple Refutes Microsoft's Mac OS X Claims July 16, 2002 By: Darryl K. TafteWEEK Apple Computer Inc. executives late Monday refuted Microsoft Corp. claims that it's not doing enough to promote and sell Mac OS X. "We do a tremendous amount of marketing on Mac OS X and I'm proud of the progress we've made with the platform since it was introduced last May," said Phil Schiller, senior vice president of worldwide marketing at Apple, in Cupertino, Calif. Schiller said there are about 2.5 million active customers who use Mac OS X as their primary operating system. "That is about 10 percent of our installed base running their machines on a new operating system," Schiller said. "By the end of the year, we're targeting five million users or 20 percent of our base. I don't know of anyone else who's moved over so many people so quickly." Schiller's comments came in response to comments made by Kevin Browne, general manager of Microsoft's Macintosh Business unit in the Wall Street Journal Monday. Browne told the paper: "There hasn't been a concerted effort [on Apple's part] to promote Mac OS, even though the opportunity is there and our willingness is there." Browne, who has left for sabbatical and could not be reached for comment Monday, also said Microsoft has committed to one more version of Microsoft Office for the Macintosh, but could make no guarantees for supporting the Macintosh platform beyond that. Other Microsoft officials were unable to comment before this story was posted. Schiller, however, added that Apple and Microsoft executives speak daily about different issues including sales and marketing, but that the companies have not discussed Microsoft's plans to drop support for the Macintosh platform. "I'm not sure that's something they said or conjecture on the part of someone in the media," Schiller said. "We have had several discussions with Microsoft about products and marketing, and we've offered suggestions for them on how they can get more out of their investment in the Macintosh platform," Schiller said. "I'm not sure of the foundation for these comments." Meanwhile, several observers view the Microsoft comments as an attempt to snatch a bit of attention on the eve of Apple's big Macworld show in New York this week.