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To: John Carragher who wrote (39234)	1/23/2008 2:20:37 AM
From: John Carragher	Respond to of 57684

From Briefing.com 17:22 AAPL Apple on Conference Call (157.50 -3.86) -Update- Asked why outlook suggest worst seasonality- Co says that guidance they provide they have reasonable confidence in achieving; says they remain positive in products and strategy; says guidance at 29% is actually up from a year ago MarQ when they grew 21%... says ended quarter below Mac channel inventory target (also started the quarter below it)... says generally the Macintosh business has 'been on fire'... co remains confident in hitting the 2008 10 mln iPod goal... Mac shortfalls- says targets for Mac is between 4-5 weeks of inventory; they came in below that; says that Mac sales were higher than expected... says they view the iPod market as bigger than simple music players (this is in reaction to a question on whether the market is saturated); does not believe it is a saturated market... says it is difficult to see if there was cannabilization of the iPod by the iPhone... co is not forecasting ASP so not included in guidance... stock is trading at $138.35 in after hours.