Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Phillip C. Lee who wrote (6627)	12/5/1997 11:55:00 AM
From: Eric Yang	Read Replies (1) \| Respond to of 213173

>>... last quarter's disappointment figure was due to weak sales in Japan. There is better outcomes in that country this quarter, but strong currency exchange might offset some of gains. It is believed that the sales still remain strong in Europe, especially in this consumer quarter.<< While the president of Apple Japan did say that they expect to ship about same number of Macs in the coming year as the last, I do not take that as meaning that the outcome (revenue) will be much better in Japan. To me at least the reason behind the weakness in Japan remains fuzzy. Optimistically we can say that it was due to the short term economic problems there that resulted in a contraction of demand, but my fear is that it's the result of further erosion of Mac market by Wintel machines.Since the cause is unclear I don't know if there was anything that Apple could do or has done to solve the problem. I do believe G3 machines will draw a lot of diehard Mac users in Japan to buy new Macs. Ultimately that may be the key to improve the numbers in Japan. But remember G3s won't ship in Japan until the end of Dec. Mini tower G3s won't ship until Jan. Thus it probably won't make much of a difference there this quarter. Eric