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

To: Marc Newman who wrote (7707)	1/15/1998 1:08:00 AM
From: J R KARY	Read Replies (1) \| Respond to of 213173

Marc thank you and Eric for analysing 1Q's info AAPL's 1Q earnings report and conference call are being accepted positively by skeptical analysts . Prior to the conference call CFO Anderson stated the 22 % margin is sustainable for following quarters: wired.com The Conference Call confirms a coming sub $1,000 Mac (NC?) and the CEO search is now "passive" : infoworld.com Bondholder conversions can remove $60 mln of interest expense and replace it with $60 mln in interest income ($1 shr/yr before dilution). Coming Annual Report and Proxy mailings will reassure shareholders and Power appears ready (1/26/98) to be an investor in AAPL (no Wintel). The interest change nulls any dilution so we may see some upgrades . Jim K.

To: Marc Newman who wrote (7707)	1/15/1998 3:23:00 AM
From: Eric Yang	Read Replies (1) \| Respond to of 213173

>>Tim Bajarin is the only one quoted who has been calling things right for the last year.<< Really? I thought Tim was kind of off base when he went on for 30 min with all that doom & gloom about non-G3 inventory problem during the expo. He also kept implying that Apple has very little future now that the cloners have been eliminated. What did he went on the record saying that was so right? If he is one of the better analyst out there....well oops. Because I already spammed him yesterday and gave him my 2 cents about his analysis. :) Eric