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

To: Eric Yang who wrote (7979)1/24/1998 8:39:00 PM
From: Sam Scrutchins  Respond to of 213173
 
2.Unexpectedly high demand (good, means we're selling lots of them)

Eric,

I'm reluctant to say this is 'good'. What it means, again and again, is that Apple management cannot, repeat cannot, forecast demand. It also means there may be some sort of problem with the direct sales methodology employed by Apple. Either way, it means missed opportunities, which ultimately hurts the bottom line.

Sam



To: Eric Yang who wrote (7979)1/25/1998 8:29:00 PM
From: Doren  Read Replies (1) | Respond to of 213173
 
Anyone,

It may not be forcasting errors. Who is supplying Apple with the chips now?

If it is IBM then it could be due to unexpected popularity of RS-6000 or
AS-400 IBM computers (which both use
G3s). It could have been IBM or Motorola's
fault all along. Do any other computers use this chip?

Anyone know the story here?

On the other hand it really doesn't matter, if true it's business as usual. Perhaps a good reason for Apple's interest in the Merced chip.

Doren


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