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

To: Pravin Kamdar who wrote (8714)2/23/1998 6:09:00 PM
From: J R KARY  Read Replies (2) | Respond to of 213176
 
Here Pravin salvation , not the devil , is buried in the details

In your post was the 1st month of AAPL's 1998 sales :

" Both IBM and HP finished behind Apple in revenue share, as Apple rang up 11.9 percent of retail PC revenue in January.

The company's 7.1 percent share of retail PC unit sales, including mail-order sales, was only good enough for a fifth-place finish. " (1997)

Tells me January revenue share is up 4.8 % from 1997 - maybe a "tale of the snail " ?

Jim K.



To: Pravin Kamdar who wrote (8714)2/23/1998 7:03:00 PM
From: Phillip C. Lee  Read Replies (1) | Respond to of 213176
 
Pravin,

It scares me to think what will happen when the upgrade cycle
starts to play itself out.

Well, there are only 12 million units in the whole world. If only
2-3% is to be upgraded quarterly, then it only has 240,000-360,000
units. Apple could handle that without any problems.

Thanks for the precious info you provided.

Phil


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