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

To: Phillip C. Lee who wrote (8724)	2/23/1998 10:38:00 PM
From: Eric Yang	Read Replies (2) \| Respond to of 213176

Phil, I posted this on Yahoo on Friday... For Q1 we have 133,000/46= 2891 units/day For Q2 Jobs estimated about 325,000 which is 325,000/92 = 3532/day According to that report for this Q 100,000 in 37 days = 2703/day 2703 X 92 = 248,650 units of G3s in Q2 at this rate Not that I'm taking that 100,000 unit in 37 days report all that seriously but it that turns out to be true we need to pick up the pace a bit to meet the 325,000 projection. 325,000 - 100,000 = 225,000 more G3 225,000 / 55 days (left) = 4090 units/day Eric

To: Phillip C. Lee who wrote (8724)	2/24/1998 12:02:00 AM
From: Bill Jackson	Respond to of 213176

Phillip; Apple now gets all that market,except the small umax residue, however it is a bit distorted as they only that market survey only reports major makers. All the small makers and screwdriver shops are unreported in this report. The true box volume would include all those and place Apple in the 3-4% range box wise and in the 5-6 dollar wise. due to APples costing a lot more that screwdriver shops Wintels and only about 20-30% more than the Dells/Compaqs etc, for similar systems. Still needs to grow the numbers by more than they are. They might actually shrink year on year after the traditionally slow (slower for Apple than Wintels, but Wintels slow as well in the spring and summer)spring/summer months are tallied. In addition I suspect a number of cloners sales were under-reported in the past.(due to small size of that market) Bill