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

To: Eric Yang who wrote (8984)	3/2/1998 3:57:00 PM
From: HerbVic	Read Replies (1) \| Respond to of 213173

There was a building speculative interest in AAPL last week in reference to expected Q2 earnings, CEO announcement, positive outlook, etc... plus the general bullishness of the market. The short squeeze, already underway, amplified the run-up effect. When the Newton announcement broke Friday, it was somewhat analogous to the music stopping in the middle of a noisy party. By Monday the revelers were headed for the door in an orderly procession. No news run-up. News run-down. It was like a sudden reminder that the host has a lot of work to do in the morning. The good news today is that the bargain sign is back up next to AAPL. It may be our last chance to get AAPL at these prices. Good hunting, HerbVic

To: Eric Yang who wrote (8984)	3/3/1998 12:19:00 PM
From: Phillip C. Lee	Read Replies (1) \| Respond to of 213173

Eric, Could you give us fresher update on Q2's revenue/net estimate since you havn't considered the following two factors: (1) From 1/98, there was no more cloners except Umax, but it was not factored in you calculation. It is estimated that there is about 20% of the Mac sales from cloners; (2) G3's price cuts, which will directly impact on margins, but will increase the sales. Due to the lower costs of CPU, memory, and disk from Asia's currency crisis, how much margin G3's still can sustain and how many additional units can be sold due to prices cut? Thanks. Phil