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To: RX4PROFIT who wrote (9200)	3/8/1998 6:26:00 PM
From: Phillip C. Lee	Respond to of 213173

Dennis, Netherlands is a rather small country and market in Europe. If the report is from Germany, France, or British, then it'll make be worried a little bit more. I am still very confidant on European market this quarter, just the same as the words from Compaq's CEO about the excellent sales in that area. You could judge from their stock markets, strong currencies against U.S. dollars, those are all benefit to the current Q2. The revenue generated from that area will be about the same as previous one if not better. If the sales in Europe are not as good as expected, we still could count on U.S. robust sales on G3's (which takes probably 50% of total revenue). I bet as long as the sales are exceedingly well in U.S., there is very low probability that it will be worse in Europe. Don't forget Japan's #2, and China is #3 market for Mac and they expand the market into India, so the international revenue will increase in the future. From Intel's sales figures, its trouble is in north America, not Europe or Asia, hence, Netherlands is just a weak spot and probably it will pick up by the end of Q2. Again, G3's overall sales should be better than expected. I predict the number of G3's sales will far exceed Jobs numbers (300,000 - 350,000 units) in Q2. Just my opinion. Phil