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To: Phillip C. Lee who wrote (9213)3/9/1998 8:46:00 AM
From: David Semoreson  Respond to of 213173
 
Alot of manufacturing capacity they gave up was for components. In terms of finished machines capacity, remember that they planned 80k and did 130k of G3's in about 7 weeks last quarter. This implies that they have both the flexibility to crank up volume, and that they easily have capacity for 300k/quarter.

I don't think they would make a public projection about G3 volume without being 99% sure of exceeding.

** David



To: Phillip C. Lee who wrote (9213)3/9/1998 8:49:00 AM
From: David Semoreson  Respond to of 213173
 
Phil ... where do you get pre-opening bids? And I agree this is not bad - I thought that "common wisdom" would push AAPL down in sympathy with CPQ. Do you have pre-opening for them?

>So far, Apple is at 24 7/16 ask x 24 3/8 bid, seems not too bad for the opening.


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