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

To: Michael Feldstein who wrote (10478)	3/30/1998 7:27:00 PM
From: Scott Crumley	Read Replies (1) \| Respond to of 213176

Micheal, Along with your points (with which I agree), I noticed a few other troubling aspects of the Motley report. The first was that the author didn't do simple homework: He stated that the recent $28 share price was a 52 week high. He sighted the reports that there was a show down between Jobs and the BOD as fact, when to the best of my knowledge, it was WSJ rumor. Someone please correct me if I'm wrong. The only comments I heard straight from the horses mouth were Wollard's comments after the meeting. The author stated that Jobs has stated that Q2's results would be bright. I don't recall him making any such statement. Anyone? The whole thing strikes me as bad journalism. Scott

To: Michael Feldstein who wrote (10478)	3/31/1998 5:27:00 PM
From: Hugues	Respond to of 213176

Not a turnaround ? I can't believe it ! The journalist wrote that earning 73 million $ more in one quarter out of a revenue of 1.6 billion$ doesn't scream "turnaround"... Assuming the figure is not window dressing, which we all believe here, (but it is another point), and which he also seems to, I don't understand this guy. That is 4.6 % net margin more, in 3 months. Two quarters like that and Apple would be well above Dell in term of rentability. If he doesn't think this is a turnaround, he doesn't live on the same planet I do. The one where you make profit by understanding when the signals are clear.