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

To: Phillip C. Lee who wrote (11045)	4/10/1998 10:05:00 AM
From: carrngc	Read Replies (1) \| Respond to of 213176

Maybe I've been burned once too often and am unnecessarily skittish, but I'm wary of the Q2 earnings announcement. On the one hand, you appear to have solid G3 sales momentum. On the other, you have general sluggishness in PC demand (particularly in Japan), poor sales at CompUSA, and very weak results in Motorola's chip unit (not to mention a lack of PowerBooks on the market). What we could end up seeing is Apple posting decent market share performance but still falling short of the bottom-line expectations. Looking a little further out, though, I think the Wall Street PowerBook line is going to be a very hot seller (if, of course, Apple can make them fast enough). Comments?

To: Phillip C. Lee who wrote (11045)	4/14/1998 5:19:00 AM
From: Moominoid	Respond to of 213176

I hope you model will work out accurately and the price will reach $35 as it indicates. The last target I had before analysts raised their estimates of earnings was $29 and we almost touched that. The price increased another day as I expected following the bounce back from $25 or so. I thought it could go down one more day from there before turning around at most and it turned around a bit faster. What would really have worried me was if we had stuck at $26-$27 right up to the earnings announcement. Then we wouldn't really know where the possible bottom was. Testing $25 reassured me that sentiment isn't as bad as I feared. I am interested in how they derive 17m shares. How about 10% of AAPL for Jobs and then 5 mil for the other execs - over a number of years possibly. David