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

To: Phillip C. Lee who wrote (11262)	4/14/1998 10:50:00 PM
From: David Semoreson	Read Replies (2) \| Respond to of 213173

Phil, VicAppl had a post on Yahoo earlier tonight (message 13577) that got me thinking. I urge everyone to read it. IMO, Vic is correct that its not in Apples best interests to blow away the estimates. They need to continue to exceed but not over-inflate future expectations. If you were Jobs and you wanted to peg a great number, I'd say that .25-.30 would be it. Shows nice progress. Also remember that the 7 million options are priced at closing price of Shareholder Meeting.Would they want mid-$30's ? I am amongst the most bullish here on sales/profits, but would they really want to report big numbers .... ???? ** David

To: Phillip C. Lee who wrote (11262)	4/14/1998 10:53:00 PM
From: Marc Newman	Read Replies (2) \| Respond to of 213173

Hi Phil, Do you think a bad report from Compaq before the market opens could change the tenor tomorrow? There are some problems in the Intel report as well--if profits keep slowing like they have been or are projected to, and Intel keeps a 20 pe the stock price would be more like $56, not $80+. Marc

To: Phillip C. Lee who wrote (11262)	4/14/1998 10:56:00 PM
From: soup	Read Replies (2) \| Respond to of 213173

>I have never seen you in such a active mode. It may indicate there is a good news tomorrow since you are pretty related to Mac's sales. Well, I am just guessing from your active involvement tonight.< Phillip, Nah, I'm just stuck at home with a head cold and there's nothing good on TV. While we still get lots of product calls, my store is pretty much focused on service and will soon move entirely into consulting. (This has nothing to do with Apple product sales but reflects the high cost of running a small business in New York City as well as AAPL's efforts to funnel as much sales as possible to its Apple Store and Comp-USA, etc.) While I'm primarily a long-term player (90%) I feel the anecdotal and reported stories are worth a short-term bet. Amen! soup