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

To: David Semoreson who wrote (11268)	4/14/1998 11:25:00 PM
From: Phillip C. Lee	Respond to of 213173

David, I agree with what VicAppl's thought regarding Jobs' ideal net income value ($0.25 - $0.30 per share), but based on my calculation, it's hard to come by that low numbers. It's possible that I expect too high, however, I hope not. If Apple could make 91m in Q2 and gradually increase to 100m+ in Q3 and Q4, then the entire picture of Apple's future will be brighter and entirely different from what Jobs' preference numbers. Besides, unless Jobs has no confidence that Q3 and Q4 cannot be better than Q2, he would like to choose the higher net incomes if he could. Phil

To: David Semoreson who wrote (11268)	4/14/1998 11:45:00 PM
From: Sam Scrutchins	Read Replies (1) \| Respond to of 213173

IMO, Vic is correct that its not in Apples best interests to blow away the estimates. David, This may not be true. First, it would be a graphic way to bury once and for all the stigma of being a dying company, especially if Jobs or Anderson can follow up in the briefing with a convincing argument that profits will continue in coming quarters. Second, it could very well focus a doubting market on Apple's products and actually spur greater sales, not to mention bring more software developers back into the fold. I don't know yet where Jobs's vision is taking Apple. He may be redefining the company in ways that we can only imagine. In this respect, I doubt that he sees Apple as a niche player. That's an easy assumption for a battle-weary Apple investor to make. The G3 and G4 series are clearly superior to anything the Wintel environment offers, and Rhapsody may be as well. If a blow-out of the earnings forecast occurs, coupled with a reasonable scenario on why good profits may persist, these events may provide that critical mass to propel Apple into the next millennium, big time! Just my two cents, Sam