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


To: Jorge who wrote (11308)4/15/1998 12:15:00 PM
From: Linda Kaplan  Read Replies (1) | Respond to of 213173
 
CNBC just reported range of expectations from minus .07 to plus .32, and quoted Amelio that the turnaround is sustainable. Ron Ensana (CNBC) also said G3's have done well, been well received.

Linda



To: Jorge who wrote (11308)4/15/1998 2:09:00 PM
From: Bill Jackson  Read Replies (2) | Respond to of 213173
 
Jorge; I look at things with some level of analysis, and I see more than .16. For example all the OS sales are very high margin and fall right to the bottom line. There ahev been a number of box sales that waited for the new OS to be stable and they they bought. Again higher margin sales at the high end. Less bad guesses on inventory. Recall those G3 shortages that = 100% sold, no dead stock at all.
In addition the cost cuts are now well in the past and Apple has a smaller nut.
There rumours of .25-.30??

Bill