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

To: Marc Newman who wrote (11923)	4/21/1998 9:15:00 AM
From: Phillip C. Lee	Respond to of 213177

<<Phil, let the analysts stay conservative. They are getting conservative guidance from Anderson and we are all playing this game of tempered expectations and excellent upside surprises. Anderson says revenue will be essentially flat and that margins will decline. Thus you get .27 or so. We will know before the analysts whether the PB's and AIO's are selling. I think the price of AAPL will make us very happy this summer. If not by Wednesday!>> Marc, Well, I agree with you regarding analysts' conservative attitudes. I love the way they play conservatively. But, the reality they have seen should be factored in at least 50% of all. There are so many good products are on the market in Q3 and schools start to buy their pc's from this quarter, there is a new fiscal year (from April 1) in Japan, strong economic indications in Europe, all indicate that there is going to be one of the best Q3 in Apple's history. Based on Q2's surprises, analysts should be more realistic than previously insensitively conservative. Phil