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

To: Alomex who wrote (12463)	5/1/1998 1:21:00 PM
From: David Semoreson	Respond to of 213177

>Using these figures the revenues fall in a range of $50-60 million. Alomex, I'm sure you mean profits. And that means you are BULLISH! In terms of margin, my big concern last month was the liquidation pricing on 20th Anniversary model .... it must have had some impact and will not recur. Also getting out of printers will be good for average margin. Eric, did you ever get to the bottom of the strange numbers with regards to % high end and margin (the ones that implied higher margin on the slow CPU boxes)???? Looking forward to beating those estimates AGAIN! ** David

To: Alomex who wrote (12463)	5/1/1998 1:42:00 PM
From: Travis	Respond to of 213177

<<I'd say that with Apple out of the printer business and no longer making Newton/e-mate revenue should clock in around $1440-$1480 million. Using these figures the revenues fall in a range of $50-60 million.>> Alomex-I think this is a really good point. However, I think Eric is right on. Any decrease we see due to no Newton, imaging, etc. will be more than offset by the AIO, new laptops, and school budget surplusses for extra purchases. Time will tell! go aapl! :) Travis

To: Alomex who wrote (12463)	5/1/1998 2:12:00 PM
From: Eric Yang	Respond to of 213177

Alomex, thanks for doing your job. Without you to help me keep things in perspective I think things can get dangerously optimistic here. As for lower revenue as a result of lower sales from imaging sector, I think we already saw the largest drop last quarter. Apple is still selling printers, just not the low end ones. The same was true for Newton. People were reporting that the MP were hard to find and no longer in stock at the AppleStore. If I remember correctly Apple sold something like 100,000 Newton over the last few years. I don't know how reliable this is but lets say that they sold 15,000 units last quarter. That would mean less than 10 mil in revenue. It certainly isn't all that significant considering that Apple used to spend about 25+m per quarter on Newton. Eric