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

To: HerbVic who wrote (13594)	5/14/1998 4:36:00 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 213182

Herbvic, I await to see what will run on a Wintel? Now for the long dry summer of depressed sales for all computer makers and the feared shakeout among the Wintels. Large Wintel stock are even now being dumped. Keyboards down to under $10 and case and power supply for $20. Theseare below cost and are an indication of the carnage as the prices fall and demand slows for the summer. I am suspicious of Gateways chance of enduring this. They have gone to a Dell model, but they are not as good at it as Dell. I also think Compaq will get a decline along with most others. Dell may suffer a sales drop, and yet still make money as they are extremely responsive and can cut production of pipeline ready parts in days, they still gotta eat the piepline though, but that is only a week or so useage. Apple? I think there will be a dragdown effect, even as Apple,tries to avoid any product glut, there will be some inventory glitches as they are not used to very tight controls on parts, and a 10% undersold month will show as 100,000 sets of Apple parts to dispose of, or use later. The lesser product line will minimize this, but it will be costly , esp the CPUs as they will lose 15-20% per quarter in value. How often does Apple report sales?, montlhy? Bill Bill