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


To: Sam Scrutchins who wrote (13806)5/19/1998 1:40:00 PM
From: Phillip C. Lee  Read Replies (1) | Respond to of 213182
 
<<We are now half way through the quarter. Apple's PB will have
only about 6 week's impact on this quarter, and the iMac none at all.
Basically, G3's with a bit of help from PB's should define this
quarter's hardware revenue. Does anyone have a feel for how well the
G3's are selling? Are they hard to keep in stock? I would appreciate
some feedback.>>


Sam,

G3's PB will be the cash cow this quarter. It's not difficult to
reach 1.5b in Q3 since:
- schools start buying from April;
- The new fiscal year starting from 4/1 in Japan;
- low inventory problem.

Another insider sold stock, well, probably he needs to eat, but I
rather think he is an opportunist like us. He is one of the most
active seller within insiders.

Phil



To: Sam Scrutchins who wrote (13806)5/19/1998 1:40:00 PM
From: Phillip C. Lee  Read Replies (1) | Respond to of 213182
 
Sam,

Today's stock has been back to normal after options impact. It seems
that the price is heading north and waiting for Dell's good reports
after bell. I still believe analysts need to give Apple another
upgrade within 1-2 weeks to catch up the upcoming revenue/net in Q3.

Phil