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

To: Marc Newman who wrote (14192)	6/1/1998 10:33:00 AM
From: Eric Yang	Read Replies (3) \| Respond to of 213177

Soup says <<Yes, and it's exactly that attitude that got Peter Parker's Uncle Ned killed!>> Leave my uncle out of this! ;-) Marc says <<I think the "taking care of poor Aunt May" bit got Peter all that female sympathy. Eric, you may be getting a visit from Gwen and Mary Jane soon, you lucky devil.>> So that's who they were... I feel so used. Alomex says <<My guess is that the recent drop in AAPL price was too much to handle and he just snapped off. >> I didn't just start buying AAPL yesterday. The slide down to $12s didn't rattle my nerve...you think this little dip bothers me? <<I mean, if my life savings were in this stock I would be ready to scream too.>> What life savings?I'm 27 for god's sake... Hehe. Your guess is about as close as your Q2 estimate of $-50 mil. Ouch... was that below the belt? Okay...enough of the silly stuff. I'm a bit concerned about the PowerBook volume right now. The reports I got last week was that the entire CompUSA chain received less than two hundred WallStreet PB G3/250... A sales rep pulled the data up on the computer when I was there. In a separate report, the entire Latin America sector received just 6 WallStreets, but I don't know how reliable these sources are. The mail order resellers are getting a hundred machines every now an then. So it looks like the PowerBooks situation is more constrained than most of us would like to see. On the brighter side, most resellers expect machines availability to improve significantly this week. We need to sell 183 mil of PowerBooks to meet the PB revenue last quarter. 183 mil isn't all that much (I guess about 70k-100k units) considering that historically Apple often sells $400+ mil worth of PowerBooks. For this quarter however, unless we've got some pre-G3 PowerBooks stashed away somewhere to sell,the new WallStreets really needs to start flying out of the factories for us to see a major increase in PB revenue. Eric