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

To: Marc Newman who wrote (15400)	7/14/1998 4:53:00 PM
From: Zen Dollar Round	Respond to of 213182

So I see 10% chance they miss, 45% they come in at .30-.39, and 45% it is .40 or higher. The delay in the PBs gives the quarter some spice--if the 14.1" screen models had rolled out a month earlier there would be no drama whatsoever. My estimates are as follows: 0% chance of coming in under estimates, 40% chance they come in at .33-.39, and 60% they come in at .40 or higher. I'm basing my estimates on Eric Yang's excellent Q3 worksheet macevolution.com or 207.153.240.81 as well as Steve Jobs' comments at Macworld, Apple's own reports of higher sales in April and May, and the rumors sites. Given that margins are higher on G3s and especially the new PowerBooks, I can't see how Apple can go wrong this quarter. I do agree that without the 14.1" PowerBook problem, beating estimates would be a no-brainer, but I think they got enough of those out in time as well.