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

To: Jonathan Bird who wrote (15560)	7/15/1998 5:35:00 PM
From: Marc Newman	Read Replies (2) \| Respond to of 213177

<<But a statement like that is simply nonsense IMHO.>> Jon, can you amplify this comment a bit? Especially given this company's past accounting history. (Though the old people are pretty much 100% gone now.) Thanks, Marc

To: Jonathan Bird who wrote (15560)	7/15/1998 6:24:00 PM
From: Eric Yang	Read Replies (3) \| Respond to of 213177

"I think Apple may be intentionally saving the rev for Q4." You know I don't go around saying things just to boost the stock. There were reports that Apple did not initiate sales and discounts that it normally does at the end of the quarter. They've reached their projection and the incentive wasn't as strong. They promised to show sequential growth in Q4 and if you listen to the conference call, they are setting themselves up to do just that. Huge backorder of PowerBooks. Relatively low channel inventory. Low in house inventory. Apple has a lot going forward to ensure that its promise to increase revenue sequentially in Q4 will be delivered. Eric