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To: Eric Yang who wrote (16031)	7/29/1998 12:06:00 PM
From: Richard Habib	Read Replies (3) \| Respond to of 213182

Well, hate to bring this up, especially when I'm long but . . . Eric, I think we have as much a chance of a poor qtr as we do a good one. The problems as I see them are first: my instinct is that G3 sales are significantly drying up. iMac and AIO will remove motivation to buy low end G3 and an imminent refresh of the G3 line removes the motivation to buy high end. Second, your assuming 300,000 iMac and AIOs yet iMac will have less than 45 days in the qtr and we already know supply will be constrained. We've heard numbers such as 400,000 by Xmas which would mean far less than 300,000 this qtr. The refresh of the G3 line hopefully will be soon but if it's in Sept we're in the same boat there. PBs will be our only sure thing for the qtr. These numbers of iMac pre-orders are quite small. Numbers of iMacs on order for various CompUSA stores we've heard about are tiny. Apple Store has done as much as $1 million a day but that would result in less than 35,000 units total by end of qtr. Anyone have any comments - especially concerning current G3 sales. Rich

To: Eric Yang who wrote (16031)	7/29/1998 2:59:00 PM
From: Alomex	Read Replies (1) \| Respond to of 213182

I posted a chart with my guesstimate of Q4 product mix. Let me start by reminding people that even though bearish, my last four revenue estimates have been either accurate or too high. I think Entry level systems are a good guess. But I would take issue with both flag-ship an laptops. Having many friends who are students I would expect many of them to be more inclined to buy either an AIO, iMac or a laptop than a G3 system. This means sales for flag-ships would have a minor boost from educational. Here's how I see it: QA Eric Alomex Sales Entry 300,000 300,000 360 Flag-ship 300,000 270,000 432 Laptop 150,000 165,000 462 Others 200 ------- Revenue 1454