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

To: Loring who wrote (16811)	8/17/1998 9:59:00 PM
From: Phillip C. Lee	Respond to of 213182

<<The current Gilder Technology Report says that "in retail channels, non-Intel processor market share in desktop PCs rose from 6% in January, 1997 to 36% in January, 1998. For instance, AMD processor PCs accounted for 45% of sub-$1,000 sales. Thus, CPQ can claim its highest margins from their sub-$1,000 PC of all their lines because of cheaper components. The iMac, however, doesn't have the comparable advantage of cheaper components ...or does it? Anyone?>> As long as Apple could keep iMac's margin up to 22%-25%, I'm not going to dig into more details regarding whether or not Apple could obtain cheaper components. Besides, that's part of company's confidential data. All we have to look into Apple vs. CPQ or DELL is their PE and SP comparisons. If Apple was judged based on the fundamental data like other stocks, then it should have been significantly higher than the current price. We forgive analysts based on their excuses - revenue growth and market share. However, we've gotten pretty good chance this time that Apple is going to break analysts excuses based on Jobs words (he expected to have revenue growth and market share increase as soon as this quarter) yesterday. Phil