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

To: Eric Yang who wrote (16813)8/17/1998 10:16:00 PM
From: Phillip C. Lee  Respond to of 213182
 
<<Actually the 150K preorder as I understand it is the preorder by retailers and distributers, not customer preorders. There is a big difference. In other words that was how many units places like Macwarehouse, CompUSA, Ingram, Computerware...etc ordered from Apple between Aug 3 and Aug 10th. As you know most of them only got a fraction of their initial orders filled by Apple and have sold out those units.>>

Well, I'm not sure about that, but, Jobs said there are 4200 resellers
in U.S., if Apple had 150,000 units preordered, then each one had an
average of 35 units, that is about right number in each store.

Phil



To: Eric Yang who wrote (16813)8/18/1998 3:48:00 PM
From: Travis  Respond to of 213182
 
Eric and all...

I'm quite concerned (yet again) that PB shipments this Q are going to be disastrous. I think it's fair to say that PB's have been trickling in from the beginning of this Q and now there are reports that there will be no more until apple refreshes the line in the next month or so. We've been saying that the iMac's margins will be acceptably small given the high PB margin-have your thoughts changed?

-travis


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