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To: Phillip C. Lee who wrote (17436)8/31/1998 11:24:00 AM
From: Eric Yang  Respond to of 213172
 
"Eric, excellent work. I wish we can see revenue will be more than
previous Q4's 1614m in '97, so it'll have year-to-year revenue growth.
Any possibility?"

Phil, I guess anything is possible. I only have 320K of iMac down in that estimate...I've heard numbers as high as 450K this quarter. So that could do it right there. But the idea behind my estimate is that I want to use some semi-conservative numbers. Some of them will end up being optimistic others will be too conservative....hopefully as a whole these factors cancel out and it ends up being fairly accurate.

It's important to note that based on seasonal trend the we usually get a 9+% boost in revenue from Q3 to Q4 which should take the revenue to the 1530 mil range. Of course one shouldn't simply count on historical trend since there are so many unique aspects about this quarter (iMac intro being one of them).

Eric