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

To: Pravin Kamdar who wrote (17510)	9/1/1998 10:06:00 PM
From: Phillip C. Lee	Read Replies (2) \| Respond to of 213172

iMac has been sold out for the rest of the quarter in Japan, which means it has reached its distribution percentage. I think for the rest of remaining days in the current quarter, what Apple could sell will be extra. Gee, we have almost another four weeks left for this quarter: zdii.com There is about 15% of total revenues generated from Japan's market, while about 50% of revenues was from US, and about 28% was from Europe. It seems that Apple will expect a tremendous quarter judged from iMac sales in Japan as well as US (65% in total). Jobs is going to France on September 19th. I think by that time more specific iMac sales volume may be revealed by Jobs. I still like Apple's inventory control that makes us nervous on iMac's supply but reducing inventory cost to the minimum. iMac sales strategy appears to be close to BTO model which makes it more profitable. I'm not surprised we have far exceeding sales on iMac this quarter. Phil