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

To: Pravin Kamdar who wrote (17558)	9/2/1998 7:37:00 PM
From: Richard Habib	Read Replies (2) \| Respond to of 213172

Here we go with the unit sales again. I can't help but think SJ is guiding our expectations down. 10's of thousands a week is an awkward thing to say - he has a reason for saying it which is to guide us away from 100 of thousands. He has no reason to understate iMac sales if they were in the range Phillip thinks - he using that code 10's of thousands to prevent over expectations. If 1.1 million G3/AIO and G3 were selling at a bit over 100,000/month in the 1st half I'd half to guess selling has slowed in the 2nd half after the launch and the fact that the priority was on the iMac. This number would give us 250,000 G3 without AIO since July. With one month left I'd say no more than 50-75 thousand G3 machines. AIO would slow also as back to school demand mostly expended. G3 250,000 + 50-75,000 = 200-225,000 AIO 100,000 + 25,000 = 125,000 Portables - I'm still quite pessimistic many have got out the door. I'd guess somewhere between 100,000 and 120,000 iMac. We are overestimating. If the 150,000 is soon to be filled that's 150,000 say by next week. I'd say no more than 250,000 at my original 30,000 a week. Asia appears insignificant. Total units 675-720,000. That I'd say is a realistic, somewhat conservative number. Rich