SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Phillip C. Lee who wrote (17895)9/12/1998 6:43:00 PM
From: Phillip C. Lee  Read Replies (3) | Respond to of 213177
 
Here I try to elaborate what the current quarter looks like based on
the latest news from CBS as well as Rodg's estimate, coupled with
Eric's Q4 estimated data at:

macevolution.com

We probably reach 600,000 units iMac sales (conservative estimate compared to
Rodg's 700,000 units, and pretty consistent with what CBS's revealed
data).

The total revenue will be around $1844m as opposed to Eric's $1550m;
the net will be $1.15 as opposed to Eric's $0.66 for diluted shares;
The year-to-year revenue growth comes true (from $1614m of Q4 97 to $1844m of
Q4 98, with 14.2% growth rate) and the earning surprise will reach up
to 238% ($1.15 vs. expected $0.48 from analysts). It's really
amazing.

The above data will be attainable if the article of CBS is true which
I believe there's no doubt.

Phil



To: Phillip C. Lee who wrote (17895)9/14/1998 7:33:00 PM
From: Edward Boghosian  Respond to of 213177
 
Philip:

Thanks for your analysis.