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

To: Eric Yang who wrote (17909)	9/13/1998 11:19:00 AM
From: Phillip C. Lee	Read Replies (1) \| Respond to of 213177

<<I think the comment by IDC's Roger Kay may have been misinterpreted. At first glance it does seem like the comments suggest that they expect unit shipment to double in third quarter (Apple's Q4 98), but reading it more closely I don't think that's the article explicitly states whether the comment about doubling unit shipment was in reference to current Q4 98 or Q1 99 ending December. >> I don't think we (Rodg,Rebeca and me) misinterpreted Roger Kay's statement. Clearly, iMac sales peaking period will be in Q4 98 and Q1 99 (the busiest quarters) and its life cycle will be around 6 months to 1 year with peaking period around Christmas season. If he didn't indicate in these two quarters, when can Apple sell more iMac? Next year? Absolutely not. Come on, the rationale starts to deviate from the reality from you explanation. I wouldn't expect to have double shipments this quarter, but, the volume shipped should be amazingly high. Phil