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

To: Phillip C. Lee who wrote (17921)	9/13/1998 6:08:00 PM
From: Eric Yang	Read Replies (1) \| Respond to of 213177

Phil, we're not talking about pre-order number. As far as earnings are concerned it's the number of units shipped that counts. The number of units ordered by distributers and resellers only count as backlog unless units are actually shipped out by Apple. Your $1.15 per share, $188 million profit, $1844 million revenue figures suggest that iMac unit shipment for the quarter will be 600-700K and total unit shipment will exceed 1.1 million units. I don't think these numbers are realistic. The question is...do you? A simple "Yes" or "No" will suffice. Eric

To: Phillip C. Lee who wrote (17921)	9/13/1998 6:30:00 PM
From: Sam Scrutchins	Respond to of 213177

Phil and Eric, As another way to approach the issue of sales volume, what do each of you now believe to be Apple's production capacity, including the availability of parts from suppliers? A month of so ago, reports of about 50K per week were considered overly optimistic. Can Apple presently produce enough iMacs to meet some of the projected sales figures. In addition, can Apple do this and still produce a sufficient number of other models to maintain reasonable supply and demand balances? TIA Sam