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

To: Eric Yang who wrote (17922)	9/13/1998 6:19:00 PM
From: Phillip C. Lee	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.>> First, $1.15 net is based on 600k, not 600k-700k. Second, from beginning to the end, I stick with my 600k figure and not 700k and am not expected double shipments. Third, the previous post has provided you my rational why Apple could ship 360k in August since I believe Apple could meet their demands. Fourth, the answer is yes. Phil P.S. Do you think that when Jobs announced 150,000 units pre-orders were from distributors and resellers without any info regarding any real pre-orders? I don't believe that.