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


To: J R KARY who wrote (17998)9/15/1998 12:39:00 PM
From: Phillip C. Lee  Respond to of 213177
 
Jim, Thanks for the info from Gavin. He is considering about supply,
while I am not much worried. Apple's US manufacturing center (Sacramento) probably
could not deliver that much demand, but Singapore's center actually is
a major place to produce enough iMac's. They have opened 5-6
production lines, while only 2-3 lines in US center, that interprets
that Apple could generate about double in Singapore as opposed to
US center. If US center could generate 200k (from July 22nd to
September 26th), then Apple at least could generate around 600k of
iMac's. Maybe I am a little optimistic about the figure, but, it
seems to be reasonable. Jobs has promised to do his best to meet the
demand, which I think he means to handle any supply issues. Some
iMac may need to be shipped from Singapore to US like they are to
Japan. I trust the production rate in Singapore and believe they
will meet the demand worldwide.

Phil

PS. I will talk with Gavin later.