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

To: Alomex who wrote (18186)	9/17/1998 5:45:00 PM
From: Richard Habib	Respond to of 213177

Aw geez . . . if Alomex goes bullish I'm going to have to sell my options again and go bearish. Don't do this to me - I'd like to spend a few days away from my computer - the weathers nice. Rich

To: Alomex who wrote (18186)	9/17/1998 6:15:00 PM
From: Eric Yang	Read Replies (1) \| Respond to of 213177

"Funny, because the article says that the figures were released "today" (meaning yesterday)..." It's everywhere on the net Al... We've been getting a steady stream of positive news and unit sales figure from Computerware for the last month. It was also the chain store where they did that one survey where it showed that a significant number of iMac buyers are either new users or previous Wintel buyers. Just do a search on news.com, zdnet...or even here on SI for "computerware". There were a lot of other positive reports about sales figures at CompUSA, other retail stores....schools...etc. Eric

To: Alomex who wrote (18186)	9/17/1998 9:11:00 PM
From: Marc Newman	Respond to of 213177

Well, hard to decide who to post this piece of good news to, but decided to give it to homie from the northland. :) Today's Daily Cal (the student paper of UC-Berkeley) reports that the university computer store's Mac sales are up 50% from last year. <<"Orders are skyrocketing," said store manager April Roy, who had just finished going over sales receipts yesterday. Roy said that the upswing followed two years of declining Mac sales on campus. She estimated this year's Mac market share at roughly 40 percent, with remaining sales going to computers that run Microsoft's Windows operating system.>> The iMac is a big reason for this, with close to 200 sold since the start of the fall semester. Inventory is "thin but existent" which is good since usually "it takes them [Apple] time to get ramped up after the initial batch of shipments." Okay, so granted that like ComputerWare, this too is in the traditional Mac stronghold of the Bay Area. However, since most Apple sales go to the installed base it's very relevant. Looks very good for the quarter. We haven't heard one bad thing about education sales, which are always the key to this quarter. Then toss in consumer/retail sales of the iMac as a bonus on top of the usual "Pro" G3 and PowerBook sales, and things look very good. Granted, PB availability still isn't good and I'm not so sure about the top of the Pro line either, but all the old G3 inventory was sold out, without being blown out, if you know what I mean. Btw, Alomex retail sales are very important to Apple because by definition it includes mail order. Apple has a larger portion of mail order business than the typical PC manufacturer. Ie, its different than with Corel. Well, if this bull market were still strong, we'd be looking at $50 by Oct. 15. Now, things are in doubt, but perhaps earnings estimates have come down enough that most companies will meet expectations in mid-0ctober, giving us an okay backdrop for a pop. I got more AAPL at 36 1/32 in the closing tumult today. Orders in for more tomorrow. God, it's good to be following Apple closely again. Something was missing the last four weeks. :) Marc