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

To: Linda Kaplan who wrote (18190)	9/17/1998 6:16:00 PM
From: Alomex	Read Replies (2) \| Respond to of 213177

Time for you to go long again? Still processing the figures... You see, the ZD report says that sales increased 20% without the iMacs and 109% with the iMacs. Since Apple was selling an average of 214K units each month last quarter, this gives a total of 214K0.20 = 43K more non-iMacs sold, and more importantly, a total of 214K0.89 = 190K iMacs sold in the month of August**. Now from that we have to reduce the figures because of pent up demand awaiting the release. If we assume a decline in demand of 30% a week, we still end up with total iMac sales of 358K for the quarter, plus 43K more G3 sold than in the previous quarter. These figures are substantially higher than those in Eric's spreadsheet. Let's use different assumptions. Say of those 150K initial iMacs, 100K were pent-up demand. So in actuality, Apple sold 90K iMacs in August. If we consider that sales of newly introduced G3 remained relatively stable from quarter to quarter, a 20% attrition rate per week is still quite conservative and we get 296K macs sold in the quarter, and we have yet to add the 43K high margin G3s... ubstantial were inl