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To: Andrew Danielson who wrote (18369)9/22/1998 11:29:00 PM
From: Slugger  Respond to of 213177
 
<<Typical of a bear. Using the term "double" to understate the full 125% increase that going from 6 to 13.5% represents. ;-) Sheesh.>>

Touche! LOL.



To: Andrew Danielson who wrote (18369)9/23/1998 8:33:00 AM
From: Phillip C. Lee  Read Replies (1) | Respond to of 213177
 
<<Seriously, though, you say that July sales were 214,000. A 13.5/6
growth in August sales means about 481,500 units. If September drops
off a bit to 450,000, we still get approximately 1.14 million units
shipped for Q4 (not all that far from one article's off-handed mention
of AAPL possibly doubling units shipped).>>


Andrew, I think July's sales volume is a lot more than 214,000 units.
I have calculated in the previous post:

Message 5789615

Based on that number, the total units sold in August as well as in
the entire quarter needs to be adjusted significantly.

Phil



To: Andrew Danielson who wrote (18369)9/23/1998 10:28:00 AM
From: Alomex  Read Replies (1) | Respond to of 213177
 


Of course, we're basing this whole thing on "retail" sales figures.

I was under the impression that the latest article from c|news is not retail sales but overall sales.



To: Andrew Danielson who wrote (18369)9/23/1998 11:27:00 AM
From: Alomex  Read Replies (1) | Respond to of 213177
 


My .67 estimate is probably too low, however, given that it was based on the notion of 24.8% margin and significantly increased costs (up to 310 million from 292 in Q3) As a consequence, .67 is increasingly for me turning into expectation rather than hope.

What would be the worst case scenario for the bottom line if the $100mill ad campaign is expensed this quarter?