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

To: SteveHC who wrote (21999)	1/7/1999 1:04:00 AM
From: WebDrone	Respond to of 213173

Steve- what IS QT4 worth? I can't put a number on it- I range from zero to $500million! Anyone want to help a brother out? Web (dang, I liked the price over $43 a lot better- but these price dips might look like a chance to play a bit...)

To: SteveHC who wrote (21999)	1/7/1999 9:07:00 AM
From: Linda Kaplan	Respond to of 213173

Insightful. Very helpful. Thank you and congrats on your good trading calls! Linda

To: SteveHC who wrote (21999)	1/7/1999 10:37:00 AM
From: Andrew Danielson	Read Replies (2) \| Respond to of 213173

<<There were NOTEABLY NO hints in the keynote about the extent of the quarterly profit;>> Why do people keep saying this? Were people expecting Jobs to come out and say, "We will earn exactly .75 this quarter. Wahooo!" Specific profits are things best left to conference calls, not expos (last year's MWSF not withstanding). In the absence of specific profit figures, however, Jobs gave us more juicy profit-related tidbits than he normally does. For one, he got specific on iMac shipment--800,000. Knowing from this info that AAPL shipped 500,000+ iMacs in Q1 is VERY important in calculating an earnings estimate. Moroever, he released pretty specific OS 8.5 sales figures--1 million retail, 1 million with machines. And of course, by doing so, he also strongly suggested the total Q1 unit shipment to be in the neighborhood of 1 million. This is also a very useful piece of information to know, if nothing else, that AAPL will probably show higher quarterly unit shipment. Finally, we must all realize that Jobs has a bit of jargon-speak. When he says AAPL will report a "profit," implicit in that statement is that AAPL will report earnings that will at least meet analysts' consensus. If AAPL wasn't, Jobs would have avoided mentioning earnings at all. Andrew

To: SteveHC who wrote (21999)	1/7/1999 10:47:00 AM
From: Alomex	Read Replies (2) \| Respond to of 213173

From the point of view of analysts there was nothing momentous in MWSF. Apple simply announced that they will renew their product lines. Back when Apple was in its dead bed the cry "it has a pulse" quite reasonably was greeted with cheers and upticks in the stock price. A year later we know it has a pulse and it has to do better than that to deserve an upgrade. A refresh on the product line, such as the one announced yesterday is a routine part of day to day operations of a computer manufacturer. The release of an iMate or webmate would deserve an upgrade. MacOS X might too, but it will take a few weeks before the technical evaluation reports and comments from education stream in.