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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: David Semoreson who wrote (43366)	1/14/1999 12:50:00 PM
From: Thomas M.	Read Replies (3) \| Respond to of 132070

Apple stuffed the channel. Best Buy and CompUSA cleared it by slashing prices. This is the way a stuffed channel always gets cleared. Now that they have been given the shaft, do you think BBY and CPU will run to Apple with another big order? <g> Tom

To: David Semoreson who wrote (43366)	1/14/1999 1:10:00 PM
From: SFW	Respond to of 132070

David, RE: With all due respect, I think the Morgan Stanley analyst doesn't know what he is talking about. Generally "stuffing" means the channel has excess supply, which is clearly NOT the case with AAPL. However they managed to get BB to buy more (if true), it has not resulted in a stuffed channel. The opinion of the analyst does not really matter as much as facts. When a product is not in excess, supply and demand are in balance and there is no need to cut prices to get merchandise out the door, especially at a loss. This has been the main reason why Dell (I'm not a shareholder) has beaten the stuffin' out of boxmakers who keep inventory vs just in time manufacturing. No excess build, no surplus inventory. Apple has a niche and they will do well to capitalize on it. However, the stock may have run ahead of itself for the time being and that is all that matters for those who want to make a profit from trading stocks. Good Trading, Abed