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To: Richard Habib who wrote (22919)	1/29/1999 9:22:00 PM
From: Eric Yang	Respond to of 213173

Went by a local reseller and the owner told me that wholesale price for PowerBooks has just been reduced this afternoon. I'm trying to confirm this with other sources but so far no one seems to know anything about it yet. The quarter is 1/3 over and most Best Buy and CompUSA still don't have the new color iMacs. I was beginning to wonder if there are production problems but apparently that wasn't the case. Unlike the superstores, availability is good among authorized resellers. New colored iMacs are flying out the door and resellers seems be well supplied at the same time. Independently owned resellers got caught in the cross fire of price war between Best Buy and CompUSA back in December. Apple may have been intentionally delaying shipment of new iMacs to superstores in favor of smaller resellers as a way of making amend. Pro line is selling well but would be even better if the modem cards were available to resellers now. Eric

To: Richard Habib who wrote (22919)	1/29/1999 9:33:00 PM
From: soup	Respond to of 213173

FYI, sales at Tekserve on the new G3s and Rainbow iMacs have been quite strong. Besides other sales, today I created two quotes for people indicating strong interest in video editing systems. Right now that means a 400mhz G3 w/fast SCSI II; 256mb RAM; and (2) 18G drives! That's $5500+ per system. Also a serious conversation on a $5,000 server. I figure I generally sell this level system ... maybe once a week. On a lighter note; had a conservatively attired older gentleman bashfully ask he could swap a pre-configured iMac from blueberry (barely distinguishable from Bondi) to strawberry (closer to Barbi-Pink, IMO) which we did. Never had that happen before. :) A co-worker who participates in Apple Demo Days at another location told me he was "cancelled" because they had no inventory left. Ie; contrary to analyst comments about about "channel stuffing", this guy was observing 100+% sell-through of initial shipment. USB to Serial adapters, modems and things like internal Jaz drives, etc. remain a problem but, IMO, no worse than the initial confusion over the iMac's USB. If the first few weeks sales are any indication, AAPL should have a very fine 2Q. PS> We are ordering more Rev. B iMacs and expect to sell them at $1049 + $79 for the Griffin iPort serial/monitor mezzanine card. Nice combo, IMO.

To: Richard Habib who wrote (22919)	1/30/1999 2:47:00 PM
From: J R KARY	Read Replies (1) \| Respond to of 213173

Tevie told the truth - MSFT also held "Office" club over AAPL DOJ testimony reveals that in addition to "knifing AAPL's QUICKTIME baby" , MSFT was ready to bludgeon AAPL into submission : " Further evidence of deterioration of relations between Apple and Microsoft emerged in court yesterday, as Paul Maritz was confronted with a February 1998 email saying that "MacOffice is the perfect club to use on them [Apple]". But it get worse for AAPL . AAPL now with a dead QT baby , an MSFT Office clubbed-in head , must also promote MSFT's IE : "The other part of Bradford's proposed deal, which is the bit the club relates to, covers IE and runs as follows. He will propose Apple make IE its standard browser, and offers "source licence to ISL in exchange for IE as exclusive browser bundled with MacOS (Nav on secondary media.)" That is, cut a deal that moves Navigator further out of the box. Microsoft will also offer "source licence of the IE HTRML Control and consulting support". Waldman responds: "Sounds like we give them the HTML control for nothing except making IE the 'standard browser for Apple?' I think they should be doing this anyway... and if they don't do it then we can use Office as a club. So I guess I'm saying that I don't think we should give them the HTML control unless they make IE the exclusive browser (and not need to bargain with ISL." NOTE: On 1/26/99 MSFT EX VP Paul Maritz , in sworn DOJ testimony , confirmed there was a meeting about AAPL and Ofice , but denied there ever were with-holding threats . Jim K