Less than Stellar Member
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It's that time of year again, with Apple reporting earnings this afternoon.
Here's what the analysts are expecting:
I expect slightly more than 3.0 million computers. I'd say 3.1 million based on nothing at all but a gut feeling. Honestly, I think that the $2.27 EPS is low, too. $2.45 EPS. 10.1 million iPhones and 19 million iPods. Of course, non-GAAP accounting would put EPS much higher since the iPhone is still building momentum (IOW, the quarters that are being accounted for from previous sales are worth "less" than the current one). Thoughts? If it's not red and showing substantial musculature, you're wearing it wrong. |
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Mr. Vieira
Join Date: May 2004
Location: Tennessee
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I think it'll blow past their previous quarterly statement, and set yet another good record. And we will all rejoice.
And those chowderheads on CNBC - with their suspenders, G. Gekko hair and gaudy power ties - will still knock them and predict stupid, negative things "for Apple's future", all while praising Microsoft's "daring innovation at CES". But we'll all know better... |
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Banging the Bottom End
Join Date: Jun 2004
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Veteran Member
Join Date: Jan 2005
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Banging the Bottom End
Join Date: Jun 2004
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So, worse iPhone shipments, equal iPod shipments; everything else better. 33% Mac unit increase YOY. |
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Less than Stellar Member
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Less than Stellar Member
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can't read sarcasm.
Join Date: Aug 2004
Location: Toronto, Canada
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Gross margin was 40.9 percent, up from 37.9 percent in the year-ago quarter.
Every other computer manufacturer must be wondering why they're even playing the game. |
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careful with axes
Join Date: May 2004
Location: Hillsborough, CA
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$40B in cash/investments. Spend some of it!
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Mr. Vieira
Join Date: May 2004
Location: Tennessee
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Sorry, just channeling the typical dipshit analyst with an ax to grind (and contrary to popular belief above, they're not all "gone" or changing their tune. I see these biscuit heads on TV, as recently as a month ago, still poking and jabbing at Apple, with their little snarky digs. |
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Veteran Member
Join Date: May 2005
Location: Paris, France
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I'll be happy as long as Mac sales continue to increase in importance for Apple. As far as I'm concerned, the iPod and iPhone are just halo-effect creators for the Mac.
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Not sayin', just sayin'
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It's been a while since everyone was all doom and gloom on Apple. Since the iPhone was announced at least, it's been a little overly effervescent if anything; the pendulum has swung the other way, a bit too much towards the blind fealty end of things.
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Member
Join Date: May 2009
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I think having something like $40billion in the bank is a bit perverse. Apple should spend a billion of that and make their own solar power station. They should build a site out in the desert, or cover the entire campus roof of infinite loop in PV's.
And its not just Apple. Any company that has obscene amounts of money should be providing for or investing in the future. A power hungry company like Apple, not just directly, but the products they sell all use someones power - Im sure no-one really cares if Apple only had $38 billion in the bank and spent $2 billion on PV's. Thats got to be good for the wider economy too. |
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Veteran Member
Join Date: May 2005
Location: Paris, France
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True. There's an easy solution here: legislate that any company with over $40 billion in the bank must spend $2 billion on a solar power plant. Voilà! |
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Mr. Vieira
Join Date: May 2004
Location: Tennessee
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I never said "everyone" (and I know the tide has changed, and I'm very happy about that). But there are always holdouts, naysayers and professional contrarians (some folks get paid a handsome sum - and draw a lot of attention to themselves - to throw wrenches into the mix).
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Senior Member
Join Date: Jul 2009
Location: Hmm?
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1. Security 2. Agility The security factor is extremely important because Apple does have a patchy history, whatever state they are in now. They need to overcompensate to an extent IMO. More than that, though, technology is a volatile industry to be in, and having a great nest egg like that is really important to the company. It also means that most of Apple's cash isn't tied up in assets and complex investments. If Apple wants to go out and buy the next Facebook, they can. Heck, they could buy the current Facebook and have change left over to buy Yahoo! and a small chunk of Sony. I don't think stuff like solar panels are high up on Apple's agenda right now. It's a neat idea and they could make a big statement by doing it, but I think Steve and the team have a really great, frugal attitude. If there's nothing they need, then put it in the bank for a rainy day. Microsoft and Google have shown that acquisitions are tricky to get right. I think they'll kick on and buy three or four companies next year in different fields, but I doubt very much whether it'll be a big chunk of change. For the record, I think they're looking for something to go between MobileMe and a Twitter-style service. Something to set Mac users apart online. I wouldn't call it social networking, but I think they will move MobileMe forward in that direction in the next few years, with some sort of Profile/Online Hub/Sharing application/website crossover. A way to consume content and connect with people. Delicious Library vs. Facebook vs. MobileMe vs. iTunes Online. Vendors like Last.fm and Facebook are doing it wrong, IMO. They started as the middleman. Last.fm aggregates third party music on third party devices and third party software. Facebook content is all derived from what users create elsewhere (more recently they're moving towards a Twitter style service.) Apple has the complete package, because they control the content. If they get their fingers into ebooks and publishing with the Tablet, they'll be in a great position. I'm Joseph Fritzl, and no windows was my idea. |
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Formerly “AWM”
Join Date: May 2009
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As for all that cash, if they keep piling it up shareholders will start demanding a dividend. |
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Veteran Member
Join Date: May 2004
Location: oaktown
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"Goose stepping ass kissers"?
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Veteran Member
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Mr. Vieira
Join Date: May 2004
Location: Tennessee
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I referenced CNBC in my initial post. It's four guys sitting around a table, yelling and interrupting each other.
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Veteran Member
Join Date: Jan 2005
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Well, I finally bought some AAPL (50 shares). Even though I know I come off sounding negative sometimes about Apple, I do believe in the company overall. I remember talking about Apple with my dad in the late 90's when the stock was at $7. Every once in a while we both talk about that and lament the fact that we never bought it at those levels. Better late than never I guess.
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