I predict lackluster iMac sales, even lower PowerMac sales, decent PowerBook sales (hampered by shipping delays...) and decreased iBook sales...
Yeah... we'll see...
That they haven't warned is the ONLY good thing. A whole 3 months with no iPods in most of the channel? 17" PB's not shipping until about 3 weeks ago? PMacs still shitty. Thank goodness for that $4bil as a nice interest garnerer.
They also seemed to sell a bunch of Airport Extreme base stations, 150,000 at what appears to be high margins given that other networking manufacturers sold 802.11g routers for around $140, and one of the tech tracking firms claimed the avg selling price for Apple's was closer to $250, leading one to believe that they were able to sell more of the ones with the integrated modem, which surprises me a bit. That should help the profits a small amount.
Out of curiosity, for the business people out there, how does the 17" PB sales work as far as the unshipped orders? Is it just not recorded in their sales numbers for the quarter since they haven't charged those people for the computer yet? Or is it recorded as unearned revenue, and if so does it add to revenue for this quarter or next quarter? I forgot stuff from the financial acctg course I took a bit ago.
Out of curiosity, for the business people out there, how does the 17" PB sales work as far as the unshipped orders? Is it just not recorded in their sales numbers for the quarter since they haven't charged those people for the computer yet? Or is it recorded as unearned revenue, and if so does it add to revenue for this quarter or next quarter? I forgot stuff from the financial acctg course I took a bit ago.
That really depends on their reporting statement itself. For the most part it would be an account recievable, therefore, it would be an asset to Apple, with a footnote on when to expect payment. Whether they handle this before or after the unit is shipped is where I can see there would need some clarification.
Street is predicting +.2 a share vs. +.10 last year. No losses this quarter. At the last analyst meeting Apple said sales would be flat this quarter. There should be no surprises.
For the time being Apple can afford to make little or no profits, as long as they slowly gain market share. What I want to know is whether the market share of apple has increased at all since the switch campaign started.
For the time being Apple can afford to make little or no profits, as long as they slowly gain market share. What I want to know is whether the market share of apple has increased at all since the switch campaign started.
For reference, that's about in the latter part of Q3 2002 Fiscal Year for Apple, but I think for the graphs it's the latter part of Q2 2002 calendar year.
ps. I love this little disclaimer which we on AppleInsider are, of course, going to pay much attention to
Quote:
Please note that comments made during this call may include forward-looking statements that are subject to risks and uncertainties, and that actual results may differ materially from these forward-looking statements. For more information on the factors that could influence results, please refer to Apple's SEC filings.
Please note that comments made during this call may include forward-looking statements that are subject to risks and uncertainties, and that actual results may differ materially from these forward-looking statements. For more information on the factors that could influence results, please refer to Apple?s SEC filings.
Comments
I predict lackluster iMac sales, even lower PowerMac sales, decent PowerBook sales (hampered by shipping delays...) and decreased iBook sales...
Yeah... we'll see...
Originally posted by serrano
FYI You can edit your own posts.
I predict lackluster iMac sales, even lower PowerMac sales, decent PowerBook sales (hampered by shipping delays...) and decreased iBook sales...
Yeah... we'll see...
That they haven't warned is the ONLY good thing. A whole 3 months with no iPods in most of the channel? 17" PB's not shipping until about 3 weeks ago? PMacs still shitty. Thank goodness for that $4bil as a nice interest garnerer.
Originally posted by serrano
FYI You can edit your own posts.
I predict lackluster iMac sales, even lower PowerMac sales, decent PowerBook sales (hampered by shipping delays...) and decreased iBook sales...
Yeah... we'll see...
I bought the PowerMac anyway... and many of my friends bought the 12" PowerBook.
Originally posted by MCQ
Out of curiosity, for the business people out there, how does the 17" PB sales work as far as the unshipped orders? Is it just not recorded in their sales numbers for the quarter since they haven't charged those people for the computer yet? Or is it recorded as unearned revenue, and if so does it add to revenue for this quarter or next quarter? I forgot stuff from the financial acctg course I took a bit ago.
That really depends on their reporting statement itself. For the most part it would be an account recievable, therefore, it would be an asset to Apple, with a footnote on when to expect payment. Whether they handle this before or after the unit is shipped is where I can see there would need some clarification.
Originally posted by Algol
For the time being Apple can afford to make little or no profits, as long as they slowly gain market share. What I want to know is whether the market share of apple has increased at all since the switch campaign started.
http://www.pegasus3d.com/macmarketshare.gif
When did the campaign start?
http://www.apple.com/pr/library/2002/jun/10switch.html
For reference, that's about in the latter part of Q3 2002 Fiscal Year for Apple, but I think for the graphs it's the latter part of Q2 2002 calendar year.
ps. I love this little disclaimer which we on AppleInsider are, of course, going to pay much attention to
Please note that comments made during this call may include forward-looking statements that are subject to risks and uncertainties, and that actual results may differ materially from these forward-looking statements. For more information on the factors that could influence results, please refer to Apple's SEC filings.
Originally posted by xmoger
http://www.pegasus3d.com/macmarketshare.gif
2% is frightening.
Though, its hard to imagine it getting much lower without Apple being worth only as much as their cash reserves.
How is it that company can be so undervalued as Apple? It just doesn't make sense...
How is it that company can be so undervalued as Apple? It just doesn't make sense...
Wall Street has never been "fair" to Apple.
Originally posted by The Inevitable
How is it that company can be so undervalued as Apple? It just doesn't make sense...
Imagine if Apple had a CEO who really meant what he said about generating marketshare.
Please note that comments made during this call may include forward-looking statements that are subject to risks and uncertainties, and that actual results may differ materially from these forward-looking statements. For more information on the factors that could influence results, please refer to Apple?s SEC filings.
Does Apple's page always say that?
And 5 pm ET, is that European time...?