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Posts by macshark

Revenue projection for the next quarter is 30% more than the current quarter, but earnings projection stays pretty much the same. This points to significantly lower margin expectation for the Xmas quarter. The only explanation I can think of is that Apple plans to sell significantly more iPods in the Xmas quarter and iPods have lower margin than other Apple products...
Appearance of large number of refurb units (as opposed to a few that quickly disappear) is an indication of the beginning of inventory clearance for a model that is likely to be discontinued (i.e. replaced with a new model) in the near future...
Jan'11 is probably the perfect time for the introduction of the new iPad with front facing camera and FaceTime. The price of the older base iPad can also be reduced to $399 at the same time. In the meanwhile, a 7" iPad Mini (or iPod Touch XL) with retina display and front facing camera would be a killer product to fill up the product gap between the iPod touch and the original iPad.
The quality of Netflix streaming is better than many of the digital cable channels...
Maybe the 3cm touch screen that is rumored to be for the 6th gen iPod nano is actually for the new iTV remote?
' Isn't it kind of ironic to see AAPL in a position where they can buy Nokia for cash?
Unlike Google Chrome, Macs are not free...
New iPod Touch New Apple TV What else? - New (smaller, lighter, thinner) MacBook Air? - Will the new MacPro wait until Jan'11 - An incremental update to iMac? - Smaller, lower cost iPad variant?
The lower EPS guidance despite much higher ($18B) revenue guidance for the next quarter is very interesting. Is this because of new products with lower margins on the horizon or projected price cuts on existing products? Looks like AAPL is getting ready for their first $20B+ quarter later this year...
# Company reports revenues of $15.70B vs Reuters $14.77B. # Macs 3.47M vs 3.20M # iPods 9.41M vs 9.79M # iPhones 8.4M vs 8.32M # iPads 3.27M vs 3.27M # Guides Q4 EPS to $3.44 vs Reuters $3.83 # Guides revenues to $18.0 vs Reuters $17.07B Does the lower EPS guidance vs higher revenue guidance indicate price cuts before the end of the year?
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