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Posts by Pendergast

The analyst comments about China being included are asinine. China being included wasn't a surprise. The analysts based their original numbers of $4-6M on knowledge of China being included. Apple beat their estimates. Case closed.
 "The Company recognizes revenue when persuasive evidence of an arrangement exists, delivery has occurred, the sales price is fixed or determinable, and collection is probable. Product is considered delivered to the customer once it has been shipped and title and risk of loss have been transferred. For most of the Company’s product sales, these criteria are met at the time the product is shipped. For online sales to individuals, for some sales to education customers in the...
 I have yet to see one in person, but from pictures it looks quite classy. Loving my space grey.
 Why would it? Apple Stores are not considered channel, and they don't "sell" to themselves. Carrier stores are part of channel, as are non-Apple retail stores. These ARE counted in "sold" as there are contracts to buy them.  This is all dumb. Not only did Apple report sales, they also upped their guidance. Why would they up their guidance if they're going to report a crapload of 5C's in channel? Also, the 9M "sold" number isn't necessarily including ANY from channel, as...
 He may be right that "some" were sold to channel, but he has no way of coming up with the number. Conveniently, his estimate of channel stuffing is the difference between reality and his estimates. Go figure. These guys are all morons. They have less credibility than my cat.
This post is genius.
 Dumb post is dumb. Sorry.
 I think the complaints are twofold: 1) Many markets are not subsidized, so the full price of ~ $550 USD is viewed as expensive. 2) In subsidized markets, there's only a $100 difference between the 5C and 5S, so why would anyone buy the 5C? Both have some truth, but are overreactions. The iPhone 5C is still a high-end phone, is viewed as a status symbol, and these "emerging markets" also have an emerging middle class (likely where most of the profit will be). Also, Apple...
 Pretty much all consumer electronics are made elsewhere these days. A few are *assembled* in the U.S. but that's it.
 In this case, yes, yes I would.
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