Phone growth in Asia overall was almost 500%. Almost 200% in Japan.
Quote:
Originally Posted by melgross
Interesting numbers never before released. Revenue from "greater China", which includes mainland China, Taiwan, and Hong Kong, was $1.3 billion over the past 6 months, up 200% (four times) from the year before.
1) Did they mention South Korea?
2) Did you see the article (not AI article) from a couple weeks ago about the success of the iPhone in S. Korea?
2) Did you see the article (not AI article) from a couple weeks ago about the success of the iPhone in S. Korea?
They didn't break Korea out from 'Asia". Though Japan is broken out from that.
I did see the article. Did you see the recent one that shows that sales of the iPhone are responsible for lowering the average 3G speeds by 24% in Korea because the company that carries it is the slowest, and with so many iPhones sold, the entire average was brought down.
They didn't break Korea out from 'Asia". Though Japan is broken out from that.
I did see the article. Did you see the recent one that shows that sales of the iPhone are responsible for lowering the average 3G speeds by 24% in Korea because the company that carries it is the slowest, and with so many iPhones sold, the entire average was brought down.
Yeah. So much for Korea and Japan having such advanced phones that no Western device would ever sell. How long was that rumor perpetuated?
I found very little of it be sound, starting with the premise, which to quote him (three separate times) is "handing back the cash." If Apple "handed back the cash," we'd be talking about something like $40 a share. This is at least a slightly dishonest argument since nobody is suggesting anything of the kind. He killed that straw man dead. Too bad since it was never alive to start with.
His second less than honest supposition is that "the market is already penciling in a high rate of return on the cash pile." Where is the proof of that? Forget proof, where is the evidence? Forget the evidence, where is the logic?
I found very little of it be sound, starting with the premise, which to quote him (three separate times) is "handing back the cash." If Apple "handed back the cash," we'd be talking about something like $40 a share. This is at least a slightly dishonest argument since nobody is suggesting anything of the kind. He killed that straw man dead. Too bad since it was never alive to start with.
His second less than honest supposition is that "the market is already penciling in a high rate of return on the cash pile." Where is the proof of that? Forget proof, where is the evidence? Forget the evidence, where is the logic?
MS gave back $33 billion because of demand, and the stock went down. That would happen here as well. I agree with that.
I agree with what he says about the cash pile as the reason for it. The cash is too great for it not to be factored into the stock price.
Me too - and I got in with my base at $18.00/share. I wish I had continued to invest all my 401K that went away. Oh well can't complain about the current price.
MS gave back $33 billion because of demand, and the stock went down. That would happen here as well. I agree with that.
I agree with what he says about the cash pile as the reason for it. The cash is too great for it not to be factored into the stock price.
True. At some point, given the amount to which it is piling up, they will have to do something with it.
At this stage, my (wild) guess is that a one-time, massive share repurchase would probably be their safest option. A lot of institutions might sell a small proportion to raise cash, it will not set the precedence of a dividend, and the repurchased stock could be left as treasury stock for future future option exercises so as to prevent dilution.
Comments
Phone growth in Asia overall was almost 500%. Almost 200% in Japan.
Interesting numbers never before released. Revenue from "greater China", which includes mainland China, Taiwan, and Hong Kong, was $1.3 billion over the past 6 months, up 200% (four times) from the year before.
1) Did they mention South Korea?
2) Did you see the article (not AI article) from a couple weeks ago about the success of the iPhone in S. Korea?
Regret is such a useless emotion.
But I do hope you're not going to say the same thing some day about $243......
I presume thats some reference to me. I'm very pleased with the way I played this last week. Could not have been better.
So they're really moving in China in a big way. This is good.
Revenue up 200% in China this year. Opening 2 stores in Shanghai this summer, 25 total by end of calendar year 2011.
So they're really moving in China in a big way. This is good.
And despite the increased number of stores they are still increasing their revenue per store and likely their revenue per square foot.
1) Did they mention South Korea?
2) Did you see the article (not AI article) from a couple weeks ago about the success of the iPhone in S. Korea?
They didn't break Korea out from 'Asia". Though Japan is broken out from that.
I did see the article. Did you see the recent one that shows that sales of the iPhone are responsible for lowering the average 3G speeds by 24% in Korea because the company that carries it is the slowest, and with so many iPhones sold, the entire average was brought down.
What is interesting to hear is how these guys (Cook and Oppenheimer) speak dozens of sentences to basically say 'NO,' or 'NO COMMENT.'
Good thing it's not SJ on the call......
An opus of opacity.
Several !!!!111111!!!
Well to be fair... When is a product that Apple not touted as anything but extraordinary?
Well to be fair... When is a product that Apple not touted as anything but extraordinary?
And when is a new product from Apple not?
I presume thats some reference to me. I'm very pleased with the way I played this last week. Could not have been better.
Um... no, but I am quite happy for you!
They didn't break Korea out from 'Asia". Though Japan is broken out from that.
I did see the article. Did you see the recent one that shows that sales of the iPhone are responsible for lowering the average 3G speeds by 24% in Korea because the company that carries it is the slowest, and with so many iPhones sold, the entire average was brought down.
Yeah.
Yeah.
Exactly. It's really funny how that canard has totally disappeared.
It seems sound to me.
I found very little of it be sound, starting with the premise, which to quote him (three separate times) is "handing back the cash." If Apple "handed back the cash," we'd be talking about something like $40 a share. This is at least a slightly dishonest argument since nobody is suggesting anything of the kind. He killed that straw man dead. Too bad since it was never alive to start with.
His second less than honest supposition is that "the market is already penciling in a high rate of return on the cash pile." Where is the proof of that? Forget proof, where is the evidence? Forget the evidence, where is the logic?
Um... no, but I am quite happy for you!
Ah no worries, thought you were referring to a separate thread where I was dithering whether to buy back in at $243 or not.
Thankfully I did!
Yeah.
Until the first day the phone went on sale.
I found very little of it be sound, starting with the premise, which to quote him (three separate times) is "handing back the cash." If Apple "handed back the cash," we'd be talking about something like $40 a share. This is at least a slightly dishonest argument since nobody is suggesting anything of the kind. He killed that straw man dead. Too bad since it was never alive to start with.
His second less than honest supposition is that "the market is already penciling in a high rate of return on the cash pile." Where is the proof of that? Forget proof, where is the evidence? Forget the evidence, where is the logic?
MS gave back $33 billion because of demand, and the stock went down. That would happen here as well. I agree with that.
I agree with what he says about the cash pile as the reason for it. The cash is too great for it not to be factored into the stock price.
MS gave back $33 billion because of demand, and the stock went down. That would happen here as well. I agree with that.
I agree with what he says about the cash pile as the reason for it. The cash is too great for it not to be factored into the stock price.
True. At some point, given the amount to which it is piling up, they will have to do something with it.
At this stage, my (wild) guess is that a one-time, massive share repurchase would probably be their safest option. A lot of institutions might sell a small proportion to raise cash, it will not set the precedence of a dividend, and the repurchased stock could be left as treasury stock for future future option exercises so as to prevent dilution.
Well to be fair... When is a product that Apple not touted as anything but extraordinary?
Gee - there was the pippin...