Most analysts in a report released last week had agreed on a range of 6.5-8 million iPads sold in the 2nd quarter, tho some had gone much higher than that, 10 million or more
I don't think anyone's ever determined for sure if Apple would allow an iPhone to be offered free with 2-yr contract. My opinion (or guess if you prefer) is they would not.
No. It appears to be just you who has failed to "determine"...
I don't really care about these details but if all you are going to offer is opinions and guesses.. then I suggest you stop being critical of people doing... exactly the same.
I don't really care about these details but if all you are going to offer is opinions and guesses.. then I suggest you stop being critical of people doing... exactly the same.
OK. Be sure to let me know when I criticize anyone's opinion.
Perhaps someone got up on the wrong side of the bed this morning?
BTW, thanks for the link to Vodafone. That's a part of your post that actually helpful. So now we know that Apple will allow their phones to be offered free with contract.
What really matters is not only how many they sold, but how much did the supply chain problems impact the margins per unit. This was a really disappointing quarter as far a market conditions are concerned.
AAPL has tanked almost 9%, seriously underperforming. This has been mostly based on rumors and sector exposure. Only real issues were supply chain concerns, some serious derivative trading and the NASDAQ stunt. That alone can´t explain the current share price (shouldn?t APPL consider the NYSE instead?) Too much speculation on this stock.
Today AAPL rebounded slightly. Has it finally touched bottom?
Opinions on earnings per share and margins per unit are more than welcome?
After Robert Leitao posted a piece on Sunday titled "FY 2012 Analyst Estimates: Why AAPL Is Set To Pop' http://www.postsateventide.com/2011/....html#comments I asked him why he didn't seem to be concerned about margin pressure. He wrote:
"Apple's ability to secure components if even at higher prices for a short time is also a competitive advantage. I'm really not concerned about short-term margin pressure considering the after-purchase revenue potential of each iOS-based device sold.
While much attention is focused on gross margin, few have noticed the significant drop in operating expenses relative to revenue. As revenue growth has accelerated the percent of revenue consumed by operating expenses has fallen sharply and may mitigate any short-term pressure on margins due to higher component costs. "
AAPL has tanked almost 9%, seriously underperforming. This has been mostly based on rumors and sector exposure. Only real issues were supply chain concerns, some serious derivative trading and the NASDAQ stunt. That alone can´t explain the current share price (shouldn?t APPL consider the NYSE instead?) Too much speculation on this stock.
If you feel that way, then you should view this as a buying oppurtunity. Once Apple announces blowout results next week, I am sure the stock will pop.
What really matters is not only how many they sold, but how much did the supply chain problems impact the margins per unit. This was a really disappointing quarter as far a market conditions are concerned.
AAPL has tanked almost 9%, seriously underperforming. This has been mostly based on rumors and sector exposure. Only real issues were supply chain concerns, some serious derivative trading and the NASDAQ stunt. That alone can´t explain the current share price (shouldn?t APPL consider the NYSE instead?) Too much speculation on this stock.
Today AAPL rebounded slightly. Has it finally touched bottom?
Opinions on earnings per share and margins per unit are more than welcome?
They did eat some cost on the iPads, however the cost of manufacturing iPad 2 is substantially lower compared to what it was to iPad 1 .....based on what I read on some tech sites. So it should balance itself out and then some.
As far as the stock goes, if you're a short term "investor" (gambler is more appropriate ), then you could think of the stock as tanking..... But long term the stock still has great growth and P/E ration is so ridiculously low.
Comments
Fairly certain the article was from Fortune, with a mention of it here: http://iphone.macnn.com/articles/11/...r.six.million/
Which refers to :
http://tech.fortune.cnn.com/2011/03/...id-apple-sell/
So...
Most analysts in a report released last week had agreed on a range of 6.5-8 million iPads sold in the 2nd quarter, tho some had gone much higher than that, 10 million or more
...is , mostly wrong.
The mention of HTC holding 19% of the smartphone market is here in case your post was intended to ask for that one too. http://www.wirelessweek.com/News/201...TC-Smartphone/
US only.
I don't think anyone's ever determined for sure if Apple would allow an iPhone to be offered free with 2-yr contract. My opinion (or guess if you prefer) is they would not.
No. It appears to be just you who has failed to "determine"...
http://www.vodafone.co.uk/brands/iph...hone/index.htm
I don't really care about these details but if all you are going to offer is opinions and guesses.. then I suggest you stop being critical of people doing... exactly the same.
Which refers to :
http://tech.fortune.cnn.com/2011/03/...id-apple-sell/
So...
...is , mostly wrong.
US only.
No. It appears to be just you who has failed to "determine"...
http://www.vodafone.co.uk/brands/iph...hone/index.htm
I don't really care about these details but if all you are going to offer is opinions and guesses.. then I suggest you stop being critical of people doing... exactly the same.
OK. Be sure to let me know when I criticize anyone's opinion.
Perhaps someone got up on the wrong side of the bed this morning?
BTW, thanks for the link to Vodafone. That's a part of your post that actually helpful. So now we know that Apple will allow their phones to be offered free with contract.
What really matters is not only how many they sold, but how much did the supply chain problems impact the margins per unit. This was a really disappointing quarter as far a market conditions are concerned.
AAPL has tanked almost 9%, seriously underperforming. This has been mostly based on rumors and sector exposure. Only real issues were supply chain concerns, some serious derivative trading and the NASDAQ stunt. That alone can´t explain the current share price (shouldn?t APPL consider the NYSE instead?) Too much speculation on this stock.
Today AAPL rebounded slightly. Has it finally touched bottom?
Opinions on earnings per share and margins per unit are more than welcome?
After Robert Leitao posted a piece on Sunday titled "FY 2012 Analyst Estimates: Why AAPL Is Set To Pop' http://www.postsateventide.com/2011/....html#comments I asked him why he didn't seem to be concerned about margin pressure. He wrote:
"Apple's ability to secure components if even at higher prices for a short time is also a competitive advantage. I'm really not concerned about short-term margin pressure considering the after-purchase revenue potential of each iOS-based device sold.
While much attention is focused on gross margin, few have noticed the significant drop in operating expenses relative to revenue. As revenue growth has accelerated the percent of revenue consumed by operating expenses has fallen sharply and may mitigate any short-term pressure on margins due to higher component costs. "
Mac:
iPod:
iPhone:
iPad:
Thanks
AAPL has tanked almost 9%, seriously underperforming. This has been mostly based on rumors and sector exposure. Only real issues were supply chain concerns, some serious derivative trading and the NASDAQ stunt. That alone can´t explain the current share price (shouldn?t APPL consider the NYSE instead?) Too much speculation on this stock.
If you feel that way, then you should view this as a buying oppurtunity. Once Apple announces blowout results next week, I am sure the stock will pop.
What really matters is not only how many they sold, but how much did the supply chain problems impact the margins per unit. This was a really disappointing quarter as far a market conditions are concerned.
AAPL has tanked almost 9%, seriously underperforming. This has been mostly based on rumors and sector exposure. Only real issues were supply chain concerns, some serious derivative trading and the NASDAQ stunt. That alone can´t explain the current share price (shouldn?t APPL consider the NYSE instead?) Too much speculation on this stock.
Today AAPL rebounded slightly. Has it finally touched bottom?
Opinions on earnings per share and margins per unit are more than welcome?
They did eat some cost on the iPads, however the cost of manufacturing iPad 2 is substantially lower compared to what it was to iPad 1 .....based on what I read on some tech sites. So it should balance itself out and then some.
As far as the stock goes, if you're a short term "investor" (gambler is more appropriate