My initial comment was regarding what the Mac sales could have been if they'd not dropped the ball on the desktop macs, I did not write off their achievement. The rest of their product line has done fantastically well and it has been an excellent quarter.
Let's see - Mac sales held steady y/y (best ever September quarter sales), when most PC companies lost sales. They are entering Christmas season with new 13" rMBP, new iMac that is paper thin at the edge and relatively new 15" rMBP. How exactly did they drop the ball? Can you explain a better way of timing their releases?
This is so idiotic - analysts who have scant inside information make guesses on profits and revenues. If a company matches these estimates or beat it by a penny, a stock ascends wildly. In this case, Apple is under the top estimates by < 1% and it's considered a disappointment?
Only on Wall Street do you see these numbers and the word "disappointment" in the same sentence.
Meanwhile, over at Amazon... <sound of crickets>
How's that business model of "taking a loss on tablets to ensure future revenue from content sales" going for you, Jeff...
Only on Wall Street do you see these numbers and the word "disappointment" in the same sentence.
Only with Apple on Wall Street do you see these numbers and the word "disappointment" in the same sentence. Anyone else would be heralded as "out of the recession" with such numbers.
But for Apple, who never went into it in the first place…
How's that business model of "taking a loss on tablets to ensure future revenue from content sales" going for you, Jeff...
Yep, Amazon is so overvalued, it's a joke.
I don't have anything against Amazon, I do order stuff from them sometimes, if they have what I'm looking for at a good price, but their tablet business model is not going to end up well for them IMO.
Didn't this idiot KGI Securities Analyst Ming-Chi Kuo predict a 70%+ decline in Mac sales from a year ago quarter, gee he did not miss that by much. I wish these guy would stop predicting what they obviously have no clue about. They should fire him, they should fire any analyst who make a prediction that is that far off.
Obviously market again did not like Apple numbers they must have been expecting a lot more.
Well lets see, 18 month+ refresh time scale despite availability of the new generation CPU's months ago. No availability of the new iMacs and likely no 27" volume sales until December at the earliest etc etc.
Apple screwed up
What did they screw up? The CPU isn't the only change so you can't say it took them months to figure out how to pop one in?
Apple beats their best record by 25% and completely decimates everyone else in the industry, yet this 'misses' wallstreet and is 'disappointing' to these douchebag leaches because it doesnt match up with numbers they randomly pulled out of their asses. Amazing.
PS- Dissapointment was due to only '17 million' iPads sold. WTF? How the **** is that not a mind-blowing number for a non holiday season? What other tablet is getting sales even in the same universe?
That is what the Market is pissed about, they do not want Apple hanging onto all that money, Apple has so much money the interest alone pays their R&D budget each year.
Apple beats their best record by 25% and completely decimates everyone else in the industry, yet this 'misses' wallstreet and is 'disappointing' to these douchebag leaches because it doesnt match up with numbers they randomly pulled out of their asses. Amazing.
PS- Dissapointment was due to only '17 million' iPads sold. WTF? How the **** is that not a mind-blowing number for a non holiday season? What other tablet is getting sales even in the same universe?
Typical wall street rewards crap companies for doing exactly as they want and they hold back a company like Apple who ignores them and just keep adding tons of cash to be the bottom line.
They had to halt trading because of such bad results, imagine that, just idiots
Peter Oppenheimer asked about the pricing of iPad mini and says the mini margins are significantly lower than the rest of their product line. Why is that? Wasn't the thought that they priced it at $329 to keep their higher margins?
Peter Oppenheimer asked about the pricing of iPad mini and says the mini margins are significantly lower than the rest of their product line. Why is that? Wasn't the thought that they priced it at $329 to keep their higher margins?
Goes to show how pundits are often wrong. There are two things that might be cheaper on the iPad Mini than on the iPad - the display and the case. Otherwise, the internals are highly similar. In facg, 1024 x 768 at 7.9" may well be more expensive than 1024 x 768 at 9.7". The difference in cost of the aluminum back is tiny. Therefore, the cost of making iPad Mini may be in fact the same as or higher than iPad 2. But they are forced to sell it at a lower price due to expectations that a smaller tablet should be cheaper.
Peter Oppenheimer asked about the pricing of iPad mini and says the mini margins are significantly lower than the rest of their product line. Why is that? Wasn't the thought that they priced it at $329 to keep their higher margins?
it isn't made of plastic.
it has a decent, useful for work and stable OS that everyone (consumers, enterprise) sees as the best mobile OS out there.
Comments
Quote:
Originally Posted by saarek
My initial comment was regarding what the Mac sales could have been if they'd not dropped the ball on the desktop macs, I did not write off their achievement. The rest of their product line has done fantastically well and it has been an excellent quarter.
Let's see - Mac sales held steady y/y (best ever September quarter sales), when most PC companies lost sales. They are entering Christmas season with new 13" rMBP, new iMac that is paper thin at the edge and relatively new 15" rMBP. How exactly did they drop the ball? Can you explain a better way of timing their releases?
Quote:
Originally Posted by Harbinger
This is so idiotic - analysts who have scant inside information make guesses on profits and revenues. If a company matches these estimates or beat it by a penny, a stock ascends wildly. In this case, Apple is under the top estimates by < 1% and it's considered a disappointment?
Only on Wall Street do you see these numbers and the word "disappointment" in the same sentence.
Meanwhile, over at Amazon... <sound of crickets>
How's that business model of "taking a loss on tablets to ensure future revenue from content sales" going for you, Jeff...
14 million iPads.
And that's actually on the lower end.
Yeah, these are TABLETS. And Apple is hitting well into the double digits with them every quarter.
Originally Posted by island hermit
Only on Wall Street do you see these numbers and the word "disappointment" in the same sentence.
Only with Apple on Wall Street do you see these numbers and the word "disappointment" in the same sentence. Anyone else would be heralded as "out of the recession" with such numbers.
But for Apple, who never went into it in the first place…
Quote:
Originally Posted by island hermit
How's that business model of "taking a loss on tablets to ensure future revenue from content sales" going for you, Jeff...
Yep, Amazon is so overvalued, it's a joke.
I don't have anything against Amazon, I do order stuff from them sometimes, if they have what I'm looking for at a good price, but their tablet business model is not going to end up well for them IMO.
Didn't this idiot KGI Securities Analyst Ming-Chi Kuo predict a 70%+ decline in Mac sales from a year ago quarter, gee he did not miss that by much. I wish these guy would stop predicting what they obviously have no clue about. They should fire him, they should fire any analyst who make a prediction that is that far off.
Obviously market again did not like Apple numbers they must have been expecting a lot more.
What did they screw up? The CPU isn't the only change so you can't say it took them months to figure out how to pop one in?
PS- Dissapointment was due to only '17 million' iPads sold. WTF? How the **** is that not a mind-blowing number for a non holiday season? What other tablet is getting sales even in the same universe?
Apple: 121 Billion in Cash.
Gee, 14 million iPads in 90 days. That's like two per second, 24/7. What production!!
And that only about half of what Apple's selling of the iPhone!
Quote:
Originally Posted by Apple ][
Apple: 121 Billion in Cash.
That is what the Market is pissed about, they do not want Apple hanging onto all that money, Apple has so much money the interest alone pays their R&D budget each year.
Quote:
Originally Posted by Slurpy
Apple beats their best record by 25% and completely decimates everyone else in the industry, yet this 'misses' wallstreet and is 'disappointing' to these douchebag leaches because it doesnt match up with numbers they randomly pulled out of their asses. Amazing.
PS- Dissapointment was due to only '17 million' iPads sold. WTF? How the **** is that not a mind-blowing number for a non holiday season? What other tablet is getting sales even in the same universe?
Typical wall street rewards crap companies for doing exactly as they want and they hold back a company like Apple who ignores them and just keep adding tons of cash to be the bottom line.
They had to halt trading because of such bad results, imagine that, just idiots
Quote:
Originally Posted by Tallest Skil
yep that sums it up that is for sure
Quote:
Originally Posted by John Nugent
So CNBC just called the numbers "disappointing" -- after beating all but the outlier-est estimates? Sheesh.
No, it was only because they missed Zaky's numbers...
Quote:
Originally Posted by Rogifan
Peter Oppenheimer asked about the pricing of iPad mini and says the mini margins are significantly lower than the rest of their product line. Why is that? Wasn't the thought that they priced it at $329 to keep their higher margins?
Goes to show how pundits are often wrong. There are two things that might be cheaper on the iPad Mini than on the iPad - the display and the case. Otherwise, the internals are highly similar. In facg, 1024 x 768 at 7.9" may well be more expensive than 1024 x 768 at 9.7". The difference in cost of the aluminum back is tiny. Therefore, the cost of making iPad Mini may be in fact the same as or higher than iPad 2. But they are forced to sell it at a lower price due to expectations that a smaller tablet should be cheaper.
Quote:
Originally Posted by Rogifan
Peter Oppenheimer asked about the pricing of iPad mini and says the mini margins are significantly lower than the rest of their product line. Why is that? Wasn't the thought that they priced it at $329 to keep their higher margins?
it isn't made of plastic.
it has a decent, useful for work and stable OS that everyone (consumers, enterprise) sees as the best mobile OS out there.
Huge ecosystem that takes money to keep growing.
Efficient components.
etc.
Compare this to the nexus 7 (that has 0 profit)