tkell31
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Quote: Originally Posted by GadgetCanadaV2 A great quarter but Q1 2014 will be a monster with the newly released iPads, the 5S and the 5C including the added market of China. Biggest problem will be (as always) keeping up with demand. Q2 2014 w…
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You can focus on the "beats" all you want, but the bottom line is revenue is increasing at a very slow pace while earnings are down year over year. Slow revenue growth, earnings falling or stagnant = a range bound stock price. Typically the market…
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Quote: Originally Posted by herbapou Apple never stop growing in terms of revenu and unit sales. It stop growing EPS on lower margins. That effect will stop in Q1 2014 for a least a year on better margins on the 5c and 5s. The ipad mini margi…
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"Yes. Last year 47 millions iphones came with very low margins. Lets assume they sell 57 millions iphones (probably too bullish) that is 21% YoY increase in unit sales. Margins will be better than last year by at least 2%, probably 3%. That means EP…
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Quote: Originally Posted by herbapou Apple shipped 26 millions iphones with 8.6 EPS in Q4 2012. So anything above 32 millions iphones is good in terms of unit sales. The problem is EPS, if Apple cant do better than $8.6 we are in a decline agai…
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Quote: Originally Posted by herbapou None of youre metrics are true, you are pulling numbers out of youre butt? Q1 2012 - 37 millions iphones Q1 2013 - 47 millions iphones My apology. I did indicated incorrectly it was Q1 2012 when it…
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Looks like a good number for the iPhone, but it will have to be if the other lines arent growing. The focus on declining YoY increases is to evaluate the growth left in that segment. I cant even believe I have to write that. As for next quar…
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Quote: Originally Posted by TBell Apparently over 10 million thought it was a good deal, including my girlfriend. She was holding off for the last few months. She had a broken 3GS. She switched from AT&T to T-Mobile. T-Mobile is selling…
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If the sensor really is limited the holiday quarter could be a big disappointment. The benchmark is 4.3 million phones a week from last year. Less than that and revenue and EPS will suffer. Focusing on demand without knowing the production levels…
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11 million in September (and that is just pre-orders plus 9/20 to 9/28) and only 10 million in the whole following quarter? I'm not sure which is less likely, but probably both.
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All anyone really knows is demand for the 5S remains strong. Of course whether it is stronger than the 5 last year depends on the production rate of the 5S. Oct 18th should shed some light on that.
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Sales are shrinking and willl continue to shrink, but who cares? PCs and Laptops arent the future, so it's ridiculous debating the undeniable fact that sales will continue to drop.
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Quote: Originally Posted by jragosta I'm not suggesting anything. I'm stating a fact. Last year, they sold 5 M phones on launch weekend. They sold everyone they had - it was just about impossible to find an iPhone 5 anywhere. This year,…
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Quote: Originally Posted by jragosta Your comparison isn't really accurate. iPhone 5 sales were severely limited by availability. Even if they had launched China and Australia on the same day as the US, they didn't have any more phones to …
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Quote: Originally Posted by jungmark Considering they sold 9 MM 5Cs/5Ss over the first weekend compared to last year's 5 MM, I'd say production ramped up well. And before say they has two new iPhones, I highly doubt the split was 50/50. I thi…
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Quote: Originally Posted by jungmark According to who's timetable? I must have missed the innovation schedule in the farmers almanac. Dont be dense or are you implying they dropped everything they were working on when Jobs died so Cook cou…
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Availability seems unimportant compared to sales volume and it's not like we'll know that until January. Actually just two weeks since the release availability seems bad unless production is higher than last year. 4.3 million a week last year so t…
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Quote: Originally Posted by jungmark The behind-the-scenes look is fascination. However, the Article implies Apple had the lead in smart phones since the iPhone's inception. And that Jobs wanted to dominate. I just remember him wanting 1%. It a…
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Fifth generation already and that's the newest product line. Still hiring people to work on the wearable gear. Stock is going nowhere until a new product line comes out or they sell 90 million phones in the holiday quarter.
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Quote: Originally Posted by Andysol Stupid that they have to tap. Can't it just give you a prompt when you're within range to set it up. Who are we- Samsung? I don't like it. First thing I thought too. I'm sure it will be improved.