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Apr 12, 2001
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Apple will be streaming their 2nd Quarter Financial Results conference call on Wednesday, April 14, 2004.

As always...

Please note that comments made during this call may include forward-looking statements that are subject to risks and uncertainties, and that actual results may differ materially from these forward-looking statements. For more information on the factors that could influence results, please refer to Apple’s SEC filings.
 
I sure hope they don't suck, based on no new products this quarter and the Xserves barely shipping. I'm not too sure that the iTMS/iPod successes will save the day this time. Maybe they might squeeze through with a slight profit from the interest made on their cash pile.
 
Do they normally stream the conference calls like this via QT? I don't remember, I thought in the past they were audio only, or something to that effect.
 
twinturbo said:
Do they normally stream the conference calls like this via QT? I don't remember, I thought in the past they were audio only, or something to that effect.

Thought the last one was audio...no Steve so nothing to see ;)
 
not for individual customers...

I don't think this will have much to do with product updates or anything. It's not MacWorld.. I don't see what else would it be than telling the financial situation to stock owners etc.

I might be wrong though.
 
question

has anyone ever listened to one of these before?
Its like people talking about apple earnings and such or
is it produced to sound like a one-way call or a recording.
I'm clueless - fill me in.
 
I wonder how hard the lack of updates and the inability to supply demand for the iPod minis will hit Apple's bottom line? :(
The only good thing I can imagine is the mentioning of Apple paying off all of their debt. Beyond that? :confused:
 
How are you going to spin we have now reached the 1% market share that all the bmw lovers say is Great for Apple. you know the ones who want to be the only one with a Mac. This will be a very very bad qtr for Apple. taking to long to boot out G4 and taking to long to get everyone on a current chip such as G5. Its Apples Fault for taking way to long to get off the turtle they have been riding known as G4. The Desktop line is a mess. Apple should focus on computers that the public wants not computers that Jobs & Ives want to build. Powermac,Imac,Emac everyone of these are missing the market. Unless you want that 1% :rolleyes:
 
Second quarter?

I'm a financial know-nothing. Can someone explain to me how this is Apple's second quarter results when it's only April?
 
Dont Hurt Me said:
How are you going to spin we have now reached the 1% market share that all the bmw lovers say is Great for Apple. you know the ones who want to be the only one with a Mac. This will be a very very bad qtr for Apple. taking to long to boot out G4 and taking to long to get everyone on a current chip such as G5. Its Apples Fault for taking way to long to get off the turtle they have been riding known as G4. The Desktop line is a mess. Apple should focus on computers that the public wants not computers that Jobs & Ives want to build. Powermac,Imac,Emac everyone of these are missing the market. Unless you want that 1% :rolleyes:


Here we go again..
it's all said before DHM,
everybody has it's own opinion on those matters.. so have I, so have you, so has everybody else.. so don't bother
 
yes its been said but my question is does Apple want 1 out of 100 new machines to be a Mac or do they want .5%? when will it be low enough? What they are doing now with product line is all wrong.
 
slightly said:
I'm a financial know-nothing. Can someone explain to me how this is Apple's second quarter results when it's only April?

The year is measured from Sept to Sept. So Oct, Nov, Dec is Qtr1. Jan, Feb, and Mar are Qtr2.
 
The last financial call (or one before that maybe) was the day before the release of iTMS or something, something iTunes/Music anyway. This could mean that something will be announced at NAB... we can only wait and see
 
Wonder Boy said:
i listened to this last year. i always look forward to apple's economic spin on things.

By "economic" I'm sure you mean Apple's own fiscal and operational effectiveness? There's a big difference.
 
Dont Hurt Me said:
yes its been said but my question is does Apple want 1 out of 100 new machines to be a Mac or do they want .5%? when will it be low enough? What they are doing now with product line is all wrong.

It doesn't matter anymore. Clones will always be able to sell more systems then one vendor. Apple is fighting against an industry and losing. Market share numbers will continually be a downward spiral for Apple. As it stands they can't meet demand for many of their products while Dell, Gateway, Toshiba, Compaq/HP, Sony, Alienware, et all continue to crank out tons of these systems. Short of Apple picking one or two OEMs to create a low end cheap clone that covers the low end of the market that Apple can crank out cheaply and efficiently Apple may be in the sub single digit market share within a couple years.
This IMHO is bad. Actual numbers mean exactly jack squat to developers who are looking for the largest market to develop their wares. The Windows vs. OS X platform is different enough to make moving a piece of software from one platform to another a PITA. Why develop on the Mac when you can on the PC and get a higher chance of a potential sale then on the Mac platform? I've preached this over and over again and I firmly believe that Market Share does matter.

That being said. Apple isn't dead yet. Just this morning I convinced my 18th person to consider a iMac for their kid. He went to the Mac store yesterday and came back with a few questions. I answer as best I could but there are limits to my knowledge on the Mac since I don't own one yet. Hehe. I can send them to Apple but convincing the occasional user isn't going to save Apple's market share in the long run. They need something BIG to happen. Check that big and CHEAP to happen.
 
It's going to be one of two things:

Small marketshare and good profits

or..

Good marketshare and low profits



I don't see how they could be both.
 
I don't really want to get into the "Apple is dying" thing, but I really do think this will be an increadibly pathetic quarter for them. And you know what, they deserve it. Any company that is this neglegent should suffer.
 
small small

7on said:
It's going to be one of two things:

Small marketshare and good profits

or..

Good marketshare and low profits



I don't see how they could be both.


how about small marketshare and low profits? which is what will probably happen. i mean, they've done less work than me this semester.
 
Second quarter are always bad, so investor expect that and its already taken into account in the current value of the stock. So selling/buying back the stock wont give you much profit compared to the risk of a bad surprise.

My guess is that most of the calls are going to talk about apple not producing enough iPod mini and why the ITMS is not out in other countries. These are two things under apple control and are directly linked to Steve Jobs lack of business sense.

The low sales of power mac and server will be fixed next quarter so no need to worry there. There might be some frustration about a lack of G5 upgrade tho.

Well, we will see...
 
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