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Apple is gonna be the BIGGEST computer company in the world in less than 2 years...Microshaft, prepare to be bought within that period, because Apple is mopping the floor with you.

There is NO OTHER company in its segment growing as much as Apple, especially in these times of recession in the US...SJ and Co. have the PERFECT strategy and are firing on all cylinders...it's an INCREDIBLE BUSINESS CASE!

I assume this is a joke post. That or you are in school and all the cool kids have macs. Have you been to an office anywhere in the world? All PC's. And will be for a long time...sadly...
 
This kills me b/c I had some stock to play with when AAPL was at about $60/share in Summer of 06. Oops.
 
Seems to be next to zero growth in iPod sales. I assume because everyone who wants one already has one and Apple is now only selling replacements. This happens in every market as it matures. Kind of like refridgerators, microwave ovens and lawn mowers.

This shows the disadvantage of being the "big guy". With macs Apple can still grow be taking away market share from PC makers. But Apple can't grow iPod sales by taking away market share because thy already have it.

Microsoft is the same. They can't grow Windows sales any more.

Apple needs to start aggressively pursuing emerging markets.

I don't know what Apple's global plan is, but a lot of economic growth is taking place outside of western markets. China, India and Brazil come to mind. All markets eager for western status products.

It could well be that Apple is simply swamped by growth. Their push into Europe has been lackluster despite the fact that over 40% of Apple's sales are outside US borders.

They need to start marketing the iPod separately to the rest of the world.
 
Too bad apple doesn't announce sales statistics for individual models any more. It would have been very interesting to see the quarterly sales numbers for MacPro...
 
The market is in an economic slowdown right now. That's known fact. And yes, I do believe that were in a recession. So, there is no need for those quotation marks around the word "recession" because we are in one. :rolleyes:

While the economy is in a slowdown, the fact is that by definition, we are not in a "recession" in the United States at this point. The definition of a recession is a decline in the real GDP for two or more consecutive quarters. For the last quarter of 2007, real GDP in the U.S. was actually up 0.6%.

As for Apple's numbers, I'm not sure what else the analysts expected. AAPL's guidance is always ultra conservative. And AAPL always seems to beat their guidance every single time as well.
 
What is up with gross margin??? This is like the 3rd question in a row about it. Why are investors concerned about this?
 
What is up with gross margin??? This is like the 3rd question in a row about it. Why are investors concerned about this?

That is exactly wat i was wondering

But i wish there were more questions about iphones
they really havent said much
 
I suppose what they are permitted say is tied up in SEC rules, but it seems not. I imagine some sense could be made of guidance by tracking it vs. reported earnings for several years running, but since I've never actually seen it stated precisely how conservative Apple has been historically in predicting their own performance, I don't know why the markets get so excited about the number. How can anyone pretend to know what it "actually" means?

I haven't seen any numbers either on historically how conservative Apple is with their guidance either, but that would be interesting to see someone do to see if there is some sort of common number, like 10% or so or whatever it is, there are lots of other factors that could factor in from quarter to quarter but there might be a number in common somewhere. The only way for something to happen with the guidance would be for Apple to have to open up their books and for the SEC to see that they take their guidance and cut it down every time and are deliberately making it inaccurate but that isn't going to happen any time soon.
 
Nope, its 10 by the end of 2008.

So, about 4.3M more...easy.

Financial Officer Peter Oppenheimer said on Wednesday.

"We are very pleased with iPhone momentum and we remain confident of achieving our goal of selling 10 million iPhones in calendar 2008"

That doesn't seem to agree with you.
 
Nope, its 10 by the end of 2008.

So, about 4.3M more...easy.

Yeah... your right, for them to be confident they may need to introduce a new one. Many people that dont know much about apple that I know wont buy one because they think a new one will come soon.:apple:

---
Oh yeah... I just remembered that they said that they would be expanding to asia.. so does anyone know of any country in asia that would but iphones that would work with 3G? I wouldnt know so I was not saying that there WASNT any countries.
 
It could indicate more lower value products are being sold.

Gross margin, as I understand it, is the percentage profit on manufacturing all the combined products that Apple sells. If Apple brings in 100 dollars and gross margin is 33 percent, then it cost them 67 dollars to make it and they get 33 dollars profit on that revenue. Gross margin only has to do with the cost of making the product, like the components (the NAND/DRAM flash memory, LCD screens, optical/disk drives they are talking about). Operating margin factors in other costs related to bringing the product to market, like transport and marketing costs.


Anyone else have a different explanation or anything to add?
 
Always, the best thing to do is sell off all your Apple stock before the quarty anouncement and then buy it all back the next day at a 20% lower price.

thats exactly what I did today. And I will buy once it gets back to 20% low again as you said: 130 or so. But it may not be just next day. may have to wait. it will.
 
I assume this is a joke post. That or you are in school and all the cool kids have macs. Have you been to an office anywhere in the world? All PC's. And will be for a long time...sadly...
That's a generalization. I work for a Fortune 500 company. My group provides professional services to the Feds. We were all given 15" Macbook Pros over the last 7 months. Bye-bye Windows! At least for us.
 
Amazed

Once again I'm amazed at all the multi-millionaire analysts, stock brokers, and marketing experts who take time out from their hectic schedules to post in this forum. The advice flows freely. If Apple would only take this advice and implement it they would be.......................OUT OF BUSINESS! :p
 
Gross margin, as I understand it, is the percentage profit on manufacturing all the combined products that Apple sells. If Apple brings in 100 dollars and gross margin is 33 percent, then it cost them 67 dollars to make it and they get 33 dollars profit on that revenue. Gross margin only has to do with the cost of making the product, like the components (the NAND/DRAM flash memory, LCD screens, optical/disk drives they are talking about). Operating margin factors in other costs related to bringing the product to market, like transport and marketing costs.


Anyone else have a different explanation or anything to add?

Well yes, but the expectation was that since, for example, flash memory was cheap in Q1 that gross margins would be higher. As they're lower it may be the case that lower profit items - i.e. MBs not MBAs - dominate sales.
 
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