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um, good for the them. but am i the only one who sees that they profitted $1 billion and think i've been screwed a little bit?

i mean, they need to make money, but they could easily set prices a little lower and still be VERY healthy.

iPhone for $399 and $499. i don't think that would cut into the BILLION dollar profit too much. :D

At 399 they would probably not be able to make them fast enough. But yes I would agree that 399 and 499 would be a fairer price and one that would tempt me to switch (overcomes some of the cost of breaking contract).
 
A slowdown in iPod sales growth has been solemnly predicted for at least two years now, quickly following on the heals of the predictions that it would never really sell well in the first place.

AAPL often drops on the best of news. I've been browbeaten many times for in the past for making this statement, but it's true. I've given up trying to figure out why.

Lot of reasons why a stock goes down when a company comes out with good news - it's all about how the company will do in the future, not the sales that they have achieved in the previous quarter. Soon as someone says 'Sales will decline due to.. ' the stock drops. This is true with every company.

Hence, I trade currencies :D
 
You do realize that many retail establishments use what's known as keystone to set margins, right?

Keystone means 100% *gross* margins.

31.2 percent gross margins are not excessive. If you think so, try buying something for 1 (currency of choice) and selling it for 1.3 (same currency) sometime.

Is that right?
I thought retailers aim for 100% markup, which is 50% gross margin.
i.e. I have something that costs $3 to make or buy and sell it for $6 (a 100% markup). But my profit (margin) is half what I sold it for or 50% ($3/$6). A 100% margin is thus impossible, unless your costs are zero. Mmm, maybe I should start bottling my tap water and selling it. Oh hang on, isn't that called Dasani :)

Obviously Apple are going to sell their stuff for a much as we are willing to pay. I just don't want them to rip us off. As long as most of that money is going into great R&D then I'm not too worried.
 
Lot of reasons why a stock goes down when a company comes out with good news - it's all about how the company will do in the future, not the sales that they have achieved in the previous quarter. Soon as someone says 'Sales will decline due to.. ' the stock drops. This is true with every company.

Unless I missed something, forward guidance looked fine. Typically cautious, but not unusually so. I didn't hear anything that sounded like a warning.
 
I try to keep it short and to the point. That phrase happened to have worked lol. We'll see what happens in Q2 and Q3 (mostly Q3) as the iPhone is released.
 
Positive news! :)

Now, for the future:
keep strong investment in hardware & software R&D
stay on the cutting edge [like the front of my MB :( :p] of technology
open new [even smaller versions] stores in hungry areas {NE IN ;)}
slight raise for the grunts, the good positive ones, in the stores
create means to run Classic apps/games on Intel-based machines
give all who purchased two or more Macs this past year 10 shares of stock :D
 
Just curious, what is the definition of gross margins for software companies?
(For hardware it's, very simplied, revenue minus production and distribution cost over revenue. But software has very small production and distribution costs.)
Thus very high gross margins...
 
Lot of reasons why a stock goes down when a company comes out with good news - it's all about how the company will do in the future, not the sales that they have achieved in the previous quarter. Soon as someone says 'Sales will decline due to.. ' the stock drops. This is true with every company.

Hence, I trade currencies :D

Profit-taking is always a good reason. There still seem to be a lot of day traders. They build things before the call and rip the heart out of the stock afterwards. They must celebrate their winnings after that.

Of course, when the crude oil was dropping in price yesterday, most stocks were up and Apple's was down. They rarely go with the crowd on anything.

Glad they're healthy, though.
 
Wow wish I had invested back when I thought I should. This can only get better when the jaw dropping device shows up? This is really good news. I am going to add a bit to the bottom line by picking up a refurbed iPod soon.
 
My Verizon EVDO phones and PC-cards fall back to the older, slower technology if no EVDO coverage is available.

It seems crazy to say "we'll go with slow, since there's wider coverage".
If you've got one device out of the gate, aim it at the sweet spot... The Nokia's of the world can target each niche, but with one phone in one country you don't want the majority of your potential market saying "It's 3G and my city doesn't support 3G".

Of course a counter argument could be made that the early adopters for a phone like this are going to be a little more savvy than that...
 
Profit-taking is always a good reason. There still seem to be a lot of day traders. They build things before the call and rip the heart out of the stock afterwards. They must celebrate their winnings after that.

Of course, when the crude oil was dropping in price yesterday, most stocks were up and Apple's was down. They rarely go with the crowd on anything.

Glad they're healthy, though.

A perfect example of this mentality was seen on CNBC's Fast Money show today. 3 of the 4 panelists recommended immediately selling Apple. It quite possibly could have been all four, but the fourth was not allowed to speak.

Their reasons:

Won't be any more good news for a month or so.
The only news that could possibly come out would be bad, referring to options backdating.
Claimed that iPod inventory increased from 2-4 weeks to 4-6 weeks.
Claimed that Macintosh sales were disappointing. Even though there were 2 fewer weeks this quarter...

A note about the third point. I listened to the conference call which specifically addressed this. The fool panelist apparently either has ADD or poor listening skills. What was explained was that while there was an increase in inventory, this was experienced early in the quarter and with respect to the prior quarter. It was clearly stated that if one were to look at current levels, it would be closer to 1-2 weeks. This is further elaborated (the analyst actually asking the question also could not understand what was being said) by the explanation that Apple pre-loaded inventory in anticipation of heavy Christmas sales. In other words, Apple loaded up early on iPods and worked through the inventory.

It was clearly stated that if one were to look today, inventory levels would be quite low.

I do give the idiots on this panel somewhat of a pass as they are clearly pump and dump kinds of traders. They latch on to whatever sector happens to have momentum and sell when they get their few ticks of profit. Actually this is what the show is all about.

Further illustration: they were banging the table and screaming at the top of their lungs that Apple was a buy buy buy exactly one week ago, after the announcement of the iPhone. They said ignore options backdating, it's a non-issue. They also said that Apple is fair at 97 and all 4 called it a buy.

Amazing how Apple, after reporting blowout numbers, went from a screaming buy to a "get out while you still can" stock.

I'd say this was an example of making a quick buck, but considering the underlying faulty analysis, one has to wonder.

However, it does show that any fool can make money in stocks if you throw enough darts.

It also shows that CNBC's shows are all about entertainment, not providing sound investment advice. I suppose that since they lost the Blodgets of the world, they decided to in-source the spurious analysis. :rolleyes:
 
Beleaguered!

Expect Apple to be bought out this calendar year.

You heard it here first, folks.
 
does anybody think the apple stores are growing too fast?????


remember what happened to gateway computers?? they started online got big very fast and opened stores across the usa, then all stores went bust.... but they have a nice online system now.

whatca think??????
 
With just one week of sales under its belt, Apple Inc.'s new Apple TV set-top streaming media hub has claimed the top slot on the company's list of best selling items.

According to a ranking of best selling products on the Apple online store (right sidebar), Apple TV over the past week outsold all versions of the company's popular iPod digital music players, including the ubiquitous iPod nano.

True, but it is apple's website, and the new product they would like to push. Where is it on amazon?
 
My Verizon EVDO phones and PC-cards fall back to the older, slower technology if no EVDO coverage is available.

It seems crazy to say "we'll go with slow, since there's wider coverage".

It seems pretty obvious from a business standpoint, instead of saying "we'll go with the newest that nobody uses or cares about"...:rolleyes:

21 MILLION iPODS!


Now whats the name of that other also-ran iPod thingy that comes in brown?

You mean the poo that doesn't play for sure..? ;)
 
Yep, it's simply awesome...Apple is moving quickly to become the BIGGEST computer/electronics company in the world. It's market share has more than doubled on a quarterly basis, compared to other crappy PC makers, and the iPod is the undisputed king of music...no competition, no comparison.

your foaming-at-the-mouth fanboyism is getting.... annoying. Besides, do you think that Apple is doubling their marketshare every quarter? Let's just say that you are mistaken. By a HUGE margin. Let's assume that Apple doubled their marketshare every quarter in 2006. And let's say that in the beginning of 2006 Apple had a market-share of 2% (a low figure, but still)

so, in 1Q 2006, they had market-share of 2%. In 2Q 2006 they had market-share of 4%. In 3Q 2006 they had 8%. And in the end of 2006, they had 16%.

Let's just say that you are off. By a mile. Yes, Their marketshare is going up. No, they are not doubling their marketshare every quarter. Not even close.
 
I'm more interested in how many of those stores will be in new markets as opposed to 8 or ten more in New York and SF (rooting for the south).

New markets? You mean something like Europe? California alone has a lot more stores than entire Europe does (I believe it's something like 30 for California, vs. 8 for Europe), and all European stores are in the UK. No stores in Nordic countries, no stores in Italy, no stores in Germany, no Stores in France, no stores in BeNeLux.... There are hundreds of millions of paying customers in those countries. And still, zero stores.
 
remember what happened to gateway computers?? they started online got big very fast and opened stores across the usa, then all stores went bust.... but they have a nice online system now.

whatca think??????
Not really a direct comparison. Gateway's products were not sufficiently differentiated from Compaq, Dell, or the thousands of small grey-box manufacturers all fighting for customers in the Windows market. So by adding the costs of a large retail operation they were putting themselves at a major disadvantage with regards to their competition. Apple get away with it for two reasons. Firstly within the Mac market the lack of major price differences between their stores and online Mac resellers, and looking at the wider PC market being the only computer maker that has OSX and iLife.

The Apple stores aren't really about sales. They are a showroom, letting people know that computing does not have to equal Windows. They still have to make a profit as Tim Cook always says, but it's more about marketing.

New markets? You mean something like Europe? California alone has a lot more stores than entire Europe does (I believe it's something like 30 for California, vs. 8 for Europe), and all European stores are in the UK. No stores in Nordic countries, no stores in Italy, no stores in Germany, no Stores in France, no stores in BeNeLux.... There are hundreds of millions of paying customers in those countries. And still, zero stores.
Three of them are for the UK definitely. Glasgow, Edinburgh and Southampton.
 
Not a bad idea. If there is anything negative in what is probably the best earnings release in the history of Apple, the CPU sales numbers did not increase over the previous quarter. We need cheaper iMacs and a headless single processor Core 2 Duo model.

I noticed the drop in Mac sales too, it was 1,610,000 in Q4 2006. And it reverses the trend of the last few years as well. Both Q1 sales in 2005 and 2006 beat their preceding Q4 sales by a healthy margin. Kind of worrying. Maybe it's the Vista effect, in which case Apple may have done well just by standing still.

As for cheaper iMacs, yes it would help if they came down in price if only to offset the cost of buying MS Office. I've recently converted some friends and persuaded them to get iMac's. The cost of MS Office on top of the iMac was almost a deal breaker, I had to work really hard to convince them. If it hadn't been for NeoOffice they would have walked away!

I can't see MS reducing the cost of Office for the Mac platform, so it's vital that iWork07 provides a viable and affordable alternative, and that NeoOffice and the native OpenOffice ports continue at a pace.

iWork07 looks promising with the new Word Processing mode in Pages, and its ability to display pictures in table cells, the lack of which currently breaks every Word Doc I receive from business partners. And if the new spreadsheet App is mostly compatible with Excel too then my sales pitch to prospective iMac owners in future will go a lot easier.

I don't pretend that I can turn around the Mac sales figures all on my own ;) But I do intend to do my bit in 2007.
 
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