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powermac666 said:
They shipped @156k PowerMacs in the QTR. If I heard correctly, they doubled July shipments in August, then doubled the combined July/Aug total in September. By that math: Roughly 17k in July, another 35k in August, and a whopping 104K units in September, once the supply started breaking loose. If that holds consistent for three months, that is 312,000 PowerMacs for the QTR to come, or double prior QTR. You can also expect the iMac number of 56K to go up quite drastically, considering they will have units shipping for all three months. With iPod hitting stride for XMas, this could be a truly astounding QTR for Apple. That may explain the projected $0.39 - 0.42 eps Phil suggested.

Simply rockin'!

That doubling of sales (August twice as much as July, September twice as much as July and August combined) referred to G5 systems, not to Powermacs alone.
 
dongmin said:
if they're still having trouble fabbing 2.5 ghz, i wouldn't hold out too much hope for significant speedbumps anytime soon. maybe the 975/980s will be easier to fab???

If they PowerMacs move to dual core, as some have predicted they might, it may improve the situation. Even if the yield %s weren't any better, they'd only need half as many units if they had one dual core chip instead of dual single cores chips.
 
Wasn't the prediction 21-24cents/share? Did this smash expectations or meet them??? I'm not familiar enough with all these numbers to tell actual vs. predictions here...
 
shawnce said:
[reposting some notes so far from the concall]
eMac up 40% or so if I heard that correctly
[done taking notes]

I thought they said eMac up 19% (year to year or previous quarter?).

Part of that could be people/universities buying the eMac because the iMac G4 was not available.
 
manu chao said:
I thought they said eMac up 19% (year to year or previous quarter?).

Part of that could be people/universities buying the eMac because the iMac G4 was not available.

Likely my number is year over year with 19% being quarter over quarter... would need to listen to the concall again to nail it down.
 
quackattack said:
I knew I should have invested.....

Hindsight is always 20/20. I bought Apple stock @ $15, but sold it @ $28 when there were a lot of negative indicators at the time. I could have made more, but hey, no need to get greedy - I'm happy with my profit. :cool:

Now the question is whether to re-invest or not, what with the current condition of the tech sector, the impact of the high oil prices, and the uncertainty surrounding the election.... :confused:
 
Nothing like having products people want to buy

A great result for Apple and it shows the strength of having things people want to buy - it would seems that the delays in getting chips from IBM is merely delaying sales rather than the sales disappearing....

Which is unusual in business - mosty of the time if the product isn't there for the putner to buy they merely move onto something else... but not Apple...

On that basis Q1 could be very very good

Says Law is working very well at Apple! :D
 
jbembe said:
Wasn't the prediction 21-24cents/share? Did this smash expectations or meet them??? I'm not familiar enough with all these numbers to tell actual vs. predictions here...

The expectation was 18 cents, up from 12 cents last year. Even a 1 cent increase is good, so yes...26 cents blows away all those "analysts"
 
From what is said there will seem to be a while before a power mac update which is good because i just got mine like 2 months ago and plan to use it for the next 3-5 years with updates to it accordingly. :)
 
jiggie2g said:
I wonder how many iPods in total have been sold since it's introduction in Nov 2001. <-snip->.

I can answer that.

There are now something like 5.683 million iPods in the wild.

4.416 million of those are accounted for in fiscal 2004 (i.e. Oct 03 - Sept 04) and 3.683 million are accounted for during calendar 2004 thus far.

Since detailed records have been available (Q2/FY2003), Apple have moved 5.136 million iPods.

The 2 million count for iPods came at the end of calendar 2003, after approximately 26 months of sales. So to move 3.683 million more units in around 40 weeks is pretty slick, even if they still have to move another 295 million units to get close to Sony's cumulative Walkman numbers.
 
Looks like Apple is going from strength to strength. :) iPod sales up 500% from year ago quarter :eek: And it's slowly filtering through to Macs.. :)
 
Don't get too excited people...that schmuck at Motley Fool still thinks Apple is overhyped right now!
 
johnnyjibbs said:
iPod sales up 500% from year ago quarter :eek:

Just to increase the impact... 500% is a 6x increase, in other words for every iPod they sold in F2003 they sold 6 in F2004 and most of this increase took place towards the end of F2004. The number also barely feels any of the sales increase likely to come from the HP iPod.
 
Wow

This is unusual for Apple

After Hours (RTM/ECN): 42.44 2.69 (6.77%)

Their stock usually goes down after they announce results. I've done very well the last couple of years with them. Still own 250 shares and was planning on selling about half. I think I'm going to hold it a while. Their Q1 should be huge.
 
I give Apple 6 months to live then they will die.

Apple's death is imminent.


.

It will be interesting to see iMacs sales figures in Q1 after all the hype.
 
ijimk said:
From what is said there will seem to be a while before a power mac update which is good because i just got mine like 2 months ago and plan to use it for the next 3-5 years with updates to it accordingly. :)

I should hope there are no PowerMac updates for while, as many people are still waiting for their Rev B PMs which they ordered months and months ago! There would be nothing like receiving your "new" DP 2.5 GHz PM on the day the Rev Cs were announced. :eek:

Also, I'm glad you'll be using your PM for the next 3-5 years, but I hope you realize that there are going to be quite a few updates to the PM line in that period of time. ;)
 
Moonlight said:
Thats a joke right ? Riiiiiigghhhttt......

These Q4 results are just yet more evidence of yet another death nail in Apple's coffin.


Of course I'm joking.

HOWEVER, joking aside.. how long can Apple / we expect iPod sales to beat the previous Quarter results? I must admit, I'm surprised sales haven't flattened off yet. It is very good sales continue to rise... but for how much longer?
 
Stella said:
HOWEVER, joking aside.. how long can Apple / we expect iPod sales to beat the previous Quarter results? I must admit, I'm surprised sales haven't flattened off yet. It is very good sales continue to rise... but for how much longer?

Sounds like Apple needs to release a 60 GB Photo iPod to keep sales on the rise! ;)
 
rdowns said:
This is unusual for Apple

After Hours (RTM/ECN): 42.44 2.69 (6.77%)

Their stock usually goes down after they announce results. I've done very well the last couple of years with them. Still own 250 shares and was planning on selling about half. I think I'm going to hold it a while. Their Q1 should be huge.

I think its mostly due to the way they blew through estimates across the board( eps, topline) with no trickery (see: MSFT) and the huge upward revision(from Apple, not analysts) of future estimates, the latter having the most to do with it.

Seriously, how is it that the analysts are very good at estimates with some companies and consistently awful with Apple? As long as I've been following Apple stock (about 6 years) they are always way off. They should be embarassed. They should at least work for their paychecks... :p
 
:mad:

Peyote said:
Don't get too excited people...that schmuck at Motley Fool still thinks Apple is overhyped right now!
:mad: :mad:
ehhhh. the motley fool is such fraudulent source; i can't stand it. i hate that schmuck's name too...seth jayson.

i don't agree with his reasoning, but what egged me on the most about his article is his quirk with "Think Different", which is actually acceptable grammar...a substantive adjective (i think?)

i hate it when people use their obnoxiousness to make themselves sound smarter...in their own minds.

for those who haven't read the article, you can find it at http://www.fool.com/news/commentary...3.htm?source=eptyholnk303100&logvisit=y&npu=y :mad:
 
Stella said:
These Q4 results are just yet more evidence of yet another death nail in Apple's coffin.


Of course I'm joking.

HOWEVER, joking aside.. how long can Apple / we expect iPod sales to beat the previous Quarter results? I must admit, I'm surprised sales haven't flattened off yet. It is very good sales continue to rise... but for how much longer?

Well, considering the market could easily absorb another 100-150 million mp3 players, I don't see a slow down for awhile yet.

The numbers are easy to make:

N. America... 40-50 million
Europe... 30 million
Japan/Asia... 30 million
Rest... 25 million

Plus, its at the point where people are replacing earlier versions of the iPod. Its not like the walkman where there wasn't a compelling reason to upgrade once you had one (usually it was because the one you owned broke). Oh, and the walkman sold close to 300million units.

No telling what Apple's share will be of the market in the future, but even if they drop to 30-40%, thats still around 50 million iPods.
 
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