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Nobody's talking about the dividends!!! This will be the first dividend in a long time. I'm no money guy or market person so I don't know the ramifications for offering a dividend but I'm liking it since I'm long with AAPL.

Opinions?

The moment Cook decided for a dividend was the moment Apple stopped being a growth stock. Terrible decision following SJ's passing.
 
Apple was right on the mark in their guidance for this quarter.

I guess they're better at running the Apple business than analysts are at running their business.

Now, tell me again. What do analysts do, and why should we care?

Apple has historically, time and time again, grossly underestimated their projected numbers.

Sorry, but this is absolutely a huge miss on Apple's part.
 
My interpretation of this. iPod is slowly dying, Macs are stagnant and will continue to be so as ultrabooks take off. iPhone has finally met its match with the Samsung Galaxy line and Windows Phone 8 will take even bigger bite to come. The only thing that Apple is truly dominant is tablets where they have no real competition as of yet. That will change with Windows 8.
 
Perhaps it's time for Apple to ditch its predictable yearly iPhone refresh. Year after year you'll have that crazy quarter where consumers hit the brakes and wait.
 
Of course they had a down quarter. Everyone was waiting for Apple to release the "next big thing" and they took too long to do it.

I'm curious by what criteria you say that they "took too long" ? New iPads and iPhones were never expected this last quarter, and if they deliver in Nov/Oct they won't be late based on history.

The new MacBook was a nice surprise, but hardly "too late". And what is this "next big thing" you speak of that hasn't happened yet but should have? I don't recall any rumors of new Apple product lines, only additional models on current product lines.
 
iPhone Sales: 26 Million
iPad Sales: 17 million
Mac Sales: 4 Million
iPod Sales: 6.8 Million

Hefty sales...
 
Looking at the graph, I would be worried as a shareholder:
- iPhone revenue went down significantly for two quarters in a row, something not happening before.
- Where is the revenue increase coming from for the next two quarters to top YoY? This looks like a lot to me.
 
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Macs are stagnant and will continue to be so as ultrabooks take off.

You do realize the MacBook Air is what started the ultrabook craze, right?

The only thing that Apple is truly dominant is tablets where they have no real competition as of yet. That will change with Windows 8.

We also heard this about Zune and Honeycomb and Windows 7 tablets (HP Slate anyone?). Seems there's always someone who's going to eat Apple's lunch tomorrow. But always tomorrow.
 
Apple missed their declared earnings they predicted. That's the story. I don't know MR chose not to report this.

Uh, because it is not true??? To quote Philip Elmer-Dewitt: "Although its earnings came in ahead of its (typically) low guidance and CEO Tim Cook declared himself "thrilled with record sales of 17 million iPads in the June quarter," the stock immediately dropped $30 in after-hours trading."

Emphasis mine.
 
Perhaps it's time for Apple to ditch its predictable yearly iPhone refresh. Year after year you'll have that crazy quarter where consumers hit the brakes and wait.

And let the competiition eat up its market? I don't think that's a reasonable proposition - the only way forward for Apple is through innovation.

But with SJ gone, I am not very optimistic in what pertains to the long-term pipeline. So my prediction is that we'll see a slow trend back to the 90s - multiple product lines, lack of vision, lack of focus.

The stupid iPad Mini is just the beginning of that sad future.
 
Uh, because it is not true??? To quote Philip Elmer-Dewitt: "Although its earnings came in ahead of its (typically) low guidance and CEO Tim Cook declared himself "thrilled with record sales of 17 million iPads in the June quarter," the stock immediately dropped $30 in after-hours trading."

Emphasis mine.

Look at every earnings call. The price bounds up in the days prior to the quarterly results and then boom, it takes a hit.

You get non stop product rumours prior to the results too, anything to build the price then these guys cash in, drop the price and buy back. Easy money really.
 
Perhaps it's time for Apple to ditch its predictable yearly iPhone refresh. Year after year you'll have that crazy quarter where consumers hit the brakes and wait.

Would not it be not one but two quarters then? There is still one more quarter left before iPhone 5 release.
 
This will be considered a big "miss" for Apple, as it is dramatically weaker than what analysts were expecting.

Is this reporter an idiot, or what? This isn't a big miss for Apple, it's a big miss for the idiot analysts. Apple once again did a great job this quarter, producing significant growth. I can't understand how having a net of $8.8B can possibly be considered a big miss. Let's start reporting facts instead of sensationalism.
 
I'm curious by what criteria you say that they "took too long" ? New iPads and iPhones were never expected this last quarter, and if they deliver in Nov/Oct they won't be late based on history.

The new MacBook was a nice surprise, but hardly "too late". And what is this "next big thing" you speak of that hasn't happened yet but should have? I don't recall any rumors of new Apple product lines, only additional models on current product lines.

You must not have heard the rumor about the Apple Television set and such.
 
The point is that I believe Apple has crested and will face severe headwinds notwithstanding corrupt judges who try to run interference for Apple.
 
My interpretation of this. iPod is slowly dying, Macs are stagnant and will continue to be so as ultrabooks take off. iPhone has finally met its match with the Samsung Galaxy line and Windows Phone 8 will take even bigger bite to come. The only thing that Apple is truly dominant is tablets where they have no real competition as of yet. That will change with Windows 8.
Yeah because Ultrabook sales are really taking off. :rolleyes: all this tells me is Apple isn't immune to wider economic pressures.
 
You must not have heard the rumor about the Apple Television set and such.

Who was predicting an Apple television in this quarter, or even in 2012 for that matter. The biggest pusher of this iTV rumor is Gene Munster and he's not predicting anything before 2013.
 
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