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Technology Stocks : Apple Inc.
AAPL 255.42+3.0%Jan 26 3:59 PM EST

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From: NAG110/24/2007 5:53:15 AM
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Apple guided to over 9 billion in revenues for the present quarter. Still haven't had a chance to listen to the cc but have they given any breakdown about where they are expecting these revenues to come from? I was just thinking if half of the new revenue is computer related, with an asp of $1,500 per computer, that would mean Apple is looking to sell about a million more computers this present quarter than the previous quarter and we should be looking at over 3 million cpus sold this quarter. That would be about a 50% increase in cpu sales over what is by far, already the best quarter that Apple has ever had selling computers. That would make the present quarter just a monster quarter and would mean that the halo effect is accelerating significantly. If you include that with the great new ipods and the phones as well as the rumors about a subnotebook vs a newton, Apple's next fiscal year could be a monster year and we could be looking at earnings approaching or, if you really want to think aggressively, passing $6 dollars per share which would put the present forward looking pe, subtracting out the $20 per share that Apple has in cash, less than 30. I don't know if the market has fully digested this or not but if and when they do, I wouldn't put it past Apple to be over $200. The numbers here are mind boggling to me and I would imagine to most here who have followed Apple over the years through thick and thin.

All I have to say is WOW!

Good luck out there and have a great end of the year.

Neal
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