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Technology Stocks : Apple Tankwatch
AAPL 255.53-1.0%Jan 16 9:30 AM EST
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To: sylvester80 who wrote (9805)9/15/2011 6:28:43 PM
From: pyslent  Read Replies (1) of 32692
 
The "growth" numbers you cite from Q1 to Q2 are artificial and largely reflect the fact that the first LTE handset launched with 2 weeks left in Q1 in spectacular fashion, as you well know. So the Q2 numbers actually exhibit negative growth on a weekly run rate basis (130k per week in Q1 vs. a max of 92k per week in Q2, and even that's assuming no dongles sold). So if you are projecting 2.8 million phones in Q3, I'll take the under. I'd even spot you a million and guess < 1.8 million.

BTW, your coverage expansion numbers are also way off. Go back to the Q2 conference call. Verizon at that time claimed POPs coverage of 160 million at the time (and projected 185 million by the end of 2011). So todays's report of 160 million covered represents no growth whatsoever in Q3.

Care to rethink your estimate?
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