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Technology Stocks : Apple Inc.
AAPL 272.24+0.5%3:59 PM EST
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To: pyslent who wrote (169492)5/14/2014 8:06:00 PM
From: MGV  Read Replies (1) of 213177
 
The 5c numbers are low - probably too low by a material amount. The anecdotal data supporting a conclusion of strong 4s sales globally, including Apple's statement on the 4s, is persuasive. It could be that the mix is less 5s than 71% and more 5c with less significant reductions to the 4s estimate. It sounds like he started with the ASP and a 5s assumption and backed into the 5c and 4s estimates. Even if Wolf's 4s estimates are high by 5% of the total units, the point of the resiliency of a nearly 3 year old model is made.
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