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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Jeff Hayden who wrote (38719)12/19/2003 7:50:11 AM
From: NAG1  Read Replies (1) | Respond to of 213173
 
One other thing that will impact significantly on apple's earnings are interest rates. If rates go up like I think they will, apple will be earnings a significantly greater amount on their cash hoard. For each 1 percent increase in interest on 4 billion dollars, that would mean 40 million dollars or about 10 cents a share in earnings.

As for the research that apple has been doing the past several years, we may be starting to see the benefits of that now with the music business, the g5 as well as another major revision to the os. The big question is will it be sustainable. Market right now is saying that it doesn't think so. If apple can continue to innovate in addition to increasing revs and earnings, the market may think otherwise. But it is taking a show me attitude right now when it comes to apple.

Neal



To: Jeff Hayden who wrote (38719)12/19/2003 2:14:58 PM
From: Don Green  Read Replies (1) | Respond to of 213173
 
What it seems to be telling the street is, that without this huge R & D investment Apple would have no profits at all. So when you consider with all it has done, it is still just barely keeping positive momentum. So Apple can't afford to cut back on R & D.