SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?


To: slacker711 who wrote (69582)10/3/2007 12:29:16 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 213182
 
well I'm not really looking for $1 but I am looking for something *approaching* $1 in earnings. we shall see!

heres a whacked out post about what a huge quarter would look like for apple... the numbers in here are a good reference. BTW the mac estimates are from a few weeks ago.

What A Huge Quarter Would Look Like For Apple (AAPL): $7 Billion

Apple (AAPL) probably already knows what its September quarter looks like, but, it could be more successful that many on Wall St. can imagine.

Mac sales are being put as high as 2.17 million by Citigroup in a research piece picked up by Barron's. In the June quarter, they were 1.764 million units yielding $2.533 billion. At the higher unit volume Mac revenue would be about $3.12 billion. TheStreet has given a unit estimate of 2.35 million Macs. That would move Mac revenue up to $3.38 billion.

Research firm Hambrecht puts iPod sales at 12 million for the September period. In the last quarter, iPod revenue-per-unit was $160. That would bring iPod revenue to $1.92 billion. iTune sales in the June quarter were $608 million. Peripherals and software were just high of $700 million.

iPhone yield per unit is now $400 UBS is putting iPhone sales for the just-closed quarter at 950,000. That would add another $380 million.

That brings revenue to $7 billion. Revenue for the June quarter was $5.4 billion. In the September quarter of 2006, revenue was $4.837 billion.

Could $7 billion happen? If the company reaches the high end of all analyst estimates, yes.

Douglas A. McIntyre

247wallst.com



To: slacker711 who wrote (69582)10/3/2007 12:32:38 PM
From: manalagi  Read Replies (1) | Respond to of 213182
 
My TDAmeritrade shows that the consensus for Q4 is 83 cents.



To: slacker711 who wrote (69582)10/3/2007 2:32:00 PM
From: slacker711  Read Replies (2) | Respond to of 213182
 
Customer backlash against Apple is definitely something to watch. Some of this is due to a simple case of no longer being the underdog that everybody can root for and some is a direct result of their recent decisions. Not much you can do about the former, but Apple is going to have to be careful about the latter. They earn a significant premium for many of their products and at least a portion of that is due to the strength of their brand.

A case by case overview of recent decisions by Apple is at the link.

ilounge.com

Customers Ask: Is Apple Going Rotten?
By Jeremy Horwitz
Editor-in-Chief, iLounge
Published: Thursday, September 20, 2007
Last Update: Thursday, September 20, 2007


Karma. Doing the "right thing." Thinking different. Apple's enlightened approach to building customer loyalty is now famous, generating big headlines every time CEO Steve Jobs takes on Hollywood or the music industry. Attempts to raise iTunes prices? "Greedy." A fight with NBC over revenues? "Give peace a chance." That's Apple, your socially-conscious corporate friend, who does right by you while standing up to big bullies -- sort of like a character from a Pixar movie.

But over the past two weeks, Apple's fans have been grumbling that the company they knew and loved is transforming into another Microsoft, making short-sighted, anti-consumer decisions and carelessly releasing products with user experience-diminishing problems. In response, an increasingly angry erosion of Apple's brand loyalty is beginning, with complaints mounting all over the Internet, including on the company's own discussion forums. This time, it's not just a cadre of Microsoft fans trying to anonymously stir up trouble for the Cupertino-based company, but rather legitimately upset Apple customers who are threatening boycotts of current and future iPod, iTunes, and Mac offerings.

Put aside Apple's $200 iPhone price drop, which generated a lot of anger but was quickly resolved by the company, and bugs in both new iPod and iTunes software, which the company is certainly working to repair. Instead, consider just four of the issues that are still largely unresolved by Apple, and the extreme anger and disappointment that its customers have been expressing as a result.