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To: slacker711 who wrote (70298)	10/24/2007 9:40:10 AM
From: dhellman	Read Replies (1) \| Respond to of 213183

re:Peter Oppenheimer on lower Mac sales this qtr Even with estimates raised above consensus, there could be some sandbagging given the reasonable expectation that new OS release will unleash some pent-up demand (at least 3 boxes in my universe) "This year, it’s possible that Mac sales could be sequentially a little lower, given the extraordinary success of the back-to-school promotion, which intensified the seasonality of the September quarter. Ben Reitzes - UBS Okay, so you’re saying Macs could be lower due to that promotion? Okay. Peter Oppenheimer It could be. We had just a fantastic September quarter but really back to school and our higher ed results were an all-time high for the company."

To: slacker711 who wrote (70298)	10/24/2007 1:42:40 PM
From: slacker711	Read Replies (2) \| Respond to of 213183

An interesting number from an interview with Disney's CEO on CNBC....they have served 160 million episodes through their advertising supported streams on abc.com over the last year. This compares to the 100 million episodes that Apple just reported for iTunes across all of their content providers. JMO, but I ultimately see advertising supported content winning out against the pay per view model. Of course, the final piece to the puzzle will be moving the content from the PC to the TV. Hopefully, ABC/Disney will allow Apple to enable Apple TV to eventually provide this feature. Slacker

To: slacker711 who wrote (70298)	10/24/2007 11:39:14 PM
From: slacker711	Read Replies (1) \| Respond to of 213183

A chart of Mac sales....over the last five years, Mac sales have at least been flat sequentially from the September to the December quarter. systemshootouts.org Slacker

To: slacker711 who wrote (70298)	10/26/2007 6:00:14 AM
From: NAG1	Respond to of 213183

<<Let me begin with Macs and maybe I’ll let Tim address your iPod question. For Macs, in the two most recent quarters, units have been relatively flat from the September quarter to the December quarter, as our education business falls off and is more or less offset by holiday consumer buying. This year, it’s possible that Mac sales could be sequentially a little lower, given the extraordinary success of the back-to-school promotion, which intensified the seasonality of the September quarter.>> Slacker, Thanks. Still haven't had the chance to listen to the cc. If what PO says is true, then they are looking at a monster quarter from the iPod line. This is in line with what I saw when I went into one of the stores this past weekend. People were buying touches and pods but I didn't see a cpu sold. If they are not forecasting an increase in cpu sales and it occurs because of some pent up demand for systems with Leopard installed, this quarter might just blow away their own guidance again which, again, is mind boggling. Gene Munster does have a new price target for Apple cnbc.com The interesting thing is that he came up with a figure of $18 per iPhone per month in revenue for Apple from AT&T. With over a million activations presently, this figure(which may be high, I have seen $12 per month per phone in another analysis), you get a figure of about 6 cents per share in earnings per quarter. If his analysis is correct and Apple sells over 10 million phones next year and 40+ million by 2009, Apple's earnings could easily be up 50% at the end of next year. If the revenue sharing numbers are correct, this is the real reason why Apple dropped the price of the iPhone. They are foregoing the short term profit and going for the long term revenues. Over the life of the contract, it could mean $432 for Apple per phone. Looking over these numbers, you have to feel that Apple does want everybody to sign up with T. Neal