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

To: Cogito who wrote (102894)	9/12/2010 12:43:35 AM
From: FJB	Read Replies (1) \| Respond to of 213173

RE:People who believe that competition from Android will materially affect Apple's margins are simply wrong. Never happened with computers... This is what Apple margins used to look like prior to iPods, iPhones and iPads. ------------------------------------------------------------------------------- Apple Reports First Fiscal Quarter Results CUPERTINO, California - Jan. 14, 1998 - Apple Computer, Inc. today announced financial results for its fiscal 1998 first quarter which ended Dec. 26, 1997. For the quarter, the Company generated revenues of $1.6 billion and unit sales of 635,000. The Company recorded a quarterly net profit of $47 million, resulting in basic and diluted earnings per share of $.37 and $.33, respectively. Apple recorded a net loss of $161 million, or $(1.26) per share, in the September quarter, and recorded a net loss of $120 million, or $(.96) per share, in the year-ago quarter. The Company achieved gross margins of 22 percent during the quarter, compared to 20 percent in the September quarter and 19 percent in the year-ago quarter. International sales accounted for 50 percent of the Company's quarterly revenues. apple.com

To: Cogito who wrote (102894)	9/12/2010 12:49:37 AM
From: Doren	1 Recommendation Read Replies (2) \| Respond to of 213173

Android most certainly is doing well. But as an investor where is the money? I cannot see anywhere to invest in the android market.

To: Cogito who wrote (102894)	9/12/2010 9:00:13 AM
From: slacker711	1 Recommendation Read Replies (3) \| Respond to of 213173

People who believe that competition from Android will materially affect Apple's margins are simply wrong. Two points. 1) Profit per share is the measuring stick for investors, and a dominant Android OS will certainly impact that number. 2) To the extent that the iPhone shrinks as a share of total business, margins are bound to fall. The rest of the business lines dont have margins anywhere near the iPhone. My question is, why have 50%+ margins on the iPhone suddenly become sacrosanct? They have lower margins in every other business, so lowering margins should at least be under consideration....and yes, at least part of that decision process would include whether they could stem the sudden rise of Android. Slacker