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

To: sylvester80 who wrote (14826)	1/8/2012 10:05:58 AM
From: rnsmth	Read Replies (1) \| Respond to of 32692

Year over year is what matters

To: sylvester80 who wrote (14826)	1/8/2012 1:10:44 PM
From: Cogito	Read Replies (1) \| Respond to of 32692

>>It's not dumb at all. Q4 includes the many customers who deffered buying in Q3 for the new version. So it is logical to average the 2 quarters to come up with the real growth that's barely keeping up with market growth. And the real evidence of that will come in Q1 when growth slows from Q4.<< It's dumb because two quarters can't reveal a meaningful trend. Yes, the calendar Q1 report (Apple's Q2) will tell us a lot. Typically, that quarter is down for Apple relative to the prior one, because they sell mostly to consumers, which means massive buying takes place in the December quarter, with a big drop-off following. But in last year's March quarter, Apple actually sold more iPhones than they had in CQ4. It will be interesting to see what happens this year.