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


To: pyslent who wrote (15791)1/23/2012 4:55:01 PM
From: Guth  Respond to of 32692
 
Well, PO did guide to $9.30. I use a 30% bs adjustment factor, it's been working like a charm. Hard to get close to a number like that without 30+ million phones. There are no layups, but this is close. We shall see.

BTW, PO foreshadowed the ~$7 4'th quarter in July when he guided to $5.50. But do you think I followed my own advice? Nooooooo!

Message 27503303



To: pyslent who wrote (15791)1/23/2012 5:40:02 PM
From: Cogito  Respond to of 32692
 
>>I agree. The numbers being bandied about are unprecedented. Even if Apple should fail to ship 30 million iPhones, what some would characterize as an implosion or a colossal miss is another man's "greatest quarter in the history of the wireless industry." It's just a matter of perspective.

Everyone holds Apple to such an incredibly high standard that making history is not always enough. <<

True dat. There are some very high numbers out there, just like last quarter. Sure will be interesting when we get the report, no matter how it goes.