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

To: Keith Feral who wrote (132777)	5/2/2012 10:15:32 AM
From: rnsmth	Read Replies (1) \| Respond to of 213172

Apple will earn close to $25 a share over this quarter and FQ4. But, if you want to go with average Wall Street estimates, maybe you should also tell us how close those estimates have been to the actual over the past two years. That exercise would teach you something, I am thinking.

To: Keith Feral who wrote (132777)	5/2/2012 12:32:57 PM
From: XoFruitCake	1 Recommendation Respond to of 213172

I'm developing my strategy that I want to buy back into Apple after next quarter EPS and stick around for the iPhone 5 launch and get back out after December earnings release next year I am I am following similar strategy. I am completely out of Apple stock or option at this point. But the trading starting in early Feb has a return that is a little bit above 3x (mostly from trading 2 to 3 months OTM call). I ran the number with 26-30 million Iphone, 18 million Ipad and 43.5% margin (200 basis points above the guidance as someone suggested) and the earning come to be between $10 to $12. Right now the analyst estimate for F3Q is about 10ish. So I think we are going to be range bound for now short of some spectacular news from the Mac side.