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

To: Keith Feral who wrote (132786)5/2/2012 11:25:13 AM
From: slacker7112 Recommendations  Read Replies (1) | Respond to of 213172
 
If last year was any guide, sales began to slow down for Apple in the quarter before the new iPhone 4S launch.

That will definitely happen again, though the staggered launches mean that the impact of people holding off on the purchase of an iPhone will also be staggered. The Chinese iPhone 5 launch is unlikely to be in October.

I would also note that in the disappointing October quarter that Apple beat guidance by 28%. That would put us at $10.88 for the June quarter. The problem that happened in that quarter was simply that analysts and the Street had become too bullish. It doesnt seem like that is happening now.

Slacker



To: Keith Feral who wrote (132786)5/2/2012 12:56:17 PM
From: Cogito  Respond to of 213172
 
I don't see any way that Apple will make $12.50 for the next quarter on lower guidance, but anything can happen.
They guided to $8.50 for last quarter. This quarter they've called for $8.68. If they beat by the same amount this quarter as last, they'll hit $12.50.

Expect new computers this quarter. The new MacBook Pros could be pretty special.


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