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

To: Cogito who wrote (143537)	10/25/2012 6:39:33 PM
From: Keith Feral	2 Recommendations Read Replies (1) \| Respond to of 213182

They might be a little overly cautious on margins, but I wouldn't be extrapolating any big revenue gains beyond their guidance. Glad to see Apple hang in there - now up on AH! Apple battled hard to get where they are at, and I'm glad to see them stay above $600. I was thinking about buying a put on Apple just for shits and giggles to see how the earnings drama played out tomorrow, but I realized it would be a waste of time since I would be looking to grab some shares if it dipped below $600. My biggest level of concern for Apple was revenue guidance for next quarter. I know margins are important to analysts that like to come up with unrealistic price targets and stuff, but I'd rather see Apple growing revenues with 36% margins than sacrificing growth at 40% margins. I think the revenues will be in line next quarter, but the earnings will beat on higher margins. Now that all the shit's out of the way, I can't help but to think Apple will be able to sell more iPhone 4 and 4S at lower prices too. Apple's had a very challenging position of growing iPhone market share without a free handset. Last year, the 3G was on sale for free, but that was only for ATT. I don't think many people were able to take advantage. Now, with the iPhone 4 being free, Apple can pick up more of the low end market share. Now that margins are all that people can think about, it's a good time to be getting back in the stock I think. The next 2 quarters are the best 2 quarters of the year for Apple.