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

To: Win-Lose-Draw who wrote (143571)	10/26/2012 7:26:39 AM
From: slacker711	Read Replies (1) \| Respond to of 213182

So, bottom line, Apple is guiding for lower EPS in the current quarter than they recorded for the same quarter last year, right? (~$12 vs ~$14) If I was going to look at the bottom line earnings number, I would say that Apple basically guided for a flat YoY number. They still beat guidance during the September quarter by 13% and beat by ~35% last December. Personally, my bottom line take away is the revenue guidance. I would expect margins to gradually improve through 2013 as each of the new product families begin to mature. Slacker

To: Win-Lose-Draw who wrote (143571)	10/26/2012 9:05:25 AM
From: Guth	Read Replies (1) \| Respond to of 213182

When was the last time they did that for the blockbuster Q? I can't recall it happening, certainly in the post iPhone era. A more concerning stat is the 60% earnings miss-rate over the past five quarters(there's that 60% again). OTOH, I can't remember an 80% product upgrade within a quarter either. Revenue guidance exceeded FYQ1 revs and implies over 50 million iPhones sold for FQ1. The GMs will be better than 36%, but by how much?