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

To: Doren who wrote (147585)	1/3/2013 12:35:34 PM
From: yofal	3 Recommendations Respond to of 213173

I can't make head nor tails of your statement(s)... Sandeep seems to be suffering a cognitive dissonance in public over the discovery that analysts often play games with investors perception in an attempt to improve their cards. Apple keeps doing what it does, and the market moves around it.

To: Doren who wrote (147585)	1/3/2013 3:38:11 PM
From: sandeep	2 Recommendations Read Replies (4) \| Respond to of 213173

I don't understand why you are finding this so difficult. Cook has guided Apple below comparable last year's quarter for the dec quarter - well below it. He has guided the gross margins well below last years. The analysts are not buying it right now. They have set the bar $2 higher than guidance in profits. This means that analysts, on an average, don't believe Apple's guidance. They want apple to do 15% better than its own guidance. Either Apple is going to miss the analyst estimate, meet it or beat it. It has failed to meet it for 2 quarters in a row - giving some excuse or another every time. Now, if it fails to meet the estimate, it will be screwed - quite badly. Even if it meets it, no great shakes. Now, it has to beat these numbers - which is hard. Guess what will happen even if they beat it? They will guide badly for the next quarter and the stock will get screwed again. Why didn't it happen when Jobs was around? Because people had faith that Jobs will come up with new product that will change the game. There is NO such faith in the current management. This means, IMHO, that they need to manage financial guidance better. A new product every 6 months implies that every other quarter is going to bad - maybe more because of supply chain issues.