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

To: MGV who wrote (168353)	4/13/2014 12:11:32 AM
From: Ryan Bartholomew	Respond to of 213176

The numbers on 4/23 won't have much of an impact as long as they meet guidance and next quarter's guidance comes in close to a year ago's numbers. The current quarter compare will be easier than the quarter just concluded for several reasons. You might be right, though meeting guidance nor next quarter being forecast close to 2013's are givens. The market understands this will be a 2nd half story and that Apple is an aggressive buyer at 500 +/- 10-20/share. There are countless companies that have valuations based upon future promises. Nothing wrong with that. But the risk is if the promises aren't fully realized. In Apple's case, Cook has repeatedly promised big things on the way. And they very well might release some. It's a certainly they'll sell a lot. But will they sell enough to justify a valuation that, as you suggest, will largely ignore this and next quarter? There's some risk there. If they release the iPhone 6 but find the need to price it the way Samsung priced the S5, it's possible they could face similar struggles as Samsung. I'm looking at this quarter as a way to gauge their brand momentum, as there really aren't any new products right now, so if they can blow away guidance, it might be a sign that they "still got it". Anecdotal evidence from my business ventures indicate the opposite, but I experience a tiny sliver of what's out there.