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


To: rnsmth who wrote (174902)9/23/2014 7:38:00 AM
From: slacker711  Read Replies (3) | Respond to of 213176
 
I think Apple will come in at around 38 million iPhones sold in this quarter, and about 60 million in Q1, the holiday quarter.


If China launches in the December quarter, I think the Street will now view 60m as disappointing. Expectations have increased along with the stock price. That doesnt matter to the long-term shareholders but for those who own options expiring in early 2015 (that includes me), I think Apple will need to sell above 60m to get much of a return from here.

Slacker



To: rnsmth who wrote (174902)9/23/2014 10:02:06 PM
From: JP Sullivan4 Recommendations

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jeftuxedo
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rnsmth
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  Respond to of 213176
 
continued buybacks will magnify all of the above on earnings per share

Right there, IMHO, is the best case anyone can make for staying invested in AAPL. Even if earnings in absolute dollars grow minimally, say 2-5% pa, as long as Apple keeps on generating mountains of cash and continues reducing the share count thru buy backs, every remaining share becomes more valuable over time. Then there's the dividend... :-) And if that's not enough, imagine every 3-5 years Apple comes up with a game changing, must-have product that delivers kick-ass earnings growth for 2-4 quarters... :-))