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

To: pyslent who wrote (186530)	12/16/2015 6:31:35 PM
From: MGV	Respond to of 213185

Kantar's historical reliability is far lower than Apple's. The supply chain may be less reliable than Kantar. This is what makes a market. I'll take the other side of the analyst supply chain and kantar data in favor of the Apple data. I note that the factual supply chain data is contrary to the analyst hearsay supply chain data: Analog Devices' largest customer is Apple. Analog Devices' backlog is higher by 16% y/y. According to RBC: Analog Devices has a higher probability of meeting or beating revenue guidance for the January quarter, given that its backlog is up 16% year over, compared to the 8% forecast:Backlog at the end of FY15 was $626M, up from $538M at the end of FY14. ADI defines backlog as of a particular date to mean firm orders from a customer or distributor with a requested delivery within 13 weeks. FY14 backlog as a % of Jan-15 midpoint of guidance ($760M) was 71%. For the Jan-qtr, $626M (FY15 backlog)/$835M (midpoint of revenue guidance) is 75%, giving us confidence that ADI’s forward guidance is conservative. http://blogs.barrons.com/techtraderdaily/2015/12/02/analog-devices-10k-shows-strong-backlog-importance-of-apple-rbc/

To: pyslent who wrote (186530)	12/16/2015 6:51:21 PM
From: slacker711	Read Replies (1) \| Respond to of 213185

Another data point from Jabil...Apple made up 24% of revenue in FY 2015. $JBL: Jabil Circuit beats by $0.05, reports revs in-line; guides Q2 EPS in-line, revs below consensus; reaffirms FY16 EPS guidance, revs guidance (23.91 -0.06) Reports Q1 (Nov) earnings of $0.85 per share, excluding non-recurring items, $0.05 better than the Capital IQ Consensus of $0.80; revenues rose 14.4% year/year to $5.21 bln vs the $5.2 bln Capital IQ Consensus. Co issues guidance for Q2, sees EPS of $0.54-0.70, excluding non-recurring items, vs. $0.62 Capital IQ Consensus Estimate; sees Q2 revs of $4.4-4.7 bln vs. $4.73 bln Capital IQ Consensus Estimate. Co reaffirms guidance for FY16, sees EPS of $2.65, excluding non-recurring items, vs. $2.57 Capital IQ Consensus Estimate; sees FY16 revs of Approx $20 bln vs. $19.87 bln Capital IQ Consensus Estimate. Read more: briefing.com