• Ocean Man
    $AAPL EPS is a beat. Lot of other #s still to come.
    1/23/13
    Reply (22)
    • Ocean Man: $13.81 versus $13.34 expected.
      1/23/13
    • Ocean Man: Revenue: $54.5 billion versus $54.58 billion expected
      1/23/13
    • Ocean Man: Gross margin: 38.6% versus 39.5% expected
      1/23/13
    • Ocean Man: iPhone: 47.8 million versus 50 million expected
      1/23/13
    • Ocean Man: iPad: 22.9 million versus 23 million expected
      1/23/13
    • Ocean Man: Mac: 4.1 million versus 5 million expected
      1/23/13
    • Ocean Man: iPod: 12.7 million versus 12 million expected
      1/23/13
    • FortSumter: Cash on hand now over $137billion. Hard to fathom really.
      1/23/13
    • Zhang Fei: The Company posted record quarterly revenue of $54.5 billion and record quarterly net profit of $13.1 billion, or $13.81 per diluted share.
      1/23/13
    • Zhang Fei: These results compare to revenue of $46.3 billion and net profit of $13.1 billion, or $13.87 per diluted share, in the 14-week year-ago qtr.
      1/23/13
    • Zhang Fei: Year over year, 17% increase in sales, no increase in profits.
      1/23/13
    • det9: Looks like unless it makes a trillion $ it wont go up.
      1/23/13
    • Zhang Fei: In other words, those Iphone discounts were borne by AAPL, not the retailers.
      1/23/13
    • FortSumter: Jeez, maybe they'll need a bail-out. They are "only" making $54B in a littleover 90 days. <<<sarcarsm>>
      1/23/13
    • Zhang Fei: Nobody cares what AAPL's revenues are. Exxon's revenues top $100b per quarter. Valuations aren't based on sales - they're based on profits.
      1/23/13
    • Zhang Fei: And profits-wise, AAPL dropped the ball. A premium consumer gadget company that has to do serious discounting is on its way to becoming a
      1/23/13
    • Zhang Fei: middle-of-the-road consumer gadget company. That means reduced earnings and reduced valuations.
      1/23/13
    • Zhang Fei: "Looks like unless it makes a trillion $ it wont go up." AAPL is not KO. The way consumer gadget companies work is when margins shrink,
      1/23/13
    • Zhang Fei: you're starting to run out of customers willing to pay your prices. That may mean customers are getting tired of your product, your brand
      1/23/13
    • Zhang Fei: is no longer all that, or any number of other things. Either way, investors need to see some clarity in the quarters ahead. In 2007, NOK was
      1/23/13
    • Zhang Fei: at the top of the mobile world. Look at where it is today. The point is that in mobile phones, top manufacturers trade places all the time.
      1/23/13
    • abardy: Apple will start producing chips in-house and has hired top talent. It's margins aren't going to be a problem in the near future.
      1/23/13