Avian's Blaine Carroll cuts his Q2 estimates for RF component vendors Skyworks (SWKS +1.6%) and...

Avian's Blaine Carroll cuts his Q2 estimates for RF component vendors Skyworks (SWKS +1.6%) and TriQuint (TQNT +1.9%) out of a belief iPhone (AAPL) builds are weak. Carroll thinks only ~20M iPhones were built in the June quarter, down from a prior estimate of 25M and below iPhone sales forecasts of 28M-30M, due to Europe's problems and next-gen iPhone anticipation. Other suppliers with heavy iPhone exposure: CRUS, AVGO, BRCM, QCOM. (also)

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Comments (9)
  • Applocrat
    , contributor
    Comments (1005) | Send Message
    This is foolish. For that number to be accurate international sales would have to contract by a little over 20 percent with us sales going to ZERO
    13 Jul 2012, 02:27 PM Reply Like
  • earlalbin
    , contributor
    Comments (98) | Send Message
    Avian's Blaine Carroll doen't know hos face from the side of a building. He has been wrong on Apple evey single estimate, EVRTY SINGLE estimate.
    Who really cares what he thinks?
    13 Jul 2012, 02:32 PM Reply Like
  • pagreen1966
    , contributor
    Comments (661) | Send Message
    Long Apple since 2003 and a multi millionaire because of it!


    The stars are falling into place for Apple. No longer a company but a whole industry sector. Larger than the whole of the Telecoms sector.


    Believe me the best is yet to come. Don't listen to these fools!!
    13 Jul 2012, 02:43 PM Reply Like
  • Gary Bushwacher
    , contributor
    Comments (543) | Send Message
    I guess he didn't read Jason Schwarz SA article pointing out Brazil's factory and the folly of relying on China data only.
    13 Jul 2012, 02:51 PM Reply Like
  • bjnflicks
    , contributor
    Comments (4335) | Send Message
    I did due diligence at the local Apple store today, had ,long talks with the people there. The store was packed and they all said it was packed every single day of the year and there was no slowdown at all. I asked if anyone was possibly delaying iPhone purchases waiting for the iPhone 5. Not yet, they said, because no one knows when it is coming out, what it is, or why they should wait. Besides the current model is fantastic and if they need and want the best phone, there is no reason to wait. Same with every other Apple product. I saw lots and lots of activity around the new Mac laptop and tablet tables. Huge interest, buzzing like a hive. People who may have $5000 in the world eager to punk down $500 or $1000 for the latest Apple product because of what they believe it brings to their lives. I am totally long Apple and think Wall Street has only begun to get it. Apple is not the tech sector. Yet it goes down usually when tech stocks fall. That should not be. The reason other techs fall is usually because Apple is fast making them obsolete and stealing their future and present earnings. Just look at RIMM or Hewlett-Packard if you don't believe me. And anyone want to buy a Windows phone or a Windows tablet when you can get an Apple for almost the same price? Not. Also pay attention to China. Apple is now selling tablets in China. Huge business. Next iPhones through the biggest telco in the world. More massive growth potential. I go to South America a lot. Not a single Apple office anywhere in South America, yet at the airports you can see 50% of travelers using Apple. What other company on earth has anywhere near that. Apple hardly even needs to advertise. But their wall ads are in the Bogota airport, Panama airport, etc. The wave is continuing and the US market is just the beginning. They will repeat what they are doing in the US throughout the world over the coming years and should be valued at - gulp - two trililon dollars. IMHO. That would mean a stock price of around $2500 per share. Of course I am not expecting that, but $1000? Why not?
    13 Jul 2012, 10:25 PM Reply Like
  • New Superhuman
    , contributor
    Comments (1180) | Send Message
    "People who may have $5000 in the world eager to punk down $500 or $1000 for the latest Apple product because of what they believe it brings to their lives."


    That's the biggest potential problem with Apple - the self-referential, solipsistic expectations of what starts to feel like a cult. Some people call them "fanboys". These are people with empty lives who are looking to fill them with something larger than themselves. Part of Apple's success is based on fantastic expectations it can bring meaning and salvation to the lives of millions of empty souls.


    Imagine what will happen when all of these millions of fools wake up one day and realize that "what they believe it brings to their lives" falls short of "what . . . it brings to their lives". False idols always disappoint in the end.


    Until such time, ride this bull like a bad boy.
    15 Jul 2012, 11:10 PM Reply Like
  • Applocrat
    , contributor
    Comments (1005) | Send Message
    Oh come on, do you really believe anything approaching a significant number of their customers look at the products is a religious experience?


    A few people might I grant you, but enough to explain the tens of millions of sales I don't think so. the products work well and they don't break. And yes, they are kind of cool. Beatific vision cool, gosh I hope not. If the beatific vision resembles an apple product they will sue God!
    16 Jul 2012, 10:16 AM Reply Like
  • Bugsyjack
    , contributor
    Comments (22) | Send Message
    Avian's Blaine Carroll is out on a limb on this one. If he's right, he'll be a hero, if he's wrong, his guestimates will just get buried with the others. Remember Elaine Garderelli (spelling?)? She got a "sell the market" call right about a decade ago. CNBC had her on regularly for 3 years after that. She faded away by not getting another correct call and that was that. I think these guestimaters are just looking for a moment in the spotlight.
    Long Apple stock and love their products and business. Fortunate to be kinda close to a Mac store in Rancho Cucamunga, Ca.
    Looking forward to the "5". Can't be that far off, then I'll slip my wife my 4S which is super to me. She's coping with a Blackberry for now. Poor girl. I feel bad but she says she'll wait for my 4S. Bless her heart.
    Also, we love our IPad (retina display) and Mac Pro.
    Thanks for reading.
    14 Jul 2012, 10:27 AM Reply Like
  • quadmaster
    , contributor
    Comments (3) | Send Message
    You can add 2 iPhones last month and one this month for my family of three, great product. We all had Blackberries before, we liked them also, but iPhone is far superior.
    19 Jul 2012, 01:39 PM Reply Like
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