Seeking Alpha

More on Apple's (AAPL) FQ4 results: 17.1M iPhones shipped vs. 22M consensus (main reason for...

More on Apple's (AAPL) FQ4 results: 17.1M iPhones shipped vs. 22M consensus (main reason for shortfall). 11.1M iPads vs. 10M. 4.89M Macs vs. 4.5M. 6.62M iPods vs. 6.9M. Apple forecasts FQ1 revenue of $37B vs. $36.63B consensus; EPS of $9.30 vs. $8.96. AAPL -5.4% AH. (PR)
From other sites
Comments (4)
  • Stone Fox Capital
    , contributor
    Comments (6290) | Send Message
    When has AAPL ever guided above street consensus? Clearly iphone sales were pushed leading to massive Dec Q.
    18 Oct 2011, 04:45 PM Reply Like
  • kmanm
    , contributor
    Comments (163) | Send Message
    Actually these numbers are great. I expected iphone sales to be below expectation considering they were in a verge of releasing new iphone and everyone wanted to wait for the new phone.


    Mac sales were up, ipad sale was larger than expected.


    Expect huge from Thanksgiving shopping next quarter. Right now they can't keep up with iphone 4s demand. Ipad will be a must have gift come christmas. If you are selling the stock here, you are missing huge run-up to 450-475 next quarter.


    Keep in mind, expect a deal with China Mobile sometime early next year and that will be huge.
    18 Oct 2011, 05:25 PM Reply Like
  • J 457
    , contributor
    Comments (951) | Send Message
    Missing both the consensus and whisper is not anything close to "great." Look for $350 near term and if you like the AAPL story without Jobs then buy on the dip. I say this is just one of many MOMO stocks that needs to come down 20-25% for a long-term healthy market recovery into year end.
    18 Oct 2011, 05:52 PM Reply Like
  • Clayton Rulli
    , contributor
    Comments (2656) | Send Message
    If Aapl came down to 350, it'd be cheaper than any tech stock... and that just aint right
    6 Dec 2011, 11:46 AM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Tools
Find the right ETFs for your portfolio:
Seeking Alpha's new ETF Hub
ETF Investment Guide:
Table of Contents | One Page Summary
Read about different ETF Asset Classes:
ETF Selector