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- Pacific Sunwear F3Q08 (Qtr End 11/1/08) Earnings Call Transcript
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peter02l
124 Comments
T-Mobile Debuts Legal Unlocked iPhones without Contracts
What is so special about Nov. 19? I can imagine how upset customers who bought iPhones on November 18 or earlier will be.
Apple’s Momentum Will Continue
I don't know what the point of this article is. It throws a bunch of numbers around and then says if you believe them, Apple is a growth stock.
Apple’s Momentum Will Continue
I don't know what the point of this article is. It throws a bunch of numbers around and then says if you believe them, Apple is a growth stock.
Incredible Shrinking Microsoft
2003, 2004, 2005, 2006, 2007
10.77, 10.86, 10.71, 10.06, 9.38
Incredible Shrinking Microsoft
2003 2004 2005 2006 2007
49.2 56.4 60.4 59.0 60.6
They seem to be issuing more than they are buying!
Verizon Finally Unveils iPhone Competition, Or "iPhone Equalizer"
This article is just no good.
iPhone Lockup and Apple's True Colors
Usability Data Proves Apple's iPhone Really is Better
Why a Million iPhone Sales In 74 Days Is Better Than You Think
Why a Million iPhone Sales In 74 Days Is Better Than You Think
What Does Verizon Have In The Wings?
Apple's iPhone Price Cut: An Unfair Blow to Shareholders
This really is about envy, isn't it? You were perfectly happy to pay $600 for your phone (even though you are getting $200 back) but you just can't stand someone else paying $400 for it. In case you forgot the first couple of days of release, some folk were even willing to pay $800 or more it. Some were even willing to pay extra to turn it into an iPod touch!
iPhone Price Drop Is A Bad Sign
iPhone Price Drop Is A Bad Sign
As for the stock price, if you were predicting $200 by January, you should stick to it. All these rebates and the price drop will have a relatively small effect in the next four months because iPhone revenue is realized over 24 months. Say Apple will sell 3 million phones by the end of the year (to be overly optimistic) it will miss out on less than $30 million of revenue over two quarters. Believe me it has made much more in extra MacBook sales during the back to school season. The reason Apple is realizing iPhone revenue over 2 years is so that it can better amortize the component costs over the life of the product and alleviate the unpleasant cycle of bust and boom that follows the introduction of a new product.
iPhone Price Drop Is A Bad Sign