howmany's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/207715/comments http://seekingalpha.com/article/111849-the-transition-from-handset-to-smartphone-to-smartbook?source=feed#comment-335521 335521 Mon, 22 Dec 2008 08:31:27 -0500 http://seekingalpha.com/article/109311-apple-s-good-problems?source=feed#comment-321404 321404 Fri, 05 Dec 2008 05:48:31 -0500 http://seekingalpha.com/article/105060-will-apple-s-q1-2009-revenue-estimates-be-a-blowout?source=feed#comment-303650 303650
To continue on the negative, Germany/Uk/France we're not part of last year's initial quarter and could help explain the increase in the following quarter.

On the optimistic side:
- it's still the holiday quarter
- more points of distribution in US (BestBuy)
- last q was not a full quarter
- supply issues restricted sales early
- 22 countries were added late in the q (incl. INDIA)
- even if smaller, there are still new countries being added this quarter
- those who waited to see a Gphone/Bold/Storm etc. can now buy their iPhone with confidence
- a larger number of carrier contracts likely expire in the holiday q making more buyers available
- the impact of the App Store is becoming more obvious everyday
- more iPhones leads to more iPhone sales as the 'personal demos pyramid' occurs
- the room for growth is immense

Hmmm...maybe 8M is conservative?

Also, you're dead on re: gross margin percentage. You cannot change that one cell in your model with revisiting many other factors. Apple understands their premium position and makes very smart decisions as to where and when decisions will affect GM. This is not some company suffering deep market share losses and hacking pricing to merely slow the bloodletting. Component pricing and manufacturing costs are constantly improving. In fact, the market share upsides for iPhone and Mac are truly mindboggling. I may have to sell the car yet!]]> Tue, 11 Nov 2008 23:24:05 -0500
To continue on the negative, Germany/Uk/France we're not part of last year's initial quarter and could help explain the increase in the following quarter.

On the optimistic side:
- it's still the holiday quarter
- more points of distribution in US (BestBuy)
- last q was not a full quarter
- supply issues restricted sales early
- 22 countries were added late in the q (incl. INDIA)
- even if smaller, there are still new countries being added this quarter
- those who waited to see a Gphone/Bold/Storm etc. can now buy their iPhone with confidence
- a larger number of carrier contracts likely expire in the holiday q making more buyers available
- the impact of the App Store is becoming more obvious everyday
- more iPhones leads to more iPhone sales as the 'personal demos pyramid' occurs
- the room for growth is immense

Hmmm...maybe 8M is conservative?

Also, you're dead on re: gross margin percentage. You cannot change that one cell in your model with revisiting many other factors. Apple understands their premium position and makes very smart decisions as to where and when decisions will affect GM. This is not some company suffering deep market share losses and hacking pricing to merely slow the bloodletting. Component pricing and manufacturing costs are constantly improving. In fact, the market share upsides for iPhone and Mac are truly mindboggling. I may have to sell the car yet!]]> http://seekingalpha.com/article/105060-will-apple-s-q1-2009-revenue-estimates-be-a-blowout?source=feed#comment-302567 302567 Mon, 10 Nov 2008 22:06:34 -0500 http://seekingalpha.com/article/80705-apple-hype-priced-in-stop-trading-6-9-08?source=feed#comment-182345 182345
Note, Citi and Lehman have raised estimates this morning!]]> Tue, 10 Jun 2008 08:29:01 -0400
Note, Citi and Lehman have raised estimates this morning!]]>