peter's Comments peter's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/91678/comments Is Apple's iPhone Failing? http://seekingalpha.com/article/42176-is-apple-s-iphone-failing?source=feed#comment-92078 92078 Wed, 25 Jul 2007 11:14:56 -0400 CIBC: iPhone Demand Has Seen Significant Decline http://seekingalpha.com/article/42050-cibc-iphone-demand-has-seen-significant-decline?source=feed#comment-92065 92065 Wed, 25 Jul 2007 08:43:24 -0400 AT&T's iPhone Activation Delay Exclusions Shouldn't Impact Apple Significantly http://seekingalpha.com/article/42267-at-t-s-iphone-activation-delay-exclusions-shouldn-t-impact-apple-significantly?source=feed#comment-92063 92063 Wed, 25 Jul 2007 07:45:11 -0400 CIBC: iPhone Demand Has Seen Significant Decline http://seekingalpha.com/article/42050-cibc-iphone-demand-has-seen-significant-decline?source=feed#comment-91997 91997
Remember what happened during December right before the Apple quarterly report...Some One and I won't mention names reported that Steve Jobs was NOT OUT OF THE WOODS on options back-dating...That dropped the stock price $12 in 3 days, allowing those that were late to the game to get in at $82.00 Well folks the same is true today.

I'll even stick my neck out and say that from June 29th till today, IPhone sale are in the neighborhood of 1.1 million, MAC CPU sales increased 6% and ITV remain at expectations while IPOD sales remain strong. And while Estimates range from $0.64 from AAPLE to $0.72 Wall Street, I'll bet the numbers are closer to $0.82.]]>
Tue, 24 Jul 2007 09:20:30 -0400
Remember what happened during December right before the Apple quarterly report...Some One and I won't mention names reported that Steve Jobs was NOT OUT OF THE WOODS on options back-dating...That dropped the stock price $12 in 3 days, allowing those that were late to the game to get in at $82.00 Well folks the same is true today.

I'll even stick my neck out and say that from June 29th till today, IPhone sale are in the neighborhood of 1.1 million, MAC CPU sales increased 6% and ITV remain at expectations while IPOD sales remain strong. And while Estimates range from $0.64 from AAPLE to $0.72 Wall Street, I'll bet the numbers are closer to $0.82.]]>
Apple: Sell the News, For Now - Barron's http://seekingalpha.com/article/39820-apple-sell-the-news-for-now-barron-s?source=feed#comment-90072 90072 Sun, 01 Jul 2007 12:54:49 -0400 Apple: Sell the News, For Now - Barron's http://seekingalpha.com/article/39820-apple-sell-the-news-for-now-barron-s?source=feed#comment-90062 90062 Sun, 01 Jul 2007 10:00:04 -0400 Apple: Sell the News, For Now - Barron's http://seekingalpha.com/article/39820-apple-sell-the-news-for-now-barron-s?source=feed#comment-90060 90060
Your Math is WAY off when you wrote "Even at CEO Steve Jobs' stated goal of 10 million units, revenue of $500-600 million would only add about 2% to Apple's forecasted $21.6 billion.* That math would mean $5 to $6 Billion in revenue which is 25 to 30% of their $21.6 Billion in annual revenue. Not including any P/E multiples that would bring forward stock price to somewhere in the neighborhood of $165.00 a share]]>
Sun, 01 Jul 2007 09:44:14 -0400
Your Math is WAY off when you wrote "Even at CEO Steve Jobs' stated goal of 10 million units, revenue of $500-600 million would only add about 2% to Apple's forecasted $21.6 billion.* That math would mean $5 to $6 Billion in revenue which is 25 to 30% of their $21.6 Billion in annual revenue. Not including any P/E multiples that would bring forward stock price to somewhere in the neighborhood of $165.00 a share]]>