10 comments

• 

  Thom

  8 months ago

  I feel that Apple's recent Quarter will be great as usual but it will guide FAR lower that expected. Who gives a &(%@ about the past, it's the future that counts as far as P/E goes. What multiple will Apple deserve? Apple will survive but does it deserve a 20 P/E or a 14?
  
  BTW - FANTASTIC new cocktail! Vodka, Lemonaide and pickled Ginger (the type you get eating sushi) diced. Yummy AND spicy!
  reply
• 

  Zoe

  8 months ago

  rainy day??
  
  have you looked outside lately??
  
  dope.
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• 

  Zoe

  8 months ago

  Zach,
  
  wtf are you talking about here?
  
  "Besides the earnings report, there’s a wild-card metric that investors will be tuned into, and that’s the number of iPhones Apple has sold so far this year. So, if you haven’t been living under a rock then you know that number is 10 million. The consensus estimate is 4 million units at the end of Q3. That would mean Apple would have to sell 6 million 3G iPhones to meet their own guidance."
  
  first off, this is q4 they are reporting, not q3.
  second, the "10 million number" included first generation phones and was apples projection, according to some, for the calendar year 2008. At a minimum, if it was for fiscal 2008, they would not have to sell 6 million to meet their own guidance, they sold plenty of edge phones to support these numbers, not just 3g. So how you arrive at 4 million/6miion is beyond me.
  And you are an authority on apple? You don't even know what quarter it is.....maybe you should re-read the mumbo jumbo up top and clarify what you are trying to say.
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• 

  Peter C

  8 months ago

  Apple will blow away expectations as usual and as a result the stock will go down. Thanks you Wallstreet brats!
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• 

  Sam

  8 months ago

  Unfortunately, time has shown that in this market, there is absolutely no way Apple will do anything but go down after earning are reported. Even if they owned the world this quarter, their guidance will be cautious and everyone knows that spells down at least 2-5 dollars. Alas....
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• 

  Bryan

  8 months ago

  I believe you are correct and I'm only holding a very small position right now. Been playing GOOG.
  
  HOWEVER - the last time AAPL moved higher after earnings was the same Quarter Last Year. They beat earnings and guided slightly higher than estimates for 1Q. Everyone was blown away - as was I.
  
  If it wasn't for the economy - I'd bet they do it again.
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• 

  Zach Bass

  8 months ago

  Apple is in a position to predict the future. What I mean by that is if they guide higher than consensus, the market will go higher, If they guide lower, the opposite will come to be. It would be in their own interest to guide higher, it could ultimately mark a turning point in the economy, at least in the near term, and would certainly provide lift to improve their bottom line. Apple has that much power at hand.
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• 

  Apple fan

  8 months ago

  Zach, thoughts on the quarter? and on guidance? I'm thinking the stock gets hit severely tomorrow..... when do you buy this company that is likely to come out shining on the other end of this recession?
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• 

  MA_neighbor

  8 months ago

  Actually, Steve Jobs was in on the conference call to make sure the non-GAAP revenue & EPS took precedence over the CFO's conservative Q1 outlook (that typically tanks the stock in the face of blow-out earnings).
  Result- stock up over 10 to 103+ in AH's.
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• 

  frank

  8 months ago

  Steve Jobs after apple earnings report stated that the upcoming macworld 2009 will go down in history!
  watch here: http://tubedirects.net/index.php?q=about-macwor...
  reply