|
Post by appledoc on Oct 25, 2012 13:50:48 GMT -8
Tim: We'd rather cannibalize ourselves than have someone else do it Wow! Several people here have been saying that. Kudos to them. Kudos to Steve. That's from his biography.
|
|
ncgo4
New Poster
Posts: 2
|
Post by ncgo4 on Oct 25, 2012 13:51:01 GMT -8
Someone on CNBC mentioned that Apple missed primarily because they had large interest expense. Did anyone pick up on this from the conference call? Why would a company with $100 plus billion in cash have any interest expense?
|
|
|
Post by geraci on Oct 25, 2012 13:51:51 GMT -8
Has anyone worked out the new P/E ratio?
|
|
|
Post by fariba on Oct 25, 2012 13:52:17 GMT -8
i can't listen. at work. you are my source. what did she ask please? thanks
|
|
|
Post by rutgersguy92 on Oct 25, 2012 13:52:41 GMT -8
I'm having a problem with the 36% margin. If true, that would be the lowest since at least 2008 (other than 36.9% in 4Q10).
Does anyone know what the usual beat is on GM? And, what type of bump in the EPS # (currently $11.75) would an increase to 40% GM be?
|
|
|
Post by petertje on Oct 25, 2012 13:52:43 GMT -8
Someone on CNBC mentioned that Apple missed primarily because they had large interest expense. Did anyone pick up on this from the conference call? Why would a company with $100 plus billion in cash have any interest expense? need to look into the numbers, but seems they needed to account for expenses on future hedges?
|
|
|
Post by spoonman on Oct 25, 2012 13:52:56 GMT -8
there is some questions and chatter about the interest expense.
has to do with something related to foreign exchange and hedge accounting rules.
sounds technical and kind of a weird one time thing.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Oct 25, 2012 13:54:02 GMT -8
December IPhone 5 Launch in China!!!
Q1 will be massive.
|
|
|
Post by theirishguy on Oct 25, 2012 13:54:31 GMT -8
December IPhone 5 Launch in China!!! Q1 will be massive. me likes
|
|
|
Post by CdnPhoto on Oct 25, 2012 13:54:39 GMT -8
December IPhone 5 Launch in China!!! Q1 will be massive. I must have missed that. What did he say?
|
|
|
Post by Red Shirted Ensign on Oct 25, 2012 13:55:07 GMT -8
Has anyone worked out the new P/E ratio? TTM $44.16 makes a P/E of 13.76 at a price of 609. $127 per share in cash....
|
|
|
Post by phoebear611 on Oct 25, 2012 13:55:11 GMT -8
Someone on CNBC mentioned that Apple missed primarily because they had large interest expense. Did anyone pick up on this from the conference call? Why would a company with $100 plus billion in cash have any interest expense? need to look into the numbers, but seems they needed to account for expenses on future hedges? Yes that is what Oppenheimer said - expenses on future hedges...
|
|
|
Post by rutgersguy92 on Oct 25, 2012 13:55:34 GMT -8
Has anyone worked out the new P/E ratio? At the current price of $607.50, PE = $607.50/$44.16 = 13.76.
|
|
|
Post by adamthompson32 on Oct 25, 2012 13:55:49 GMT -8
December IPhone 5 Launch in China!!! Q1 will be massive. I think there is a chance revenue and EPS will be up sequentially in fiscal Q2. If it isn't, it should only be down <10% in my opinion. This is a big deal.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Oct 25, 2012 13:56:38 GMT -8
Analyst asked when will it launch in china. Tim said he projects a December launch.
|
|
|
Post by chasmac on Oct 25, 2012 13:57:06 GMT -8
I'm having a problem with the 36% margin. If true, that would be the lowest since at least 2008 (other than 36.9% in 4Q10). Does anyone know what the usual beat is on GM? And, what type of bump in the EPS # (currently $11.75) would an increase to 40% GM be? About $13.75
|
|
|
Post by fas550 on Oct 25, 2012 13:57:31 GMT -8
He said there should be no component issue based on the guidance he has given. That's pretty firm. Usually that question results in a waffle as there is not enough visibility at this point in the qtr. Good for him. However he did just say he can't say he will meet supply/demand balance I.e. will he be able to get to a less than a week delivery time. We can assume from that IMHO if we do get to a point the phone or iPad has a 2-3 day delivery time they will beat their number next qtr.
|
|
|
Post by CdnPhoto on Oct 25, 2012 13:58:07 GMT -8
Analyst asked when will it launch in china. Tim said he projects a December launch. thanks
|
|
|
Post by appledoc on Oct 25, 2012 13:59:29 GMT -8
Has anyone worked out the new P/E ratio? TTM is 44.12. We're around 13.7 in AH. My basement until January earnings is a 12.9 P/E. Correlates to a $569 PPS. Will manage my trades based on that.
|
|
|
Post by CdnPhoto on Oct 25, 2012 14:01:15 GMT -8
ahhhggg more streaming problems. right at 6:00 ran out of time?
|
|
|
Post by podboy on Oct 25, 2012 14:01:18 GMT -8
Who would have thought we would be flat after hours?!
|
|
|
Post by rutgersguy92 on Oct 25, 2012 14:01:31 GMT -8
We're green again at 609.80. I guess tomorrow we'll have to go through this fire drill again, eh?
|
|
|
Post by Red Shirted Ensign on Oct 25, 2012 14:01:55 GMT -8
Who would have thought we would be flat after hours?! Me... Tim and Peter are setting up for a massive beat next quarter. The pros see it too..
|
|
|
Post by appledoc on Oct 25, 2012 14:03:14 GMT -8
Who would have thought we would be flat after hours?! And this is why rushing to make trades immediately after earnings are announced is pure stupidity. Too much to factor in.
|
|
|
Post by dreamRaj on Oct 25, 2012 14:04:04 GMT -8
Can't wait for the 60 billion revenue announcement in the next earnings.
|
|
|
Post by spoonman on Oct 25, 2012 14:04:50 GMT -8
and we are green after hours.
|
|
|
Post by fas550 on Oct 25, 2012 14:05:05 GMT -8
Who would have thought we would be flat after hours?! Me... Tim and Peter are setting up for a massive beat next quarter. The pros see it too.. Hope so. Have to develop a new apple store/carrier call plan for my man at Brickwork to check on availability to get a bit more visibility.
|
|
|
Post by po1nt on Oct 25, 2012 14:05:19 GMT -8
Who would have thought we would be flat after hours?! GS!
|
|
|
Post by terps530 on Oct 25, 2012 14:07:53 GMT -8
the international sales was a good question. i didn't realize the iphone5 didn't launch as much overseas yet vs US. that would account for the lower int'l sales from the quarter. Hopefully china launch is early December and not late.
Also a question. The streets estimates of 55billion revs and $15+ EPS, and Apple's estimates of 52billion and 11.75 EPS.
The proportional difference between revenues is much smaller than EPS. Is the reason for that because of higher costs?
|
|
|
Post by nkmho on Oct 25, 2012 14:11:45 GMT -8
Argh, Google Finance quotes spread to stuck at the 6:00pm AH quote. Time for me to switch the ticker over to Yahoo Finance I guess.
|
|