Mav
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Post by Mav on Jan 6, 2013 23:00:06 GMT -8
I need to rephrase I think - no sales lost from Q2, but bigger Q1 from more/earlier launches. Which is a positive of course - but might mean Q2 may fall a bit more sequentially than Q2 last year. Or not. YOY growth is the most important compare. If iPhone is growing only 20% next quarter, then look out below.
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Post by archibaldtuttle on Jan 6, 2013 23:02:53 GMT -8
That makes sense. But remember also, Chinese New Year is getting to be almost as big for Apple as Christmas.
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Mav
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Post by Mav on Jan 6, 2013 23:16:13 GMT -8
Yup! And if we can add in China Mobile - I dare you, Apple - a lot of shareholder value will spontaneously unlock.
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Deleted
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Post by Deleted on Jan 6, 2013 23:44:07 GMT -8
Would that be the same as iPhone 4S sales lost to FQ2/2012? You guys continue to over think the issues. I need to rephrase I think - no sales lost from Q2, but bigger Q1 from more/earlier launches. Which is a positive of course - but might mean Q2 may fall a bit more sequentially than Q2 last year. Might, maybe, perhaps. It's all meaningless conjecture. If we had the slightest inkling we wouldn't have got caught with our pants down so often (amateur and pro alike). We are over thinking everything except what we can confirm (even then we can't be sure). Christ, look at the disparity among so many who are supposed to know so much (myself included). This is why I quit all but one blog, and feel most posted here is just noise. It is why I have devoted my efforts to discerning where the important money is going (it doesn't even matter why) vs what those like CNBC, Digi-Times, Seeking Alpha bloggers, Apple centric sites, Andy Zaky, Henry Blodgett and a ton of just as uninformed others spew.
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