|
|
Post by appledoc on Apr 21, 2013 12:15:24 GMT -5
What requirements exist to get your estimates posted by PED?
|
|
marcellus
Deleted Member
Posts: 0
|
Post by marcellus on Apr 21, 2013 12:28:15 GMT -5
What requirements exist to get your estimates posted by PED? Basically anyone who can fog a mirror... |
|
marcellus
Deleted Member
Posts: 0
|
Post by marcellus on Apr 21, 2013 12:33:21 GMT -5
Talked to Philip and Robert requested the change. Oh well. When you and I are correct we will get all the credit.  I have never felt more certain about my numbers. Tongue in cheek, I hope. How can you feel certain about those numbers....  You doubt the man behind the curtain? Don't be fooled, he's only known as Spongie here. The inside money on Wall Street calls him "The Oracle"  Some of you will have to excuse me, but the only way I can feel better about losing money is indulging lame attempts at humor. I'll try to dial it back and hope it will all be a forgotten impulse Tuesday AH. |
|
|
|
Post by sponge on Apr 21, 2013 12:33:57 GMT -5
What requirements exist to get your estimates posted by PED? Well it started when we were all part of the original AFB a few years ago. Then Braburn Group became the defacto group for estimates. I think some of us were allowed to post from the original group. You can email Philip and ask him. Mercel I am certain about my numbers because I followed historical growth rates. What will throw me off is manufacturing and supply. Last quarter I looked at my numbers and I would have been much closer if Apple had enough iPhone 4, 5, IPad Mini, and iMacs, I would have been off by about less then half a billion in revenue. I also agree with Gregg about PO guidance. It is more conservative. He and I reached similar numbers but from different angles. |
|
|
|
Post by artman1033 on Apr 21, 2013 12:35:42 GMT -5
watch this video VERY CAREFULLY for the surprise!
|
|
|
|
Post by sponge on Apr 21, 2013 12:46:15 GMT -5
LOL art
Mercel
Keep the humor going. It is the only thing left to keep us sane and this crazy WS game.
|
|
greggthurman
Deleted Member
Posts: 0
|
Post by greggthurman on Apr 21, 2013 13:18:58 GMT -5
I have never felt more certain about my numbers. Tongue in cheek, I hope. How can you feel certain about those numbers.... Because he talked to me about them first.  |
|
greggthurman
Deleted Member
Posts: 0
|
Post by greggthurman on Apr 21, 2013 13:24:41 GMT -5
What requirements exist to get your estimates posted by PED? There are none that I'm aware of. It all started when Robert Leitao (and the rest of us) frequented The Mac Observer. Robert started the Braeburn Group and the rest of us left The Mac Observer after a spat with management. LovemyiPad started this forum, and the refugees from TMO happily moved here. From here those that contributed to PED's quarterly survey continued to do so. Generally, someone here posts that PED is once again requesting estimates, with a link. After you have posted PED will email you with future requests. |
|
|
|
Post by mace on Apr 21, 2013 13:34:57 GMT -5
Something needs to be done with that cash to support the share price, and it needs to be done soon. What is the consequence of not doing so? Apple would bankrupt? Apple would be taken private? Apple would be bought over by Samsung? Traders who long would go belly up? Traders who short would be very rich? |
|
|
|
Post by appledoc on Apr 21, 2013 13:47:54 GMT -5
Something needs to be done with that cash to support the share price, and it needs to be done soon. What is the consequence of not doing so? Apple would bankrupt? Apple would be taken private? Apple would be bought over by Samsung? Traders who long would go belly up? Traders who short would be very rich? Obviously none of those. But hey, if Apple just wants to continue to use it's cash in the least effective way possible, I'm sure they'll continue to drive away current shareholders like myself. |
|
|
|
Post by sponge on Apr 21, 2013 14:07:22 GMT -5
Tongue in cheek, I hope. How can you feel certain about those numbers.... Because he talked to me about them first. You confused. You talked to me first. |
|
marcellus
Deleted Member
Posts: 0
|
Post by marcellus on Apr 21, 2013 14:16:43 GMT -5
Because he talked to me about them first. You confused. You talked to me first. Just curious, but has anyone ever seen Sponge and Gregg together at the same time? ;D |
|
|
|
Post by mace on Apr 21, 2013 14:34:10 GMT -5
... if Apple just wants to continue to use it's cash in the least effective way possible, I'm sure they'll continue to drive away current shareholders like myself. Buyers are on strike till evidence of a bottom. There are many type of investors, yours is one type. The other type is waiting. |
|
|
|
Post by mace on Apr 21, 2013 14:36:42 GMT -5
|
|
marcellus
Deleted Member
Posts: 0
|
Post by marcellus on Apr 21, 2013 14:36:54 GMT -5
... if Apple just wants to continue to use it's cash in the least effective way possible, I'm sure they'll continue to drive away current shareholders like myself. Buyers are on strike till evidence of a bottom. There are many type of investors, yours is one type. The other type is waiting. Exactly right, but not for much longer IMO. |
|
marcellus
Deleted Member
Posts: 0
|
Post by marcellus on Apr 21, 2013 14:38:49 GMT -5
Wow, really? Do you have a phone number? You might be surprised to read this, but asian chicks dig me... ;D |
|
|
|
Post by Red Shirted Ensign on Apr 21, 2013 14:38:49 GMT -5
You confused. You talked to me first. Just curious, but has anyone ever seen Sponge and Gregg together at the same time? ;D It's an alternate universe thing. We get them on Star Trek all the time. Gregg is the Alpha, Sponge the Omega. If they occupy the same physical ( non cyber) space... Bloooey |
|
marcellus
Deleted Member
Posts: 0
|
Post by marcellus on Apr 21, 2013 14:40:21 GMT -5
Just curious, but has anyone ever seen Sponge and Gregg together at the same time? ;D It's an alternate universe thing. We get them on Star Trek all the time. Gregg is the Alpha, Sponge the Omega. If they occupy the same physical ( non cyber) space... Bloooey LOL. Thank God for the alternative universe then... (j/k). |
|
|
|
Post by Red Shirted Ensign on Apr 21, 2013 14:40:28 GMT -5
Wow, really? Do you have a phone number? You might be surprised to read this, but asian chicks dig me... ;D . I am surprised to read that. You always seemed to have Ballmerish appeal .,, |
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,766
|
Post by Mav on Apr 21, 2013 15:06:42 GMT -5
The more certain you are in your estimations, the more accountable you'll be if you turn out wrong.
So I hope it turns out well.
(I just post my humble home game estimates to AFB to participate in discussions, to learn, to grow, because I feel as an AAPL trader/investor I need to better understand the company. Never as anything authoritative.)
|
|
