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Post by phoebear611 on Apr 23, 2013 2:36:55 GMT -8
Well....today is the day. Wonder how much of a roller coaster we'll experience before the day is out. Again, anything we say is clearly a guess so I'm guessing AAPL will report within range - they woulld have to in order to validate that they really are giving in line guidance instead of downplaying it. I pray GM has a "4" in front of it - but not sure it will. Again, most important will be guidance although there are some that say that if there is no mention of the cash plan - there could be a disappointment - even though several suggested there won't be a plan announced today - or maybe a relief rally?! Again - we're all over the place on what may be said or how the stock will react. The day will be undoubtedly very interesting. Good luck to all - but especially to the longs!
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Post by osx10 on Apr 23, 2013 2:40:03 GMT -8
Here we go!
Good or Bad numbers, all I want is a better (more confident/decisive) handling of the analyst call by Cook and PO.
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Post by bloodylongaapl on Apr 23, 2013 3:16:34 GMT -8
I agree GM will be key, but I think more likely 39.5-40 than >40.
I think the cash issue will come up whether TC/PO like it or not. If they don't spell it out they must be questioned on it in the CC, and I can't believe after all of this time we'll get another "very very active talks" comment. At the very least I expect an ETA to an announcement, eg "We will be announcing our plans on additional usage of cash in the next x weeks". Would that be enough? Who knows...
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Post by flyonthewall on Apr 23, 2013 3:34:23 GMT -8
Scott Galloway, – Clinical Professor of Marketing at NYU-Stern, just said on Bloomberg, I paraphrase,
On all metrics, AAPL today is the best buy in tech equities
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Post by appledoc on Apr 23, 2013 4:03:59 GMT -8
Here we go! Good or Bad numbers, all I want is a better (more confident/decisive) handling of the analyst call by Cook and PO. Amen.
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Post by lance on Apr 23, 2013 4:16:24 GMT -8
Sub 390 or 420+ thats where we will be tomorrow all depandant on TC and guidance. If the guidance is close to 40billion for this coming q I will be buying this quarter. If its mid to low 30's I most likely wont touch Apple this quarter.
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Post by Deleted on Apr 23, 2013 4:20:04 GMT -8
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Post by Deleted on Apr 23, 2013 4:25:12 GMT -8
Sub 390 or 420+ thats where we will be tomorrow all depandant on TC and guidance. If the guidance is close to 40billion for this coming q I will be buying this quarter. If its mid to low 30's I most likely wont touch Apple this quarter. You'll likely be disappointed then, as few are expecting that Apple guides anything close to 40B in sales for June. tech.fortune.cnn.com/category/apple-2-0/
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Post by Deleted on Apr 23, 2013 4:31:08 GMT -8
Whatever happens later today, I'm hoping Wall Street starts to take the longer view of Apple, rather than this quarter-to-quarter dynamic. I'm not holding anything short term so am prepared for both disappointment and euphoria. It will be interesting in any event.
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Post by Tan on Apr 23, 2013 4:37:25 GMT -8
The best summation of this entirely bizarre stock/analyst behavior is from Apple Insider:
"There's remarkable hubris involved in describing Apple as a troubled company, saddled with the world's most popular products that it struggles to manufacture at a pace to meet demand while at the same time pulling in the greatest profit margins of any tech company."
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Post by lovemyipad on Apr 23, 2013 4:39:36 GMT -8
The best summation of this entirely bizarre stock/analyst behavior is from Apple Insider: "There's remarkable hubris involved in describing Apple as a troubled company, saddled with the world's most popular products that it struggles to manufacture at a pace to meet demand while at the same time pulling in the greatest profit margins of any tech company."
Love it!!!
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Post by artman1033 on Apr 23, 2013 5:04:50 GMT -8
BILL GATES disrespects' South Korean president with casual handshake. Is this: 1) "Cultural difference, or an act of disrespect?
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Post by appledoc on Apr 23, 2013 5:07:55 GMT -8
Sub 390 or 420+ thats where we will be tomorrow all depandant on TC and guidance. I won't be shocked if we trade flat. The expectations for movement after earnings remind me a lot of October, where Goldman was basically saying buy straddles because the movement is going to be huge. Ended up closing the day down less than 1%.
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Post by Red Shirted Ensign on Apr 23, 2013 5:13:27 GMT -8
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Post by Deleted on Apr 23, 2013 5:13:40 GMT -8
BILL GATES disrespects' South Korean president with casual handshake. Is this: 1) "Cultural difference, or an act of disrespect? Surely Bill Gates would know better after all these years. On the other hand, he still hasn't learned that Ballmer is a cartoon.
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Post by appledoc on Apr 23, 2013 5:15:21 GMT -8
What are the final consensus estimates for this quarter and next quarter's guidance? I see different numbers all over the place.
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Post by Deleted on Apr 23, 2013 5:28:04 GMT -8
Some great stuff (and some fluff). Kids are really just (much) younger versions of the Sponge -- they REALLY, REALLY LOVE APPLE PRODUCTS The debt slide was really depressing (as a % of our GNP). Lots of growth potential in mobile devices!! Poor Mr. Softie: That one chart could really be its future EKG.
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Post by Red Shirted Ensign on Apr 23, 2013 5:38:24 GMT -8
After the last three quarters I don't know what to expect today.....but I know my $10.45 is hardly too bullish.....
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Post by fas550 on Apr 23, 2013 5:40:07 GMT -8
That's ultimately the problem: expectations. The CEO and CFO are supposed to manage expectations. PO put a toe in managing expectations ring last qtr by giving a range but that's just a start. If the company does not communicate expectations people make it up and unfortunately it has been made up well to the high side.
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Post by wheeles on Apr 23, 2013 5:58:05 GMT -8
BILL GATES disrespects' South Korean president with casual handshake. Is this: 1) "Cultural difference, or an act of disrespect? Ignorance.
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Post by Deleted on Apr 23, 2013 6:00:45 GMT -8
After the last three quarters I don't know what to expect today.....but I know my $10.45 is hardly too bullish..... +1. I'm really not convinced Tim Cook is ready to welcome Wall Street as a dance partner. Meanwhile, Jeff Bezos knows the tango, salsa, waltz, etc. and look what miracles that has done for PPS.
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Post by Red Shirted Ensign on Apr 23, 2013 6:05:26 GMT -8
What are the final consensus estimates for this quarter and next quarter's guidance? I see different numbers all over the place. Thompson has $10.12 on 42.6 billion revs......one of many numbers out there. This is based on 48 analysts, they say
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Post by wheeles on Apr 23, 2013 6:09:42 GMT -8
Don't be surprised if we finish regular hours around 390 today.
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Post by rob_london on Apr 23, 2013 6:11:23 GMT -8
Just read that LG Display shipped approximately 8.2 million square metres of screen in Q1. Wonder how many dead pixels they had in that little lot...
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Post by Deleted on Apr 23, 2013 6:14:39 GMT -8
All this angst about Cook, its absolutely unbelieveable.
Who here was complaining about his performance when Apple generated 47+% GMs, or AAPL went up to $700+?
The difference between now and then is a misplaced PERCEPTION that Apple is in trouble. Investors are ignoring record unit shipments, ignoring record revenues, ignoring growing market shares, ignoring industry leading profits, but intensely focused on hit bait rumor mills, that have very rarely been right, spewing unsubstantiated bull shit.
Investors have met the problem and it is them.
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Post by sponge on Apr 23, 2013 6:22:22 GMT -8
Given how we are acting and volume drying up quickly, we either going to have the mother of all gap ups in tomorrow or be flat. Yes I went ahead and picked a few more Jan550 calls under 6.
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Post by Deleted on Apr 23, 2013 6:23:27 GMT -8
All this angst about Cook, its absolutely unbelieveable. Who here was complaing about his performance when Apple generated 47+% GMs, or AAPL went up to $700+? The difference between now and then is a misplaced PERCEPTION that Apple is in trouble. Investors are ignoring record unit shipments, ignoring record revenues, ignoring growing market shares, ignoring industry leading profits, but intensely focused on hit bait rumor mills, that have very rarely been right, spewing unsubstantiated bull shit. Investors have met the problem and it is them. I don't have any angst with Tim Cook. This is largely a stock market and media problem. Now BGR is comparing Tim Cook and Steve Ballmer -- I won't provide the link. It's asinine.
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Post by wheeles on Apr 23, 2013 6:24:02 GMT -8
All this angst about Cook, its absolutely unbelieveable. Who here was complaing about his performance when Apple generated 47+% GMs, or AAPL went up to $700+? The difference between now and then is a misplaced PERCEPTION that Apple is in trouble. Investors are ignoring record unit shipments, ignoring record revenues, ignoring growing market shares, ignoring industry leading profits, but intensely focused on hit bait rumor mills, that have very rarely been right, spewing unsubstantiated bull shit. Investors have met the problem and it is them. Personally, where I think Apple is lacking is in the marketing department. Jobs was a one man marketing whirlwind with his Reality Distortion Field turned up to 11 almost all the time. Nobody has replaced him in that regard. Phil Schiller is the head of marketing, yet he hasn't exactly been a PR and marketing force of nature. If Jobs was still alive, heads would have rolled over the lack of product launches and marketing buzz.
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Post by appledoc on Apr 23, 2013 6:34:27 GMT -8
All this angst about Cook, its absolutely unbelieveable. Who here was complaining about his performance when Apple generated 47+% GMs, or AAPL went up to $700+? What the company did a year ago doesn't matter. What is TC doing today to help the company out?
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Post by Red Shirted Ensign on Apr 23, 2013 6:35:56 GMT -8
All this angst about Cook, its absolutely unbelieveable. Who here was complaining about his performance when Apple generated 47+% GMs, or AAPL went up to $700+? What the company did a year ago doesn't matter. What is TC doing today to help the company out? To your point.....a good discussion on Bloomberg Sent from Bloomberg for iPad Watch this video at bloomberg.com/share/video/I$qDfRF4S9mX0NBnUmNMigTim Cook Has the Safest Job in America: Galloway April 23 (Bloomberg) -- Rick Heitzmann, founder at Firstmark Capital and Scott Galloway, professor at NYU Stern School of Business, talks with Tom Keene about what CEO Tim Cook needs to do to energize Apple products and shareholders. Sent from my iPad
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