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Post by fas550 on Oct 25, 2012 13:10:39 GMT -8
Still can't load the f'in call. WTF?!?!? Not sure if you are on an iPad but I can't get it to work. On my Mac its fine
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Mav
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Post by Mav on Oct 25, 2012 13:10:55 GMT -8
Listen on the Mac - works fine for me.
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Post by PikesPique on Oct 25, 2012 13:11:00 GMT -8
Works for me on MacBook Pro, Lion, Safari.
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Post by Tetrachloride on Oct 25, 2012 13:11:06 GMT -8
2011: guidance: 37b revenues, 9.30 EPS actual: 46b, 13.87 EPS 2012: guidance: 52b revenues, 11.75 EPS actual: ? ? ? how is this bad? But Margins are drastically lower. Bad enough.
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bud777
fire starter
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Post by bud777 on Oct 25, 2012 13:11:38 GMT -8
i get it on my ipad but not on my PC
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Mav
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Post by Mav on Oct 25, 2012 13:11:45 GMT -8
Margins are lower for a reason. Which is also why AH action is stabilizing.
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Post by dc930 on Oct 25, 2012 13:11:55 GMT -8
Still can't load the f'in call. WTF?!?!? Not sure if you are on an iPad but I can't get it to work. On my Mac its fine Didn't work in IE or Chrome on Win7. Works fine in iOS6 on my iPhone
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Post by qualitywte on Oct 25, 2012 13:11:58 GMT -8
If we close above 600 tomorrow, I'd like to believe that this will be a repeat scenario of the previous earnings. A couple of low or stagnant days and then "wheeee" after that. And its possible everyone else can see this and "wheee" tomorrow.
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Post by chasmac on Oct 25, 2012 13:12:31 GMT -8
Still can't load the f'in call. WTF?!?!? Not sure if you are on an iPad but I can't get it to work. On my Mac its fine You can try the link in iTunes if it doesn't work in Safari, sometimes that works
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Mav
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Post by Mav on Oct 25, 2012 13:12:49 GMT -8
I think I might scale in some more tomorrow. Q1 should be just fine. Q2, maybe even better.
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Post by mstefa on Oct 25, 2012 13:13:01 GMT -8
It's working fine for me at that URL. works on my iphone, but not on win 7 / quick time
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Mav
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Post by Mav on Oct 25, 2012 13:13:09 GMT -8
Heh. Oppenheimer shout out to Maps in his prepared remarks.
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Post by CdnPhoto on Oct 25, 2012 13:13:27 GMT -8
Still can't load the f'in call. WTF?!?!? link works in safari. not firefox thanks!
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Post by greedynoob on Oct 25, 2012 13:13:28 GMT -8
You're kidding, right? When you can't produce enough product to satisfy demand, you don't lower prices. And when you have the best products, you don't need to add more features (and expense) while maintaining the same price. So, I can't see how what you're saying satisfies the logic test. Your points are all valid. But my fear is that >40% margin does leave room for a competitor with inferior supply chain to create a reasonably competitive product, sell it for materially less, and still walk away with 5-10% margins--which most of the industry considers perfectly fine. Just because no company has had the good sense to build decent alternatives yet, does not mean it cannot be done. Just because demand is higher than Apple can meet, does not mean that could never change if there were decent competition. But taking lower margins could, in my opinion, guarantee that there cannot be effective competition. Try this thought experiment, if lower margins are automatically bad, then higher margins must be good. So what if Apple decided to go for 60% margin and raised prices 50%. Would you still feel comfortable that demand would exceed capacity? Or would you be afraid that would leave too much room for competitors?
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mark
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Post by mark on Oct 25, 2012 13:13:47 GMT -8
Naturally my "catch the knife" order was at $584 :-(
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Post by Red Shirted Ensign on Oct 25, 2012 13:14:33 GMT -8
I'm playing with the back of a napkin here, but doesn't 52 bucks of revenue pencil out to 18-19 dollars of earnings for next quarter unless Apple becomes "very inefficient"?
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Post by mbeauch on Oct 25, 2012 13:15:12 GMT -8
So far, looking at block trades more than 1000 shares after trading resumed: 586 (lowest and not for long) to 610.78 (highest) Lovey, would you please tell Fas and the others that I am not short, I do not have puts or want this stock to go down in any way. I am hurting.
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Post by spoonman on Oct 25, 2012 13:15:38 GMT -8
Via conference call. The dial-in number for press is (877) 616-0073 (toll-free) or (816) 581-1579. Please enter confirmation code 279941.
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Post by dreamRaj on Oct 25, 2012 13:15:43 GMT -8
Cash is 121 billion.
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Post by adamthompson32 on Oct 25, 2012 13:15:47 GMT -8
I'm confident Oppenheimer is being careful with that $52B juuussst in case given all those supply disruptions. iPad mini will help iPad sales big time. iPad was really quite light for the quarter. I'm assuming large inventory drawdown for iPad due to iPad 4 but I don't know that for sure. Seems logical though.
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Mav
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Post by Mav on Oct 25, 2012 13:15:49 GMT -8
Grew cash by about $4B despite the dividend.
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Post by incorrigible on Oct 25, 2012 13:15:57 GMT -8
Listen on the Mac - works fine for me. On a Mac w/ Safari. Still NG.
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Post by aapl4kiki on Oct 25, 2012 13:16:00 GMT -8
121B in cash! WTF
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Post by terps530 on Oct 25, 2012 13:16:03 GMT -8
yea put it up on my phone and worked in 5 seconds. for some reason i can never get this to work on my PC running safari/quicktime. same thing happened with ipad mini stream
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Post by adamthompson32 on Oct 25, 2012 13:17:04 GMT -8
You're kidding, right? When you can't produce enough product to satisfy demand, you don't lower prices. And when you have the best products, you don't need to add more features (and expense) while maintaining the same price. So, I can't see how what you're saying satisfies the logic test. Your points are all valid. But my fear is that >40% margin does leave room for a competitor with inferior supply chain to create a reasonably competitive product, sell it for materially less, and still walk away with 5-10% margins--which most of the industry considers perfectly fine. Just because no company has had the good sense to build decent alternatives yet, does not mean it cannot be done. Just because demand is higher than Apple can meet, does not mean that could never change if there were decent competition. But taking lower margins could, in my opinion, guarantee that there cannot be effective competition. Try this thought experiment, if lower margins are automatically bad, then higher margins must be good. So what if Apple decided to go for 60% margin and raised prices 50%. Would you still feel comfortable that demand would exceed capacity? Or would you be afraid that would leave too much room for competitors? This has been the same "issue" for years yet Apple's revenue continues to ramp while margins expand. This is a dumb conversation, in my opinion, for at least another couple years. We can revisit then. Edited to say I don't think you're dumb. I just think this concern is dumb because the numbers don't support the argument, yet.
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Post by appledoc on Oct 25, 2012 13:17:22 GMT -8
Margins are lower for a reason. Which is also why AH action is stabilizing. This. It is costly to introduce so many new production lines in one quarter.
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Post by fas550 on Oct 25, 2012 13:17:22 GMT -8
Wow did you hear that about having to expense whiting this qtr that is actually an expense in q1 and q2? So that means more GM for next 2 qtrs. Also heard something regarding margins about an event in Sept that does not normally occur (maybe that education vertical splurge)
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Post by incorrigible on Oct 25, 2012 13:17:42 GMT -8
Via conference call. The dial-in number for press is (877) 616-0073 (toll-free) or (816) 581-1579. Please enter confirmation code 279941. Good old POTS works. Go figure.
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Post by spoonman on Oct 25, 2012 13:17:49 GMT -8
Use the dial in number. sounds great.
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Mav
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Post by Mav on Oct 25, 2012 13:18:05 GMT -8
Only $4.05B OpEx! Wow!
GM = 36%. It's a sandbag but the signaling is great. This is really, really good news. Price umbrella my foot.
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