Mav
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Post by Mav on Apr 23, 2013 12:59:45 GMT -8
Ah, that complex-ish baroque-style elevator music for the CC. Or something.
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Post by rob_london on Apr 23, 2013 13:00:03 GMT -8
Once again the supply chain leaks/ rumours proved false.
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Post by sponge on Apr 23, 2013 13:00:39 GMT -8
At about $16Billion in buybacks this year and then over the next three years, they can buy back about 120 million shares. Not enough to make much of a dent. They must be planning a split in about 3 years.
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Post by pauls on Apr 23, 2013 13:00:56 GMT -8
What? They reported within guidance?! They're succumbing to gimmicks like larger buybacks?! I'm shocked!! I guess I just don't get this company. LOL!!! |
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Mav
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Post by Mav on Apr 23, 2013 13:01:25 GMT -8
From another Intraday post, was it tuffett?
So, all we're missing now is the CEO interview on CNBC? ;D
Well, like antacids, it's a TEMPORARY relief at least.
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Deleted
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Post by Deleted on Apr 23, 2013 13:02:06 GMT -8
I'm quite pleased with the numbers, especially the use of cash. It was more than I expected, I'd prefer the buyback completed by the end of 2014, but I'm still quite happy. The only thing that makes me nervous is 37.5%, but lets see what they say in the CC.
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Mav
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Post by Mav on Apr 23, 2013 13:02:29 GMT -8
Once again the supply chain leaks/ rumours proved false. Or did they, for the future? Guidance needs to be explained and it's way, way, WAY lower than I was thinking. I mean, $33-35B? That could imply negative iPhone growth (sell-in/SEC-reported basis), for crying out loud! |
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Mav
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Post by Mav on Apr 23, 2013 13:03:31 GMT -8
Setting up a separate thread on the CC. Can always be joined by iPad later.
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Post by appledoc on Apr 23, 2013 13:03:53 GMT -8
At about $16Billion in buybacks this year and then over the next three years, they can buy back about 120 million shares. Not enough to make much of a dent. They must be planning a split in about 3 years. 120M shares right now would increase EPS by almost 15%. That's more than a dent. |
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Deleted
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Post by Deleted on Apr 23, 2013 13:04:02 GMT -8
+20 so far Mercel. Refresh your browser. Oh, that. ;D LOL. With all the selling of late, it appears The Street was expecting less than what Apple delivered and hopefully the conference call will give us more boost in the AH and tomorrow. |
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Deleted
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Post by Deleted on Apr 23, 2013 13:04:02 GMT -8
If Apple bought back 120 Million shares, that's a huge effect. If they had 120 Million less shares today, they would have reported $11.55 in EPS this quarter instead of $10, that's a pretty significant increase if you ask me.
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Post by sponge on Apr 23, 2013 13:04:31 GMT -8
Actually they beat guidance by 600 million. With enough supply of iPad Mini and iMacs they could have gotten an extra 2 billion. I would not surprised to hear they were short on iPHones as well again.
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Mav
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Post by Mav on Apr 23, 2013 13:04:35 GMT -8
CC only topic is up, easy to find if you wanna visit.
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mark
fire starter 
Posts: 1,649
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Post by mark on Apr 23, 2013 13:04:54 GMT -8
Our GM this quarter is 37.5%, EVEN LOWER than the last quarter (38.6%)?!?!? What are they spending it on? New iPhone ramping up this summer's my only guess, unless there's a new product line coming out in the next month. It's called competition. Someone has to pay for those discounts on iPad mini! |
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Post by sponge on Apr 23, 2013 13:05:06 GMT -8
If Apple bought back 120 Million shares, that's a huge effect. If they had 120 Million less shares today, they would have reported $11.55 in EPS this quarter instead of $10, that's a pretty significant increase if you ask me. That is 3 years from now. Not today. |
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Post by prazan on Apr 23, 2013 13:05:28 GMT -8
Guidance suggest no iPhone release this quarter, which isn't surprising. Probably no other significant new product releases, either.
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Post by appledoc on Apr 23, 2013 13:06:34 GMT -8
If Apple bought back 120 Million shares, that's a huge effect. If they had 120 Million less shares today, they would have reported $11.55 in EPS this quarter instead of $10, that's a pretty significant increase if you ask me. That is 3 years from now. Not today. We know. Regardless of how many RSUs are issued, to say that 120M shares bought back wouldn't make a dent is just not true. |
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Post by Red Shirted Ensign on Apr 23, 2013 13:07:28 GMT -8
I'm expecting a good conference call. And Apple can more easily fix GM than it could soft iPhone and iPad #s. I feel really good Apple beat both my iPhone and iPad #s. Exactly right! IF we do the match and see how many shares 100 billion dollars will retire (after divvy payments) over the next 18 months....EPS will have a nice floor, regardless of product rollout variables. If the GM slip is because "we are taking control of our own production and not relying on untrustworthy suppliers" I am with them 110%. Money well spent! |
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Post by sponge on Apr 23, 2013 13:08:58 GMT -8
Introduce this fall. Maybe the late iPhone rumor is true.
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Post by dreamRaj on Apr 23, 2013 13:14:07 GMT -8
Okay, TC does sound more energetic and confirmed the 100 bln cash return program while also throwing in words like "exciting new products" and "surprises" in the future.
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Post by sponge on Apr 23, 2013 13:15:40 GMT -8
Records in all areas. They sold 20% more iOS devices YOY. Very solid growth
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Post by sponge on Apr 23, 2013 13:16:35 GMT -8
They started to quarter with Mini constraints
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Post by rob_london on Apr 23, 2013 13:21:59 GMT -8
Horace Dediu tweet: "average revenue per iPhone was $613."
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Post by sponge on Apr 23, 2013 13:23:23 GMT -8
Bought a few share at 423.68. Dropping since then, but expect to see 430+ by Friday.
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Post by sponge on Apr 23, 2013 13:25:40 GMT -8
They bought 4 million shares of stock last quarter
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Post by qualitywte on Apr 23, 2013 13:29:09 GMT -8
Introduce this fall. Maybe the late iPhone rumor is true. Or maybe we get back to a July release, and they know sales could soften ahead of the launch. |
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Post by dreamRaj on Apr 23, 2013 13:31:20 GMT -8
Introduce this fall. Maybe the late iPhone rumor is true. Or maybe we get back to a July release, and they know sales could soften ahead of the launch. +1 So far so good, apart from the voice of PO driving the stock down from 427 to 419  edit: Make that 417. |
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Post by sponge on Apr 23, 2013 13:32:43 GMT -8
Introduce this fall. Maybe the late iPhone rumor is true. Or maybe we get back to a July release, and they know sales could soften ahead of the launch. TC good said they are excited about new software and products to be introduced this fall |
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Post by phoebear611 on Apr 23, 2013 13:46:32 GMT -8
TC:
"I don't want to be more specific, but I'll say we've got some really great stuff coming in the fall and in 2014."
Nothing about the summer - which some people had hoped for.
Like we have said all along - second half of the year story it seems. Question is what happens till then? Maybe trades in a range or maybe drifts a bit....like it's doing right now as these fellas continue to speak.
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Post by macwire on Apr 23, 2013 13:47:18 GMT -8
lol. Gave it all up
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