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Post by artman1033 on Jan 9, 2014 19:07:23 GMT -8
IDC is reporting Apple shipments declined for the Dec. qtr. 2013 compared to Dec. 2012. What the hell? Someone will have some "splainin' to do very soon. They should have "press releases" from the past two years to refer to. Question is, does anyone want to put in the work... It may not include Macs sold from the Apple stores or online @apple.com.see attached.
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Post by po1nt on Jan 9, 2014 19:14:44 GMT -8
They should have "press releases" from the past two years to refer to. Question is, does anyone want to put in the work... It may not include Macs sold from the Apple stores or online @apple.com.see attached. lol. so most of them.....?
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Post by Deleted on Jan 9, 2014 19:18:02 GMT -8
Sigh.
No. Apple was at $43X.XX two days AFTER it announced June quarter earnings, which included the disclosure of Apple's MASSIVE repurchase of shares in the June quarter.
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Post by artman1033 on Jan 9, 2014 19:54:15 GMT -8
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Mav
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Post by Mav on Jan 9, 2014 20:00:59 GMT -8
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Post by Deleted on Jan 9, 2014 20:52:44 GMT -8
So who's right Mav? Based on the contradictory data, I'm leaving my 4.4M Macs in my FQ1 estimate. For a company as important as Apple, one would think retail investors would have better information than THIS. For that matter, CNBC puts on some wacko Monday, thereby legitimizing his status as an "analyst." Is this REALLY the best we can expect from the financial media. It's worse than pathetic. Random walk on Wall Street. Indeed.
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Post by Deleted on Jan 9, 2014 21:01:12 GMT -8
Sigh. No. Apple was at $43X.XX two days AFTER it announced June quarter earnings, which included the disclosure of Apple's MASSIVE repurchase of shares in the June quarter. Apple was $408 when the 60B buyback was announced...they used around 25% of that in the June quarter, when shares were cheap...good move Apple. But you're acting like the buyback doesn't work, when really no one has any idea. What if Apple wasn't using that 15B or so in the June quarter for buybacks...would AAPL be sitting at $360 or $370 instead of $43X.XX?
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Mav
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Post by Mav on Jan 9, 2014 21:09:25 GMT -8
You think I know Mercel? IDC and Gartner data only covers the US. Apple doesn't even break out Mac sales by desktop/laptop anymore. We can get some inkling on which company was more accurate for the December quarter because there's a 30% difference of opinion, but other than that - who knows. It's a completely different ballgame if Apple gets into the top 5 worldwide PC vendors. Then Gartner and IDC can easily be held accountable for their estimates.
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Post by Deleted on Jan 9, 2014 21:09:54 GMT -8
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Mav
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Post by Mav on Jan 9, 2014 21:11:45 GMT -8
iOS is a premier enterprise/security citizen and Apple's been working on that aggressively since iPhone OS 2.0 (Exchange support IIRC). You gotta love Apple's long game in enterprise.
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Post by Deleted on Jan 9, 2014 21:12:40 GMT -8
I told you Mulally was too smart to take the Microsoft position -- see the money quote below. I don't wear Carnac's headgear lightly.... "The people familiar with Mulally’s thinking said the Ford CEO also had concerns about the dynamics of Microsoft’s board, including whether Ballmer and Chairman Bill Gates remained directors. Other executives who have spoken to Microsoft directors about the CEO post have expressed similar concerns, people familiar with the matter have said." The full Monty: blogs.wsj.com/digits/2014/01/09/why-alan-mulally-ended-his-flirtation-with-microsoft/?mod=Tech_newsreel_2
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