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Apple Reports Third Quarter Results

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Re: Apple Reports Third Quarter Results

#14

Oppenheimer mentioned that Apple is transitioning products and that it will impact their projected revenues. Is this Lion/MBA/MB/iPhone? If so, how would that lead to a softening of revenue?

This isn't abnormal for Apple, they usually project lower than expected revenues every quarter.

However, I think iCloud is going to require a lot of capital expenditures. It's going to be free and will likely be utilized by nearly their entire existing customer base along with any future customers. They are probably preparing Wall St. for that.

Re: Apple Reports Third Quarter Results

#15

20.34 million iPhones in the quarter comes out to about 225,000 iPhones sold per day. Google recently announced 500,000 Android "activations' Android per day. So Android still has the market share advantage?

Does that mean Android 'activations' includes only Android phones?

Re: Apple Reports Third Quarter Results

#16
post #13

While Apple is doing great, I see some flatlining starting next year once the market for high-price computers start to saturate. Just an opinion.

the iPad isn't high priced compared to competitors, nor is the iphone. For that matter, nor is the macbook air. PCs with the same features as the MBA are more expensive!

Re: Apple Reports Third Quarter Results

#17
post #15

20.34 million iPhones in the quarter comes out to about 225,000 iPhones sold per day. Google recently announced 500,000 Android "activations' Android per day. So Android still has the market share advantage?

Does that mean Android 'activations' includes only Android phones?

Good question, I think it also includes tablets, but I am presuming that the bulk of the numbers represents phones.

Re: Apple Reports Third Quarter Results

#19

20.34 million iPhones in the quarter comes out to about 225,000 iPhones sold per day. Google recently announced 500,000 Android "activations' Android per day. So Android still has the market share advantage?

Android is an OS, iPhone is a device. I think the fair comparison is iPhone + iPad + iPod Touch vs Android.

Re: Apple Reports Third Quarter Results

#20
post #2

So many billions.

billions and billions...

their $75 billion in cash and negotiable securities compares with eBay's July 19th enterprise value of $37.5 billion, Microsoft's $188 billion, Sony's $28.5 billion and Google's $160 billion. They could buy eBay or Sony for cash.

Enterprise value is market capitalization (value of all the shares) less debt. Apple's was $316 billion on the same date.

Note - Apple is great at making awesome products, and most likely lousy, like everyone else, at taking over lousy companies.

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