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Apple Reports Fourth Quarter Results

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Re: Apple Reports Fourth Quarter Results

#5
post #2

Nicely done. The market seems enamoured with larger phones. And it is good validation for Tim Cook given their sales rate.

iPads aren’t doing so well, worse than analysts expected (but we have known this now for quite some time so it isn’t exactly a surprise). Everything else is pretty much above analyst expectations, weirdly enough, even the iPod (who still buys that?).

To be honest, as a consumer I would be ok with this, if not for the software ecosystem. (I like the iPad and it’s useful to me personally. What do I care whether it sets the world on fire.)

Devs jumping ship is something I do worry about, but it seems with size classes Apple is working towards making changing the UI depending on device size easier – and if devs have to change their UI anyway for the larger phones the extra work of making that UI viable on an iPad is hopefully still worth it in the future. (Or maybe Apple could do something cool with iPads. The hardware is already pretty mature, but on the software side there is lots of room for making it a more powerful device. Maybe that will help sell more in the future. Or maybe not.)

Re: Apple Reports Fourth Quarter Results

#8
post #5
post #2

Nicely done. The market seems enamoured with larger phones. And it is good validation for Tim Cook given their sales rate.

iPads aren’t doing so well, worse than analysts expected (but we have known this now for quite some time so it isn’t exactly a surprise). Everything else is pretty much above analyst expectations, weirdly enough, even the iPod (who still buys that?). To be honest, as a consumer I would be ok with this, if not for the software ecosystem. (I like the iPad and it’s useful to me personally. What do I care whether it sets…

iPad is much bigger than Mac ever was and it's had great developer support.

Re: Apple Reports Fourth Quarter Results

#10
post #4

Apple at $400 will likely be the best value investment of my career.

Apple at $12 (pre split, ca 1996) is the whale that got away of my investment career.

My (non-tech) friend was sighing about this too, until he thought some more and realized he would have certainly sold it at $20. Which would possibly be an even worse feeling.
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