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.
why is this comment being down-voted ?
Apple Reports Third Quarter Results
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Re: Apple Reports Third Quarter Results
#22Oppenheimer 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?
If so, how would that lead to a softening of revenue?
I would guess that the transition involves the iPhone 5 (or 4S or whatever you want to call it) - announcing the iPhone 5 will kill iPhone 4 sales, and Apple always seems to have trouble meeting demand at product introductions so product constraints will probably mean lower sales/revenues.
Re: Apple Reports Third Quarter Results
#23While Apple is doing great, I see some flatlining starting next year once the market for high-price computers start to saturate. Just an opinion.
Why would that market be saturated then, do you think? Anyway, Macs at this point are less than a quarter of their revenue.
Re: Apple Reports Third Quarter Results
#24Ridiculous, Apple has nearly as much profit per quarter as Google has revenue .
Indeed. Though most iPhone users are Google users, so Apple doing well should also help Google grow.
Re: Apple Reports Third Quarter Results
#25iOS is about to displace Windows/DOS as the top selling OS in the U.S. A Microsoft OS has probably been the top seller for the last 30 years.
Just a rough back of the envelope calculation is 12-13 million iOS devices sold in the U.S. this quarter. (7 million iPhone, 3.5 iPad, 1.6 iPod Touch at 35% US/Global).
In comparison, 2Q11 non-Mac PC sales in the U.S. were about 16 million (and shrinking).
iPhone 5 on sprint/T-mobile and iPad 2 Christmas sales will give iOS a good chance to take the lead.
Re: Apple Reports Third Quarter Results
#26$11.1 billion cash flow from operations for the quarter, $76 billion in cash and marketable securities.
Re: Apple Reports Third Quarter Results
#27Oppenheimer 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?
If so, how would that lead to a softening of revenue? I would guess that the transition involves the iPhone 5 (or 4S or whatever you want to call it) - announcing the iPhone 5 will kill iPhone 4 sales, and Apple always seems to have trouble meeting demand at product introductions so product constraints will probably mean lower sales/revenues.
That makes sense. My initial thought was that iPhone "5" would lead to a spike in demand and therefore a spike in revenue. I forgot to take into account the ability (or lack thereof) to MEET demand. Thank you.
Re: Apple Reports Third Quarter Results
#28Absolutely absurd and amazing at the same time. Tip your hat to Apple, nothing else to do in this case.
Re: Apple Reports Third Quarter Results
#29I bought my first Mac on Friday at the Mall of America. There's a Microsoft store right across from the Apple store. It was amazing to me how much more crowded the Apple store was. There were a lot of people at the Microsoft store but it was ridiculous how many were at the Apple store.
More importantly, how do you like your first Mac?
Re: Apple Reports Third Quarter Results
#30iOS is about to displace Windows/DOS as the top selling OS in the U.S. A Microsoft OS has probably been the top seller for the last 30 years. Just a rough back of the envelope calculation is 12-13 million iOS devices sold in the U.S. this quarter. (7 million iPhone, 3.5 iPad, 1.6 iPod Touch at 35% US/Global). In comparison, 2Q11 non-Mac PC sales in the U.S. were about 16 million (and shrinking). iPhone 5 on sprint/T-…
What about Android? It seems that worldwide quite a few more Android devices than iOS devices are activated per day. Are less than 35% of all Android devices sold in the US?