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Apple Inc. (AAPL) Message Board

  • smk3188 smk3188 Jan 13, 2013 10:59 PM Flag

    Can iPad Mini Sales save Apple's Quarter ?

    Hoping for the best. At some point Apple is going to be a fantastic entry point.

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    • I think the surprise will be iPhone 4 and 4S demand. iPhone 5 sales are fine. We know it from all the data we have so far. Market growth is fine (40% according to ICD). Market share is increasing (according to Kantar and comScores). The 4 and 4S accounted for 32% of sales in October according to one study in the U.S. and obviously higher OUS. My money is on the fact they they experienced higher early yields, higher 4 and 4S mix then expected and they are moving to a new display (reported by many) in the next phone. No way they needed 65 million displays in the Jan - Mar period unless they were expecting huge yield loss. The quarter will still be very strong IMO. Who knows what happens to stock this week.

      Sentiment: Strong Buy

    • This Q is already in the books they will report a record 50-55M iPhones as for March probably 35-40M my guess new iPhone coming so channels needs to be clear.

      Sentiment: Strong Buy

 
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