How does the market usually do after the previous QE programs have ended?
Fundamentals never ever matter, especially in AMZN, until they do.
Let the event happen. Don't try to read too much into what the IR person said because most likely THEY DO NOT KNOW THE DETAILS.
Stop speculating everything to the positive. Just let it be,
What do you mean? You mean to tell me you believe the forward PE numbers. Have you seen how this trends every quarter and every year?
It's a myth.
Yes dach, what you post is quite likely and as usual well thought out. What I believe is most people have not separated the gamed up stock market via the Central banks with the real economy which is weak on a relative basis at the least. We all hope that companies in growth areas continue to grow but much like a rising tide lifting all ships so does a falling tide, running counter the tide is quite possible it's just more difficult than in a healthy economy.
It doesn't exist. They never commented on any specific Apple product. However, that said TG did say something along the lines of Apple is buying all the sapphire we are making.
The question is can he still say that or maybe say something similar with qualifying comments while still not commenting on any specific Apple products.
Now that I agree with cave. It seems many are talking about a 2014 guidance change would require an 8k and I disagree with that.
They can update guidance in 2 weeks or during the Q3 call in November.
That's for 2016. Who knows over time if that estimate goes up or down. Right now folks want to know about 2014 and then 2015 (which he probably won't talk to until the Q3 conference call).
If he is indeed being conservative he might just want to slow down his trigger finger with selling shares.
There's plenty of CEOs who talk lots and lots and they get rich selling while shareholders prop up the shares for their sells.
Exactly a bunch of bunk. I'm sure that's why analysts have been moving estimates down. They are not waiting for an 8k.
I'm still very long but kind of tired of bad guesses.
He already mentioned a negative on that call, i.e. the sapphire business has had some issues but he expects the 4th apple payment by 10/31.
For all that say it's a given that he doesn't change guidance, that's pure speculation, analysts have already started to bring down 2014 estimates below the $600m-$700m range that TG provided down to $507.5M and negative $.02.
Let's see how it plays out.
Oh but first you come out with a new handle just yesterday to tell us how it is. Nothing says POS coward more than that.
Yes sir, but don't hit these guys with financial facts. I believe they also capitalize other costs which they can do accounting wise but it's quite questionable.
Then you have the free cash flow much of which comes from the employee comp. options and also from the negative cash conversion cycle.
Those are not what I would think of as free cash flow.
That's boiler plate bobby.
IR has no idea plus nothing has been published by the company.
The good news is we'll have a company update in just over 2 weeks on business opportunities in Merlin and hyperion and hopefully TG will comment on 2014 guidance. The analysts have already started bringing estimates down so that should already be built in to some degree.
If he were ever to maintain 2014 guidance then, we would most likely see a healthy pop.
If he says nothing about it, ugh.
Very true cbc.
Unless TG had no clue that the IPhone 6 would not have sapphire, why would you want to or need to be at full volume sapphire production in early 2015.
Apple still has plans for sapphire IMHO.
TG said they would give us an update on hyperion and merlin in the Fall on the q2 conference call.
Just in case you weren't sure the week of 9/29 is the second week of the Fall.
Hopefully he's give us a clue on full year 2014 guidance. 2015 guidance isn't expected until the Q3 conference call in November.