comparing to the the 5... Reports indicate Apple sold more than 50% of iPhones 4 & 4S last quarter... I know the margin for the 5 is ~57%... Those $100 and $199 offs - Apple takes that or the carriers... How about oversea around the world? This will tell us what kind of margins will be and the outlook for March quarter and FY13... Anyone???
The MMs will hammer AAPL big time to the downside spreading weak guidance - don't sell your shares sub 500. I think they shall freeze the stock through earning minutes - but they probably won't and try to push down hard on AAPL tonight.
At worst, $450... But we can get the upside to $550 too - just block out the noise longs and don't watch CNBC.
earnings will be - it will sell off unless we get a very rosy guidance for March quarter and FY13. I don't see that with GOOG. Why???????????
Apple continues to remain strong in certain markets, including the U.S. On the strength of the iPhone 5, Kantar says iOS took 51.2% of all smartphone sales, a rise of 6.3 percentage points. In Japan, the gap between iPhone and Android devices is perhaps the biggest of all, with iPhones taking 66% of sales to Android’s 32%.
BrightWire says in its summation of the reports, "The shipments for components, including touchscreens and cameras, will start rising significantly in March, and iPhone manufacturers will begin production in late April. Hence, Apple's suppliers will see major growth in 2Q 2013."
There's a report out of Asia tonight that Apple is working on three new iPhone models, two of which will be out by June.
The report comes from quite a chain of sources. The Commercial Times of Taiwan made the original report. It was then picked up by the China Times. Then the China Times report was translated by BrightWire, which says it scours and translates international news.
These 3 new iPhones with different price points will expand the market share for APPLE greatly all over the world, specially China, India, and Brazil. iPads and mini iPads make great impact in the world - everyone wants one or two or three. China Mobile deal looming and probably already sealed. China market is huge. iTV is coming this year to incorporate iCloud / data streaming...
20 pts gap up Tuesday. 3 new iPhones, China Mobile deal, iTV, China market will be huge for APPLE. Guidance will look real good and this quarter will be a blowout.
I hope that we'll get that 20 pts gap... Blowout earnings on the 23rd, China Mobile deal, 3 new iPhones, iTV, China market will be huge... Don't ever bet against APPLE!!!
It reports at 5:00 PM... I load up more if that's the case... Forecast is clear blue sky - ready for take off...
Why so much doubts that AAPL may miss estimates? From all the data with ATT, VERIZON, CHINA, etc. so far, I expect APPLE to be estimates handily. Everyone I know bought a least 2-3 APPLE products this past Holidays, you see people using iPhones, iPads, mini iPads everywhere you look. Christmas gifts for my company, everyone put up iPhones, iPads, and mini iPads, the boss went out and got them all - he had to wait 10 days for the entire order of 80 items to come in... So let get on with business.
1. Beats estimates by 10% - APPL will be 575-620
2. Beats estimates by 5% - AAPL will be 525-550
3. Just meets estimates - AAPL may trade down $10 but will bounce back to 505-510
But if guidance is upbeat, then add 5-10% on top of those numbers.
5-7-10% up swing... May be Tom Demark is right after all - bottoms @ 494.54 and run to 600 - the actions the last two days made Tom looked like a genius...