Now, what was that analyst saying about limited upside of 4-5 cents? Dare he speak again tomorrow about his major goof! (He'll have to now say that Apple has limited upside in the next quarter... yeah, right!)

And that gross margin - even with Mac mini and iPod shuffle!
Wow! Yoohoo!!!

Rubbing the analysts (and RC's) noses in their crap is fun!

"Apple said it sold 5.3 million million iPods in the quarter-- way above the most optimistic numbers."

I have to say, that's way above my estimates!

Quote

Guest wrote:
"Apple said it sold 5.3 million million iPods in the quarter-- way above the most optimistic numbers."

I have to say, that's way above my estimates!

You mean 5.3x10^6.

wish i was dying that fast. so how does it feel RC to waste your life trolling AND being alwasy wrong. LOL

Last I looked, the stock was trading at 40.67 (down 0.37). I cannot read anything negative in the financial reports. All the numbers are above expectation.

its the way market responds. whats old saying, buy on speculation sell on news? or something that effect.

they are hotter now than they were in Christmas. not many companies can say that, especially in computers or electronics.

The negative is that the iMac/eMac/mini combined only sold 467 million units; which is only 11 million more units than last quarter when there was no mini. Granted that Apple always has a dropoff in the first calendar quarter, but it seems like the increase is miniscule. So did the mini cannibalize sales of iMacs?

The PowerMac has been a negative for awhile. Hope there is somemthing new at NAB. The Powerbook did great, though, 211k units, bouncing back from a down Christmas quarter. And the iBook continued strong (251k units) despite no performance refresh. All three just about maintained the same average unit selling price.

Was Bill Palmer right?

Does Apple need to sell a cheaper monitor and other accessories to get the mini-related revenue up?

… let's see where we stand when the dust settles … Will we hit $50 today or tomorrow ?

"Apple said it sold 5.3 million million iPods in the quarter-- way above the most optimistic numbers. As for Macs sales, the company said it shipped 1,070,000 CPUs during the period, representing a 43% jump from the quarter a year ago."

Post-holiday sales beating the holiday sales? 5.3 million iPods? Mac sales up 43%?I think this demonstrates just how full of garbage the mindless Windows fanatics like Reality Check are.

They said Mac sales were in a decline. They said Apple was in a decline. They said the iPod was a fad. They said consumers want more "choice" than iPods offer. They said music rentals would totally destroy the iTMS.

But once again, the facts prove them wrong. Although they'll never notice it, because they don't notice facts.

Anyone else expecting to see those posts below showing how these numbers once again prove Apple will disappear? Dorx.

Power Mac units *declined* by 19% and iMac/eMac/Mac mini revenue *declined* by 22%. The Mac mini fad is fading fast, after the initial rush by Mac fanatics to replace their old iMacs with the Mac mini, the public isn't buying into an underpowered toy with a low quality hard drive that often dies after a few weeks.

Quote

RealityCheck wrote:
Power Mac units *declined* by 19% and iMac/eMac/Mac mini revenue *declined* by 22%. The Mac mini fad is fading fast, after the initial rush by Mac fanatics to replace their old iMacs with the Mac mini, the public isn't buying into an underpowered toy with a low quality hard drive that often dies after a few weeks.

Mac sales were up slightly since last quarter, by the way. Sales usually drop dramatically after the Holidays. The consumer market usually sags about 15-20% after December. The fact that Apple's sales held up overall is impressive. Of course, iMac/eMac/mini revenue is going to decline! If people are buying a cheaper machine, Apple is obviously going to see a dip in revenue! The Mac mini is a low-revenue, fairly low-margin machine.

And I'd sure like to see where you make this claim that Mac mini hard drives fail after a few weeks.

Try again.

And two seconds after I say he'll ignore the facts proving him wrong, here he is. Doing exactly that.

"Power Mac units *declined* by 19% and Mac mini revenue *declined* by 22%. The Mac mini fad is fading fast, after the initial rush by Mac fanatics to replace their old iMacs with the mini, the public isn't buying into an underpowered toy with a low quality hard drive that often dies after a few weeks."

Mac sales grew by 43%. Mac sales *grew* by 43%. The consumers' interests in Macs are increasing, which is translating to increased sales, and with increased sales come increased word of mouth, and with increased word of mouth comes increased consumer interest.

Also, again, the fact that the Mac Mini is intended to be a serious computer rather than a gaming machine makes it LESS toyish than a Windows PC. You've got your wires crossed. And about the harddrive, what you're saying is a complete and total lie. A very small number of Minis have defective Seagate harddrives, so few that I haven't even seen one post on the Mac help sites about it. The huge majority of Minis don't have that problem.

… and still trading at 40.8 … weird !
Actual results bested estimates by 41% !!!!

Macs actually sold 24,000 more Macs than they did in the Christmas Quarter, which is even more impressive than the 43% over last year.

RC was probably listening to the Quicktime broadcast with his pencil ready, looking for any bad news. OK, we know that the eMac needs a re-do before the education buying season, iBooks could use some attention and the PM is ready for IBM to deliver something new.

So tell us RC, how has Apple's net cast position changed? Still 6+ Billion? What about beating the pro's estimates by 10¢? Can you give us some guidance?

… increased 2% over last quarter, which included the holiday season …
… mini is just now being widely distributed in the low-end version, but out of stock in the 1.42 version (I'm still awaiting the one I ordered over 3 weeks ago…). Must be an incredible # of units shipped …

Sorry RC, unit shipments increased both over last quarter, and the same quarter last year. Spin all you must, but overall unit growth is what investors look for. Nice try, though.

They've fixed it.

This is the MarketWatch bulletin I just got in my mailbox: Apple Computer posts 70% leap in quarterly sales

… results are $.73 per share for the first 2 quarters … looks like they might have to raise their estimates by ONLY 33% …

… if he deigns check his facts before posting …
From ZDNet (hardly a Mac apologist):
"On the Mac side, the company sold $483 million worth of iMacs, eMacs and Mac Minis, down from $620 million in the December quarter but more than double the sales from the year-ago quarter."
the "more than double the sales from the year-ago" sounds real sweet to my ears …

...faster than the rest of the PC industry. Apple had a year over year PCs shipped growth of 43% while IDC is forecasting a 9.7% growth for the industry in general.

Check the facts:
http://www.internetnews.com/stats/article.php/3493031

By the way, Reality Check, you said both the PowerMac AND Powerbooks would decline, not just the PowerMacs.

Check the facts (first post):
http://www.macobserver.com/article/2005/04/13.4.shtml

HAHAHAHAHAHAHAHAHAHAHAHAHAAHHA!!!


once again if you missed it.....

HAHAHAAHAHAHAHHAHAAHAHAHAHAHAHAHAHAHAHAHAHAHAHA
HAHAHAAHHAAHAHAHHAHAHAHAAHAHHAHAHHA
HAHAHAHAHAAHHAHAHAHAHAHAH
HAHAHAHAHAHAHAHA
HAHAHAHAHAHA


ya know, all you have ever spewed has been rubbish. How does it feel
to be slapped upside th ehead with proof?

you lil boy, are dismissed!

"Macs actually sold?" Apple is the company name. Macs are the computers they make, and Mac OS is the name of the operating system that runs on them. Anyone who tells you contrarywise doesn't know the company, nor do they know the computers. kenaustus, if you are going to criticize the PC troll, please at least get your facts straight about who you are talking about.

Quote

kenaustus wrote:
Macs actually sold 24,000 more Macs than they did in the Christmas Quarter, which is even more impressive than the 43% over last year.

RC was probably listening to the Quicktime broadcast with his pencil ready, looking for any bad news. OK, we know that the eMac needs a re-do before the education buying season, iBooks could use some attention and the PM is ready for IBM to deliver something new.

So tell us RC, how has Apple's net cast position changed? Still 6+ Billion? What about beating the pro's estimates by 10¢? Can you give us some guidance?

Wait you mean the company isn't called Mac? Geez and here I thought it was! I think it is such a widespread problem that people mistakenly think the company is called "Mac" and not "Apple". Luckily we have someone like gopher who can combat this problem and contribute to the community. Cause I'm sure that kenaustus actually thought the company was called Mac and that his post didn't just have a simple typo. The World is now a better place.

Perhaps RC would like to tell us which of these companies has had major growth in stock price over the last year or so: Apple or Microsoft. (The answer should be obvious.) I saved a picture of the report from Yahoo's fiannce section for both 1-year and 2-year performance. See:

http://homepage.mac.com/gslusher/.Public/apple_1year.gif

and

http://homepage.mac.com/gslusher/.Public/apple-2year.gif

So you don't have to look at those: Apple has grown about 200% in 1 year, something like 500% in 2 years. (That followed a major drop from 2001 through part of 2003.) Microsoft (MSFT), in contrast, has been relatively flat and is actually a bit down over the 1-year period. Apple has beaten the Dow Jones, S&P 500, and the NASDAQ averages for most of the last two years, while Microsoft has generally been below those averages for much of the last two years. Now, which company is "in trouble"?