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Deagol's Q1 2008 Spreadsheet + Estimates
Posted: 22 January 2008 01:03 PM [ Ignore ] [ # 46 ]
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Outstanding work deagol.  And the extra texture you provide in your exchanges with tommo, lumi, omacvi, enature, Zeke, and etc. are also valuable.

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Posted: 22 January 2008 01:07 PM [ Ignore ] [ # 47 ]
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Yes.  Congrats Deagol.

Your thorough and level headed analysis is very appreciated. smile

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Posted: 23 January 2008 09:14 PM [ Ignore ] [ # 48 ]
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Yes, excellent prediction Deagol!  I’m especially interested in how close you nailed the guidance:

[quote author=“deagol”]
3m ending on Mar-2008:
My estmt: $7.21b rev, $1.18 EPS
Analysts: $6.97b rev, $1.09 EPS
Apple gd (my est): $6.85b rev, $0.93 EPS

Can you share some of your insights into how you estimated this?  I’m wondering why the EPS is so low compared to the expected revenue (which is being debated in the “Revenue vs eps” thread).

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Posted: 23 January 2008 09:28 PM [ Ignore ] [ # 49 ]
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Deagol, very impressive and scary for qtr 2. If you are right for qtr 2 we should be in good shape in no time. You are officially the man now. That eps number for qtr 2 from Apple is so low it is unbelievable.
Congrats. Mark cool

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Posted: 24 January 2008 03:29 AM [ Ignore ] [ # 50 ]
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Congrats Deagol - iPod sales screwed my pooch this quarter, though I was spot-on with iPod ASPs and gross margins going through the roof.

Your Q2 guidance estimate was most unfortunately spot-on. If I’d believed they’d deliver anything that low I’d have been out of the stock weeks ago.

I am going to work on my spreadsheet some more before sticking my neck out again this quarter; some adjustments obviously need to be made cool

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