Initial Q2 Estimates

• Gregg Thurman

  • Total Posts: 3222
  • Member Since: 2008-08-02
  • Send Message

  • [ Ignore ]

  Posted: 23 January 2009 10:38 PM

  Desktops 675,000
  Laptops 1,700,000
  iPods 12,000,000
  iPhones 3,500,000

  Revenue 8,625,000,000
  Gross Margin 2,900,000,000

  Op Ex 1,140,000,000

  Other 175,000,000

  Taxes 596,000,000

  EPS $1.47
  Apple’s Internal Earnings Estimate $1.43

  Price Targets before April expiry High $105 Low $80.  I think AAPL will see its low for the quarter by February 9.

  Of all my estimates my confidence level is weakest on desktops.

  Signature

  You can’t do more, make more, be more, than the next guy, if you think like the next guy. Think different.

       

• Dr. Gripp

  

  • Total Posts: 63
  • Member Since: 2008-02-26
  • Send Message

  • [ Ignore ]

  Posted: 24 January 2009 01:30 AM #1

  I also think that desktops are a tough call. I would think that at some point Apple will have a “Spotlight on Desktops” event in this quarter. The Mac Pro design is 6(!) years old. The Mac Mini is in desperate need of a refresh, it still comes with a combo drive! And the iMac is a great computer, but LED displays and quad-core chips would be nice. And we ARE at the 25th anniversary of the Macintosh. Seems like the timing is right, come on Apple!