The CC, estimates are pretty much pegged, what about guidence
First of all a big thank you and job well done to all of those that have submitted estimates for next weeks earnings. I am in hopes that some day I am skilled enough to contribute something at least semi accurate.
With that being said I was hoping to start a conversation regarding how people think apple will guide for Q2. As we all know, this historically has had a larger impact on the shorter term price of apple than the actual numbers reported. I bring this up mainly due to the recent announcement of the iPhone being available on verizon starting the first week Or so of February. I am under the impression ( for no really good reason ) that this will cause apple to guide higher than what ws is expecting ( I don’t think they will run the numbers in time ). That fact, in addition to the possibility of the ipad 2 being available in March, I am expecting strong guidance from apple although I have no solid basis for my expectations…. Only speculation.
Apple will guide conservatively and yet it will be higher than the Street will expect. Then they will beat it by 18% in April’s report.
The impact of the Veriphone, rollout of CDMA in Asia, Ipad 2 and continuing encroachment into the Enterprise market can be forecast by Apple’s internal pros with strong conviction, but they won’t tell us all the secrets.
The glass is cloudy….... :wink:
AAPL: to boldly go where no stock has gone before