AAPL Intraday Updates - Earnings Day Edition (Archive)

  • Posted: 20 April 2011 01:04 AM

    A new topic for day March quarter results are released. let’s get started…

    [ Edited: 20 April 2011 10:18 PM by DawnTreader ]      
  • Posted: 20 April 2011 01:07 AM #1

    From the Intraday topic closed a few moments ago:

    willrob - 20 April 2011 03:35 AM

    Wednesday

    R4       354.66
      midpoint   351.53
    R3       348.39
      midpoint   345.26
    R2       342.12
      midpoint   341.06
    R1       339.99
      midpoint   337.92
    PP       335.85
      midpoint   334.79
    S1       333.72
      midpoint   331.65
    S2       329.58
      midpoint   326.45
    S3       323.31
      midpoint   320.18
    S4       317.04

         
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    Posted: 20 April 2011 01:26 AM #2

    Finals are tomorrow.  We have studied hard and the big test will be given at 1:30 tomorrow.  Some of have had fights with our teachers and fellow students.  A few got a few F’s along the way as options expired worthless.

    Many of us invested our life savings and some.  We did not fully panic with pop quizes at 326 two times and a big one yesterday at 320.  Only the strong survive, so we hang on knowing with each quarter we get closer to graduation and retirement in peace.smile

         
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    Posted: 20 April 2011 01:40 AM #3

    So do we have “The Street” numbers we are going with? $5.35 of EPS on $23.3 billion of sales?

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    We filed for over 200 patents for all the inventions in iPhone and we intend to protect them. — Steve Jobs, 2007

         
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    Posted: 20 April 2011 01:47 AM #5

    It feels like christmas eve…but will i get the atari 2600 i want, or a pack of socks?

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    Full Disclosure:

    - Long Apple
    - Pro: Apple HDTV, iPhone Air, Stock split, Consumer robotics

         
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    Posted: 20 April 2011 01:59 AM #6

    AFB Q2 Estimates

    Feeling good about the consensus.

         
  • Posted: 20 April 2011 02:07 AM #7

    I’ll be at home most of the day for the play-by-play.  grin

         
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    Posted: 20 April 2011 02:09 AM #8

    iOSWeekly - 20 April 2011 04:47 AM

    It feels like christmas eve…but will i get the atari 2600 i want, or a pack of socks?

    I’m with you. I can see the package, all wrapped up so nice. It’s bigger than I expected. Tried shaking it .....no dice. Can’t open till tomorrow. :smilesanta:

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    AAPL: to boldly go where no stock has gone before

         
  • Posted: 20 April 2011 02:18 AM #9

    Just as someone who has been silently watching here for a good many months, I wanted to just thank DT and everyone else posting here for giving me the confidence and analysis I need (and now crave) to make decisions. This place is a huge, huge, gigantic resource for me, and I just wanted to say: Thanks.

    I’ll add exclamation points to that thanks after 1 p.m. PST. smile In the meantime, my sincere appreciation.

         
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    Posted: 20 April 2011 02:26 AM #10

    Had I been less conservative with stuff like GM, tax rate, and OpEx (i.e., what I think they’ll actually end up being - 40.2%, 24.7%, and 9.3% respectively), and more optimistic on iPad (say, 6.43 million sold this past quarter - a number which I still think is a little high given the iPad 2 sellthrough unknown), after adjusting for a more likely 937 million shares outstanding,

    (Shhh!)

    My mega-home-game “whisper numbers” for this quarter are $25.87B revs, about $6.46 EPS.

    Those numbers are disturbingly close to ChasMac’s.  I don’t know what to think about that! LOL

    I know BillH won’t be happy to see these “whisper numbers” wink, but y’know, I can’t go with my gut until I run my “control” test to see what kind of AAPL bias I really have.  I’m very new to the estimates game and this quarter is as good as any to establish a “baseline.”

    [ Edited: 20 April 2011 02:40 AM by Mav ]

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    The Summer of AAPL is here.  Enjoy it (responsibly) while it lasts.
    AFB Night Owl Team™
    Thanks, Steve.

         
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    Posted: 20 April 2011 02:54 AM #11

    I TAKE your whisper, and RAISE you -

    Ahem.  Right.  Whispering.  Forgot about that.  Sorry.  wink

    Best of luck to us all tomorrow!  Onward…to glory!  (Or a good cry…I think you know which one I’d prefer.)

    Signature

    The Summer of AAPL is here.  Enjoy it (responsibly) while it lasts.
    AFB Night Owl Team™
    Thanks, Steve.

         
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    Posted: 20 April 2011 02:58 AM #12

    iOSWeekly - 20 April 2011 04:47 AM

    It feels like christmas eve…but will i get the atari 2600 i want, or a pack of socks?

    lol..  wanna play PitFall?

         
  • Posted: 20 April 2011 03:03 AM #13

    Mav - 20 April 2011 05:26 AM

    I know BillH won’t be happy to see these “whisper numbers” wink, but y’know, I can’t go with my gut until I run my “control” test to see what kind of AAPL bias I really have.  I’m very new to the estimates game and this quarter is as good as any to establish a “baseline.”

    Whisper away!  Truth is, I was sitting here earlier today marveling at this boards contributors ability to be so close on sales and earnings projections.  I continue to believe it’s the darkest of arts but there is no denying how consistently close people really are.  Truly amazing.  I must also pay tribute to the fine folks at Apple who do an outstanding job of keeping their product plans and production numbers to themselves.  I know it irks many here that there isn’t more transparency but I’ve always agreed with SJ that it’s a strategic necessity. 

    Happier than ever to be an Apple shareholder.  It’s going to be a great decade.

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    I don’t mind being wrong…,I just hate being wrong so FAST!

         
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    Posted: 20 April 2011 03:29 AM #14

    Reuters has a very negative piece on Apple that just came out an hour ago.

    It is full of issues regarding Japan, margins, and high volume of puts and possibly acting like google after earnings. 

    I find it suspicious that it is timed with their report that iPhone 5 is coming in Sept earlier in the evening.

    Lots of pressure to keep our stock down :eg:

    http://uk.reuters.com/article/2011/04/20/uk-apple-idUKTRE73J0NW20110420


    This link does not have the full story.  Look for it at CNBC

    Here is the CNBC link but it still lacks reference to Google which was in the story on the CNBC app

    http://www.cnbc.com/id/42654958

    [ Edited: 20 April 2011 03:36 AM by omacvi ]      
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    Posted: 20 April 2011 04:14 AM #15

    Rumor that “Apple reportedly picks Toshiba as sole supplier of iPhone LCDs”

    AAPL picks Toshiba Rumor, nixes Sharp


    Edit: Adam had already posted this HERE

    [ Edited: 20 April 2011 04:24 AM by $Billyall ]