Horace goes balance sheeting

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    Posted: 10 May 2012 08:36 PM #16

    For now I’m at slightly lower iPhones _and_ iPads, but I’m starting on a more conservative baseline.

    I would be fairly happy with a 32M iPhone number for fiscal Q3 because it would still beat the currently prevailing 40s%-ish smartphone growth rate so far this year.

    The China iPad certification deal is almost beginning to seem like it’s tied to that Proview trademark idiocy that’s still moving in a settlement direction last I checked.  In any case, it’s not a huge deal so long as iPad remains supply constrained (3-5 business days for shipment in the US).

    Back OT, haven’t finished watching Horace’s presentation yet, but it’s very interesting so far.

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    Posted: 10 May 2012 10:06 PM #17

    Great analytical presentation, which is exactly where Horace shines.    This type of data further reinforces my view of Apple’s future potential…..regardless of what the stock is currently trading at.

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    Tim Cook: iPad is 91% of all tablet web traffic. I don’t know what these other tablets are doing.