tag:blogger.com,1999:blog-4057266811973629846.post4211163073684003646..comments2024-03-13T11:12:39.070-04:00Comments on deagol's AAPL model: Fiscal 2Q 2012 Final EstimatesDaniel Tellohttp://www.blogger.com/profile/18356162909901960817noreply@blogger.comBlogger17125tag:blogger.com,1999:blog-4057266811973629846.post-65881634384149306732012-07-06T19:57:20.205-04:302012-07-06T19:57:20.205-04:30On July 6, 2012 7:58 PM Stock Trading Kid said...
...On July 6, 2012 7:58 PM Stock Trading Kid said...<br />Nice work on the estimates. The China market, is such a huge potential for growth, sooner or later that market will open up. It's just a matter of time.<br /><br />On a technical level, the stock trend is still very bullish. No signs of heavy unloading in Apple.<br /><br />Thanks for your input.<br /><br />[admin comment: no spam please, thanks.]Daniel Tellohttps://www.blogger.com/profile/18356162909901960817noreply@blogger.comtag:blogger.com,1999:blog-4057266811973629846.post-9524317056505481092012-04-25T08:34:35.100-04:302012-04-25T08:34:35.100-04:30Wow! Felicitaciones. You nailed it!
http://tech.f...Wow! Felicitaciones. You nailed it!<br /><br />http://tech.fortune.cnn.com/2012/04/25/apple-q2-misses-high-and-low-but-the-best-bloggers-nailed-it/?source=yahoo_quoteMiguelhttps://www.blogger.com/profile/09531734875286475335noreply@blogger.comtag:blogger.com,1999:blog-4057266811973629846.post-73996119744099449672012-04-25T07:34:24.607-04:302012-04-25T07:34:24.607-04:30Congratulations again.
Do you maintain your next Q...Congratulations again.<br />Do you maintain your next Q numbers, given that iPhone sales would be less (further impacted for the iPhone 5 effect, remember Q4/11), GM should be difficult to maintain, but iPad and Macs probably higher?<br />Another very notable issue is the overwhelming market share on smartphones, according AT&T and VZ reports. The whole phone market is shrinking these months in USA?mieswallnoreply@blogger.comtag:blogger.com,1999:blog-4057266811973629846.post-90923006921311275872012-04-25T07:19:14.380-04:302012-04-25T07:19:14.380-04:30Congratulations for best predicting Apple 2Q, you ...Congratulations for best predicting Apple 2Q, you are ranked as the first analyst by CNN, take a look: http://tech.fortune.cnn.com/2012/04/25/apple-q2-misses-high-and-low-but-the-best-bloggers-nailed-itFabcarahttps://www.blogger.com/profile/13083063390294916858noreply@blogger.comtag:blogger.com,1999:blog-4057266811973629846.post-71276718760016878542012-04-25T00:49:04.116-04:302012-04-25T00:49:04.116-04:30Bravo. Your service is a true asset to everyone wi...Bravo. Your service is a true asset to everyone with a cent invested in AAPL. Thanks Deag.big daddy kanenoreply@blogger.comtag:blogger.com,1999:blog-4057266811973629846.post-41947983041975261852012-04-24T23:09:43.424-04:302012-04-24T23:09:43.424-04:30Nice work, Daniel.
-JackNice work, Daniel.<br /><br />-JackJavaJackhttps://www.blogger.com/profile/03263943961526019485noreply@blogger.comtag:blogger.com,1999:blog-4057266811973629846.post-18441835760164257442012-04-24T19:20:04.743-04:302012-04-24T19:20:04.743-04:30Congratulations... 12.3, 35m iphones, 12m ipads......Congratulations... 12.3, 35m iphones, 12m ipads... wow!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4057266811973629846.post-50035272431871749382012-04-24T17:32:32.755-04:302012-04-24T17:32:32.755-04:30I'd say he should be feeling pretty good about...I'd say he should be feeling pretty good about the iPhone numbers, he just about nailed it. Congratulations Deagol on an excellent job putting all the pros to shame!Crispinnoreply@blogger.comtag:blogger.com,1999:blog-4057266811973629846.post-5300710634194152832012-04-24T16:45:17.218-04:302012-04-24T16:45:17.218-04:30Bravo predicting $12.31 EPS vs actual EPS of $12.3...Bravo predicting $12.31 EPS vs actual EPS of $12.30Jaredhttps://www.blogger.com/profile/00042950147476752956noreply@blogger.comtag:blogger.com,1999:blog-4057266811973629846.post-68261666497715421412012-04-24T10:12:59.397-04:302012-04-24T10:12:59.397-04:30How are feeling about iPhone numbers given the ATT...How are feeling about iPhone numbers given the ATT and Verizon numbers? Any concerns that your numbers might be a little high?nsmhttps://www.blogger.com/profile/13876052028204228585noreply@blogger.comtag:blogger.com,1999:blog-4057266811973629846.post-57284020150233973352012-04-11T18:48:23.610-04:302012-04-11T18:48:23.610-04:30Andy, that's almost exactly right (33%). The m...Andy, that's almost exactly right (33%). The main difficulty I'm having with 2013 is thinking beyond iPhone 5 (or whatever its name is) and justifying much more than 50m iPhone quarters (25m+ iPads/q are easier).<br /><br />The iPhone installed base will be nearing 300m, and smartphone penetration far beyond 50% will become tougher in the US and Europe. China is a great potential, but some wrinkles there need to be ironed out. India and the whole pre-pay market must be addressed somehow in order to move more than 200m iPhones as soon as next year.Daniel Tellohttps://www.blogger.com/profile/18356162909901960817noreply@blogger.comtag:blogger.com,1999:blog-4057266811973629846.post-56179064407850771362012-04-11T17:04:23.386-04:302012-04-11T17:04:23.386-04:30So you have FY13 (12m ending Sep-2013) EPS at $70....So you have FY13 (12m ending Sep-2013) EPS at $70. Your FY12 projections for Mar and Jun 12 indicate FY12 EPS of at least $50 and independents are expecting $52-$56. Am I missing something, or are you projecting ~35% EPS growth between FY12 and FY13? (down from 83% in FY11 and ~90% this year)Andy Assarehhttp://whereandynerds.netnoreply@blogger.comtag:blogger.com,1999:blog-4057266811973629846.post-60943060932153205772012-04-11T12:57:39.538-04:302012-04-11T12:57:39.538-04:30Correct. But the relative differences are really m...Correct. But the relative differences are really minuscule, and the balance could easily tilt the other way.Daniel Tellohttps://www.blogger.com/profile/18356162909901960817noreply@blogger.comtag:blogger.com,1999:blog-4057266811973629846.post-25319201923291969992012-04-11T12:27:01.594-04:302012-04-11T12:27:01.594-04:30I am wondering about the "3mo ending Jun-2012...I am wondering about the "3mo ending Jun-2012" numbers. You have Apple guiding slightly higher than analysts for revenue, but lower for earnings per share. Is that correct?fivetonsflaxhttps://www.blogger.com/profile/18222005796278429756noreply@blogger.comtag:blogger.com,1999:blog-4057266811973629846.post-42408003410559852152012-04-11T00:58:41.710-04:302012-04-11T00:58:41.710-04:30Thanks for this, Daniel. I've been checking ev...Thanks for this, Daniel. I've been checking every day waiting for you to post your results. Very exciting estimates.<br /><br />JackJavaJackhttps://www.blogger.com/profile/03263943961526019485noreply@blogger.comtag:blogger.com,1999:blog-4057266811973629846.post-48262109413368410782012-04-11T00:57:26.930-04:302012-04-11T00:57:26.930-04:30Deag, thanks for all you do. For what it's wor...Deag, thanks for all you do. For what it's worth, I'm going to say that your iPhone number is a pinch low and your GM is a pinch high. We'll see in a few days.big daddy kanenoreply@blogger.comtag:blogger.com,1999:blog-4057266811973629846.post-56648380624029271042012-04-10T22:03:43.938-04:302012-04-10T22:03:43.938-04:30Nice work. We are almost at the same numbers i'...Nice work. We are almost at the same numbers i'm at 12,29$. Specially like your MArch 2014 numbers at only a 10x on eps...make me salivate!Michel Chttps://www.blogger.com/profile/17978533829654016122noreply@blogger.com