techstock2000 @ August 15, 2008 # 2 Comments
On August 15, 2008, Deagol posted the latest update to his model of Apple’s business. Historically, this model has been substantially more accurate than any of the professional analysts that follow Apple.
Long term recommendation:
STRONG BUY below $186
buy from $186 to $214
neutral from $214 to $246
sell above $246
techstock2000 @ July 29, 2008 # 2 Comments
On July 29, 2008, Sleepygeek posted the following:
Apple management was scarred for life by the options backdating saga/nonsense, where management of the highest integrity, acting under the best available legal advice, was nevertheless tricked by a retrospective SEC definition of “option grant date” and an associated witch hunt and ritual sacrifices of good people. They [...]
techstock2000 @ July 21, 2008 # 4 Comments
On July 21, 2008, Apple released its quarterly earnings and held its earnings report conference call. Following that call, TechStock2000 posted the following:
I’m not going to participate in the “bash Peter” party. I’m disappointed in the guidance, and even more so in the stock price plummeting on wonderful results. The one thing that I [...]
techstock2000 @ July 15, 2008 # No Comment Yet
On July 15, 2008, Deagol posted the latest update to his model of Apple’s business. Historically, this model has been substantially more accurate than any of the professional analysts that follow Apple.
New Model:
For the third time since the last report I’m raising iPhone estimates, to 19M and 26M units for F09 and F10 respectively. [...]
techstock2000 @ May 17, 2008 # 4 Comments
On May 16, 2008, Deagol posted the latest update to his model of Apple’s business. Historically, this model has been substantially more accurate than any of the professional analysts that follow Apple.
Revised iPhone model:
F08 and F09 estimated iPhone unit sales raised to 9.4M and 15.9M (were 9.0M and 12.4M) respectively.
F09 estimated revenue rises to $44.80B [...]
techstock2000 @ May 16, 2008 # No Comment Yet
On May 16, 2008, Coldatoms posted the following:
I was just driving by our local Best Buy and I noticed a big banner proclaiming that they now have both Apple and Dell computers. I wasn’t planning on going in but I had to check this out. I found the little Apple store in a store section [...]
techstock2000 @ April 25, 2008 # 2 Comments
On April 25, 2008, Deagol posted the following:
Re: Deagol’s Spreadsheet
Great quarter. Slight EPS shortcoming due to lower gross margin and interest rate than expected, mostly compensated by higher revenue driven by Mac units upside and a lower tax rate.
EPS guidance as expected, with revenue upside, lower OpEx, and a lower tax rate than expected offsetting [...]
techstock2000 @ April 24, 2008 # No Comment Yet
On April 24, 2008, Gr8desertwind posted the following:
Guidance
I know it is hard to laugh about something that seems to always seems to have such a negative impact on the stock price. However, a little humor here will go a long ways in making your life easier. And of course, the stock price eventually adjusts to [...]
techstock2000 @ April 24, 2008 # 2 Comments
On April 24, 2008, TechStock2000 posted the following:
Our community’s reaction to the ER call
Now that the dust is beginning to settle after the earnings call, let’s take a moment to pause, catch our breath, and see where we are.
I believe that our community has a deeper knowledge of AAPL and of Apple Inc. than is [...]
techstock2000 @ April 21, 2008 # 2 Comments
On April 21, 2008, centex posted the following:
Quick study guide for Historical AAPL earnings and guidance
Speculation is rampant about earnings.
We all know that AAPL will beat both guidance and estimates. In the last 5 quarters, AAPL’s lowest percentage increase of earnings relative to guidance was 23.4% in Q1 of 2008.
* A consistent threat to [...]