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Revenues of $4.84 billion vs. the high estimate of $4.81 billion? EPS of $0.62 vs. the high estimate of $0.55? This rocks. So now I am waiting with baited breath for the conference call. Will they announce something special? Will it be the iPhone? Will it be the touch-screen video iPod? Fingers crossed...
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# During a snippet seen on CNBC's Steve Jobs interview, Jobs mentioned that 4th Q has usually been the best one for Apple in the past 2 years.
# With record number of iPods & Mac shipments, expect greater things.
# What I'm worried about is analysts getting a little too ahead of themselves and raising numbers to an extreme point. That being said, as I highlighted in my earlier post, there is a lot of room for Mac shipments and Apple's PC market to grow.
# Gene Munster of Piper Jaffery said they expect half of the US population to have iPods. Latest estimates show that the US population comprises of 300 million people, divide that by 2= 150 million.
# So far around 60 million iPods have been sold. With newer products and slick innovation, I don't see why Apple won't reach that target.
Posted by: Yaser Anwar | October 18, 2006 at 09:32 PM
From the earnings call...
"We are very confident for what we have in the pipeline, and very excited that our customers will be pleased with it." - Apple exec.
Expect the un-expected.
Posted by: robpas | October 18, 2006 at 08:27 PM
Sweet numbers,, sweet things coming
They are so underestimated it is silly. definately priced for perfection today but phones and corporate and movies and the living room is impossible to properly estimate
Posted by: howard lindzon | October 18, 2006 at 07:15 PM
By switching to dual Intel eprocessors, Steve Jobs has created an instant computer monopoly that not even Dell can compete with—the world's fastest computer that runs both Windows and OS X much more seamlessly!
Currently, Apple has only 4ish% of the market share on all computer sales, up from 3% about a year ago. So if Apple's computer sales double during the year as I predict, then its market share will likely rise from 4% to 6% in 2006 & even higher in 2007 and so on.
I don't expect a big product announcement today but before x-mas there should be something of gigantic proportion.
Posted by: Yaser Anwar | October 18, 2006 at 06:26 PM