c*****r
发帖数: 8227 | 1 原因，只有一个：新的CEO要把前任的新旧帐翻个底儿掉，后面，不赚钱都难！
前车之鉴：Google 之 Larry Page。
所以，下个季度AAPL季报前，上margin!上call! |
v****e
发帖数: 19471 | 2 yeah, taking the big bath is the most natural move. margins will be even bet
ter next Q because they've put whatever they can in this Q.
【在 c*****r 的大作中提到】
: 原因，只有一个：新的CEO要把前任的新旧帐翻个底儿掉，后面，不赚钱都难！
: 前车之鉴：Google 之 Larry Page。
: 所以，下个季度AAPL季报前，上margin!上call!
|
B********e
发帖数: 1062 | 3 how about missing for the 2nd time?
bet
【在 v****e 的大作中提到】
: yeah, taking the big bath is the most natural move. margins will be even bet
: ter next Q because they've put whatever they can in this Q.
|
v****e
发帖数: 19471 | 4 noticed how they guided above the street? that is very, very rare. for that
reason, I think Q1 (calendar Q4) will be a blow out quarter and send the
stock above 500.
【在 B********e 的大作中提到】
: how about missing for the 2nd time?
:
: bet
|
c****3
发帖数: 10787 | 5 非常有可能miss下一个季度。iPhone现在面对Android的竞争就已经下滑了。下个季度
采用Windows Phone 7的Mango也会在世界各地上市，包括以前没有上市的中国，日本。
对iPhone冲进虽然不如Android，但肯定也不少。
只靠苹果粉丝对iPhone 4S的热度，还是远远不够的 |
y***n
发帖数: 4103 | |
s*******e
发帖数: 3042 | 7 上个季度iphone sale 低于预期显然是因为潜在买家都在held for iphone5. iphone5
的rumor七月就开始了，想升级的买家在这个心理预期下肯定不会再买‘过时’的
iphone4了，我周围就认识很多人都说再等等，等iphone 5出来再说。
也不排除一些cook book的行为给新CEO抬轿子。iphone4s本来是个disappointment，但
是赶上了教主西去，sales number创了纪录。加上年末效应，我觉得下面这个季度的结
果会blow away the wildest guess。但是长期看，教主不在，竞争激烈，审美疲劳，
创新乏力，感觉水果的好日子也就这三个月了。 |
B********e
发帖数: 1062 | 8 That's why I think they will miss the 2nd time. The way Steve Jobs handled
the earning is gone. The 'Cook' tried to please the wall street with higher
prediction, while the Steve tried his best to downplay the prediction.
Huge difference.
that
【在 v****e 的大作中提到】
: noticed how they guided above the street? that is very, very rare. for that
: reason, I think Q1 (calendar Q4) will be a blow out quarter and send the
: stock above 500.
|
s*******e
发帖数: 3042 | 9 下个季度他拼了老命也要beat的，这点我看好，所以下个季度应该还是涨势。但是即使
beat了，花街也未必买账，我觉得下面三个月就是水果最后的疯狂了。
higher
【在 B********e 的大作中提到】
: That's why I think they will miss the 2nd time. The way Steve Jobs handled
: the earning is gone. The 'Cook' tried to please the wall street with higher
: prediction, while the Steve tried his best to downplay the prediction.
: Huge difference.
:
: that
|
