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Bushu
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Username: Bushu

Post Number: 3519
Registered: 04-2009
Posted From: 4.26.17.58

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Posted on Tuesday, October 18, 2011 - 10:01 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Ashton:

every time it releases a new Iphone the sales numbers are always hyped.




SOX, auditing .. ivanni ante artham thelusaa brother neeku? :D
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Pipeline
Junior Artist
Username: Pipeline

Post Number: 838
Registered: 05-2009
Posted From: 12.69.88.30

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Posted on Tuesday, October 18, 2011 - 08:45 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Entikaburlu:

meeru ikkada kotha? ade alavatai potundi..




Yes, kothante maree kotha kaadu gaani, andari details theliyadu. Aayana cheppina 3 companies cook sesina example naaku gurthu ledu. COP wrote off their reserves (or am I confusing with Shell?) sometime ago. BOA buying countrywide is utter stupidity anthe kaani a/c manipulate chesindekkada?

atla chesina companies in fact Freddie Mac and Fannie May kada?? Of course most of the banks bent the mark to market a/c anukondi to their advantage.
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Entikaburlu
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Username: Entikaburlu

Post Number: 2243
Registered: 07-2011
Posted From: 67.247.83.224

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Posted on Tuesday, October 18, 2011 - 08:38 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Pipeline:




meeru ikkada kotha? ade alavatai potundi.. naku modatlo alane ayindi..
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Pipeline
Junior Artist
Username: Pipeline

Post Number: 837
Registered: 05-2009
Posted From: 12.69.88.30

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Posted on Tuesday, October 18, 2011 - 08:36 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Entikaburlu:

ayanni vodileyandi, meeku pichekistadu




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Ashton
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Username: Ashton

Post Number: 13017
Registered: 05-2008
Posted From: 173.199.160.76

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Posted on Tuesday, October 18, 2011 - 08:32 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Pipeline:


books cook chesentha stupidity ayithe AAPL managers ki vundadu anukuntunna, after seeing Enron etc..




why not? BOFA, APPLE, ConocoPhillips, etc ivi anni same category...
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Entikaburlu
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Username: Entikaburlu

Post Number: 2242
Registered: 07-2011
Posted From: 67.247.83.224

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Posted on Tuesday, October 18, 2011 - 08:29 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Pipeline:

books cook chesentha stupidity ayithe AAPL managers ki vundadu anukuntunna, after seeing Enron etc..




ayanni vodileyandi, meeku pichekistadu
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Pipeline
Junior Artist
Username: Pipeline

Post Number: 835
Registered: 05-2009
Posted From: 12.69.88.30

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Posted on Tuesday, October 18, 2011 - 08:25 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Ashton:

Although earnings doesn't depend upon Iphone sales alone, its Ipad,Mac sales may be very less than what is mentioned in its account books...




books cook chesentha stupidity ayithe AAPL managers ki vundadu anukuntunna, after seeing Enron etc..
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Ashton
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Username: Ashton

Post Number: 13015
Registered: 05-2008
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Posted on Tuesday, October 18, 2011 - 08:23 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Pipeline:

detailed ga postandi


every time it releases a new Iphone the sales numbers are always hyped......Although earnings doesn't depend upon Iphone sales alone, its Ipad,Mac sales may be very less than what is mentioned in its account books...
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Entikaburlu
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Username: Entikaburlu

Post Number: 2239
Registered: 07-2011
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Posted on Tuesday, October 18, 2011 - 08:22 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

hope they will do something with that pile. something big. some ideas:

1) Use about 20Bn to buyback. At forward P/E of 9, it is the most attractive investment

2) Buy a big company with synergy. My suggestion is AMZN, if it works out. Sounds crazy but they are a great fit. You can merge Apple Store + Amazon Retail. You can merge AWS and iCloud. You can merge Kindle into the apple devices. Make Jeff Bezos Chairman of the Board or joint CEO but Tim Cook s/b the CEO.

Here is the math: Split apple into 1:2, and give 1 apple share for each amazon share, and give $50 to $100 cash for each amazon share. That should cost about 15Bn to 25Bn.

Both companies are like chalk and cheese now, so no regulatory issues hopefully. jointly, they will become the greatest company ever.
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Pipeline
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Username: Pipeline

Post Number: 833
Registered: 05-2009
Posted From: 12.69.88.30

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Posted on Tuesday, October 18, 2011 - 08:15 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Entikaburlu:

officially, apple is richer than USA Govt.




S&P500 lo vunna most of the companies richer than USA govt anukunta brother, after balancing the accounts (if we dare to balance US govt a/c)
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Entikaburlu
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Username: Entikaburlu

Post Number: 2238
Registered: 07-2011
Posted From: 67.247.83.224

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Posted on Tuesday, October 18, 2011 - 08:15 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

Ashtin, why did you not tell this y'day?? Damn you. you tell bad news only after. not before.
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Pipeline
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Username: Pipeline

Post Number: 832
Registered: 05-2009
Posted From: 12.69.88.30

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Posted on Tuesday, October 18, 2011 - 08:09 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Ashton:

despite all its hyped sales numbers, it's earnings are still a mystery.




what do you mean, detailed ga postandi
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Entikaburlu
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Username: Entikaburlu

Post Number: 2235
Registered: 07-2011
Posted From: 67.247.83.224

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Posted on Tuesday, October 18, 2011 - 08:04 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

street expected 8.43, they came in around 7.05 after guiding 5.50

the problem for apple is ever increasing expectations. so, they have to reset the expectations. they have done it. like Google did the prev quarter.
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Emc2
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Username: Emc2

Post Number: 4138
Registered: 03-2008
Posted From: 71.191.141.155

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Posted on Tuesday, October 18, 2011 - 08:02 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

already $27 D..-6.61%

this is definitely fixing...
cherapakura chedevu.
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Entikaburlu
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Username: Entikaburlu

Post Number: 2234
Registered: 07-2011
Posted From: 67.247.83.224

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Posted on Tuesday, October 18, 2011 - 08:02 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

officially, apple is richer than USA Govt.
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Gandhiguevara
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Username: Gandhiguevara

Post Number: 20872
Registered: 10-2009
Posted From: 75.55.199.5

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Posted on Tuesday, October 18, 2011 - 07:58 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Ashton:

iPad units: 11.1 million vs. 10 million expected
Mac units: 4.89 vs. 4.5 million expected
iPod: 6.62 million vs. 6.9 million
Gross Margin: 40.3% vs. 39.6% expected
December quarter revenue: $37 billion vs. $36.63 billion expected
December quarter EPS: $9.30 vs. $8.96 expected


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Ashton
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Username: Ashton

Post Number: 13014
Registered: 05-2008
Posted From: 173.199.160.76

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Posted on Tuesday, October 18, 2011 - 07:54 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

despite all its hyped sales numbers, it's earnings are still a mystery.

http://www.businessinsider.com/apple-earnings-2011-10

Below are the key numbers followed by what Wall Street expected:
Revenue: $28.3 billion vs. $29.41 billion expected
EPS: $7.05 vs. $7.26 expected
iPhone units: 17.1 million vs. 22 million expected
iPad units: 11.1 million vs. 10 million expected
Mac units: 4.89 vs. 4.5 million expected
iPod: 6.62 million vs. 6.9 million
Gross Margin: 40.3% vs. 39.6% expected
December quarter revenue: $37 billion vs. $36.63 billion expected
December quarter EPS: $9.30 vs. $8.96 expected

Apple's cash, short term, and long term marketable securities is now $81.6 billion.

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