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Apple sales data: Half empty, half full
apple20.blogs.fortune.cnn.com - 1/20/2009
Apple sales data: Half empty, half full
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It continues to amaze me that analysts who specialize in Apple ( AAPL ) can look at the same data and come to such different conclusions. Case in point: Reports issued Tuesday morning by Bernstein Research’s Toni Sacconaghi and Piper Jaffray’s Gene Munster. Both analysts ...
apple.com - 1/21/2009
Apple Reports First Quarter 2009 Results
— apple.com — Good news for Apple all around: Apple sold 2,524,000 Macintosh computers during the quarter, representing nine percent... unit growth over the year-ago quarter. The Company sold a record 22,727,000 iPods during the quarter, representing three ... (more) Apple Reports First Quarter 2009 Results

Comments vote down MacDailyNews found this 1/21/2009found this
Apple Still Thinking About Netbooks, But Isn't Ready
blog.wired.com - 1/22/2009
Apple Still Thinking About Netbooks, But Isn't Ready
— blog.wired.com — During its quarterly earnings call Wednesday, Apple reinforced its skepticism in netbooks, saying their low-powered CPUs, cramped... keyboards and small displays are not enough to satisfy customers. "We've got some ideas, but right now we ... (more) Apple Still Thinking About Netbooks, But Isn't Ready

Comments vote down Boing Boing Gadgets found this 1/22/2009found this
bullcross.blogspot.com - 1/20/2009
How the iPhone and Poor Apple Management have contributed to the Downfall of Apple
— bullcross.blogspot.com — In April of 2007, Peter Oppenheimer (Apple's CFO) announced that Apple will be using what is commonly... referred to as the "subscription method of accounting" for sales of the iPhone where the sales revenue from the iPhone is deferred and recognized ... (more) How the iPhone and Poor Apple Management have ...

Comments vote down Brainstorm Tech: Technology blogs, news and analysis from ... found this 1/20/2009found this

Blog Reactions

MacDailyNews:  Apple analyst smackdown: Bernstein’s Toni Sacconaghi vs. Piper’s Gene Munster

9 to 5 Mac - Apple Intelligence:  Apple Q1 2009 Earnings Call today

The Unofficial Apple Weblog (TUAW):  Reminder: Q1-2009 conference call liveblog, today at 5 p.m. ET

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Blog Reactions

Apple analyst smackdown: Bernstein’s Toni Sacconaghi vs. Piper’s Gene Munster
MacDailyNews — ... and the year," Elmer-DeWitt reports. "'iPod & Mac Appear Solid,'counters Munster, one of Apple’s strongest supporters. Munster is sticking with his price target of $235 per share. The stock opened Tuesday at $81.97." Bottom line, unit sales for 2009 Q1: • Mac: Munster: 2.5 million to 2.6 million. Sacconaghi: 2.57 million • iPod: Munster: 18.6 million. Sacconaghi: 18.1 million • iPhone: Munster: 6.4 million. Sacconaghi: 3.5 million to 4 million Much more in the full article here .

Apple Q1 2009 Earnings Call today
9 to 5 Mac - Apple Intelligence — ... , trading at just over 78 at Tuesday's close.  Buoyed lower by the general economic gloom, lowered consumer spending and concerns about Steve Jobs' health, Apple hopes to assure investors today that the company will weather the storms.  Wall Street analysts have different outlooks.  According to two of the bigger analysts, Piper Jaffay's Gene Munster and Bernstein Research’s Toni Sacconaghi, the numbers should look something like this: ...

Reminder: Q1-2009 conference call liveblog, today at 5 p.m. ET
The Unofficial Apple Weblog (TUAW) — ... Fortune's Apple 2.0 blog has its roundup of projected Q1 sales numbers from Bernstein Research's Toni Sacconaghi and Piper Jaffray's Gene Munster: ...

A Little More On Q2 Sales Projections
Byte of the Apple - BusinessWeek — ... stores and from its online store to NPD. I’m not sure where this idea comes from. It may even have once been true. Without Apple contributing its reports, NPD’s data, and projections based on it, would be a lot less reliable, given how Apple’s retail accounted more $1.7 billion in sales or more than 17% of revenue last quarter. Then again, its perfectly reasonable for two analysts to look at the same data and draw completely different conclusions. As Fortune’s Phil Elmer-DeWitt noted last month Munster and Bernstein Research’s Toni Sacconaghi gave their clients diverging ...

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