For decades as a Mac fanatic I’ve stuck with Mac email and web apps, but no more. Mail was giving me huge problems. For my machine at work, the tech installed microsoft outlook. I discovered that it is truly horrible. I did a web search and installed something called Postbox which seems pretty good. On my home laptop, on which I am writing this post, my wife recommended Thunderbird, and I’ve just got it going and it seems pretty good. My investment question is: why on earth does Apple not provide the best software for basics such as mail and web?
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You will excuse me that I will not try to guess revenue, EPS etc. with a spreadsheet this time. There are several reasons, I’m lazy, it’s not necessarily more accurate if you put up a spreadsheet and it may not matter that much. By that I mean that cash return program and the Watch will be at least as important. About the Watch, I think they will not give any numbers, but sales will be visible in the next quarter revenue and GM guidance.
About earnings for FQ2 (CQ1), numbers from usage data aggregators suggest to me about 61.5M iPhones sold. Some analysts think they will reduce channel inventory, I think it will be up or at least flat. Usage data is not homogenous with Q1, it’s not so much a novelty now, and sales are more skewed toward Asia, not sure how usage data is collected there. So I think iPhone will be in the 60M to 65M range, implying revenue around $60B (other revenue like iPad will be down too). They have guided GM a bit up so I’ll say 39-40%, which a quick estimate will give EPS of about $2.30 to $2.40, also depending of how many extra shares they have bought back.
I think the 3 good news (earnings, more cash return, very good guidance) have reasonable chance to unlock the stock from the $120-$130 range towards the upside. Of course, as they say, if you want to see if god(s) have a sense of humour, make a plan!
I’ve just red the entire article, and I’m astonished not because I didn’t suspect but by the huge implication in and behind it.
You remember my post on the “piggy banker” during the “cold war” of 2011/12, but reality is always “better” and wider than what you think!!
So please read the article, check the sources and the links, and make your own idea on how does it mean for Mr.Schmidt words like competition, free market, companies and policies. Then, next time think twice on investing on him and his company.
And do not forget the FUD machine that started 3 years ago against the biggest company quoted in US…
This is pretty cool.
• Gimbaled 60 frames per second 1080P HD camera
• Hovering feature works indoors or out
• Negligible video latency
• Max flight time of 23 minutes
• Flys op to 35 mph (57 kmph)
• Appears to be hacker friendly
“A group of scientists at Stanford University has developed an aluminum battery that can charge a smartphone in a minute and last through far more cycles than conventional ion-lithium or alkaline batteries.
The new battery, developed by a team led by Chemistry Professor Hongjie Dai, is safer than many existing commercial batteries, according to a report on the university’s website.
“We have developed a rechargeable aluminum battery that may replace existing storage devices, such as alkaline batteries, which are bad for the environment, and lithium-ion batteries, which occasionally burst into flames,” said Dai. “Our new battery won’t catch fire, even if you drill through it.”
The team accidentally discovered that graphite works as a suitable material for the positively charged cathode, which is combined with a negatively charged anode made of aluminum to power the battery.
The anode and cathode were placed along with an ionic liquid electrolyte inside a flexible polymer-coated pouch.
“The electrolyte is basically a salt that’s liquid at room temperature, so it’s very safe,” said Stanford graduate student Ming Gong in the online report.
The new battery can withstand more than 7,500 cycles without any loss of capacity. That compares with a typical lithium-ion battery, which lasts about 1,000 cycles. Aluminum batteries could be used to store renewable energy on the electrical grid, said Dai.”
“A new study from the Stockholm Environment Institute has found that the price of lithium ion (Li-ion) battery packs has been falling far faster than previously reported, with the price per kWh dropping by a whopping 70 percent since 2007. It’s a surprising statistic—previous studies anticipated we would not see these prices until 2020—and points to a trend that could lead to electric cars becoming cost-competitive with regular gasoline-fueled cars within the next decade.”
My first thought was electric bikes.
I never imagined that I would “like” seeing AAPL decline! I still have my original shares, I just sold the dividends.
If I want to post a picture, how to I do it?