29 ordspråk av Peter Oppenheimer

Peter Oppenheimer

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You've seen a big rotation over the last two or three days out of the 'new economy' toward the old, and it really continues the scene that we saw yesterday with the Nasdaq falling and the Dow rising quite sharply,

focus on pre announcements [profit guidance] from companies.

We did see what we think was a bit of a pause from some customers associated with the Intel transition.

Mac unit sales exceeded our internal expectations despite what we believe was a pause in sales associated with the Intel transition.

We're very pleased to report year-over-year revenue growth of 65 per cent and net income that was nearly twice the year-ago level.

There's so much liquidity in the markets

I think for a while now people have been scared to be out of TMT [the commonly used acronym for technology-media-telecom stocks, which have tended to rise in tandem recently] and the feeling has really been you have to be there...but now we're getting a dose of reality.

We will continue to add new stores at a measured pace and expect to open a total of 40 new stores in fiscal '06.

We are targeting the second-best quarter in the company's history, second only to last quarter, with revenue of about $4.3bn.

We're very pleased to report year-over-year revenue growth of 65 percent and net income that was nearly twice the year-ago level. Looking ahead to the second quarter of fiscal 2006, we expect revenue of about $4.3 billion. We expect GAAP earnings per diluted share of about $.38, including an estimated $.04 per share expense impact from non-cash stock-based compensation, translating to non-GAAP EPS of about $.42.

We're thrilled about the quarter. It's the second best revenue quarter we've ever had, topped only by last quarter.

We're very pleased to report the second highest quarterly sales in Apple's history.

We expect them to be down a little bit in the June quarter.

As we anticipated, this pause was even more evident in the March quarter. Our sales teams were not discouraged from telling customers to wait for Intel-based Macs if that was the best thing for the customer.

Year-over-year revenue growth of 34 percent and earnings growth of 41 percent were the second highest in any given quarter in Apple's history.

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