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 ▼lovely usual traffi  mutatrorm 13/9/26(木) 16:44

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 ■題名 : lovely usual traffi
 ■名前 : mutatrorm <Datdemdurrimecf@shandongji232.info>
 ■日付 : 13/9/26(木) 16:44
 ■Web : http://xn--eckl0a8c5k6bc0ev925ctcsf.avokdo.com/
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   Apple Is Now Cheaper http://coach-mens-sale.ba2ollak.com/ Congrats to all of you who lost weight &#12464;&#12483;&#12481; &#12496;&#12483;&#12464; &#26032;&#20316; 2013 so encouraging to &#12464;&#12483;&#12481; &#12496;&#12483;&#12464; &#20154;&#27671; Than Dell

Note: Apple can be a &#12464;&#12483;&#12481; &#12496;&#12483;&#12464; &#12471;&#12519;&#12523;&#12480;&#12540; present &#12464;&#12483;&#12481; &#38263;&#36001;&#24067; &#12513;&#12531;&#12474; MagicDiligence Top &#12467;&#12540;&#12481; &#12496;&#12483;&#12464; &#26032;&#20316; so encouraging to &#12467;&#12540;&#12481; &#12496;&#12483;&#12464; &#20154;&#27671; Decide to buy  &#12464;&#12483;&#12481; &#36001;&#24067; &#26032;&#20316; 2013 pick.

A good deal &#12467;&#12540;&#12481; &#12496;&#12483;&#12464; &#20154;&#27671; has been stated and written about Apple's Q1 report.

So, very first, Q1 was hardly a "bad" quarter. Revenue rose 18% as reported, and when adjusted for weeks (final year had an additional week), income http://gucci-online-sale.tectura-fasttrack.com/ Congrats to all of you who lost weight &#12464;&#12483;&#12481; &#38263;&#36001;&#24067; &#12524;&#12487;&#12451;&#12540;&#12473; &#12450;&#12454;&#12488;&#12524;&#12483;&#12488; was up 27%, about in line with all the last handful of quarters. Gross margins dipped to 38.6%, effectively beneath Apple's 40%+ numbers for the previous three years. This will need to be little surprise Apple's markets have grown really crowded, with a lot of competing devices becoming sold at cost. So sustaining a decent normalized growth in income isn't also bad. And let's not forget Apple's absurd $137 billion in cash and debtfree balance sheet, as a result of a great deal of "investors" ignore it.

All that stated, I was disappointed within the quarter. And not for the causes being popularized within the media. I think Apple shot itself in the foot by refreshing virtually its complete item line ideal ahead of the holidays.

Very first, a rapid recap. Apple introduced the iPhone 5 and new iPods in late September. It followed having a huge &#12464;&#12483;&#12481; &#12496;&#12483;&#12464; &#12513;&#12531;&#12474; event in October to introduce new thin iMacs, a 13" Retina Macbook Pro, the iPad 4th gen, and the iPad mini. So practically all of its solution lines had new models ramping up production for the holidays. Tim Cook talked about around the http://coach-womens-sale.ba2ollak.com/ conference contact that Apple was provide constrained around the iPhone five, iPhone four (?!), iPad mini, and new iMacs for virtually the complete quarter. So, by their very own admission, they missed a great deal of possible sales.

No predicament, correct, they'll just get those sales in Q2? Nicely, no that's not how consumer electronics functions. When consumers &#12464;&#12483;&#12481; &#12496;&#12483;&#12464; &#12513;&#12531;&#12474; are ordering a vacation present, and cannot acquire an iPad mini or iPhone 5, they don't and cannot continually wait. Instead, they might switch to a Kindle Fire, or trade down to an iPhone 4S or 4. Provided Apple's Q2 guidance that is now supposed to become correct yearoveryear sales growth is only going to be about 7%. This indicates that the provider missed a whole lot of sales in Q1 that happen to be not coming back.

That is a significant concern. Tim Cook produced his bones as a extremely renowned operations manager. This really is what he's supposed to be &#12467;&#12540;&#12481; &#26178;&#35336; &#12450;&#12454;&#12488;&#12524;&#12483;&#12488; good at. But we're having http://gucci-cheap-sale.tooth-body.com/ some concerning red flags here. The hire and subsequent firing of former retail head John Browett was an embarrassment (retail very same store sales have been up only 2% within the quarter, a further concern). Cook nonetheless hasn't hired a replacement. Firing Scott Forstall was one more significant threat, but we'll see how that goes. And now some poor preparing and execution on new solution launches.

All this mentioned, Apple's valuation perfect &#12464;&#12483;&#12481; &#12496;&#12483;&#12464; &#26032;&#20316; 2013 now is comical. Its EBIT/EV earnings yield is 18.1%, which can be far larger than stagnant, declining competitors like HewlettPackard (HPQ) (16%) orDell (DELL) (12%). That's just funny. Also, clarify http://gucci-online-outlet.tooth-body.com/ to me once again why "investors" love Amazon (AMZN), a enterprise that may be barely lucrative but continues to trade at nosebleed valuations?

Have a look at also the litany of potential upside catalysts. It has been 3 http://gucci-cheap-outlet.tectura-fasttrack.com/ years considering the fact that the first iPad do investors actually think Apple has nothing major up its sleeve inside the subsequent handful of years? The launch timing and supply concerns are eminently fixable. Apple began ordering back stock for the very first time in recent memory last quarter and includes a ton of capital to accelerate that system, given the present valuation.

And after that there is &#12464;&#12483;&#12481; &#38263;&#36001;&#24067; &#12524;&#12487;&#12451;&#12540;&#12473; the fact that iPhone picked up considerable &#12464;&#12483;&#12481; &#38263;&#36001;&#24067; &#12513;&#12531;&#12474; industry &#12464;&#12483;&#12481; &#38263;&#36001;&#24067; &#12450;&#12454;&#12488;&#12524;&#12483;&#12488; share last quarter.

No, that is &#12467;&#12540;&#12481;&#38263;&#36001;&#24067;&#30333; not a dying provider. It can be a single going by means of a bit &#12467;&#12540;&#12481;&#38263;&#36001;&#24067; &#12468;&#12540;&#12523;&#12489; of a selfinflicted rough patch and elevated competition. I'll ding the sell early target a bit, but I still see Apple as a fantastic Magic Formula option at existing prices. Our target is $700.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━    通常モードに戻る  ┃  INDEX  ┃  ≪前へ  │  次へ≫    ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━                                 Page 824836