Turleymuller

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Feb 2008
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A Conglomeration of Commentary Regarding Investing and Financial Markets


Last week, Strategy Analytics published its estimates for 2Q12 US smartphone shipments; however, they can't been seen as reliable due to a number of problems. Whenever I read research or an article, or hear somebody quote market share figures from the large industry research houses, such as IDC, Gartner, Strategy Analytics, or Canalys,... read more

Posted on 14:26, August 6, 2012

Apple Inc (nasd:AAPL) reported a 36.9% gross margin for Q4 2010 which ended in September. This caused worry among investors especially since management stated on the earnings conference call that the decline was due to higher cost structure of iPad and iPhone and the exceptional value it is delivering to consumers. However, a... read more

Posted on 07:31, October 28, 2010

Apple Inc. (nasd:AAPL)- Apple reports Q1 2010 results after the bell today, January 25th.

Below are my expected numbers:

Tailwinds Q1 2010:

1) Improving economic environment and consumer spending.

2) New iMacs released in October.

3) iPhone expansion into China, Korea, and additional carriers in current markets.

4) iPhone 3GS channel fill... read more

Posted on 10:32, January 25, 2010
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