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g****t
发帖数: 31659 | 1 aapl 2/3来自海外收入。一进一出，影响到19%。
这也从一个侧面说明，AAPL需要找个华尔街的做好对冲。
For the current quarter ending March, Apple said it sees revenue of $50
billion to $53 billion, well below estimated revenue of $55.47 billion from
analysts polled by Thomson Reuters. At the midpoint of $51.5 billion, that
would mark an 11% decline from the same quarter a year earlier, the worst
such decline at Apple since the summer of 2001.
Apple said the rising value of the U.S. dollar had hurt revenue. Without the
currency effect, Apple said revenue would have risen 8% compared with a
year earlier. Two-thirds of Apple’s revenue comes from overseas. | g****t
发帖数: 31659 | 2 这么好的贴，居然没人读。
之前，没人讲究过AAPL的现金管理吧？
我记得去年我是最早说AAPL 2000亿问题的。
from
the
【在 g****t 的大作中提到】
: aapl 2/3来自海外收入。一进一出，影响到19%。
: 这也从一个侧面说明，AAPL需要找个华尔街的做好对冲。
: For the current quarter ending March, Apple said it sees revenue of $50
: billion to $53 billion, well below estimated revenue of $55.47 billion from
: analysts polled by Thomson Reuters. At the midpoint of $51.5 billion, that
: would mark an 11% decline from the same quarter a year earlier, the worst
: such decline at Apple since the summer of 2001.
: Apple said the rising value of the U.S. dollar had hurt revenue. Without the
: currency effect, Apple said revenue would have risen 8% compared with a
: year earlier. Two-thirds of Apple’s revenue comes from overseas.
| n***i
发帖数: 777 | 3 顶你，你的帖子我都看的
前两天 股市大跌，没拿住 aapl，300 shares 抛在 97 左右，
正懊悔呢，现在又下来了，估计几天之内这个价位买回没问题
aapl 产品我很喜欢，也喜欢他的理念，但是 实在觉得它这次 对于Q2 iphone sales
和 rev 的预期十分没有信心的样子，隐隐感觉现在是aapl 进入一个downturn的开始
现在的价位不上不下，基于现在对growth的concern，现在价位不算低。如果它到70-
90，那个valuation就非常好了。
你什么意见
【在 g****t 的大作中提到】
: 这么好的贴，居然没人读。
: 之前，没人讲究过AAPL的现金管理吧？
: 我记得去年我是最早说AAPL 2000亿问题的。
:
: from
: the
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