MBHockey
07-11-2005, 02:29 PM
My girlfriend is interning at Bloomberg in NYC this summer. They have some kind of news system there, and one of the recent topics was regarding Apple. She sent me the info, because she knows i am a mac nut, and i thought it was quite interesting and that i'd share it. I googled around, and couldn't find it anywhere else...
We are forecasting 5.4 million iPod units, and CPU growth rates of 26%-28%,
and we think this range of results will be good enough to hold the stock or
mildly positive. We acknowledge that predicting iPod units is much more
difficult, with complications in the supply chain.
For the iPod - we think Shuffle demand has been weak, though iPod Mini demand
has been strong. We expect a new Shuffle in the next few months, and believe
an LCD based refresh is needed. For systems, we think that demand for the
iMac has been strong, and the Mac Mini has been weak. Both of these mix
issues are positive for margins.
We are forecasting 5.4 million iPod units, and CPU growth rates of 26%-28%,
and we think this range of results will be good enough to hold the stock or
mildly positive. We acknowledge that predicting iPod units is much more
difficult, with complications in the supply chain.
For the iPod - we think Shuffle demand has been weak, though iPod Mini demand
has been strong. We expect a new Shuffle in the next few months, and believe
an LCD based refresh is needed. For systems, we think that demand for the
iMac has been strong, and the Mac Mini has been weak. Both of these mix
issues are positive for margins.