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Message from discussion Earnings math (and more)
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ada...@mac.com  
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 More options Jan 11 2007, 3:21 am
From: ada...@mac.com
Date: Thu, 11 Jan 2007 00:21:48 -0800
Local: Thurs, Jan 11 2007 3:21 am
Subject: Re: Earnings math (and more)
great atriculate post but $200 by the end of the year? At 50x ( if the
Fed eases ) that's $4 a share ..could be, but I think these numbers are
kinna uh aggressive just like the 46M ipods. My local Corde Madera
store had a section cordonned off just for iPods. Ya know maybe it was
just the days i was there but, in truth, I wasn't seeing that kind of
activity ( 3x last year ).
On waiting for the dip .. forget the dip, there are plenty of days left
for trading to display signs of consolidaiton, just like last week.
When that happens, back up the truck.
Also notice the timing of the iPhone. We won't see it's impact on
revenues until Q3 earnings, say mid July. hmm, gee, low point last
year: Jul 14 - three days before Q3-06 earnings.

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