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Msg  161980 of 166759  at  7/24/2012 10:53:48 PM  by

croatkid1


Strong Buy

AAPL 3/Q 2012 Report

A  couple  of items NOT mentioned in the  AAPL Earnings Call Transcript:
 
1.  No discussion on China Mobil - which will be the biggest share price mover on the horizon.
 
2.  No discussion as to reasons for iPad 3 being delayed with only 1 month of sales this quarter and NOT being        
      available for sale in China by end of this 3Q2012 period..
 
3.  No discussion on date of iPhone 5 being available for sale  in China and rest of world.
 
4.  No discussion on the additional increase of $7 Billion increase in the Apple Free Cash Horde from this quarter nor
     the increase in same of $14 Billion for last two quarters = $117 Billion on hand...... 


 
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