Sunday, January 15, 2012

Malic money signs up for telephone conference memoir: Won't shirt-sleeve Mac and IPad

Beijing time is early on April 25 a message, malic Zhou Er announces 2012 money year outstanding achievement of the 2nd quarter. Library of · of Mu of malic CEO the base of a fruit is overcome (Tim Cook) and CFO skin are special · Ao Benhai silent (Peter Oppenheimer) held money to sign up for telephone conference subsequently.



   Important data:



The accumulative total sales volume of IOS equipme t mobile prepaid cards nt achieves 365 million, among them work off of the 2nd season 35.1 million IPhone, sales volume of IPhone of big China area is achieved last year 5 times of the corresponding period;



ICloud already had 125 million user;



The cash amount of malic hold up to 110.2 billion dollar is by March.



   Should nod for telephone conference below (time all is) of time of American the eastpart part:



17:00: Oppenheimer introduces detail of malic outstanding achievement, include the sale data of IPhone, IPad and Mac computer. travel mugs stainless



17:03: The sale of Mac computer grows 7% compared to the same period, good 2% at integral PC market.



17:04: IPod Touch still exceeds the in part of IPod sales volume, exceed an apple to anticipate.



17:05: Apple work off of season of the 2nd money 35.1 million IPhone. Among them, the sales volume of Asia-Pacific area and Japan breaks up compared to the same period time. In big China area, IPhone sales volume is achieved last year 5 times of the corresponding period. IPhone already carried sale of business of more than 230 operation at present.



17:07: Sales volume of IPad of season of the 2nd money grows 151% compared to the same period, had been in city of face of more than 40 countries. This quarter, the IPad sales volume that the apple faces user of market of Yo of beautiful state religion exceeds double of Mac computer sales volume.



17:10: The accumulative total sales volume of IOS equipment achieves most popular selling brooch pins 365 million. The application in App Store already exceeded 600 thousand, have 200 thousand application that are aimed at IPad among them. ICloud user number rises to 125 million, prep above 100 million before this.



17:12: Discharge of this quarter guest achieves malic retailing shop 85 million, prep above last year 71 million of the corresponding period. Every week quantity of passenger flow of every retailing shop is 18 thousand person.



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17:13: The cash amount of malic hold already exceeded 100 billion dollar, up to 110.2 billion dollar is by March, prep above the 97.6 billion dollar by last year December. The apple predicts to will extend in July this year the dividend of every 2.55 dollars. Oppenheimer predicts, current battalion of a quarter closes for 34 billion dollar, every accrual is 8.68 dollars about.



17:15: To current outstanding achievement of a quarter is premonitory relatively conservative problem, oppenheimer expresses, this is went up to complement better first quarter as a result of the apple channel inventory, affected thereby annulus is compared and compared to the same period data. In addition, depreciate in IPad 2 to 399 dollars hind, the market is having bigger demand to IPad 2. And of dollar exchange rate go strong to also produce an effect to malic outstanding achievement.



17:18: To Mac computer the sale increases the issue that puts delay, cooke expresses, the sale of Mac computer is successive already 24 quarters exceed the market average level. memory card digital cameras As a result of the apple the corresponding period released new fund MacBook Pro last year, because this goes up first quarter compared to the same period data is not very good. And in up to there are 14 weeks in a quarter by last year December, because this annulus compares data,also be affected. In addition, the sell like hot cakes of IPad also affected the sale of Mac computer.



17:20: To selling the issue of IPhone and IPad with low, cooke expresses, the sale status after the apple depreciates to IPad 2 feels glad, this released the requirement that teachs the market. Normally the circumstance falls, educational market user is very sensitive to the price. This is explicit after IPad 2 depreciates, also appear to promote apparently in the sale of certain state. The supply of new IPad is nervous still. In addition, of IPhone 3GS and IPhone 4 depreciate the growth that promoted IPhone total sales volume.



17:23: The development of the Composite computation equipment to shirt-sleeve flat computer and PC element, cooke expresses, of new product rolling out is play chess of a rich, final you cannot make everybody satisfactory. Cooke says: "You can make oven and freezer fit, but the result won't make an user probably satisfied. But the result won't make an user probably satisfied..



Apple already work off 67 million IPad, and the sales volume that the apple cost 24 years of time to just make Mac computer implementation same.



17:27: Cooke expresses at the same time, macBook Air is having very good market, and the apple will continue to undertake innovating in this one market. The apple returns computer of won't shirt-sleeve flat and PC at present.



17:28: To operation business allowance, cooke expresses, the apple is dedicated at designing the mobile phone with best whole world, and the mobile phone that operation business hopes to purchase an user to be willing to buy. It is in the cycle paying fee of 24 months, allowance cost is not very high. Opposite at other smartphone, IPhone has distinct advantage. IPhone is the smartphone with best whole world, can attract an user to upgrade to the smartphone from traditional mobile phone. most popular selling memory laptop toshiba



17:32: To ICloud, oppenheimer expresses, since will be rolled out last year in October, ICloud already had 125 million user. This is not work off merely more online storage spaces, the apple hopes to make an user more satisfactory to integral ecosystem.



17:36: Oppenheimer expresses, the apple feels glad to the development of the content in ITunes.



17:38: To understanding problem of processor chip be in short supply high, cooke expresses, the apple had learned tall the problem when leading to transition of craft of 28 accept rice, dan Ping has not use product of technology of 28 accept rice at present if really.



17:39: Wo Erma expresses before this, greeting apple opens the store in inn in inn of Wo Erma door. Cooke expresses, the apple is having a few attempts, but won't open the store in inn in all door inn of Woerma. Wo Erma is the partner with very good apple.

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17:40: Be in China to IPhone problem of market equilibrium of supply and demand, cooke expresses, the problem does not depend on IPhone, be in however IPad. Inside global limits, the supply of new IPad is very nervous. The sale speed of new IPad is in same standard with manufacturing rate almost. The apple took all sorts of step, with knowing Chinese market better. Cooke spoke of Spanish market at the same time.



17:45: Malic money newspaper shows, closing to drop annulus comparing up to the in this first quarter battalion by June 13% . Oppenheimer expresses, this one annulus is compared dropping is went up to complement better first quarter as a result of the apple channel inventory, nevertheless the sale of IPad predicts to will still appear to powerful link is compared and grow compared to the same period. The apple predicts this quarterly wool interest rate will is 41% , under go up 47% first quarter. Because the apple predicts work off more IPad are mixed,this basically is Mac computer, and the profit margin of these products is inferior.



17:48: To current patent dispute, cooke expresses, he does not like suit, dan Ping hopes other company can innovate by oneself if really. If can reach fair compromise plan, he apt reconciles and not be lawsuit more. The apple ought not to become the developer of all companies, other company ought to be invented independently.



17:50: Oppenheimer expresses, the apple basically is aimed at the engineering group of hardware and software to have investment at present.



17:51: To as telegraphic as China (small gain) cooper most popular selling canon ef 15mm ate, cooke expresses, the apple rolled out IPhone with Chinese telecommunication collaboration in March, at present demand already got satisfaction.



17:52: To operation expenses and cost issue, oppenheimer expresses, the apple is opened in research and development, sale, advertisement, new store, infrastructure and the firewood fulfil respect that are based on a stock have expenditure. Cooke expresses, season of the 2nd money, component cost of the appl the most popular canon ef 15mm e is good hereat before plan, indication face plate and NAND shine put the value very advantageous. Current a quarter, the supply of NAND and mobile DRAM will still continue to exceed requirement, because this apple will still continue,gain vantage ground. The supply demand relations of indication face plate and hard disk will tend evenly. The price fall of major other component will agree with historical trend, or it is faster.



17:55: Gain ground mediumly in enterprise user to IPad, cooke expresses, "Fortune 500 strong " in the company, the company of 95% had tested IPad. The apple pays close attention to IPad to gain ground mediumly in the enterprise at present, provide more resource to the salesperson. In addition, apple and operation business cooperate, r free scooby costume elease product and service better.



17:57: The apple predicts current sales volume of IPhone of a quarter will drop 10 million. Oppenheimer expresses, the apple is premonitory to the strategy and outstanding achievement have hope very much, and current because go up,the fall of sales volume of IPhone of a quarter is the channel inventory of IPhone already achieved 2.6 million first quarter, the apple had had a large number of reserve.



17:59: free memory laptop toshiba Supply nervous problem to new IPad, cooke expresses, this quarter will get this one problem solve. (Qiu Yue)

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