Comments on: Analyst: Apple could sell a million iPhone gift cards

By: Scott, Savannah, GA

Scott, Savannah, GA — Thu, 11 Dec 2008 05:07:55 +0000

You're way overstating the importance to iPhone of having iPhone revenue for 4Q sales. The take iPhone revenue over 8 quarters.

By: Rick Cleveland Ohio

Rick Cleveland Ohio — Thu, 11 Dec 2008 02:46:04 +0000

http://www.businessweek.com/technology/ByteOfTheApple/blog/archives/2008/12/more_good_news.html?campaign_id=rss_blog_byte_of_the_apple

By: artman1033 SAINT PAUL MINNESOTA

artman1033 SAINT PAUL MINNESOTA — Wed, 10 Dec 2008 20:56:29 +0000

P.E.D.:

IMHO: The number 1 customer for a 3g iphone Christmas gift card is a girl friend or boy friend.

A spouse or parent would not bother with the extra effort. They would get the iphone right then.

Therefore; I think expecting big numbers for the iphone gift cards is a stretch.

By: tommy hill, ny, ny

tommy hill, ny, ny — Wed, 10 Dec 2008 19:45:07 +0000

why waste time citing anything Huberty says.

By: TimboM, Madison, WI

TimboM, Madison, WI — Wed, 10 Dec 2008 19:25:29 +0000

Oops, I meant 'share price inflation' for our neighbor to the north.

By: TimboM, Madison, WI

TimboM, Madison, WI — Wed, 10 Dec 2008 19:24:04 +0000

Hi Ira – Philosophically you are correct, and Apple operates that way. They don't give dividends, don't do share buybacks, and seemingly don't care about their day-to-day stock price. They also guide low, thus avoiding price inflation like a certain smartphone neighbor to the north.

Where you are misguided, however, is that Apple has taken advantage of a otherwise onerous and possibly misleading GAAP requirement – deferred subscription revenue for iPhone – to plant revenues and profits for years to come. While Apple does not bow to analysts or shareholders, this should create a nice little surprise for the minority of people who understand this concept.

Katy Huberty obviously doesn't. Munster does but often gets laughed at. In general, analysts don't see this stuff until after the share price already reflects it. Time will tell, and AAPL will do great.

By: Luke Skywalker, Tatooine, CA

Luke Skywalker, Tatooine, CA — Wed, 10 Dec 2008 19:08:00 +0000

I care.

By: jmmx, Portland OR

jmmx, Portland OR — Wed, 10 Dec 2008 18:50:15 +0000

To be announced at MacWorld:

iPhone3G+:

– faster chips

– more memory – 32 GB

– full OSX (Snow Leopard)

– $399

—- Of course – I have been wrong before.

By: Ira in L.A.

Ira in L.A. — Wed, 10 Dec 2008 17:56:34 +0000

Straight from the heart: Who cares when the income is recognized? The (Harvard?) MBA mentality of showing profit each quarter is pointless. Think for the long term. If it's booked in the year or quarter, or the next, what's the difference?

It's about market share, prospects, and reality. Juggling the books for a headline doesn't matter to we who are long for the long haul.

Sorry.