AAPL的ER：再顯華爾街MM之黑

這是周刊昨日受到的第一版ER消息：很明顯rev miss了而且guidance below不少，昨日盤後第一時間蘋果股價跌倒過51.+，恐怕也是因為這個報表實在（除了可以做賬的EPS超過外）都沒有亮點（rev和guides雙不好）：有什麽理由漲？要換成別的（入前日yhoo，才miss一點點，大跌20%），早就奔40多了，可是一分鍾以後，周刊接到的同一家的news就有了稍微變化。

Apple Computer (AAPL) Tops Q3 EPS, Guides Below
07-19-2006 04:31:55 PM

Apple Computer (Nasdaq: AAPL) reports Q3 EPS of $0.54, (0.44 consensus ) Revenues were $4.37 billion vs. $4.40 billion consensus.

Apple sees Q4 EPS between $0.49-0.51 versus the $0.52 consensus. The company sees Q4 revenues between $4.5-4.6 billion versus the $4.94 billion consensus.

如下，這份news改動了一些，標題就加了slightly這樣的字眼了：昨日看marketwatch和yhoo上的新聞，壓根兒連miss的字樣或者below的字樣都沒有，完全是造好。今天早上美林和高盛兩家霸王級機構還霸王硬上弓upgrade了蘋果：蘋果股價從昨日收盤的54.1愣是張到了61＋，真TMD的黑啊！

Apple Computer (AAPL) Tops Q3 EPS by 10c, Guides Q4 Slightly Below Consensus
07-19-2006 04:32:55 PM

Apple Computer (Nasdaq: AAPL) reports Q3 EPS of $0.54, 10 cents better than estimates.(0.44) Revenues were $4.37 billion vs. $4.40 billion consensus. These results compare to revenue of $3.52 billion and a net profit of $0.37 per diluted share, in the year-ago quarter.

Apple shipped 1,327,000 Macintosh computers and 8,111,000 iPods during the quarter, representing 12 percent growth in Macs and 32 percent growth in iPods over the year-ago quarter.

Apple's CEO, Steve Jobs said, "We're thrilled with the growth of our Mac business, and especially that over 75 percent of the Macs sold during the quarter used Intel (Nasdaq: INTC) processors."

Apple sees Q4 EPS between $0.49-0.51 versus the $0.52 consensus. The company sees Q4 revenues between $4.5-4.6 billion versus the $4.94 billion consensus.


寫完之後發現周刊在今年年初就已經有過類似的感慨了：

從IBM，AAPL，EBAY等看華爾街MM之操縱 (圖)

2006-01-18 18:37:28

http://blog.wenxuecity.com/blogview.php?date=200601&postID=6125