[Macworld]

Post your comments for Apple earnings preview: Focus on the iPhone 5 here

[rmossman]

A pox on all financial analysts. They don't create, design, manage, ship, or have any part of any Apple product. Yet, their "word" drives the price of the stock investments of thousands of people.

They are like restaurant critics, their (unneeded, uneducated, and unwanted) opinions can make or break a company and the fortunes of it's investors. It must be a real "high" to have such great power at so little cost to oneself.

[AdamC]

Google missed analysts' expectation but their share price went up 5% so let's see what happen with Apple.

[josu]

My bet its it will beat the market, thinking the increased percetage of the sales that sepresent the iDevices, either the 12% increase in revenue forecasted by Apple the 16% or so forecasted by the market look low to me, take in mind that the market expects around 50 M iPhones, a 35% increase and 25 M iPads, a 62% increase, given an spected stagnant mac sales this make the iDevices more prominent in the revenue mix, so the median grow of iDevices would mean around 42% in sales, so the 16% in consensus looks low to me.
The same for EPS, the forecast of 11,72 include fixed and variable cost, given that any extra sale reduces the fixed cost in a percentage basis on every sale, the profit margings grow.

Too end, I've been too long, sorry. Remember that analist make a huge mistake forecasting initial iPad Mini and iPad 4 sales, probably given the more aggresive markets rool-out than previous launches, the same applies to this quarter in the iPhone and iPad, last time they underestimated the impact of the more widespread disponibitity of the iPad Mini worldwide, i gess that maybe this time is the same.

Maybe all this is wishfull thinking and I am totally wrong, but remember Wall St record forecasting Apple results is 100% wrong at least in the last 5 years, either for good or bad.

[josu]

Well, i was wrong.