Kasz216 said:
Ipad numbers flat huh? That's better then the projected negative growth i guess. So much for the whole "Tablets replacing PC's" claims. Well... not so much the claims, but the reality in any case.
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Flat before the refresh. iPads are getting more seasonal, and are likely to be supply constrained this holiday.
And the accelerating collapse of the PC market, dropping by over 10% in a recent quarter, doesn't support your view of reality. Neither does tablet growth of over 40% this year so far.
One notable thing about next quarter's guidance is that $900M of revenue is being deferred to account for all the software Apple is giving away now.
One last thing worth mentioning. Not sure how much I trust these Counterpoint Research guys, as their US data doesn't seem to match up with other data sources, but they say that with the iPhone's NTT DoCoMo expansion has achieved record share in the Japanese phone market:
http://www.forbes.com/sites/chuckjones/2013/10/28/apples-iphone-captured-34-of-japanese-mobile-phone-sales-in-september/

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