A massive blow out quarter for Apple..

Bryancd · July 19, 2011, 04:54:52 PM

http://www.appleinsider.com/articles/11/07/19/notes_of_interest_from_apples_q3_2011_conference_call.html

I would also not this from the call:
"47 percent of Global 500 companies are testing or deploying iPad. 86 percent of Fortune 500 are deploying or testing the iPad, up from 75% during the previous quarter."

and this:
"91% of Fortune 500 are using or testing iPhone as a primary device, including major corporations like Nestle, Dow Chemical, Glaxo Smith Kline, and Comcast. In addition, 57% of all Fortune 500 are similarly deploying or testing the iPhone."

I said over a year ago Apple would begin to make inroads into the enterprise market and was met with a lot of push back from our IT folks. Just sayin'. ;)

turtlesrock · July 19, 2011, 06:03:52 PM

cool. :)

X · July 19, 2011, 07:10:25 PM

Quote from: Bryancd on July 19, 2011, 04:54:52 PM
http://www.appleinsider.com/articles/11/07/19/notes_of_interest_from_apples_q3_2011_conference_call.html

I would also not this from the call:
"47 percent of Global 500 companies are testing or deploying iPad. 86 percent of Fortune 500 are deploying or testing the iPad, up from 75% during the previous quarter."

and this:
"91% of Fortune 500 are using or testing iPhone as a primary device, including major corporations like Nestle, Dow Chemical, Glaxo Smith Kline, and Comcast. In addition, 57% of all Fortune 500 are similarly deploying or testing the iPhone."

I said over a year ago Apple would begin to make inroads into the enterprise market and was met with a lot of push back from our IT folks. Just sayin'. ;)

Those numbers could be misleading too. If one person is testing an iPAD or iPHONE, they count the company as testing the iPHONE, but what's the saturation levels for those tests? If 1% of the company are on iProducts and the other 99% are on non-iPRODUCTS, that's not a big deal.

When they disclose how many units are being tested, I'll be impressed. We all know how companies work and even when people come out to say they are testing something, that usually means a small percentage of a small market.

Bryancd · July 19, 2011, 07:44:32 PM

It's not misleading, it clearly states "testing or using". What is germane to what I am rightfully pointing out is the increase in that "testing or using" base. This is how, as I have said..repeatedly, is how the company's products will slowly make inroads into enterprise and as they are such a tiny percentage of that space, it will be a new profit center for the company. They will never eclipse Windows, but they don't have to. Even if they could capture 10%,15%? Pick a number, it's new found revenue. To the IT community I say never say never.

Bryancd · July 19, 2011, 07:46:02 PM

Quote from: X on July 19, 2011, 07:10:25 PM
When they disclose how many units are being tested, I'll be impressed.

..and you will have missed the opportunity I am suggesting...(sighs, shakes head, walks away).

billybob476 · July 19, 2011, 08:08:18 PM

It'll be interesting to see what the iOS devices take share away from in the Enterprise, I'm assuming RIM. I have a few freinds with "company" phones and their IT departments are offering either Blackberries or iPhones, employee's choice.

KingIsaacLinksr · July 19, 2011, 08:19:08 PM

Quote from: billybob476 on July 19, 2011, 08:08:18 PM
It'll be interesting to see what the iOS devices take share away from in the Enterprise, I'm assuming RIM. I have a few freinds with "company" phones and their IT departments are offering either Blackberries or iPhones, employee's choice.

Is amused by X's response, I am. ;)

I'm kinda wondering if RIM's thoughts are "We're too big too fail" at this point....the vibes I get about the company and customers with them isn't good.

King

X · July 19, 2011, 08:37:39 PM

Quote from: Bryancd on July 19, 2011, 07:46:02 PM
Quote from: X on July 19, 2011, 07:10:25 PM
When they disclose how many units are being tested, I'll be impressed.

..and you will have missed the opportunity I am suggesting...(sighs, shakes head, walks away).

I get what you're saying, but when I see numbers, I'd like to know what those numbers mean. I know that once they release the level of saturation it will be too late to get on the bus and turn a big profit, but as I don't have an investment in it yet.

Now, don't get me wrong. I don't disagree with anything you said about them making inroads or the investment potential. I trust your judgement on things like that. My question is more about what those numbers mean in the grand scheme of things.

Bryancd · July 20, 2011, 05:24:51 AM

Consider them leading indicators. Will they convert "testing" to "using"? What number can be put on that in regards to revenue? How would that revenue affect the future value of the company? That's all the equity market is, a future value discounting model for individual stocks. And it does impact all of us. If you have a 401(k) or any retirement plan or pension, you very likely own a fund in that invests in either inidvidual equities or an index. Guess what stock represents a sizeable portion of that portfolio? Geuss what stock currently has a great deal of influence over your retirement investment value? Exxon Mobile and Apple.