While most analyst n00bs are heading to the course today, Team Munster is already assembled in the office this morning. We're collating our latest channel check data and brainstorming about Steve's little coffee clutch on Tuesday.
Judy thinks Steve will give a business update which will include the announcement of one million iPhones sold. I'm not so sure about that, but Judy's got good instincts. Sure looks close.
By the way, did any of you buy the corn that was on sale this week? Congratulations if you did.
Well, back to work. Vivian's talking about "Apple Care attach rates" and I think she might be onto something here.
1 comment:
Hey Gene, I like your work ethic.
But while you've got the team burning the midnight oil, can they figure out whether there's any correlation between Apple's increasing gross margins and the increase in iTunes revenue? I realize the Apple spinmeisters say their "goal" is to break even with iTunes, but heck, their earnings "goals" are always a joke, right?
These same spinmeisters would have us believe that favorable component pricing is the sole reason for the gross margin gains, but what if iTunes is becoming a factor? And what if iTunes doubles next year and doubles again the following year?
Its not like I don't appreciate your channel checks and all, but I want you guys to get under the hood and tell us how profitable iTunes really is.
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