Peter Oppenheimer
Peter Oppenheimer
Peter Oppenheimer is the former senior vice president and Chief Financial Officer of Apple Inc and current member of Goldman Sachs board of directors...
bit expect june
We expect them to be down a little bit in the June quarter.
ahead earnings estimated expect expense fiscal growth impact including income looking nearly net percent pleased quarter report revenue second share twice
We're very pleased to report year-over-year revenue growth of 65 percent and net income that was nearly twice the year-ago level. Looking ahead to the second quarter of fiscal 2006, we expect revenue of about $4.3 billion. We expect GAAP earnings per diluted share of about $.38, including an estimated $.04 per share expense impact from non-cash stock-based compensation, translating to non-GAAP EPS of about $.42.
cent growth income nearly net per pleased report revenue twice
We're very pleased to report year-over-year revenue growth of 65 per cent and net income that was nearly twice the year-ago level.
highest pleased report sales second
We're very pleased to report the second highest quarterly sales in Apple's history.
associated bit customers intel pause
We did see what we think was a bit of a pause from some customers associated with the Intel transition.
bad coming continue investors season trend until
The trend will continue until we come through the second-quarter (earnings) season and then we can see how bad it is, but investors are not coming back to those (tech) sectors.
best billion nearly revenue
We had nearly $14 billion in revenue the best in our history.
certainly continued excited growth looking product
We're certainly excited about what we have in our product pipeline, ... We're looking for continued growth for the company.
meet project supply
I can't project when supply will meet demand,
feeling growth interest necessary rates saying slow whatever
On reflection, I think the feeling is that he's not just saying interest rates are going up, but that he's also going to do whatever is necessary to slow growth (in the U.S. economy).
associated believe despite exceeded intel internal mac pause sales unit
Mac unit sales exceeded our internal expectations despite what we believe was a pause in sales associated with the Intel transition.
believe highly holiday successful
We had a highly successful back-to-school season, ... And we believe we will do even better with the new lineup for the holiday season.
bear believe chip industry mind recession recovery sector technology
You have to bear in mind that the chip sector was the first industry into a recession and its not unreasonable to believe it would be first to come out. When it comes out of a recession it should herald a recovery for the technology sector but chip inventories are critical.
best last quarter revenue second thrilled
We're thrilled about the quarter. It's the second best revenue quarter we've ever had, topped only by last quarter.