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Asymmetric Competition


Accuracy of Sales and Earnings Estimate

Earnings Smackdown: The best and worst Apple analysts – Apple 2.0 – Fortune Tech.

From the data above, it’s clear that although my accuracy on units and sales was pretty good, my EPS was too high. The reason for this was the lower margins for the iPad. It’s very likely that these margins will improve after the launch quarter (as they did for the iPhone).


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