2 ms·
Where did Siegler actually say that? I think we are reading different articles. I also don’t understand what this whole margin-profit justification talk is all
by ugh 16y ago
Where did Siegler actually say that? I think we are reading different articles.
I also don’t understand what this whole margin-profit justification talk is all about. It’s just a consequence – not a justification – of lower margins that a company can have less profit than another company despite having higher revenue.
A question for you: Has Apple been getting closer to Microsoft’s profits during the last years or would you see that as a mischaracterization?
Also: Why am I getting downvoted?
- brudgers 16y ago"Barely" is in the title of the article.
- ugh 16y agoBarely is appropriate in the context, considering how quickly Apple’s earnings grew in the last quarters.
- brudgers 16y agoSiegler's argument is that a long history supports Apple's revenue dropping less than Microsoft's in the fourth quarter. It's a new argument. The recent pace revenue growth was Siegler's reason that Apple would beat Microsoft in Q1. Rapid growth in no way implies slow decline.
- ugh 16y agoI don’t understand the point you are making. Revenue will drop (quarter-to-quarter, not year-over-year) because the next quarter is not the holiday quarter. Simple as that.