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MacObserverLive

  1. Thanks for joining us. 3:01 PM Apr 24th via Mac Observer Live
  2. That's it! Check out The Mac Observer's home page for more detailed coverage of today's results and news from the conference call. 3:00 PM Apr 24th via Mac Observer Live
  3. Tim also said that the number of iPads Apple will be able to make will be "significant," but didn't specify. 3:00 PM Apr 24th via Mac Observer Live
  4. now if it will meet demand. 2:59 PM Apr 24th via Mac Observer Live
  5. New analyst asking if Apple will be able to meet iPad demand next quarter. Tim said that Apple will be able to improve supply, but doesn't k 2:59 PM Apr 24th via Mac Observer Live
  6. Tim said that yes, Apple has more sales people in Enterprise and that the company is working with more third parties, but didn't elaborate. 2:57 PM Apr 24th via Mac Observer Live
  7. Tim said that Apple is seeing a lot of customer wins coming from across the board in Enterprise. 2:57 PM Apr 24th via Mac Observer Live
  8. Tim said 94% of Fortune 500 are testing or deploying iPad. 70% of Global 500 are doing so. 2:56 PM Apr 24th via Mac Observer Live
  9. Same analyst asking what Apple is doing to work with Enterprise. 2:55 PM Apr 24th via Mac Observer Live
  10. er margins. 2:55 PM Apr 24th via Mac Observer Live
  11. New analyst asking if Apple's gross margin guidance is conservative. Peter said that he expects higher mix of iPads and Macs, which have low 2:55 PM Apr 24th via Mac Observer Live
  12. Shaw Wu asked about China Telecom, when it launched. Tim said early March, and that they were in Supply/Demand balance. 2:51 PM Apr 24th via Mac Observer Live
  13. Peter said that customer feedback on iCloud has been "off the charts." 2:50 PM Apr 24th via Mac Observer Live
  14. uff. 2:49 PM Apr 24th via Mac Observer Live
  15. Tim also said that if they could find an equitable settlement for past infringement, they would, but that people need to invent their own st 2:49 PM Apr 24th via Mac Observer Live
  16. Tim said that Apple just wants people to invent their own stuff. "It's very important that Apple not become the innovator for the world." 2:48 PM Apr 24th via Mac Observer Live
  17. Tim: "You know, I've always hated litigation, and I still hate it." 2:48 PM Apr 24th via Mac Observer Live
  18. New analyst asking about Apple's future flexibility in patent litigation. 2:48 PM Apr 24th via Mac Observer Live
  19. ting March. 2:47 PM Apr 24th via Mac Observer Live
  20. Peter is guding for 41.5% gross margins for June quarter. Thats down from this quarter, but attributed much of it to one-time issues benefit 2:47 PM Apr 24th via Mac Observer Live