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Re: Ajax133 post# 10997

Monday, 07/22/2013 2:19:46 PM

Monday, July 22, 2013 2:19:46 PM

Post# of 426582
I think Tim Cook is a major public figure and Apple is such an influential stock a little different than AMRN and their CEO.

Will see what Joe says at next CC. I agree in the right moment the CEO can use a little "aggressiveness" in his belief in the company.

It would be nice for them to give guidance. I am thinking they still won't.

I would guide 15 million Q3 and 22.5 million Q4, with Q2 expected 10.4 that gives you 2013 guidance of 50 million(and January was not a sales month).
That is the pace they are currently on. Yes, maybe they can see some momentum from tier 2 or something else and then can guide a bit higher but the lowest possible guidance leads to beats like Apple was always famous for. Set low estimates and then beat them, hey stock jumps.
Stock would take a ST hit from the lowered estimates but then would recover each quarter once they at least met, and hopefully beat, estimates.

They can even guide 2014 Marine sales at 120 million or so and then say Anchor sales are unknown but would add to that.

But the stock price will be effected by script numbers and Anchor related news. They just do not have the script numbers to get WS excited. They are in a nice steady uptrend but not blowing the doors off for sure. Nothing in scripts says WS needs to buy now.

I just don't see any comments that support the stock having any lasting effect but since, as CEO Joe has to speak at the CC you might as well be positive.
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