Peter Oppenheimer Quotations

Year-over-year revenue growth of 34 percent and earnings growth of 41 percent were the second highest in any given quarter in Apple's history.

We're looking for continued growth for the company,

We are targeting the second-best quarter in the company's history, second only to last quarter, with revenue of about $4.3bn.

Mac unit sales exceeded our internal expectations despite what we believe was a pause in sales associated with the Intel transition.

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).

I can't project when supply will meet demand,

I think that between now and September or October there's not going to be a lot of activity in equity markets. People are not going to be wanting more exposure until we see confirmation of a recovery.

We're certainly excited about what we have in our product pipeline, ... We're looking for continued growth for the company.

We had nearly $14 billion in revenue the best in our history.

We will continue to add new stores at a measured pace and expect to open a total of 40 new stores in fiscal '06.

We're thrilled about the quarter. It's the second best revenue quarter we've ever had, topped only by last quarter.

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.

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.

We expect them to be down a little bit in the June quarter.

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.

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.

We're very pleased to report the second highest quarterly sales in Apple's history.

We did see what we think was a bit of a pause from some customers associated with the Intel transition.

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.

You've seen a big rotation over the last two or three days out of the 'new economy' toward the old, and it really continues the scene that we saw yesterday with the Nasdaq falling and the Dow rising quite sharply,

As we anticipated, this pause was even more evident in the March quarter. Our sales teams were not discouraged from telling customers to wait for Intel-based Macs if that was the best thing for the customer.

Each point of market share means $2 billion in top-line revenue.

If you look outside the international countries, such as Italy and Spain, China and Korea, market share is much less than in the UK, Japan, Canada, and Australia. We are focused on increasing that share by increasing our local advertising and points of distribution.

All eyes are on the chip sector for any signs of recovery but there is no positive news coming through,

We generated $13.5 billion in cash flow from operations and returned almost $21 billion in cash to shareholders through dividends and share repurchases during the March quarter. That brings cumulative payments under our capital return program to $66 billion.

For quite some time, I have wanted to live on the central coast of California and get more involved at Cal Poly, my alma mater; spend more time with my wife and sons; travel to interesting parts of the world; and something I have wanted to do for years-- finish the requirements for my pilot's license.

I think for a while now people have been scared to be out of TMT the commonly used acronym for technology-media-telecom stocks, which have tended to rise in tandem recently and the feeling has really been you have to be there...but now we're getting a dose of reality.