4:58 PM More on Apple: Cash balance stood at $121.3B at end of FQ4. 4.9M Macs shipped (+1% Y/Y). iPhone units +58% Y/Y and revenue +56% (up from +28% and +22% in FQ3). iPad units +26% and revenue just +9%, a major slowdown affected some by inventory changes. Mac desktop units -24%, notebooks +9%. iPod units -19% and revenue -26%. Implied iPhone ASP of $636, iPad ASP of $536 (hurt some by $399 iPad 2 sales). Apple has resume trading, and is down 0.9% AH - some bad news was clearly priced in. CC at 5PM ET (webcast). (Read the comments on this)
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