Re: [NTLK] [OT?] iPod Margins

From: Martin Joseph (martyNT_at_barknaturalpet.com)
Date: Sun Apr 18 2004 - 17:18:10 PDT


On Sunday, April 18, 2004, at 12:33 PM, Jared Bland wrote:

>> In the conference call last week they stated that the margin on iPod
>> in
>> the most recent quarter was 23%. They also stated that they expect
>> that to drop to about 20% in the current quarter.
>
> Would that margin % loss be attributed somewhat to the HP iPod deal?
>
> Also, is the "iPod" also including the mini or is it separate?
>

Tough to say, I would guess it's the mini which should begin shipping
in some kind of volume this quarter. It probably has a lower margin
which will bring down the average.

Just a guess though. They might also be expecting to cut prices.

Marty

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