Subject: Re: Earnings
“Just got off the call...and it was definitely a Wow!”

Yes! Cheers Thanks for the summary iluvbabyb and tecmo! Absolutely thrilled with nearly all of the #s and our continued buybacks in the range of $100B/ year.

As usual, the +0.53% after market reaction is tough to explain after 8 down weeks, but who really cares as long as the quarter is very solid. Frustrating, the earnings call cut off on me a couple times, so I missed some of the Q&A. I think they said half of the Mac and iPad users are New customers, not sure the % wrt the iPhones, so that 2.5 billion user base will keep on growing. Seriously, I don’t know how they navigate and keep growing like this as a $3.82T company. It has grown over the years into our #2 position, all in taxable acct unfortunately. No plans here on any trimming.