EFTA01786500Set 10
2016-07-213p649w
expect Apple to report in-line June =uarter results, and guide September quarter slightly below consensus =stimates.
We like the set-up as iPhone growth likely troughed in June ... uided revenue and gross margin to $41-438 and 37.5-38.0% for the June =uarter. We
estimate 39M iPhone shipments for the June quarter, and =hink consensus is close ... June quarter. Apple =ould guide gross margin slightly lower
than consensus for the September =uarter. Consensus models C3Q16 revenue of $46.0B, gross margin
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01786500.pdf
EFTA02343568Set 11
2017-08-023p630w
reduced =Phone channel inventory by 3.3M, more than 2x the three-year June =uarter average, which
represents an incremental $1.48, or 3%. Even with =he channel inventory headwind, revenue ... OLED iPhone shipments =ould push to Nov/Dec or even next year, management guided
September =uarter bullishly and sounded confident on upcoming product launches =his fall. We increase our September
quarter ... some
of the new products likely contributing later in the =uarter. As a result, we pull forward 4
This alert is sent from:
Andrew Atlas, Andrew.Atlas@morganstanley.com
You received this because
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02343568.pdf
EFTA02342409Set 11
2017-07-173p634w
stronger FY18 growth. We expect Apple to report an in-line June =uarter and
provide a weaker than consensus September outlook on the =ack of a slightly later iPhone launch ... estimates higher =nd creates a dynamic of much
better than normal December and March =uarter seasonality, providing an attractive set-up for the stock as we =ove
past the September ... rate, =nd switchers by region (1).Our new forecast reflects better Dec
and Mar =uarter seasonality, on par with 4s cycle. We view iPhone 4s as the best =uide
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02342409.pdf
EFTA01223141Set 9
14p5,716w
salary or other
Signed:ethic
s/EL
Print
4
EFTA01223149
LSJE, LLC
6100 Red Hook uarters, Suite 1R-1. St. Thomas. Vi 00802-1348
Phone E-mail:
Subcontractor Employment Form ... ation
Employee Signature: Date:
Supervisor Signature: Date:
EFTA01223150
EFTA01223151
LSJE, LLC
6100 Red Hook uarters, Suite B-3, St. Thomas. VI 00802-1348
Phone: E-mail:
Emergency Contact Form
Today
https://www.justice.gov/epstein/files/DataSet%209/EFTA01223141.pdf
EFTA00713545Set 9
2012-07-132p305w
confirm the width of the concrete band and placement at been
ks
uarters B3
St Thomas
US
Ph
On Jul 13, 24 Heisei, at 6:33 AM, Jeffrey Epstein <jeevacation@gmail.com ... island@gmail.com> wrote:
Confirming 8:30am departure from LSJ
e oo uarters B3
St Thomas
US70.802_
Ph:
On Jul 12, 24 Heisei, at 2:30 PM, Jeffrey Epstein <jeevacation@gmail.com> wrote:
tomororw
https://www.justice.gov/epstein/files/DataSet%209/EFTA00713545.pdf
EFTA01784340Set 10
2016-08-165p785w
September 15, =eginning March 15, 2017 and
ending September 15, 2026, and thereafter =uarterly on December 15, March 15, June 15 and September =5
REGULATORY CALL: At =ar any time
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01784340.pdf