What Is Missing From Apple’s (AAPL) Guidance?

It is a shame that the market chooses to ignore mango earnings and revenue and move the stock only based on BS guidance. Let's look at some facts.

The native version of MS Office for Apple creates a whole new set of converts for the sleek elegance of the Mac. Ads are already running in traditional Apple territory such as the Daily Show.

True, many businesses will not go out and purchase a whole new slew of Macs tossing their PCs. However, professionals who bring their work home, small business owners and business students can overcome one of the few last objections and jump on the Mac bandwagon.

The ubiquitous iPod is now available in more sizes and colors than Magnolia cup cakes. The iPhone is now tracking with estimates. Both of these devices bring soft sales of downloads and revenue shares of phone service. These sources of reoccurring revenue are crucial to understanding the firm’s growth. It is the razor and blade game done to perfection.

Last are  sales outside the US which are growing nicely. Plus go to any Apple store on the east coast, the language spoken is not geek and certainly not English. It is the tongues spoken by the people who have made the  US their shopping destination of choice. That is defined as anyone whose native currency is Euros.

Add it up. Under promise and over deliver. How many quarters will it take for the street to catch on to the game?

Mr. Corn is long Apple (AAPL) and Microsoft (MSFT).