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Posts by Red Oak

Great pointsI highly doubt the special dividend. I think a massive buyback is more likelyThe $25B has no real benefit. They will simply move it in the balance sheet and it will flow through income statement as a one-time, non-cash adjThe reduction in-going of tax rate to 20% is huge. I did not know Goigle does not accrue and always wondered why their tax rate was so much lower. This would result in $3-$4 billion additional net income per quarter. Apple's PE would plunge
Get your headline right. Cook did not "deny Apple Watch sales collapse"
18M watches a year x $550 ASP x 30% net margin = $3B profit That would be 25% of Google yearly profit. For a new product out for 3 months
A large, successful Apple TV Fall launch would be the icing on the cake to an extraordinary 12 months for the company Apple Watch Apple Pay Apple Music HealthKit HomeKit Swift 2.0 HBO on-boarded CarPlay momentum MacBook IBM Enterprise Push China Mobile Retail Store Accelerated Build-Out Upcoming, iPhone 6S, 6C iPad Pro iOS 9 / OS X El Cap What else am I missing? Apple is firing on all cylinders
I hope Tim and team are aggressively buying back shares at these prices
No access to system level APIs or device hardware = FAIL
Apple only has ~ 35% share of smartphone sales in the U.S. And UK, where spottily operates. Android dominates volumes. Apple does not in any way have a monopoly Spotify customers are free to sign up at the lower price outside Apple's store and reap the free benefits Apple created and runs the whole infrastructure, including the App platform and API that make this all poosible. Invests billions a year in data center which allow the seamless downloads of the Spotify app....
Nice. Apple is at the very beginning of inflicting major damage on Android. PE of 14. LMAO I hope Tim and team are loading up the share buyback truck
Ok, just found my iTunes Match Subscription in my iTunes and App Store account settings. So, I'm paying for both Apple Music and iTunes MatchClusterf****
It is baffling how Apple Music, Cloud Music Library, and iTunes Match work together. Apple has done an especially poor job explaining all this. I still don't understand it even after reading this article I signed up for Apple Music and turned on Cloud Music Library. Am I still paying for iTunes Match? I cannot find it anymore in iOS Settings. It went away when I downloaded 8.4 and subscribed to Apple Music Clusterf****
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