Posts by Red Oak

Ridiculous the company is sitting on $145 billion in cash and does not buy its own stock back.  Why does it take 9 months to come up with a plan on how to use cash?      Note to Cupertino:  Wake up....

If I hear Tim say one more time "we are in very active discussions about use of our cash", I am going to puke.  Take your time Tim.  Just take your time.  It is a huge lost opportunity not to have a $50+ billion stock...

No No No. Apple, do not do this

It appears this is an analyst's assumption and not a statement from Foxconn Apple is 60% of Foxconn's business. Foxconn accounts for 70% of iPhone builds

This is the creative, aggressive go-to-market plans Apple needs on a country level basis. I love it. If Apple can get to 10%-15% unit share in India, it is off to the races. I think very achievable if they come out with a great...

I did more math... It would assume Apple is going for 5 to 6% unit market share point increase. So, an increase from around their current 20% to 25% I like that as a goal. I think it is ambitious and achievable. And if they hit it,...

I think I found my math mistake. So, is he projecting ~ 148 million units in 2nd half (calendar)? That would be a HUGE increase in volume. It would shift the landscape Quote:Originally Posted by Red Oak The numbers in the...

The numbers in the article do nit add up Apple will ship about 80 million units fist half. 83% rise in 2nd half is only 67 million units What am I missing?

Help me understand, - Google has been effectively banned from China. Both officially for their search functionality by the government, and by Android phone manufactures who strip out all Google features (e.g. Google Play). Google's...

It's time for Apple to wield the hammer. It increased its cash position $16 billion alone in the last quarter Even if it increases cash only $20 billion/year over the next five years, it will have $240 billion total. A $100 billion...