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Posts by retiarius

Makes sense; please realize that there 1000+ iPhone companies such as Genentech, where, given the choice between RIMM and Apple, the Blackberries pile up as so much "E-waste".
That's one glass-half-empty vote for the meaninglessness of any forthcoming Apple iPhone deal in China, or the build-out of Apple stores there! Why should we trustthis contrary opinion more than one from someone who has a direct line tothe overseas consumer, like AAPL BOD member Andrea Jung?And, to the worthy in the grandparent posting, who wonders about those withjob losses not affording Apple gear, here's a good one from this morning'sWall St....
Since knowledge is power, analysis chock-full with relatively unpublicized metrics is always welcome. Sell-side investment advice is bimodal, with many potential investors just hearing soundbites from the likes of Cramer and Orman. Others pay up for the reports of the over two dozen analysts who file estimates with First Call. Zaky's stuff fills a void. His relative valuation work is especially insightful, as it highlights a defect in the short thesis that Apple...
Other Income & Expense This is largely the money-market-like interest that Apple's subsidiary Braeburn scares up from the $25B cash horde. They pull in about 2% now, relatively risk-free, down from last years' 3-4%. There is no state tax on this interest, since the "Treasury group" (as Apple calls it) is located in Nevada.
But this topic is like a bone given to a dog (or meat to a lion) to the analyst/hedgefund cabal. Can you imagine the unrealistic expectations immediately planted by the shorts, feeding the tension at the conference call, with Oppenheimer handing the question over to Ron Johnson, who then mumbles something about how the inevitable slowdown in buildout doesn't mean much, because Apple's lead time for the newly important international locations is longer, and stressing...
Your first post used to start a thread which has been beaten to a pulp in a zillion articles -- what planet have you been living for the past year? No one has yet refuted http://apple20.blogs.fortune.cnn.com...r-the-whipple/ as dispositive about the subject.
Yes, the 10Q/10K shows that the cash sits in a combination of treasuries, government "agency" debt, and corporate paper rated A or better, all of relatively short (max 1-2 years) duration. Do a web search for Braeburn Capital, Apple's subsidiary, incorporated in Nevada to avoid California income tax on the interest accrued. It's like a giant money market fund. Normally, it would be a lost opportunity cost if you know you can make more than 2-3% tax free. Apple regularly...
Well, since Skype already runs on the iPhone:http://www.linksys.com/servlet/Satel...=3617144027B05 the iTouch may not be far behind...
Don't forget that Apple charges high-margin dollars for each major software upgrade for the iTouch. $30 so far, put into the "subscription" kitty that reduces R&D outlays for the next iteration. Imagine the next big software upgrade for only $49 that enables Skype to work (only, natch) with those new $79 Apple brand patented earbuds w/microphone Now, what was it you said about about margins?
Although Birmingham, Alabama may not be as hilly as San Francisco, or as congested as Manhattan, the phraseology: "Furthermore, upon information and belief, said area is a location that provides excellent 3G coverage" is the fatal flaw which should get this suit tossed out as naming the wrong defendant. Witness how hip the Europeans and the Japanese, who have long had 3G, are to the fact that 3G doesn't work well indoors,...
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