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Posts by Macnewsjunkie

As long as the pe remains below 15 it is attractive. I would never want to jiggle the hand on the wheel when so much is going right. Apple shareholders of over 10 years have every reason to expect the price to drop by half on a regular basis. This company innovates. They need the cash to make the way smooth when they are pushing a new product out that literally billions of people will buy. Supply chain control reguires cash and guts. The innovation causes cash flow...
I didn't say that your lack of software ownership was the right situation.  I agree that it is nothing more than leaving control of your property with the seller after the sale.  It is not the way the laws in this country should be written, but is the way they currently stand.
The problem with saying jailbreaking has nothing to do with stealing is human nature. All locking a phone does is put up a virtual wall between the customer and the merchandise. Yes this means that certain products cannot be added to the phone that in other situations would be very useful for the customer to obtain that software. This does not mean that you have a natural right to jailbreak your phone. You can't force Walmart to carry products that it deems...
You also garnish wages and trust me if it happens to you then you will realize that garnish has a second meaning: "to take without consent".
Standards Essential Patents or SEP's are also regularly filed for by the members of the committee that chooses the standards. Many are filed for immediately after the committee commits to one standard over another. They are a necessary part of making machines interoprable not necessarily very innovative at all. As current law has evolved, SEP's have become a less powerful lever to force cross licensing, and the encumbent companies who thought they had created a barrier...
I don't think there is any equivalent in Korea for the type of change in legal proceedings that is going on here in America. In Samsung's experience, all courts are bought and paid for. The Judges in this case are going to feel it is more important to make an example of Quinn Emanuel and Samsung because this attitude is so pervasive and irredeemable. Courts of Law in America are expected to have a layer of unquestioned honesty. Failure to adhere to at least the...
Remember Kids, never mind the man behind the curtain this is the all powerful and wise Oz, not some idiot analyst. Apple's financials have shown the traditionally strong december Quarter as the 1st Q of the financial year. 3rd Q just ended 4 days ago and 4th Q just started. I would guess that the writer is quoting an old version of this guy from KGI with some speculation that the iPad and mini iPad would be released in September. He is already wrong and you are still...
I believe that 150 Billion is too much, but not 100 B if it is limited by the PE of the stock . There is no reason to buy rapidly above 15 PE . I would use 25 % of cash earnings each Q from over seas to buy back stock between 15 and 20 PE. I would retire debt over 20 PE. I would stop acquiring debt atfter the net of cash minus debt minus the cost of repatriating the debt leaves $50 B in cash reserves. What you are buying is future Apple earnings. Given managements...
leavingthebig said: "Is Apple legally required to speak to analysts each quarter? If not, the company could make this quarter it's last. Even better would be for the company to announce last quarter was the last time." I think one problem here is that Apple an extremely large capitalization and the economy is moving slowly. Without really large inflows of capital it is very hard to move the stock price upward in any meaningful manner. Cutting off Wall Street's access...
I think one of the more strategic issues that the 5c solves for apple is the ease of construction and the missing costs associated with repairing and replacing out of spec phones. The iPhone 5 was the hardest phone to manufacture that Foxconn has ever made. The increase in opening weekend supply for the sales of the combined phones is almost double the level last year. I suspect the cost difference between manufacturing the 5c and the 5s is much higher than the estimate...
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