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Posts by delreyjones

And if I read this article correctly, it has nothing to do with market share and everything to do with intellectual property.  You're commenting on the wrong article.
 Good point; I'd never looked at it like that before.  Google stole from Apple and thereby enabled Samsung to make billions.  I'm no flag-waving, right-winger, but our economy is in decline and we don't need thieves like Google hurting us even more!
I think the company might be overly cautious and therefore over-capitalized, but I don't think it's even close to being a mismanaged company.  I think of them as being close to perfect, but it's still possible here and there for some fine-tuning.
I like the plan too and I also hold shares. I don't really understand the hostility on this site towards Icahn.  The difference between what he wants and what the board has already agreed to is just a matter of scale.  All he's doing is making the case that AAPL is a screaming buy, and he's also putting his money where his mouth is.  He may be going a bit too far but maybe not.  He sounds persuasive to me when he says the board is being overly cautious.   I haven't decided...
 With due respect, it's not a concern to me.  True, it looks like Apple's market share of tablets is decreasing from an iPod level up in the 90s down to something lower (50s?), but still higher than its iPhone market share.  Whatever its iPad market share ends up at, I'm not concerned that the iPad is going away.  It's a fantastic platform, rapidly growing user community, and progressively "stickier".  I guess some of you are concerned that the iPad will disappear, killed...
I like your analysis.  Seems spot on to me.
 I think it is just  you (and the other negative people).  The way I see it, Apple will show us the premier, state-of-the-art tablet.  It will be the best tablet on the market for the next 12 months.  If you care about technology and tablets, this should be an interesting presentation. You don't think there's somewhere else to go to see next year's tablet do you?  Microsoft?  Samsung?  Remember, they present theirs after Apple, not before.  Yes, the presentations are...
Regarding 64-bits, Qualcomm sounds just like Samsung as described by Jean-Louis Gassee: It's nothing. You don't need it. We'll have it in six months.
 I myself am a long-term Apple customer (30 years) as well as a long-term AAPL investor (15 years), and I'm pleased with how things have worked out on both counts.  Icahn definitely doesn't speak for me as a customer; I don't think he has any expertise in this area.  However as an investor, I'm comfortable with Icahn being an outspoken, intelligent spokesman for the investment community.  I'm quite confident that Tim Cook won't be steamrolled by one bully.  But I'm also...
 Bingo!  The difference between Apple and Google in a nutshell.
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