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Posts by delreyjones

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.
 You're using the wrong word here and it gives away your bias.  Apple doesn't play with its channel inventory, it manages it.  If Apple allowed the stock of the 5 to be high just when the 5c was launched, they would be conducting their business poorly.  Likewise, if they didn't ship enough 5c's to keep retailer's shelves as full as possible, they wouldn't be doing their job.  Apple is doing its job like a responsible corporation should.  Armchair and professional analysts...
  I think you make a good point.  Samsung may succeed with this watch.  Seems like they've failed twice, but it is possible third time's a charm.  Samsung has tremendous resources and nobody inside or outside Samsung knows for sure if this smart watch will succeed or fail.   That said, Apple has a strong track record with innovative, radically new products.  If I had to bet, my money would be on Apple based on their track record and their culture of innovation.  Only time...
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