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Posts by Blastdoor

 How do you define small? I'm thinking the Mac could eventually reach between 10% and 20% of the enterprise market in the US. Some might call that small, but it would be huge to both Apple and Microsoft, because Apple would be taking that share off the top.  I really don't think bean counting is that big of an obstacle to the Mac achieving a 10 to 20% share in the enterprise. The top 10 to 20% of employees in a firm ("top" in terms of rank in the hierarchy, salary,...
I think Tim Cook is right to pursue enterprise opportunities and seems to have a much better temperament for it than Steve Jobs did. So long as Cook doesn't compromise on the user experience in order to placate corporate IT-orifices (and I really don't think he will), this is great news for Apple and great news for enterprise employees who would like to be able to use Apple devices at work.    It makes sense to start with iPhone and iPad, but I'm looking forward to the...
Exactly -- collusion is the issue. If the DOJ could go after Apple for iBooks, surely this is worth a look... 
http://www.macrumors.com/2014/11/04/law-firm-class-action-rite-aid-cvs/   I wondered if there might be anti-trust issues here. I guess I'm not the only person to wonder that. 
That makes a lot of sense -- very helpful post. Thanks!
 It would only make sense to buy those other companies instead of AAPL if you expect those other companies to grow profits faster than Apple. I certainly don't expect that, so given a choice between Apple buying AAPL and Apple buying a slow-growth company, I'd rather Apple buy AAPL.  Apple does buy some companies, but the companies Apple tends to buy are seen as valuable to Apple because they bring in productive assets that can contribute to the production of Apple's...
If the Germans regain control of the ECB this might not look like such a smart move for Apple. If deflation takes hold in Europe it will mean that real interest rates are higher than nominal interest rates. That's not good for somebody who owes money. 
Interesting... I wonder if this is driven by economic considerations or tax avoidance considerations (or both).    Yes, interest rates in the Euro area are very low. But the Euro area is also teetering on the brink of deflation, which means that *real* rates might not be quite so low. Of course, if real rates turn out to be higher than anticipated (due to deflation), Apple can always just pay off the debt. And it's generally good to diversify, so having some debt...
I'm getting the impression that MCX and CurrentC are not going to withstand scrutiny well at all. 
The term "Law of Large Numbers" comes from probability/statistics, and the people who use it in the context of $AAPL appear to mean something else. In the context of probability/statistics, it just means that over multiple repetitions of the same process (for example, a coin toss), the average outcome of those repetitions will converge to the "true" average. So, if one were to apply that idea to $AAPL, I guess the notion would be that Apple just got lucky with a few...
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