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Posts by AppleGreen

Unfortunately, I think the Chinese will come back with something else to squeeze Apple.
Would you expect large numbers of BMW owners to switch to Chevrolet?   Then, why would you expect large numbers of iPhone users to switch to Samsung?
GOOG going to $1000.  I don't think so.  Analysts can put all kinds of outrageous targets.  It's not their money.  At 25 times earnings, the stock is way too rich.  Larry doing all these reorgs is not a good sign for near-term earnings.   Looks like investors are coming around to this point of view.  Stock is not acting well right now.
    Comment by 'commie pinkofag' on another blog.... "The ethics of "free" are dubious at best.  Google is at its core a pimp and its users are its whores.  It gives us spandex miniskirts, drug store makeup, and the occasionally black eye, and in return, we give it everything."
  It's not about culture.  It's about strategy.
Google may be getting ready to pull the plug on Android.   Stop further development of Android. Why let Samsung make most of the profits?  Milk as much revenue from the Android installed base as possible.    Develop a Chrome OS for the smartphones to be sold exclusively by Motorola.   Google/Samsung split is coming.
I dislike Google throughly (even more than I dislike Philip Morris).  Their business model is based on invading people's privacy.  They go out of their way to collect as much information about you as possible, so that they can target advertising to you.  Advertisers are willing to pay a lot for this.   But I can see why Wall Street likes Google, and why Google is a big threat to Apple.  Google is now getting into selling hardware at cost because they know they will...
      Yes, Charlie.  Einhorn won his lawsuit.  The judge granted an injunction that Einhorn wanted to prevent bundling of proposals for the purposes of a proxy vote.  That's it.  There is no hearing scheduled.  Apple will either have to reprint the proxy materials (I don't think there is time for that), in effect "unbundling" the proposals, or bring the three proposals up for separate votes at the next annual meeting.   So, for the time being, Einhorn got what he wanted....
Einhorn won his lawsuit. Fine. But, is he getting his iPrefs? No way.   What is going to happen is that Apple will:   a) increase dividend, or b) increase share buyback, or c) a combination of both.   I am betting that they will do a combination of both.  Increasing dividend will provide some support to the stock as yield will increase.  They can announce a big additional share buyback, but they can take their time repurchasing shares.  It gives them...
  The whole iPrefs idea is stupid.  There is no such thing as unlocking value through "financial engineering."  You cannot restructure the liability side of the balance sheet and increase the value of the company.   Apple's balance sheet is strong, pristine, and uncomplicated.  That's the way I like it.  The liability side has only Equity and Cash.  Don't need no stupid preferreds.    Apple is trading where it is because the the entire Wall Street "herd" has come to the...
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