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Posts by vvswarup

Let's not get too carried away with conspiracy theories that Wall Street's estimates are based on a nefarious scheme to shaft Main Street. The tools that you describe for fundamental analysis such as SWOT analysis and present value of future cash flows are the same tools that Wall Street analysts use to come up with their earnings estimates and price targets. The reality is that unfortunately, you and I have the freedom to do what we want with our analysis but Wall Street...
There is nothing wrong with a company attempting to develop core competencies in other areas. If Google wants to try to develop a core competency in hardware, that's okay. If Google was trying to compete against Apple in hardware, Google was going about it the wrong way entirely. For years, Apple has been derided for its model of vertical integration. The fact that Google bought Motorola's phone business and manufactured a phone was Google going against its own philosophy...
If you thought Apple was being shareholder-unfriendly despite buybacks and dividends, I'm afraid you have no idea what it means to be shareholder-unfriendly. The Googles and Facebooks hold the first-place trophy. Google split its stock a year ago in a weird way in which they created a new class of shares called Class C shares that carry no voting power. As it is, Class A shares don't have the same voting rights as Class B shares, which are held by the founders. Class C...
 Who said they can't use Google Maps? I don't think Google will block Samsung from Maps. Samsung is the dominant smartphone manufacturer and in the Android space, they're the only one making money. Google isn't Apple or Microsoft. Google needs users' eyeballs looking at ads. Eyeballs are eyeballs. It doesn't matter if it's an iOS or Android user looking at ads. I doubt Google will refuse to allow Samsung to use Maps.  They're not evil. They're being smart business people....
I don't know what prompted the co-founder to say Facebook is a better home than Apple but I'm not surprised he thinks that way. Why would he bite the hand that fed him? 
Google has spent years cultivating the image of Android being "open" and it has used this to paint Apple as the big, bad, evil corporation with its "walled garden" and "closed OS." Yet for years, there have been many whisperings about how the Android platform works which cast serious doubt on the openness of Android.   There is a mounting pile of evidence to indicate that Android isn't truly "open," at least not in a way that's of any benefit to the customer. Android is...
Is this a real post or a troll post?Apple amassing a cash pile of $100 billion+ is "wasteful" but buying a money-loser for $12.5 billion only to sell at a loss isn't wasteful? And you call Apple a tightwad when they're executing massive buy backs and paying huge dividends. What does that make Google. They've never paid a dividend and for all the news about self-driving cars and other stuff, Google has only one true engine of growth-ads. In fact, Google is executing a stock...
If only it were that simple...
But Apple buying out Nest, I don't know if I heard that one. Maybe a few comments here or there on the forum, but the talk has reached a new level of intensity, after Google paid through their nose for it. It's almost as though people think Apple should have bought out Nest just to prevent Google from getting their hands on it. 
Nest has been around for quite a while now. We hardly ever heard anything about Nest on AppleInsider, except when they announce a new product. There was never any talk about Apple buying Nest.    Why is it that all of a sudden, after Google pays a princely sum for Nest, people say that Apple should have bought Nest? What changed? How did Nest magically become the must-have company for Apple? Better yet, how does Google buying Nest magically turn it into the company that...
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