AppleInsider › Forums › Investors › AAPL Investors › Steve Jobs: Apple will use $51B for big moves, not 'stupid' ones
New Posts  All Forums:Forum Nav:

Steve Jobs: Apple will use $51B for big moves, not 'stupid' ones - Page 5

post #161 of 193
10/19/10 at 7:25pm
Quote:
Originally Posted by Ireland View Post

Way too niche for Apple, considering it's 7.5B. When you consider Twitter, if available, would be worth about $4B.

Apple IS a niche - at least for their desktops. Most graphic designers I know use Adobe products on Macs, and most 3D designers I know use Cinema 4D / Maya / 3DS on Macs (but dish out jobs to linux-based renderfarms)... Pixar is his baby, and by improving their answer to Adobe products, he could cover all aspects of design (commercial graphic and motion).

Idk...

My other idea is to an audio systems company - like Altec Lansing. Or maybe Logitech...?

edit: Well, Logitech makes a lot of keyboards and mice, so never mind (Apple seems to be moving away from the standard peripheral). Though they also make great speakers and webcams... Audio and Visual is Apples thing...
Reply
Reply
post #162 of 193
10/19/10 at 7:29pm
Keep in mind that Microsoft owns stock in facebook. Apple would have to buy microsofts stake in facebook also.
Reply
Reply
post #163 of 193
10/19/10 at 7:30pm
No entity should have that much money in any bank. Money being a finite resource, Apple alone is responsible for millions of the poor people all around the world. Apple specifically only did what it could to be successful, but when you have THAT much money, you're hurting the world.
Reply
Reply
post #164 of 193
10/19/10 at 8:07pm
Quote:
Originally Posted by alienzed View Post

No entity should have that much money in any bank. Money being a finite resource, Apple alone is responsible for millions of the poor people all around the world. Apple specifically only did what it could to be successful, but when you have THAT much money, you're hurting the world.

Yes. Apple is being niggardly.
When will the governments realize it's got to be funky, sexy ladies?
-Flight of the Conchords
Reply
When will the governments realize it's got to be funky, sexy ladies?
-Flight of the Conchords
Reply
post #165 of 193
10/19/10 at 8:54pm
Quote:
Originally Posted by binarystorm View Post

Buy Netflix

Then a wireless company for infrastructure (access to towers and spectrum), ubiquitous coverage, and then start installing "tv whitespace" technology on those towers.

Blockbuster is a much better deal

Mac IIcx, Mac Quadra 800, Mac Performa 5200, Power Mac 8600, LaserWriter, iPhone 3G, iPad 3G, iPhone 4S | MacBook Pro, 27" iMac, iPad 3 LTE

Reply

Mac IIcx, Mac Quadra 800, Mac Performa 5200, Power Mac 8600, LaserWriter, iPhone 3G, iPad 3G, iPhone 4S | MacBook Pro, 27" iMac, iPad 3 LTE

Reply
post #166 of 193
10/19/10 at 8:57pm
would be to buy Time Warner....

Market cap of about 35B USD - at a 15% premium, would cost them 40B. Enough left in the tank for a bidding war, should one erupt, and Apple can also take on some debt if required.

This would give Apple entry into media in a big way - movies, music, print publications, TV shows, etc. Together with this, Apple also gets a shot at cracking open the cable business and ISP businesses.

Apple already has a good relationship with Disney, courtesy Steve Jobs' 7% stake in Disney. Owning Time Warner as well will give Apple the clout it needs to control the music business.

Have blogged in detail about this - http://prastalk.blogspot.com/2010/10...-its-cash.html
Reply
Reply
post #167 of 193
10/19/10 at 9:00pm
Quote:
Originally Posted by Ireland View Post

That wouldn't be the best way to spend 40B.

With a market CAP of just over 1B, they could buy Pioneer. Pioneer make the best TVs money can buy. That would be awesome. All of Pioneer's stuff is top-notch.

Except Pioneer does not make TVs anymore.

Mac IIcx, Mac Quadra 800, Mac Performa 5200, Power Mac 8600, LaserWriter, iPhone 3G, iPad 3G, iPhone 4S | MacBook Pro, 27" iMac, iPad 3 LTE

Reply

Mac IIcx, Mac Quadra 800, Mac Performa 5200, Power Mac 8600, LaserWriter, iPhone 3G, iPad 3G, iPhone 4S | MacBook Pro, 27" iMac, iPad 3 LTE

Reply
post #168 of 193
10/19/10 at 9:07pm
with that amount of cash and reserves, along with Jobs' business and technical savvy, i'm very keen to see what Apple delivers to market in the next five (5) years.
Reply
Reply
post #169 of 193
10/19/10 at 9:18pm
Facebook and Tweeter - bad idea.

With Semantic Web revolution approaching all these fragmented social networking web sites will vanish. There will be just one global semantic web database, one global user pool connected by semantic properties.

Google with its primitive keyword search will be irrelevant and it will vanish. Semantic search will be 1000 times more intelligent and it will be done by simple AJAX widgets.

Adobe, Sony, Time Warner, Verizon, AMD - these are much better ideas imho.

Adobe still makes the best well integrated creative suite. It's time Apple pays its dues to its core users and makes a boost to the desktop business. Sony owns a lot of home theater patents, has great manufacturing and they are in media business. Samsung would be even better: they build own LCDs panels and flash memory, but the market cap is too big.

Mac IIcx, Mac Quadra 800, Mac Performa 5200, Power Mac 8600, LaserWriter, iPhone 3G, iPad 3G, iPhone 4S | MacBook Pro, 27" iMac, iPad 3 LTE

Reply

Mac IIcx, Mac Quadra 800, Mac Performa 5200, Power Mac 8600, LaserWriter, iPhone 3G, iPad 3G, iPhone 4S | MacBook Pro, 27" iMac, iPad 3 LTE

Reply
post #170 of 193
10/19/10 at 10:18pm
Quote:
Originally Posted by tazinlwfl View Post

My other idea is to an audio systems company - like Altec Lansing. Or maybe Logitech...?

Apple are better off using these companies to make products for them as they are throw away items. There is no point making only high end speakers when the general every day user wont use them or cant afford them. The same goes for low end speakers and high end users.

Quote:
Originally Posted by mercury99 View Post

Adobe, Sony, Time Warner, Verizon, AMD - these are much better ideas imho.

Never thought about AMD and that would make sense as they are designing their own silicon and want to take everything inhouse nowadays.

They can ditch intel CPUs and also use AMD as their sole video card too.

It could be a win win all round.
Reply
Reply
post #171 of 193
10/20/10 at 12:21am
Quote:
Originally Posted by alexkhan2000 View Post

... The key to Apple's success has been razor sharp focus on what Apple is good at and Apple cannot afford to spread themselves too thin and lose that focus.



I think the partial quote from alexkhan2000 referenced above bears repeating.

I don't think most of the acquisition suggestions mentioned (especially the emotion, and vindictive based ones) so far in this post make much sense. I don't know what specific plans Apple has but based on what they have done over the last 5 years I trust that they will make acquisitions that will aid them in accomplishing their goals.

As both a consumer and shareholder I am very satisfied with what Apple has accomplished and I believe that will continue for many more years.
Artificial intelligence is no match for natural stupidity.

"A common mistake that people make when trying to design something completely foolproof is to underestimate the ingenuity of complete fools."
Reply
Artificial intelligence is no match for natural stupidity.

"A common mistake that people make when trying to design something completely foolproof is to underestimate the ingenuity of complete fools."
Reply
post #172 of 193
10/20/10 at 12:29am
Quote:
Originally Posted by alienzed View Post

No entity should have that much money in any bank. Money being a finite resource, Apple alone is responsible for millions of the poor people all around the world. Apple specifically only did what it could to be successful, but when you have THAT much money, you're hurting the world.

OMG another one!
Artificial intelligence is no match for natural stupidity.

"A common mistake that people make when trying to design something completely foolproof is to underestimate the ingenuity of complete fools."
Reply
Artificial intelligence is no match for natural stupidity.

"A common mistake that people make when trying to design something completely foolproof is to underestimate the ingenuity of complete fools."
Reply
post #173 of 193
10/20/10 at 1:24am
Quote:
Originally Posted by DarenDino View Post

Buy ADOBE !!!!

This!.. Please.
Reply
Reply
post #174 of 193
10/20/10 at 5:40am
Quote:
Originally Posted by majortom1981 View Post

Keep in mind that Microsoft owns stock in facebook. Apple would have to buy microsofts stake in facebook also.

Big deal.

DaHarder just got banned. Let's crack open the champagne.

Reply

DaHarder just got banned. Let's crack open the champagne.

Reply
post #175 of 193
10/20/10 at 5:43am
Quote:
Originally Posted by macarena View Post

would be to buy Time Warner....

Market cap of about 35B USD - at a 15% premium, would cost them 40B. Enough left in the tank for a bidding war, should one erupt, and Apple can also take on some debt if required.

This would give Apple entry into media in a big way - movies, music, print publications, TV shows, etc. Together with this, Apple also gets a shot at cracking open the cable business and ISP businesses.

That's not how it works. You think the other studios would let Apple simply do that, and continue to serve them content? They wouldn't. That would be a bad move.

DaHarder just got banned. Let's crack open the champagne.

Reply

DaHarder just got banned. Let's crack open the champagne.

Reply
post #176 of 193
10/20/10 at 5:47am
Quote:
Originally Posted by mercury99 View Post

Except Pioneer does not make TVs anymore.

I know. That's purely financial. The TVs they still have in channel-inventory are still the best. They'd be buying up their TV factories, talent and IP. Not to mention their experience, for when they themselves get into making TVs and start to produce them. This way they get their foot in the door early and can learn quickly, while manufacturing them themselves and cutting out the middleman, thus producing a better valued premium product. At 1B I think it would be at least an interesting acquisition. Won't happen though.

DaHarder just got banned. Let's crack open the champagne.

Reply

DaHarder just got banned. Let's crack open the champagne.

Reply
post #177 of 193
10/20/10 at 5:52am
Apple won't be buying Adobe. I don't know why exactly, but I feel confident they won't.

DaHarder just got banned. Let's crack open the champagne.

Reply

DaHarder just got banned. Let's crack open the champagne.

Reply
post #178 of 193
10/20/10 at 7:01am
Quote:
Originally Posted by Ireland View Post

That's not how it works. You think the other studios would let Apple simply do that, and continue to serve them content? They wouldn't. That would be a bad move.

AAPL wouldn't do that except in a doomsday scenario where content has already been cut off and given to a favored competitor (like say Amazon). At that point AAPL can either attempt to completely disrupt the distribution chain and change the rules that the game is played or just fold.

I'm guessing Jobs would go for disrupt over fold.
Reply
Reply
post #179 of 193
10/20/10 at 7:59am
What about buying Electronic Arts (5 bio)?
Reply
Reply
post #180 of 193
10/20/10 at 8:12am
I would like to see Apple continue to diversify for long term growth.

In my opinion, it's remarkable that the company acquired the expertise and ability to produce the iPhone.

Clearly the iPhone has created a large and profitable market for the company.

Al Gore sits on Apple's Board, would it be possible that Apple could further diversify and create another market for itself in the field of energy production similar to Bloom Energy?

UPDATE !

Yesterday, October 21, 2010, Steve Jobs met with President Obama. One of the topics they discussed was energy independence. In a previous interview with Walt Mossberg, Steve had mentioned that he was interested in alternative energy.

If Apple could acquire the expertise and ability to produce a device, a fuel cell the size of say a microwave oven, that would power your house, imagine the market. Imagine the value of a share of Apple stock!

I remember a few years ago reading that General Motors was working on such a device and they expected it to come to market within 3 to 5 years. It didn't.

Today, Apple is the company that could make that big move. Apple is the company that could succeed where others have failed. Apple would be the most important company in the universe and Steve Jobs' legacy would be unparalleled. At this point it's about legacy.
Reply
Reply
post #181 of 193
10/20/10 at 8:36am
Quote:
Originally Posted by Ireland View Post

Apple won't be buying Adobe. I don't know why exactly, but I feel confident they won't.

They won't for no other reason than they've looked at Adobe's financials. Not a pretty sight. This is a company with declining profits and no real prospects for reversing the trend. If that wasn't reason enough (and it is), they also won't because the leadership of the two companies hate each other with a passion -- which would likely mean a hostile takeover. Read: nasty, messy, time-consuming, expensive, and distracting. Why anybody would wish this on Apple is beyond me

In short, a horrible idea. Sorry for the reality therapy, Adobe fans, but it has to be said.
Please don't be insane.
Reply
Please don't be insane.
Reply
post #182 of 193
10/20/10 at 9:24am
Quote:
Originally Posted by Ireland View Post

I know. That's purely financial. The TVs they still have in channel-inventory are still the best. They'd be buying up their TV factories, talent and IP. Not to mention their experience, for when they themselves get into making TVs and start to produce them. This way they get their foot in the door early and can learn quickly, while manufacturing them themselves and cutting out the middleman, thus producing a better valued premium product. At 1B I think it would be at least an interesting acquisition. Won't happen though.

Yes, their plasmas are the best. I own one of the first Pioneer TVs and it still beats most of the current LCDs in picture quality. Still no burn-in in 6 years. However plasma technology is on the way out and Apple would not be interested in plasma. It would be interesting though to see Apple going into some type of integrated home theater/TV/computer market.

Mac IIcx, Mac Quadra 800, Mac Performa 5200, Power Mac 8600, LaserWriter, iPhone 3G, iPad 3G, iPhone 4S | MacBook Pro, 27" iMac, iPad 3 LTE

Reply

Mac IIcx, Mac Quadra 800, Mac Performa 5200, Power Mac 8600, LaserWriter, iPhone 3G, iPad 3G, iPhone 4S | MacBook Pro, 27" iMac, iPad 3 LTE

Reply
post #183 of 193
10/20/10 at 9:59am
Quote:
Originally Posted by mercury99 View Post

However plasma technology is on the way out and Apple would not be interested in plasma.

Sad, but true. Even though Steve's personal TV is a Kuro is far as I know.

DaHarder just got banned. Let's crack open the champagne.

Reply

DaHarder just got banned. Let's crack open the champagne.

Reply
post #184 of 193
10/21/10 at 3:03am
Quote:
Originally Posted by AppleInsider View Post

"We strongly believe one or more strategic opportunities will come along we're in a unique position to take advantage of," Jobs said.

The problem is the industry has no idea of what to do next. And you know who is to blame.

We mean Apple no harm.

People are lovers, basically. -- Engadget livebloggers at the iPad mini event.

Reply

We mean Apple no harm.

People are lovers, basically. -- Engadget livebloggers at the iPad mini event.

Reply
post #185 of 193
10/22/10 at 8:17am
Quote:
Originally Posted by macarena View Post

would be to buy Time Warner....

Market cap of about 35B USD - at a 15% premium, would cost them 40B. Enough left in the tank for a bidding war, should one erupt, and Apple can also take on some debt if required.

This would give Apple entry into media in a big way - movies, music, print publications, TV shows, etc. Together with this, Apple also gets a shot at cracking open the cable business and ISP businesses.

Apple already has a good relationship with Disney, courtesy Steve Jobs' 7% stake in Disney. Owning Time Warner as well will give Apple the clout it needs to control the music business.

Have blogged in detail about this - http://prastalk.blogspot.com/2010/10...-its-cash.html

Buying Disney makes more sense. An Apple/Time Warner with pretty big hooks in Disney would face a lot more regulatory scrutiny than an Apple/Disney merger.

Apple's relationship with Disney sort of begs the question of what Apple would get by owning one of the big media conglomerates that is doesn't already get from its relationship with Disney.
Reply
Reply
post #186 of 193
10/22/10 at 8:25am
Quote:
Originally Posted by Porchland View Post

Buying Disney makes more sense. An Apple/Time Warner with pretty big hooks in Disney would face a lot more regulatory scrutiny than an Apple/Disney merger.

Apple's relationship with Disney sort of begs the question of what Apple would get by owning one of the big media conglomerates that is doesn't already get from its relationship with Disney.

Apple owning any entertainment company automatically complicates their efforts to retail the products of their competitors, to the point of virtual impossibility. They are facing enough resistance as is, if only in part because Steve is the largest stockholder in Disney. Apple owning any of these companies outright would very likely prove to be disastrous for their plans.
Please don't be insane.
Reply
Please don't be insane.
Reply
post #187 of 193
10/22/10 at 8:31am
Quote:
Originally Posted by Dr Millmoss View Post

Apple owning any entertainment company automatically complicates their efforts to retail the products of their competitors, to the point of virtual impossibility. They are facing enough resistance as is, if only in part because Steve is the largest stockholder in Disney. Apple owning any of these companies outright would very likely prove to be disastrous for their plans.

Right. The content providers have to provide the content anyway. There is no synergy between a consumer electronics company and a studio. Look at Sony.
I wanted dsadsa bit it was taken.
Reply
I wanted dsadsa bit it was taken.
Reply
post #188 of 193
10/22/10 at 8:37am
Quote:
Originally Posted by asdasd View Post

Right. The content providers have to provide the content anyway. There is no synergy between a consumer electronics company and a studio. Look at Sony.

Good example. As I keep saying, in these acquisitions, 2+2 has to equal 5, not 3.
Please don't be insane.
Reply
Please don't be insane.
Reply
post #189 of 193
10/22/10 at 12:25pm
Quote:
Originally Posted by asdasd View Post

Right. The content providers have to provide the content anyway. There is no synergy between a consumer electronics company and a studio. Look at Sony.

Look at Sony...they beat the crap out of Toshiba in part because they owned a studio and Toshiba didn't. Sony had a seat at the studio table deciding between Blu-Ray and HD-DVD. Toshiba, not so much.

Sony's problem is one of siloing not synergy. Nintendo lives on the synergy between their CE product (Wii) and their content (Mario, etc) from their 1st party game studio. Microsoft is hiring mobile game devs for Microsoft Game Studio. And the Mac wouldn't be as successful without iTunes, iLife and the other 1st party developed content.
Reply
Reply
post #190 of 193
10/22/10 at 12:32pm
Quote:
Originally Posted by nht View Post

Look at Sony...they beat the crap out of Toshiba in part because they owned a studio and Toshiba didn't. Sony had a seat at the studio table deciding between Blu-Ray and HD-DVD. Toshiba, not so much.

Sony's problem is one of siloing not synergy. Nintendo lives on the synergy between their CE product (Wii) and their content (Mario, etc) from their 1st party game studio. Microsoft is hiring mobile game devs for Microsoft Game Studio. And the Mac wouldn't be as successful without iTunes, iLife and the other 1st party developed content.

I am pretty sure that your analysis of what went on with Sony and whatever studio they ownedis wrong. And it was a disater.

I wonder what exactly you people think is going to happen here if Apple buy one studio - that that studio wont release to other platforms and cost itself money. I dont see what gain is here.

Akamei. buy Akamei.
I wanted dsadsa bit it was taken.
Reply
I wanted dsadsa bit it was taken.
Reply
post #191 of 193
10/22/10 at 7:30pm
Quote:
Originally Posted by asdasd View Post

I am pretty sure that your analysis of what went on with Sony and whatever studio they ownedis wrong. And it was a disater.

You're pretty sure despite not knowing what studio they own? Right. They own Columbia and part of MGM (to make sure they got Blu-Ray MGM titles). $7B in revenue and $300M in operating income sure sounds like disaster to me.

MGM is a bit of a disaster but Sony got what it wanted out of that deal: Blu-Ray victory.

Quote:
I wonder what exactly you people think is going to happen here if Apple buy one studio - that that studio wont release to other platforms and cost itself money. I dont see what gain is here.

The point isn't not releasing to other studios but giving iTunes some preferential treatment.

For example, making sure the iTunes release was day and date the same as the BR/DVD release...or even same as the cable or even theater release. Day and date as the theater release would be a huge advantage for Apple but not so much for theater owners.

Some content might be iTunes exclusives for a period. Take for example the HBO original content is exclusive to HBO until they release the DVD/BR.

If Apple felt that all the studios other than Disney was locking Apple out in favor of Amazon or something then they'd have no choice but to create their own content. Even excluding that nuclear winter scenario Apple could STILL gain advantages over competitors like Google and Microsoft by owning a studio to make original content just like HBO does.

Spending a billion like Sony did to buy Columbia would be worth winning the living room. Sony will be making money on Blu-Ray licensing for a good long time.
Reply
Reply
post #192 of 193
10/23/10 at 11:34am
why not buy something more simple first like AVID , i mean avid is the biggest competition for apple's final cut, then making it a OSX only app , sorted the pro market is back
Reply
Reply
post #193 of 193
10/25/10 at 2:22am
Ummm. Our ``investors' ' on AI board appear to be low ranked staff with limited technical visibility.

The thing should be dirt cheap now and should promise explosive price growth in the nearest future.
Otherwise, real investors will skin Tim and Steve alive. Two guys are so far not allowed to hire single friggin' spare engineer without lengthy explanations.

We mean Apple no harm.

People are lovers, basically. -- Engadget livebloggers at the iPad mini event.

Reply

We mean Apple no harm.

People are lovers, basically. -- Engadget livebloggers at the iPad mini event.

Reply
New Posts  All Forums:Forum Nav:
  Return Home
  Back to Forum: AAPL Investors
AppleInsider › Forums › Investors › AAPL Investors › Steve Jobs: Apple will use $51B for big moves, not 'stupid' ones