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Apple predicted to announce plans for growing cash pile by April, will add $42B over 2013 - Page 2

post #41 of 57
3/11/13 at 8:58pm
The dividend will never be that high per share. Cook helmed the most profitable year in corporate history. Cook is doing fine. Jobs didn't reinvent markets every year. Get over it.
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post #42 of 57
3/11/13 at 9:10pm
Originally Posted by jungmark View Post
Cook helmed the most profitable year in corporate history.

 

"But but but but but but but but but but but but but that's only because Steve set him up!"

PhilBoogie
That's Google alright. For a stupid company they sure do dumb things.
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PhilBoogie
That's Google alright. For a stupid company they sure do dumb things.
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post #43 of 57
3/11/13 at 10:00pm
Quote:
Originally Posted by jdnc123 View Post

"They have implemented a buy back"

Complete and utter garbage that Cook likes to shove down the throats of people who aren't smart or diligent enough to read the fine print.  As the company has stated, the buyback was instituted for one reason only, to offset dilution from employee stock options.  There is no net benefit to shareholders, the share count stays the same, shareholders get no bigger slice of the earnings pie.

The dividend was instituted a year ago and the stock went higher.  It started dropping when competitors upped their games and concurrently Apple released weak products such as maps.  One thing Steve did have right was don't release products that aren't best in class and can be universally mocked.  Tim would have been well served to follow that lead.  Maps was the canary in the coal that caused the stock to start dropping, not instituting a dividend.

It has always been said that the dividend is to prevent dilution just as you state. Shareholders are receiving a benefit by retaining excellent talent without diluting their shares.

Maybe Apple is doing exactly as you wish. Maybe they are being more careful and leaving products in secret testing for longer to make sure they are as close to perfect as possible.
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post #44 of 57
3/12/13 at 12:08am
Apple board can't do anything with the money because:

- their business model speaks against acquisitions, they suck at it, they don't really know, how to turn such investments into money through their products. Small technology acquisitions do not really matter and cost that much
- they are afraid to give it away, because they haven't got a real idea, where they will be in year or two.
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post #45 of 57
3/12/13 at 2:08am
Quote:
Originally Posted by Tallest Skil View Post

 

"But but but but but but but but but but but but but that's only because Steve set him up!"


No CEO of Apple, except Steve, has ever demonstrated having what it takes to make Apple grow and progress.  A three year old child could have done as well as Cook.  Apple is like a bulk ore carrier that has so much momentum that if you turned the engines off, it would sail on for 40 kilometers before it coasted to a stop.

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post #46 of 57
3/12/13 at 2:32am
Quote:
Originally Posted by cnocbui View Post


No CEO of Apple, except Steve, has ever demonstrated having what it takes to make Apple grow and progress.  A three year old child could have done as well as Cook.  Apple is like a bulk ore carrier that has so much momentum that if you turned the engines off, it would sail on for 40 kilometers before it coasted to a stop.

Except in Apples case, the "bulk ore carrier" appears to be actually getting faster.  We have increased money pouring in the bank (even with increased R&D investments increasing), no real evidence of product release slow down (in the iPads case increased to six monthly), installer base increasing exponentially (think iTunes, apple software, third party software)......  and all this in a massive market turn down (the bulk ore carrier is actually going up hill in your analogy).

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post #47 of 57
3/12/13 at 5:36am
Quote:
Originally Posted by jdnc123 View Post

There is no net benefit to shareholders, the share count stays the same.

The number of outstanding shares already dropped.

And btw shareholders would even benefit if the share count just didn't increase anymore as it did for decades.

 

 


Quote:
Originally Posted by poksi View Post

Apple board can't do anything with the money because:

- their business model speaks against acquisitions, they suck at it, they don't really know, how to turn such investments into money through their products. Small technology acquisitions do not really matter and cost that much

It doesn't make sense to make a big acquisition just because you have the money. That's a very stupid business model.


Edited by smalM - 3/12/13 at 6:04am
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post #48 of 57
3/12/13 at 5:36am
Quote:
Originally Posted by cnocbui View Post


No CEO of Apple, except Steve, has ever demonstrated having what it takes to make Apple grow and progress.  A three year old child could have done as well as Cook.  Apple is like a bulk ore carrier that has so much momentum that if you turned the engines off, it would sail on for 40 kilometers before it coasted to a stop.

So what you've concluded in your "Tim Cook is as effective as a 3yo child" report is that anything positive under Cook can be attributed to Steve Job's reign before Cook and anything negative is Tim Cook's fault. Brilliant¡

"Blank! BLANK! You're not looking at the big picture!"

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post #49 of 57
3/12/13 at 5:58am
Quote:
Originally Posted by Tallest Skil View Post

I wonder… 

I wonder if a Google purchase could legally go through IF Apple was forced to release Motorola as its own company AND hand Android over to Motorola, completely sight unseen.

Think about it: Apple would be completely destroying their competitor while absorbing everything that made it marginally decent… and Motorola couldn't possibly manage Android effectively, so Android would be dead, Motorola would be dead, and everyone else using Android would have to scramble to buy Android away from them.

Well (not being entirely serious here) they could buy Google and close down Android so as not to own a monopoly if mobile operating systems. They'd still have enough left to buy Intel and Amazon adding in the money coming this year leaving them still very well off. 1smile.gif
Been using Apples since 1978 and Macs since 1984
Long on AAPL so biased. Strong advocate for separation of technology and politics on AI.
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Been using Apples since 1978 and Macs since 1984
Long on AAPL so biased. Strong advocate for separation of technology and politics on AI.
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post #50 of 57
3/12/13 at 6:00am
Quote:
Originally Posted by cnocbui View Post


No CEO of Apple, except Steve, has ever demonstrated having what it takes to make Apple grow and progress.  A three year old child could have done as well as Cook.  Apple is like a bulk ore carrier that has so much momentum that if you turned the engines off, it would sail on for 40 kilometers before it coasted to a stop.

Tim had a major part to play in the success of Apple under Steve. You seem to forget this.
Been using Apples since 1978 and Macs since 1984
Long on AAPL so biased. Strong advocate for separation of technology and politics on AI.
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Been using Apples since 1978 and Macs since 1984
Long on AAPL so biased. Strong advocate for separation of technology and politics on AI.
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post #51 of 57
3/12/13 at 6:00am
Hostile takeover of Microsoft to become the only significant game in town.
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post #52 of 57
3/12/13 at 6:33am
Quote:
Originally Posted by Tallest Skil View Post

 

Oh? You're sure?

Given they did $12.45 per share last fiscal 2Q and current estimates are for $10.18/share and even those numbers are above what the company guided when they said 'this time we mean what we say' then yes, they will miss.  There is a chorus of concern that they will miss their own guidance and that would be a sell signal as it would show they don't have a handle on why things are slowing down so quickly.  Oh yeah, Samsung and Google will grow and have record earnings.

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post #53 of 57
3/12/13 at 7:40am
Originally Posted by cnocbui View Post
No CEO of Apple, except Steve, has ever demonstrated having what it takes to make Apple grow and progress.

 

ENOUGH.

 

All American citizens are human beings.

The queen of England is not an American citizen.

Therefore the queen of England is not a human being.

 

This is you. Stop.


Originally Posted by jdnc123 View Post
Given they did $12.45 per share last fiscal 2Q and current estimates are for $10.18/share and even those numbers are above what the company guided when they said 'this time we mean what we say' then yes, they will miss.

 

Yep, let's just completely ignore why they changed their projections.


Oh yeah, Samsung and Google will grow and have record earnings.

 

Enjoy your fantasyland, slapppy.

PhilBoogie
That's Google alright. For a stupid company they sure do dumb things.
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PhilBoogie
That's Google alright. For a stupid company they sure do dumb things.
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post #54 of 57
3/12/13 at 10:14am
Sigh. Apple does NOT have a "cash" pile. They've invested it just like any other business. Of course keeping some liquid for immediate needs but otherwise used to buy income generating securities or whatever.
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post #55 of 57
3/12/13 at 10:22am
Quote:
Originally Posted by jfc1138 View Post

Sigh. Apple does NOT have a "cash" pile. They've invested it just like any other business. Of course keeping some liquid for immediate needs but otherwise used to buy income generating securities or whatever.

I'm pretty such it looks something like this...

scrooge_mcduck.jpg

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post #56 of 57
3/12/13 at 10:39am
  • e1618978
  • will burn in the Fiery Pit of Hell.
Quote:
Originally Posted by mvigod View Post

I predict apple will increase the dividend to between $13 and $15 per share.  Probably closer to the 13 than the 15. 


My guess is that they boost the dividend to $24 per share per year, and do a $30 one time dividend.  With only a $13 dividend, the cash pile will still grow $30 to $35 billion this year, which is way too much.

With a $24 dividend, they would have to repatriate $3 or $4/share in foreign profits each quarter, no big deal.

45 2a3 300b 211 845 833
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post #57 of 57
3/12/13 at 12:33pm
Quote:
Originally Posted by cnocbui View Post

Apple should buy Vodafone.
 

Or China Mobile. They could buy a controlling interest with just their overseas funds last I checked.

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