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post #41 of 95
Quote:
Originally Posted by MJ Web View Post

Sounds like the same speech Cook gave at last years annual meeting. He mentions Apple sold more iPads, iPhones, and iPads, than ever before but neglects to mention that growth in these segments has been on a multi-year downward spiral, year-over-year, for the the past two years, after several years of exponential growth. That's why AAPL was valued over 30% higher two years ago.

Cook warned investors who don't like his style to get out of the stock and the moment he opened his trap AAPL slipped from green into red in a up market on yet another record day. Cook brags about a billion FaceTime and iMessage requests but Apple doesn't seem to have a clue how to monetize it or all the other valuable data Apple has access to but doesn't make a cent off.

The only "real" solid good news to come out o this year's meeting is the BRIC growth numbers. Cook bristled with a reply that "we do a lot of things for reasons besides profit motive," because under Cook's management Apple's trajectory has shriveled. We need new product lines and killer apps Tim, not your snarky quips!

FYI.
post #42 of 95
Quote:
Originally Posted by Apple ][ View Post
 

 

You're absolutely right that I have a personal dislike of Al Gore.

 

As for the others, I admit to being ignorant as to how company boards work and what their purpose is supposed to be. I don't even know how many times a year Apple's board meets. You'd figure that with all of the money that they're getting paid, they'd at least have to make some sort of effort, but I honestly don't know, and I also don't know if everybody on Apple's board deserves to be there. An Avon lady?

 

It sure seems like a nice gig, if you can get it. It's like winning the lottery.

 

You're ignorant of everyone of them. This board is the reason Apple became a success. Ellison was specifically kicked off the board for his lack of competent and impartial guidance, Steve's good friend aside.

 

This board was hand-picked by Steve, personally.

post #43 of 95

People who won't do anything for the planet if it costs them a nickle, are the reason our world is turning into a toxic sewer.

post #44 of 95
Quote:
Originally Posted by Rogifan View Post

Why would anyone be thrilled about Al Gore on the board? WTF does he know about business or technology?

Well, he *did* invent the internet :)

post #45 of 95
Ooh Tim got angry today at one question about considering ROI on all their investments. I'm still trying to picture Tim using the word bloody with his southern accent. 1biggrin.gif

http://www.macobserver.com/tmo/article/tim-cook-soundly-rejects-politics-of-the-ncppr-suggests-group-sell-apples-s/?cachebuster=53112502e2d98
Quote:
When we work on making our devices accessible by the blind," he said, "I don't consider the bloody ROI."
post #46 of 95
Quote:
Originally Posted by MJ Web View Post

Sounds like the same speech Cook gave at last years annual meeting. He mentions Apple sold more iPads, iPhones, and iPads, than ever before but neglects to mention that growth in these segments has been on a multi-year downward spiral, year-over-year, for the the past two years, after several years of exponential growth. That's why AAPL was valued over 30% higher two years ago.

Cook warned investors who don't like his style to get out of the stock and the moment he opened his trap AAPL slipped from green into red in a up market on yet another record day. Cook brags about a billion FaceTime and iMessage requests but Apple doesn't seem to have a clue how to monetize it or all the other valuable data Apple has access to but doesn't make a cent off.

The only "real" solid good news to come out o this year's meeting is the BRIC growth numbers. Cook bristled with a reply that "we do a lot of things for reasons besides profit motive," because under Cook's management Apple's trajectory has shriveled. We need new product lines and killer apps Tim, not your snarky quips!

You really don't know Apple. Please sell.
post #47 of 95
Quote:
Originally Posted by Rogifan View Post

Ooh Tim got angry today at one question about considering ROI on all their investments.

Probably the same testy reaction he had towards Icahn.

"As evidenced by the use of "bloody" in his response—the closest thing to public profanity I've ever seen from Mr. Cook–it was clear that he was quite angry."

He's also used "crappy" in the past. Quite the potty mouth. Not quite to Steve's level though:

http://www.businessinsider.com/steve-jobs-jerk-2011-10?op=1

"VLSI Technology, a chip company, was having trouble delivering enough chips on time. Jobs stormed into a meeting and started shouting that they were “f*cking dickless assholes." The company ended up getting the chips to Apple on time, and its executives made jackets that boasted on the back, “Team FDA.""

I'm sure the more Tim has to deal with the profiteers, his language will become more colorful until they finally get what Apple's about.
post #48 of 95
Tim Cook getting worked up is a positive sign. He has been doing it more and more in public. I've heard from close friends that he is pretty stern. He's humble but doesn't mess around when it comes to getting things done or when his ethics come into question.
post #49 of 95
Quote:
Originally Posted by mdriftmeyer View Post

I'm thrilled the same board is intact.
More a quip of late to tell Tesla fans that Apple doesn't spend billions on any single acquisition.

Maintaining close ties to and a synergistic relationship with Tesla is likely to prove far more valuable than a purchase, which I think you're acknowledging. I'm pretty sure that staff are extremely loyal to Elon Musk.

Where are we on the curve? We'll know once it goes asymptotic!
Reply
Where are we on the curve? We'll know once it goes asymptotic!
Reply
post #50 of 95
Apple is seen as way too cautious and conservative now. I mean just look at Tim Cook! Google, Amazon and Facebook have all the buzz about innovation. Apple just hoards more cash.
post #51 of 95
I'm surprised this hasn't made more news. Cook saying that Apple is "kind of embarrassed" by the first gen iPad is a pretty eye raising comment.

http://www.mercurynews.com/business/ci_25250440/no-fireworks-at-apple-shareholders-meeting
Quote:
Some of Cook's comments came off a bit awkward. While he praised the new iPad Air as "really profound," he added that "when we looked at our first iPad, it looked great. But now when we look back at it, we're kind of embarrassed."
post #52 of 95
Quote:
Originally Posted by Marvin View Post

Probably the same testy reaction he had towards Icahn.

"As evidenced by the use of "bloody" in his response—the closest thing to public profanity I've ever seen from Mr. Cook–it was clear that he was quite angry."

He's also used "crappy" in the past. Quite the potty mouth. Not quite to Steve's level though:

http://www.businessinsider.com/steve-jobs-jerk-2011-10?op=1

"VLSI Technology, a chip company, was having trouble delivering enough chips on time. Jobs stormed into a meeting and started shouting that they were “f*cking dickless assholes." The company ended up getting the chips to Apple on time, and its executives made jackets that boasted on the back, “Team FDA.""

I'm sure the more Tim has to deal with the profiteers, his language will become more colorful until they finally get what Apple's about.
There's something about an American using the word "bloody" that doesn't seem right. Perhaps Jony's accent is rubbing off on Cook. 1biggrin.gif
post #53 of 95
Quote:
Originally Posted by etslee View Post

Apple is seen as way too cautious and conservative now. I mean just look at Tim Cook! Google, Amazon and Facebook have all the buzz about innovation. Apple just hoards more cash.

Oh great. I never knew spending $19 billion was innovative.
post #54 of 95
Quote:
Originally Posted by MJ Web View Post

Cook warned investors who don't like his style to get out of the stock and the moment he opened his trap AAPL slipped from green into red in a up market on yet another record day. Cook brags about a billion FaceTime and iMessage requests but Apple doesn't seem to have a clue how to monetize it or all the other valuable data Apple has access to but doesn't make a cent off.

 

You mean aside from monetizing it by selling more and more iOS devices and Macs due to the value added to the Apple ecosystem and user retention? You want them to start shoving ads in your iMessage streams like Google or Facebook? GTFO. Glad you're not running Apple.

post #55 of 95
Great reference to the "bloody ROI" in Cook's response. Good on Tim.
post #56 of 95
Quote:
Originally Posted by Rogifan View Post

I'm surprised this hasn't made more news. Cook saying that Apple is "kind of embarrassed" by the first gen iPad is a pretty eye raising comment.

http://www.mercurynews.com/business/ci_25250440/no-fireworks-at-apple-shareholders-meeting

 

I think it speaks volumes about just how far they've come with refining the design in just a few years. It doesn't seem particularly out of line in that context.

post #57 of 95
Quote:
Originally Posted by etslee View Post

Apple is seen as way too cautious and conservative now. I mean just look at Tim Cook! Google, Amazon and Facebook have all the buzz about innovation. Apple just hoards more cash.

 

 

Forbes.com is that way ------->

post #58 of 95
Quote:
Originally Posted by etslee View Post

Apple is seen as way too cautious and conservative now. I mean just look at Tim Cook! Google, Amazon and Facebook have all the buzz about innovation. Apple just hoards more cash.
ooh Google, Facebook and Amazon have buzz! If only tight wad Tim would spend some of Apple's fortune so they could get buzz too. /s
post #59 of 95
Quote:
Originally Posted by DarkLite View Post
 

What previous middle-end products? 

The iPhone 4 and 4s

post #60 of 95
Did I read that right? Apple made $59billion in profit in 2013. I don't know much about finance, but wouldn't it make sense that if Apple has a market valuation of around $300billion ex-cash that they would get rid of the dividend and use all their profits to buy back 90% of their shares over the next 5-6 years. I don't understand how a company like Apple can trade at forward earnings multiple of 4. Apple will see at least 20% growth over the next 2 years with the release of larger iPhones and new products, yet the market has a 50% decline in profits priced in. I understand the law of large numbers works against Apple, but doesn't the fact that they will profit the entire valuation of their company in 5-7 years effectively mean the company as a whole will be worth a big fat ZERO in 7 years. Maybe I'm reading the numbers wrong.
post #61 of 95
Quote:
Originally Posted by fastasleep View Post


Forbes.com is that way
>

This is the Apple Investor forum, isn't it? I think a little frustration with the share price is pretty understandable.

2 years ago Apple stock was about $522 a share. Today? $527

2 years ago Amazon was about $160. today? $320
2 years ago Google was $607. Today? $1,215.

Two stocks doubled in value. One stock (for clearly the best compnay) has essentially not changed. Pretty good reason for some frustration. I don't think it is too much to ask for Cook to make some attempt at least to create a little buzz to get the stock moving. We don't invest not to make any money, do we?
Edited by AppleDigger - 3/1/14 at 2:12pm
post #62 of 95
Originally Posted by Hiram Walker View Post
People who won't do anything for the planet if it costs them a nickle, are the reason our world is turning into a toxic sewer.

 

Replace ‘the planet’, ‘our world’, and ’toxic sewer’ with anything you want and you have the perfect whining statement.

 

Originally Posted by Eric38 View Post
doesnt the fact that they will profit the entire valuation of their company in 5-7 years effectively mean the company as a whole will be worth a big fat ZERO in 7 years. Maybe I'm reading the numbers wrong.

 

I don’t really see how the word ‘maybe’ even enters the conversation.

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already fucked.

 

Reply

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already fucked.

 

Reply
post #63 of 95
Quote:
Originally Posted by Rogifan View Post

Why would anyone be thrilled about Al Gore on the board? WTF does he know about business or technology?

Neither did Jobs. Because of that, products are awesome.

post #64 of 95
This is the year Tim Cook's Apple has come into his own.

And it's a good thing.

Tim Cook isn't Steve Jobs. He doesn't have a clear vision for the future 20 years from now. But he does other things that are equally spectacular, and in terms of money, probably even more profitable.
post #65 of 95
Quote:
Originally Posted by Hiram Walker View Post
 

People who won't do anything for the planet if it costs them a nickle, are the reason our world is turning into a toxic sewer.

 

It's going to cost them more than a nickel soon, coffee prices are set to rise due to crop failures which are apparently unrelated to all this bad weather that's been happening over the last few years.

 

Australia's all set to ship more coal as soon as we blast a hole through the barrier reef so bigger ships can get in and if those pesky national parks authorities try to stop it the mining companies are set to sue, just like what happened in the rain forests of Costa Rica.

 

Such is life under conservative governments who refuse to see anything beyond the next dollar or the next election.

 

Anyway now might be a good time to stock up on coffee.

Better than my Bose, better than my Skullcandy's, listening to Mozart through my LeBron James limited edition PowerBeats by Dre is almost as good as my Sennheisers.
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Better than my Bose, better than my Skullcandy's, listening to Mozart through my LeBron James limited edition PowerBeats by Dre is almost as good as my Sennheisers.
Reply
post #66 of 95
Quote:
Originally Posted by pedromartins View Post

Neither did Jobs. Because of that, products are awesome.
Jobs didn't know anything about technology? WTF?
post #67 of 95
Quote:
Originally Posted by etslee View Post

Apple is seen as way too cautious and conservative now. I mean just look at Tim Cook! Google, Amazon and Facebook have all the buzz about innovation. Apple just hoards more cash.

That's something the media cooked up. People are easily fooled. Don't be. Apple is famously opaque.

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
Reply

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
Reply
post #68 of 95
Quote:
Originally Posted by pedromartins View Post

Neither did Jobs. Because of that, products are awesome.
Quote:
Originally Posted by Rogifan View Post

Jobs didn't know anything about technology? WTF?

Of course he knew tech. But more importantly, he had consumers' taste, something Bill Gates said he admired about Jobs. Under Gates, Microsoft cranked out a lot of tech, but under Jobs, Apple cranked out a lot more profits from far fewer products.

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
Reply

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
Reply
post #69 of 95
Quote:
Originally Posted by Rogifan View Post

Jobs didn't know anything about technology? WTF?

I guess one dumb comment deserves another. At least it provokes another.
post #70 of 95
Quote:
Originally Posted by orthorim View Post

This is the year Tim Cook's Apple has come into his own.

And it's a good thing.

Tim Cook isn't Steve Jobs. He doesn't have a clear vision for the future 20 years from now. But he does other things that are equally spectacular, and in terms of money, probably even more profitable.

Jobs was remarkably prescient on certain things, but one can't really plan a business that far out.

Tim only needs to have a clear idea of where tech is heading 5 years from now. If Apple's engineering cycle is 2-3 years for new products, that's enough to keep from being wiped out by the next tech "disruption".

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
Reply

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
Reply
post #71 of 95
Quote:
Originally Posted by fastasleep View Post
 

 

You mean aside from monetizing it by selling more and more iOS devices and Macs due to the value added to the Apple ecosystem and user retention? You want them to start shoving ads in your iMessage streams like Google or Facebook? GTFO. Glad you're not running Apple.

I didn't mention ads. I said Apple should monetize its reach by releasing a Paypal competing wallet app, a Whatsapp competing communicator, a Pandora competing music service, or you know, anything remotely original invented under Apple's roof since Steve's tragic demise. 

 

Let me phrase it another way. Apple, under Tim Cook's management, has literally bored investors and Wall Street to death! Now let me guess... iPhone 6 will have a 4" screen although consumers have been clamoring for a 5 incher?

post #72 of 95
Quote:
Originally Posted by AppleDigger View Post

This is the Apple Investor forum, isn't it? I think a little frustration with the share price is pretty understandable.

2 years ago Apple stock was about $522 a share. Today? $527

2 years ago Amazon was about $160. today? $320
2 years ago Google was $607. Today? $1,215.

Two stocks doubled in value. One stock (for clearly the best compnay) has essentially not changed. Pretty good reason for some frustration. I don't think it is too much to ask for Cook to make some attempt at least to create a little buzz to get the stock moving. We don't invest not to make any money, do we?

4 years ago, Apple was at $212, now at $527 (2.5x). It doesn't matter that this includes Steve being at the company because it went far higher when he wasn't.
Amazon was $133, now at $362 (2.7x)
Google was at $602, now at $1215 (2.02x)

The question is more how long do you want to wait for growth? Apple's growth has slowed recently because they hit the market limits at their price points. They don't need to rush to increase volume at the expense of profit because that's not necessarily going to grow their overall company value.
post #73 of 95
Quote:
Originally Posted by MJ Web View Post

I didn't mention ads. I said Apple should monetize its reach by releasing a Paypal competing wallet app, a Whatsapp competing communicator, a Pandora competing music service, or you know, anything remotely original invented under Apple's roof since Steve's tragic demise. 

Let me phrase it another way. Apple, under Tim Cook's management, has literally bored investors and Wall Street to death! Now let me guess... iPhone 6 will have a 4" screen although consumers have been clamoring for a 5 incher?

Somebody needs a pacifier. Just sell already.
post #74 of 95
Quote:
Originally Posted by MJ Web View Post

Sounds like the same speech Cook gave at last years annual meeting. He mentions Apple sold more iPads, iPhones, and iPads, than ever before but neglects to mention that growth in these segments has been on a multi-year downward spiral, year-over-year, for the the past two years, after several years of exponential growth. That's why AAPL was valued over 30% higher two years ago.

Cook warned investors who don't like his style to get out of the stock and the moment he opened his trap AAPL slipped from green into red in a up market on yet another record day. Cook brags about a billion FaceTime and iMessage requests but Apple doesn't seem to have a clue how to monetize it or all the other valuable data Apple has access to but doesn't make a cent off.

The only "real" solid good news to come out o this year's meeting is the BRIC growth numbers. Cook bristled with a reply that "we do a lot of things for reasons besides profit motive," because under Cook's management Apple's trajectory has shriveled. We need new product lines and killer apps Tim, not your snarky quips!

/s
"If the young are not initiated into the village, they will burn it down just to feel its warmth."
- African proverb
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"If the young are not initiated into the village, they will burn it down just to feel its warmth."
- African proverb
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post #75 of 95
Quote:
Originally Posted by etslee View Post

Apple is seen as way too cautious and conservative now. I mean just look at Tim Cook! Google, Amazon and Facebook have all the buzz about innovation. Apple just hoards more cash.

Slurpy, please come and do a number on this trollette.
"If the young are not initiated into the village, they will burn it down just to feel its warmth."
- African proverb
Reply
"If the young are not initiated into the village, they will burn it down just to feel its warmth."
- African proverb
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post #76 of 95

When, oh when, is Apple going to come out with something new? Something revolutionary? Something that makes a complete shift in paradigm? Those days are gone...

post #77 of 95
Quote:
Originally Posted by Rogifan View Post

There's something about an American using the word "bloody" that doesn't seem right. Perhaps Jony's accent is rubbing off on Cook. 1biggrin.gif

Bloody is an interesting word because of its non-slang roots. Even now, it can retain a certain ambiguity in some contexts.
"If the young are not initiated into the village, they will burn it down just to feel its warmth."
- African proverb
Reply
"If the young are not initiated into the village, they will burn it down just to feel its warmth."
- African proverb
Reply
post #78 of 95

By and large this discussion about the board has been populated by a bunch of Apple fans who would make suitable Bleacher Bums at Wrigley Field. Theirs is a long-distance view of what's going on at home plate, and equally clueless.

I admit to being a Fanatical Moderate. I Disdain the Inane. Vyizderzominymororzizazizdenderizorziz?

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I admit to being a Fanatical Moderate. I Disdain the Inane. Vyizderzominymororzizazizdenderizorziz?

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post #79 of 95
Quote:
Originally Posted by Rogifan View Post

Ooh Tim got angry today at one question about considering ROI on all their investments. I'm still trying to picture Tim using the word bloody with his southern accent. 1biggrin.gif

http://www.macobserver.com/tmo/article/tim-cook-soundly-rejects-politics-of-the-ncppr-suggests-group-sell-apples-s/?cachebuster=53112502e2d98

On the one hand, publicly held corporations are designed to make money for their investors, and officers should be held accountable for things like ROI. But then you get corporations that do really bad, horrible things (say, unsafe or dangerous products, destroying the environment, etc) to save a buck and the public complains how bad these companies behave.

Investors can't be expected to have a conscience since their interest in the company is financial return, so it will have to be the officers of the company that hold the line on ethics and corporate citizenship. And Tim Cook does a fine job of that.

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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post #80 of 95
Quote:
Originally Posted by ruel24 View Post

When, oh when, is Apple going to come out with something new? Something revolutionary? Something that makes a complete shift in paradigm? Those days are gone...

So...time to go switch to... Microsoft? Yeah that'll solve your problems.

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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