The new tech economy will swirl around mobile and cloud services to corp and individuals. Nadella is driving MS that way, and being in Apple's Orbit. Microsoft has realized that's how it got to number one... starting off in IBM's economic gravitation, and slingshotting to it's own galactic formation. It's a repeatable process.
Nice analogy. The black hole at the center is the human gravitational thirst for connected knowledge, i. e., Meaning.
I see you specialise in black holes, and other places where the sun doesn't shine.
Only in comparison to Apple, yet much of their success in CE has been because of apple's meteoric rise in CE in this past decade, so I'd say it doesn't suck to be Samsung when looking at the entire CE market. For better or worse, it sucks to be pretty much every other OEM except Apple or Samsung.
Also, it's not mentioned, but thanks to the recent drop in Exxon's stock, Microsoft is now the second most valuable company. Nadella's gotten more movement of the stock in a few months than Ballmer did in more than a decade.
Nadella has a great strategy. Every time he fires more employees, the stock pops higher. He could easily fire about 2000 employees every month and get Microsoft up to $60 a share in a few months. It's like when you toss sandbags off a hot air balloon, it immediately rises higher. Wall Street considers employees as sandbags. The more you toss overboard the less overhead there is. Apple keeps hiring more employees and the share price is eventually going to get dragged lower and lower. Darn meatbags.
/s
Seriously though, Microsoft hasn't changed that much since Ballmer was there. Certainly not $15 a share more. Microsoft's mobile initiative is still rather weak. Surface tablets aren't exactly setting the world on fire and I thought Windows 8.1 had sort of stalled as the PC industry in general stalled. At one point the PS4 was handily outselling the XboxOne. However, despite all that, Microsoft still carries a higher P/E than Apple and its institutional ownership is astounding when compared to Apple's institutional ownership. I guess Wall Street still believes Microsoft has a much brighter future than Apple.
Only in comparison to Apple, yet much of their success in CE has been because of apple's meteoric rise in CE in this past decade, so I'd say it doesn't suck to be Samsung when looking at the entire CE market. For better or worse, it sucks to be pretty much every other OEM except Apple or Samsung.
The problem is that Samsung has nothing to differentiate them from others. Compaq was a leading clone maker at one point, seemingly the juggernaut, and within a few years they became the low end brand for HP before being phased out entirely. Samsung is basically the Compaq of our time.
All depends on how much Bill interferes, as well as other things. I see Microsoft transitioning to more of an IBM role than a consumer facing role though.
Meanwhile, little Google continues to decline. The media's starting to run the narrative that Glass is dead, Google's sent a lot of the key people packing, most developers have moved on, and you can find the thing for half-price on eBay now. Not to mention Sergey isn't wearing it anymore.
And yet Fortune named Larry Page business person of the year.
If I get out now, I would get a handsome return. But I don't think we've seen the end of the rally yet.
I wouldn't characterize this as a 'rally' in Apple's case. Sure it will wobble up and down, maybe quite a bit, but over the next few years I am pretty sure the trend will continue upward. I would be surprised to see $200 by the end of 2015.
I'm hanging in and even auto reinvesting all the dividends to compound my growth even more.
The problem is that Samsung has nothing to differentiate them from others. Compaq was a leading clone maker at one point, seemingly the juggernaut, and within a few years they became the low end brand for HP before being phased out entirely. Samsung is basically the Compaq of our time.
I guess you could say Xiaomi is like Dell.
Exactly. In five years Sammy will be known as a refrigerator maker.
$0.47 x 5.87 billion shares outstanding = $2.759 billion, not $2.9 billion in dividends paid this quarter.
Initially the dividend payout was 2.9 billion. However, thanks to Cook's buyback there are millions of fewer shares outstanding which tangibly saves them over $100 million every quarter. This number will increase quarter by quarter due to further repurchase. Additionally, it will increase annually since Apple has committed to increase the dividend every year.
If you look at AAPL's buyback as a theoretical investment rather than a retiring of shares, their 64 billion has made them over $20 billion in profit taking an average purchase price of 75 up to this point (rough numbers). And as those profits will never be taxed (since the shares are retired), those are some incredible numbers. That would make AAPL's share repurchase its second most profitable segment, after iPhone and ahead of iPad, Mac, and iTunes.
Comments
I see you specialise in black holes, and other places where the sun doesn't shine.
It's a good time to be an AAPL shareholder.
It's a good time to be an Apple customer, too.
It's a good time to be an AAPL shareholder.
It's a good time to be an Apple customer, too.
It's a good time to be Apple.
Sucks to be Samsung though.
Only in comparison to Apple, yet much of their success in CE has been because of apple's meteoric rise in CE in this past decade, so I'd say it doesn't suck to be Samsung when looking at the entire CE market. For better or worse, it sucks to be pretty much every other OEM except Apple or Samsung.
Also, it's not mentioned, but thanks to the recent drop in Exxon's stock, Microsoft is now the second most valuable company. Nadella's gotten more movement of the stock in a few months than Ballmer did in more than a decade.
Nadella has a great strategy. Every time he fires more employees, the stock pops higher. He could easily fire about 2000 employees every month and get Microsoft up to $60 a share in a few months. It's like when you toss sandbags off a hot air balloon, it immediately rises higher. Wall Street considers employees as sandbags. The more you toss overboard the less overhead there is. Apple keeps hiring more employees and the share price is eventually going to get dragged lower and lower. Darn meatbags.
/s
Seriously though, Microsoft hasn't changed that much since Ballmer was there. Certainly not $15 a share more. Microsoft's mobile initiative is still rather weak. Surface tablets aren't exactly setting the world on fire and I thought Windows 8.1 had sort of stalled as the PC industry in general stalled. At one point the PS4 was handily outselling the XboxOne. However, despite all that, Microsoft still carries a higher P/E than Apple and its institutional ownership is astounding when compared to Apple's institutional ownership. I guess Wall Street still believes Microsoft has a much brighter future than Apple.
The problem is that Samsung has nothing to differentiate them from others. Compaq was a leading clone maker at one point, seemingly the juggernaut, and within a few years they became the low end brand for HP before being phased out entirely. Samsung is basically the Compaq of our time.
I guess you could say Xiaomi is like Dell.
It's a good time to be an AAPL shareholder.
It's a good time to be an Apple customer, too.
It's a good time to be Apple.
It's good to be the King.
[VIDEO]
All depends on how much Bill interferes, as well as other things. I see Microsoft transitioning to more of an IBM role than a consumer facing role though.
Meanwhile, little Google continues to decline. The media's starting to run the narrative that Glass is dead, Google's sent a lot of the key people packing, most developers have moved on, and you can find the thing for half-price on eBay now. Not to mention Sergey isn't wearing it anymore.
And yet Fortune named Larry Page business person of the year.
I wouldn't characterize this as a 'rally' in Apple's case. Sure it will wobble up and down, maybe quite a bit, but over the next few years I am pretty sure the trend will continue upward. I would be surprised to see $200 by the end of 2015.
I'm hanging in and even auto reinvesting all the dividends to compound my growth even more.
That name rings a bell ... remind me ...
Exactly. In five years Sammy will be known as a refrigerator maker.
Wait it out for an ?Watch Air
And yet Fortune named Larry Page business person of the year.
The new google investment strategy: buying vanity covers.
A minor but important correction:
$0.47 x 5.87 billion shares outstanding = $2.759 billion, not $2.9 billion in dividends paid this quarter.
Initially the dividend payout was 2.9 billion. However, thanks to Cook's buyback there are millions of fewer shares outstanding which tangibly saves them over $100 million every quarter. This number will increase quarter by quarter due to further repurchase. Additionally, it will increase annually since Apple has committed to increase the dividend every year.
If you look at AAPL's buyback as a theoretical investment rather than a retiring of shares, their 64 billion has made them over $20 billion in profit taking an average purchase price of 75 up to this point (rough numbers). And as those profits will never be taxed (since the shares are retired), those are some incredible numbers. That would make AAPL's share repurchase its second most profitable segment, after iPhone and ahead of iPad, Mac, and iTunes.
not compared to the sports watches my bike friends wear, or the bling watches I see some men wearing.