Editorial: A friendlier Apple Inc now invites media through its Infinite Loop front door

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Comments

  • Reply 21 of 63
    badmonkbadmonk Posts: 819member
    DED you give worda to those barely formed thoughts that us Apple fans have rattling around in our heads. Thank you!
  • Reply 22 of 63
    Quote:
    Originally Posted by ascii View Post

     

    True. It's quite impactful when said like that.


     

    If you take the value of equity outstanding (mkt. cap) + debt outstanding for Apple, it is $616B.  This is enterprise value.  For Google, HP, Microsoft, and Intel combined, it is $996B.  All figures are from Yahoo Finance.  Except for HP, the debt numbers are fairly small relative to equity market cap.  So, if you just want to look at equity market cap, it is $585B for Apple, and $931B for the other four companies.

     

    So, if Apple makes more than Google, HP, Microsoft, and Intel combined, one could make the case that Apple's market cap should be close to $930 billiion.  That is about 60% greater than current market cap.

     

    I think Icahn's view that Apple's stock price should be closer to $200 is not unreasonable.  I believe it may take a while, but it should get to at least $150 to $160 in a couple of years (before adjusting for buybacks and dividends).  Especially, if Apple watch is a big hit which I think it will be.

  • Reply 23 of 63
    mubailimubaili Posts: 393member

    Katie Cotton is one of the reasons why Apple is still around and able to open itself up. 

    Assaulting her as a liar because she didn't feed media parasites Jobs' private health information is sort of creepy.
    Agree, Katie served the company well, and now that Apple realized its new position it's time to try something differently. What still bothers me about Apple is its cloud effort and service effort. Maybe with Swift, Apple would be able to rapidly step up those efforts too. It is a pity to see Apple wasted couple of years on an inferior cloud offering. iCloud drive may offer a gleam of hope at last.
  • Reply 24 of 63
    profprof Posts: 76member

    LMAO. A regular developer could just enter through the lobby, get a badge from security and wander around in a few areas even unescorted but the press cannot. I've been there twice about 14 years ago and never faced any harsh restrictions.

  • Reply 25 of 63
    nhtnht Posts: 4,489member
    Leave it to DED to turn what would have been a nice concise article about apples new approach to media and developers into a long diatribe about random stats and digs on android.
  • Reply 26 of 63

    On another note ... thank you for NOT using freaking youtube! :smokey: 

  • Reply 27 of 63
    envirogenvirog Posts: 188member
    Thanks for the great article Daniel!
  • Reply 28 of 63
    dasanman69dasanman69 Posts: 12,984member
    nht wrote: »
    Leave it to DED to turn what would have been a nice concise article about apples new approach to media and developers into a long diatribe about random stats and digs on android.

    The tide turned pretty quickly. He must be a regular riot at parties.
  • Reply 29 of 63
    jungmarkjungmark Posts: 6,709member
    mpantone wrote: »
    It is interesting that this new openness coincides with the departure of longtime PR head Katie Cotton, a well-known control freak and occasional outright, unabashed "Steve has a virus" liar.

    I don't understand the hatred. Would you have sold the stock if you knew Jobs had an illness? Would you make him resign? He could still do the job.
  • Reply 30 of 63
    nht wrote: »
    Leave it to DED to turn what would have been a nice concise article about apples new approach to media and developers into a long diatribe about random stats and digs on android.


    Google Android dug its own grave and now must lie in it.
  • Reply 31 of 63
    Originally Posted by Smith54 View Post

    Hardware is stale...

     

    Shut up.

  • Reply 32 of 63
    applegreen wrote: »
    If you take the value of equity outstanding (mkt. cap) + debt outstanding for Apple, it is $616B.  This is enterprise value.  For Google, HP, Microsoft, and Intel combined, it is $996B.  All figures are from Yahoo Finance.  Except for HP, the debt numbers are fairly small relative to equity market cap.  So, if you just want to look at equity market cap, it is $585B for Apple, and $931B for the other four companies.

    So, if Apple makes more than Google, HP, Microsoft, and Intel combined, one could make the case that Apple's market cap should be close to $930 billiion.  That is about 60% greater than current market cap.

    I think Icahn's view that Apple's stock price should be closer to $200 is not unreasonable.  I believe it may take a while, but it should get to at least $150 to $160 in a couple of years (before adjusting for buybacks and dividends).  Especially, if Apple watch is a big hit which I think it will be.

    While many argue even today that Apple "doesn't 'get' the cloud,' this is patently false.

    • The 24th most popular website in the United States
    • The 38th most popular website globally (beating such companies as About.com, Adobe Systems, Alibaba Group, BBC, Blogger.com, CNN, Craigslist, ESPN.com, GoDaddy, The Huffington Post, IMDb, Netflix, The Pirate Bay, Reddit, Wordpress.org and every XXX site on the Internet)
    • A leading online retailer (top ten by some accounts)
    • $10 Billion net sales per year for iTunes, Software and Services business* (a)
    • 800 million iTunes accounts
    • 40 Billion Notifications per day
    • 3-4 Billion iMessages per day
    • 15-20 million FaceTime calls per day
    • 80 billion apps sold
    • 35 billion paid music downloads
    • The leading cloud productivity suite on iOS and OS X
    • The leading provider of paid music downloads with 63% market share
    • The leading provider of electronic sell-through for television shows with 67% market share
    • The leading provider of electronic sell-through for movies with 65% market share
    • The leading provider of online movie rentals with 45% market share
    • A leading provider of cloud calendar, contacts, mail, notes and reminders
    • A leading provider of Maps with turn-by-turn directions
    • A leading provider of mobile advertising
    • A leading cloud storage service
    • A leading online multiplayer social gaming network
    • The third most popular music streaming service with 8% market share within just one year


    A. Includes revenue from sales on the iTunes Store, the App Store, the Mac App Store, and the iBooks Store, and revenue from sales of AppleCare, licensing and other services


    Apple has few peers in cloud services as demonstrated in my previous post; Amazon, Facebook, Google, Microsoft, Twitter and Yahoo. Apple is essentially offering the equivalent of all the following; Amazon Instant Video, BlackBerry Messenger, Google Apps, Google Play, IHeartRadio music streaming, Microsoft Skype, PlayStation Network (or Xbox Live) and Yahoo Maps combined. The breadth and depth of cloud services as well as the size of the user base are especially noteworthy thus making Facebook, Google and Microsoft their only true peers.

    Please note that Apple continued offering and expanding these services despite the loss of their Chief of Global Data Centers, Olivier Sanche.
  • Reply 33 of 63

    Apple has few peers in cloud services as demonstrated in my previous post; Amazon, Facebook, Google, Microsoft, Twitter and Yahoo. Apple is essentially offering the equivalent of all the following; Amazon Instant Video, BlackBerry Messenger, Google Apps, Google Play, IHeartRadio music streaming, Microsoft Skype, PlayStation Network (or Xbox Live) and Yahoo Maps combined. The breadth and depth of cloud services as well as the size of the user base are especially noteworthy thus making Facebook, Google and Microsoft their only true peers.

    Please note that Apple continued offering and expanding these services despite the loss of their Chief of Global Data Centers, Olivier Sanche.


    Within just the past ninety days all these premier cloud services providers have had service outages:

    Facebook Is Down On Web And Mobile [Update: It's Coming Back After 20 Minutes]

    Google Drive Goes Down: Search Giant Is Investigating Cause Of Outage That Affected Cloud Apps, Storage

    Microsoft Cloud Service Azure Experienced Global Outage


    The purpose of the preceding isn't specifically to detail failings of Apple's competitors. The point of this post is to note that providing this level of service; i.e. 100% uptime 24 hours per day, 7 days per week 365 days per year for hundreds of millions of users globally; is difficult... For everyone...
  • Reply 34 of 63
    Nice article. Really enjoyed reading it.
  • Reply 35 of 63
    lkrupplkrupp Posts: 7,162member

    Dilger, as usual, tells it like it is. But I’m really agitated by the losers here who keep trying to interchange “security” with “secrecy.” The whole skit at the recent event was a self-deprecating, humorous putdown of Apple’s legendary “secrecy” when announcing new products, not any kind of commentary about the “security” of those products. All over the dumb-ass tech journalism universe writers are using the skit to attack Apple’s “security” record. They didn’t get it. They never do but are apparently content to let Apple humiliate them at every turn by ignoring or exploding their idiotic predictions and “What Apple must do to survive...” nonsense.

  • Reply 36 of 63
    smith54 wrote: »
    I'd like to see them produce "super computer" level machines. Hardware is stale and moving forward too slowly. Remember that quantum computer?

    huh? silent Mac pro? retina iMac? who else has these?
  • Reply 37 of 63
    dasanman69dasanman69 Posts: 12,984member
    nolamacguy wrote: »
    huh? silent Mac pro? retina iMac? who else has these?

    Apples and oranges. He's comparing computing power, and you displays.
  • Reply 38 of 63
    nolamacguynolamacguy Posts: 4,758member
    dasanman69 wrote: »
    Apples and oranges. He's comparing computing power, and you displays.

    I cited one combo computer with an incredible display...not plural. I also cited the MP workstation. both of which are incredibly fresh hardware designs. opposite of stale.

    I didn't honestly think he was criticizing apple for not making super computers or quantum computers, because those have nothing to do with apple's business whatsoever. they make personal computers.
  • Reply 39 of 63
    dasanman69dasanman69 Posts: 12,984member
    nolamacguy wrote: »
    I cited one combo computer with an incredible display...not plural. I also cited the MP workstation. both of which are incredibly fresh hardware designs. opposite of stale.

    I didn't honestly think he was criticizing apple for not making super computers or quantum computers, because those have nothing to do with apple's business whatsoever. they make personal computers.

    Gotcha.
  • Reply 40 of 63
    solipsismxsolipsismx Posts: 19,566member
    dasanman69 wrote: »
    Apples and oranges. He's comparing computing power, and you displays.

    1) The new Mac Pro is a fast machine, and the new iMac exceeds the new Mac Pro in single threaded performance at at 4Ghz speed so it's definitely worth noting.

    2) I don't understand the notion of "super computer" without a concern for power consumption when any company worth anything will also weigh the cost for powering the machine, as well as the airflow and other factors in cooling a server room that the machine resides.

    3) This is the future I see for the "super computer." Not a single machine, but a cluster of machines all working together that are faster, more power efficient, less expensive, and more redundant.
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