poksi
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In new court filing, Apple cites 9 other cases in which FBI asserted the All Writs Act
prox said:ibill said:Do you have a source for that claim, or are you just making stuff up? -
How Tim Cook reshaped Apple in his first decade as CEO
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Bill Gates sides with FBI on Apple encryption fight, says scope is limited to one iPhone
makeintosh said:thewhitefalcon said:Bill's been a statist for quite some time, and he's nowhere near the 'nice guy' he's portrayed to be. -
India urges Apple, others to embed government-funded biometric ID technology into smartphones
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Apple, others urge presidential candidates to support Trans-Pacific Partnership, address government
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IDC: Apple Watch loses ground as 'basic' wearables boom
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Google surpasses Apple as world's most valuable company
applesauce007 said:rogifan_old said:I figured this was going to happen when Google shot up after Facebook announced earnings. Wall Street loves so-called services companies right now, especially ones with little exposure to China. Not sure there's much Apple can do about that. I hope Apple management doesn't overreact and start doing dumb things (like buying Time Warner) just to try and change the Wall Street narrative on the company.
If Apple could trade at just 20 times its earnings, it would be worth over a Trillion dollars, let alone 33 times.
How can Apple Achieve this?
Apple needs to offer more services that earns lots of money to offset the iPhone dependency. (Like ApplePay, AppleTV, AppleMusic, AppleMaps etc...) This can help Apple beat estimates more reliably in difficult markets and trade at a higher multiple.
From this point of view, it is actually a great idea for Apple to buy Time Warner and prop up the AppleTV service globally.
For example a full blown, first class AppleTV "service" offering News, TV Shows, Movies, Video Conferencing, Market Data to individuals and businesses would be a much bigger money maker than iTunes and would help sell a lot more iOS devices including AppleTV hardware devices.
Still after soooo many years they didn't bother to support trial software and returns option on Appstore...
The only service that works well, where it works, that it, is Apple Pay. Unfortunately, they are so focused on stripe card infested US market, that they waste huge european opportunity. Possibly elsewhere, too. While there's very strong support from banks right from the start here in UK, they are doing ZERO on both attracting new retailers and customers.
That is frustrating and not the bloody stock. Still, it seems that stock definitively picks quite a lot of what I wrote about and looking at how Apple is handling these things I wouldn't valuate it more than the market myself. -
Google surpasses Apple as world's most valuable company
anantksundaram said:poksi said:Have you perhaps at any point considered that there's nothing else to talk about apart from "dollar vs. yuan" and stuff?
Apple has incredible talent, incredible design and product development skills, incredible resources, and a heritage of quality, ballsiness and management skills developed in spades by SJ over a decade and a half. They have had a growth path that is beyond compare, and every one of their current senior managers (except Ahrendts) has been a part of that story and has witnessed that first hand. They have the ability to manage costs -- thanks to Tim Cook -- that few others, in this industry or any other, can match. They have opportunities in enterprise, health, education, automobiles, the living room, home automation, services, payments, India, etc (I am sure I am missing a few) that few companies can dream of accessing.
What they lack is the ability to communicate their vision to the market under the current crew. And they have a Board that is populated with a bunch of mediocre has-beens. -
Google surpasses Apple as world's most valuable company
anantksundaram said:People can spin it any way they want, but this is just not good news. The market currently has absolutely no confidence in Apple's ability to generate value from future growth opportunities. And, we can criticize or chuckle at Google all we want (I often get in on it too), but they have a narrative that the market is buying in droves. As it currently does with Facebook and Microsoft as well.
Kudos to them.
Apple truly can and must do better on conveying some sense of who or what it wants to be 2, 5, 10 years out. This is not rocket science. Every major company does it in some form or the other. That's a huge part of what CEOs are paid to do. It involves much more than talking about "industrial era taxes", "dollar versus yuan", etc.
I realize a lot of people here do not own AAPL and therefore couldn't care less, but for those of us who have been very long-term shareholders of the company, this news hurts. There is simply no need for such underachievement. It's bewildering.
(And, please spare me the vacuous stuff about "Wall Street casino" and such; those are simply sound bites).