mvigod
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Samsung and Android know people are sheep. IF people think Android is 80% of the market they believe that the sheep trait in humans will have them follow the same path. IT is somewhat true and the reason they implement this strategy. It is apple's…
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I used to buy songs on iTunes. Syncing was an issue for me as it required Match to sync playlists. Dreadful. Heard about spotify for a long time so figured let me check it out. Signed up and never bought another song on iTunes since. I have prem…
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Based on apple's lawsuit notes where they knew large screens were chewing up market share I'd say their line about "using with one hand" was just PR damage control. Cook failed to produce a large screen phone when he should have in 2012 or at least…
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And why not. I mean the stock has done spectacular as the company flatlines revenues the last couple years. Why shouldn't he make 70 million. BTW when those vested did he hold any of them? In the past all top apple execs dump their stock. They ha…
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Take another page from Steve Jobs playbook and trim down the models and sub-model options so the choices are simpler. The lineup at BMW is getting absurdly large right now. Model creep and sub-model creep has gotten out of control. I'm a big bmw …
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Quote: Originally Posted by jwdav Buying back shares increases the earnings per share which will increase the value of the shares. Plus it saves Apple paying the dividend on those shares. Correct. Basically if they earn the same 40B each ye…
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Quote: Originally Posted by AaronJ Did you even read the article? They don't HAVE $150B on hand, domestically, to do something like that (even if it were a good idea, which it isn't). And any gains would be negated by repatriating the cash …
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Looks like they should have listened to carl icahn and bought back 150B worth. If their tiny buyback was profitable they could have gained over 15B very quickly and retired an enormous amount of the float (almost 1/3 of it). Savings over the years …
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Apple would NEVER buy Tesla especially at the current market cap which is completely unjustifiable by any aggressive cash flow analysis. Tesla sold 30k units so far of Model S. Even if they double every year (they won't but let's imagine) you stil…
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Quote: Originally Posted by MacBook Pro Advertising is a service that is arguably the most easily disrupted of all products and services. As we can see, this is occurring currently in mobile advertising. Google advertising has been displaced …
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You wrote: Back out Apple's $159 billion in cash, and its obvious that investors are clearly deluded into thinking that Google's business is worth significantly more than Apple's, despite being rooted in the PC past and proven beyond a reasonable …
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And so begins the analysts dartboard throws
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Quote: Originally Posted by macxpress I didn't say you did. I said what benefit would there be for Apple to run an ad? There are studies out there that suggest that SuperBowl Ads have little to no benefit except for a few select companies. …
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Quote: Originally Posted by macxpress But what benefit would it be to run an ad? Its already been said there isn't any benefit to running a SuperBowl Ad. Who said there would be no benefit? I didn't.
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Quote: Originally Posted by mstone How do you know they are earning 1%? Oh I understand the reference to cash as meaning liquid investments but how do you know they are earning 2% on 160 billion as you claimed when a lot of it is in unspecif…
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Quote: Originally Posted by macxpress No, because it was to launch something totally and completely different that would change the world and they knew it would. It was also a different world back then as well. Today, Apple has no reason to r…
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Quote: Originally Posted by Ration Al Thankfully I am not in marketing, but that doesn't mean I can't put together a reasoned argument. Apple spends just enough on media ads to get people into the stores. Apple stores have been averaging o…
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Quote: Originally Posted by mstone Is this the 10k data you were referring to? I only see 8.7 billion in actual cash. The rest of the 147 billion appears to be in various investments. Since you are the expert, please explain how you came up wit…
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Quote: Originally Posted by Ration Al The Apple of today is different than 30 years ago. The Apple brand of today is a household word, not a niche, and as such requires less advertising to support the brand. The 1984 ad was in support of a p…
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Quote: Originally Posted by mstone Perhaps you've heard of the the world's biggest hedge fund? Braeburn Capital. They have over 100 billion invested for Apple. the cash is not sitting in the bank. Also a lot of Apple's cash is overseas so it is…