mvigod
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If not available in ready supply for xmas there will be many lost sales as people purchase as gifts for holidays. Those are lost sales never coming back. Can Cook fill his supply chain since he has known he needed to do this for a year now?
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When was the last time you saw an iMac ad? You have to market. Apple left iMac for dead
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What??? They have as much yield as they want on the LARGER FULL SIZE IPAD! Why would they not be able to get high yield on a smaller screen where yields are higher!. Stupid..
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And this is why Microsoft is where it is today
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This is one of the better pieces I have read analyzing the playing field both past, future and present. Most writers are truly clueless whether pro or anti apple. Some, like this writer, seem to have been around long enough to learn the history an…
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"Microsoft also draws attention to the fact that "the only consumer Office app the iPad can run is OneNote," an interesting claim from the only company that has the power to port Microsoft Office apps to the iPad. The company is already rumored to h…
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If apple could collect on their lawyer fees if the plaintiff loses you would see a lot less of these frivolous lawsuits. After the warranty you are out of luck. Also 100's out of 10's of millions does not a class action suit make. At best apple…
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If they ever put Johnson back into retail at Apple you know apple has jumped the shark. Johnson only seemed smart because when he was in the position at apple a monkey could have run that ship. People would line up at the ends of the earth to buy …
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If Steve Jobs was alive people would be getting fired for all these outages. Tim Cook will be promoting them with large cash bonuses to keep them on
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Ballmer should do the following if he wants to be relevant in 10 years 1) Give away phone and tablet OS for free to all vendors. Make it open source even. Short of that it is never getting traction. They gave away IE and even that failed …
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And now we know the intended use for all that cash they are tightly holding onto instead of giving to shareholders. Keep it all in the family...
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I predict apple will increase the dividend to between $13 and $15 per share. Probably closer to the 13 than the 15. Boost the buyback by 10B over 3 years so another 3B per year or so. How will the market react? Big sell off in the stock.…
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This is not good for apple. With a much lower average selling price (ASP) they have to sell twice as many just to do the same revenue and profit on these. Can Tim Cook make this many? Once retina display comes they won't be able to make enough, m…
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What? Next year???? Way too late! Will give up huge share by then and when they finally do launch it great Android phones will be sub $100
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Bottom line was that Ron Johnson was not a retail guru. He was the beneficiary of the enormous tailwind of a company that needed nothing more than order takers because everyone wanted one. You could have put a monkey in and done what johnson did a…
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Not a prayer for 6% dividend. Apple will NEVER borrow to pay money to shareholders (quite frankly it doesn't give a rats ass about shareholders). Apple is there as a playground for Apple execs and board. They can milk the stock and cash a…
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Quote: Originally Posted by rob53 I wonder if they'll also sue Samsung, HTC, and all the other phone manufacturers who come out with a new model every month. No. They don't have enough cash. Apple in hoarding its cash makes it…
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Apple knows it needs all that money to survive the coming competition and margin compression
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Next move is updgrade to retina display. Then ship times 3 to 5 weeks for months. Cook no longer the supply chain guru he was
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Classic Innovators Dilemma (great book). If Ballmer was smart he would look forward and cannibilize the tablet war they are losing and sure to keep losing