creid1987
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Quote: Originally Posted by jragosta I agree. I can't see any way that the 5C outsold the 5S. Several reasons: 1. The 5S is a big step up from the previous version. The 5C is largely last year's phone in a new case. While I don't doubt tha…
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Research analysts are most definitely restricted from trading names they cover. In fact, they are restricted from trading names their colleagues cover as well. Let's not go overborad with conspiracy theories.
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I agree with Dan, but I will point out that Munster is referring to 5C inventory which everyone agrees is widely available. The 5S is the one out of stock. That being said, Apple has never reported sell-in numbers before. What would be the point a…
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There is some merit to YoJimbo's argument. 5C sales will both both incremental and canabalistic. If Apple launched the 5S into a vaccuum it will sell more than with the 5C present. Total unit sales will be a more meaningful statistic, especially g…
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https://twitter.com/sarahfrier/status/367362878401024001?source=email_rt_mc_body Re Icahn's stake above $1bn.
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He bought over $1bn of Apple stock fyi. Again, you guys are using manipulate in the context of a marketplace too loosely. Connotations matter. http://en.wikipedia.org/wiki/Market_manipulation
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Not talking 13D, 13F is just reporting of holdings. 13D is required when you cross 5% threshold. https://whalewisdom.com/filer/icahn-carl-c-et-al http://www.sec.gov/answers/form13f.htm
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Ha no. He, by law, has to disclose his positions in his 13F filings. The news would have come to light anyway. The fact that he posted it on twitter in no way means he "manipulated" the market. This site throws around "manipulated" way too loosely…
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ICahn is a long term value investor whose long term track record, on a total IRR basis, exceeds Warren Buffet's. Google it. He's turned around many companies and has been in the news a lot over the past year for his involvement with both NetFlix a…
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If its a valued added service, i.e. users would want it and find it beneficial to the ecosystem, why does it matter if its "innovative" or not. That's definitely not the standard I use on whether I buy a product or use a service.
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Apple helps Foxconn build scale then Foxconn uses that scale to be a large competitor to Apple, this all sounds very familiar. Given Apple and Mozilla give away and do all the developing work for software, it should be very easy to Foxconn t…
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The US likely has a higher corporate rate than Korea, thus it wouldn't face tax consequences if it were to bring the cash back to Korea. Also, a large portion of Samsung's sales are outside the US, so a large portion of their cash is almost certain…
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Quote: Originally Posted by rob53 @quadra610, I agree. After all it's Apple's cash not investors. Apple made this money by selling products not by receiving money from investors. I wonder if any investor money is actually available to …
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Quote: Originally Posted by charlituna No they don't. You, and perhaps others, want them to have one. But they don't NEED it. Apple's game is rarely to never to chase market share by selling cheap. They make what they…
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Quote: Originally Posted by anantksundaram That's all it is. Standard legal boilerplate response to a hedge fund nuisance at the door. Nothing to see here.... I think its a bit more. That they responded so quickly…
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Quote: Originally Posted by Corrections Also, it appears what Greenlight wants Apple to do is issue new preferred stock, and start paying high dividends on those new shares. It phrases this as "giving back to shareholders," …
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Quote: Originally Posted by HawkBlade Ok, I guess being a investor for nearly a year makes you a "long time" investor... wrong! He bought thinking it was going to go up, and loosing money in his year of stock, and is pissed. Period. …
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Quote: Originally Posted by GQB Oh wow! A whole YEAR?!! Which means he bought high and is pissed about his own poor judgement. Poor baby. Haha. For one, the US gov't thinks a year is considered a long-term capital investment.…
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Quote: Originally Posted by anonymouse It's unlikely that a hedge fund manager qualifies as a, "stable long time investor." It's exactly this sort of "shareholder action" that's screwed up many a company in this country, so hope…
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This is a silly argument of semantics. If Apple acquired every Smart Phone vendor in the world then its profits i.e. INDUSTRY PROFITS, would be the same figure quoted in the article. Logically, if Apple were then to divest all these ve…