jrob
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Quote: Originally Posted by anantksundaram I am less and less sure of who's throwing around innuendo, after reading the sum total of your posts. The reason I say that is, Einhorn's analysis is quite weak too, with few specif…
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Quote: Originally Posted by RobM Forget about what shareholders could get from iPrefs and consider if its going to be good for Apple. What comes out of this if it is adopted - another market Wall St can trade in. another i…
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Quote: Originally Posted by jragosta Anything that makes stock ownership more confusing and complex benefits institutional holdings more than individuals. Unless you think that the average Mom and Pop investor is as financially kno…
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Quote: Originally Posted by jragosta You're obviously confused. First, no one is talking about 0.001% of anything. Since you're clearly imagining things, it's hard to figure out just what you're trying to say - you clearly don't…
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Quote: Originally Posted by jragosta Wrong. It doesn't really add anything. Apple can increase dividends to whatever level they want even without Einhorn's proposal. Heck, Apple can even borrow money to pay dividends if they wish w…
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Quote: Originally Posted by jragosta That's not what he said. If you read more carefully, he said that it's possible that issuing preferred shares might increase the price - but no more than simply increasing the dividend on the co…
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Quote: Originally Posted by jragosta Exactly. As a shareholder, you are entitled to about 1 one billionth of Apple - everything it owns, including cash, profits, IP, and so on - for each share that you hold. Distributing cas…
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anantksundaram wrote: » (i) A buyback of $30 - 40B or so would not require repatriation of funds at all. That amount takes into account what will come in during the next year domestically, and subtracts Apple's already committed dividend and buyba…
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I just read Einhorn's PowerPoint charts on the iPref proposal. Very informative, answered a bunch of my questions and reservations. Here's the link: https://www.greenlightcapital.com/905284.pdf I know there are plenty of intelligent people on here…
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Oh, one more thing I'm considering but not sure of. I have read that a large problem AAPL has right now is that it has fallen out of favor with aggressive growth investors as its growth has slowed, yet is not stable and boring enough for true value …
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I'm not sure what I think about Einhorn's proposal, but it could potentially be a good thing, as long as there isn't some aspect that could be exploited. I'm a little unclear on the details though, such as value of iPrefs if Apple were liquidated or…
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From the Q1 conference call: "As we projected a quarter ago, we were significantly constrained with respect to the new iMacs and were only able to ship them for the final month of the December quarter. We believe our [B]Mac sales would have been mu…
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AppleInsider wrote: » regarding Apple's involvement with the company, especially as it pertains to its acquisition of employees Apple is involved in human trafficking of people of Color?!? Somebody call the New York Times!
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I think we will end up seeing this as a brilliant strategic move by Apple. Google I'm sure was planning to gain as much leverage from maps as they could. By converting early, Apple caught google flat footed without an app, and gained a head start on…
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Quote: Originally Posted by cameronj Andy writes like a second grader, and apparently doesn't realize that sandbagging not only can refer to Apple's guidance with respect to analyst estimates, but also apple guidance with respect to its own actua…
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Quote: Originally Posted by Ireland This guy owns Apple stock. So do I, I'm just saying it's hard to take serious someone where there's an obvious conflict of interest. Actually, I tend to take him much more seriously because of that. He is pu…
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You know, I have been here for far longer than my username shows (4-5 years), and this is where I found Andy originally. He has been right again and again for years. His argument is that if Apple's share price doesn't go up, even with marginal growt…
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I would certainly benefit if Apple actually monetized this, but I seriously doubt they would even if they could. It sounds like the patent is so broad that it would be rather abusive to collect money for it, and I can't see them trying to get all ot…
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Quote: Microsoft looking to drum up Windows Phone interest with 55-foot NYC replica In other news, Apple Insider looking to drum up Windows Phone story interest with misleading title about a 55-foot NYC replica. Though I must say, a 55-foot repl…
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Quote: Originally Posted by solipsism Looks like McDonalds beat McDowells this time around,,,Cleo McDowell: Look... me and the McDonald's people got this little misunderstanding. See, they're McDonald's... I'm McDowell's. They got the Golden Arch…