ac1234

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  • Apple sells 74.8M iPhones, rakes in $75.9B in revenue in company's biggest quarter ever

    Rayz2016 said:
    cnocbui said:
    No, the only thing that can stop it is to pay the taxes on the overseas hoard and and announce an increased dividend. 
    How would losing $35billion increase the share price?
    Distributing a large portion of their cash hoard to shareholders would = a significant ROI.  Spending the capital return program is a waste of money.  We long term shareholders have not seen an ROI anywhere commensurate with the $100,000,000,000 wasted on buybacks thus far.  I doubt the AAPL price would change much either way but we would at least have ROI.

    Remember Capital Return Program DOES NOT EQUAL ROI - it is simply returning the investment at a gain or loss depending on cost basis.  
    cnocbui
  • Apple sells 74.8M iPhones, rakes in $75.9B in revenue in company's biggest quarter ever

    I'm listening to Cook read his prepared comments - a lot of financial engineering talk - nothing exciting - he is pathetic.

    canukstorm
  • Apple sells 74.8M iPhones, rakes in $75.9B in revenue in company's biggest quarter ever

    sog35 said

    ...Really the only thing that can stop this drop is the buyback....

    What are you smoking????  What has the $100,000,000,000 spent on buybacks gotten us thus far?  Oh - that would be the same stock price that AAPL was trading at 3.25 years ago.

    Buybacks to prop up stock price is a huge sign that the markets have no confidence in the stock - and very fleeting in effect.
    cnocbui
  • Apple sells 74.8M iPhones, rakes in $75.9B in revenue in company's biggest quarter ever

    sog35 said:
    Revenue would have been $81 billion if not for currency head winds.
    If my Aunt had balls she would be my Uncle...
    dick applebaumdasanman69fastasleepanton zuykovwilliamhrobbyxrevenantcnocbuimacky the mackygatorguy
  • UBS sees record 75M holiday iPhone sales driven by Apple's lower priced models

    metrix said:
    sog35 said:
    The same crap.
    Different quarter.

    This is why Apple needs to refute supply chain bullshit when its first reported.
    IMO, Apple would be at $110-$115 right now if Cook refuted the supply chain rumors in early December.
    It would be still down 15% from its highs because of the broad market decline but no way would it be down 30% like it is now.

    This is all about controlling the narrative. When the first supply chain rumors began in early December, Cook could have simply tweeted this to kill of these rumors:

    "We are on pace for our best holiday quarter EVER!"
    "Remember supply chain checks are inconclusive at best and misleading at worst."
    "Remember those supply chain rumors in 2012? 2013? 2014? How did that work out?"
    It honestly wouldn't matter what Tim said because they are already countless so called insiders that would say the opposite and you can't be responding to every stupid report. 
    OK - got to call an "enough is enough already" flag on these comments that Cook can't respond to "every stupid report".  No one has suggested that Cook respond to every or all of the BS floating around.  There is a huge middle ground between a single comment made by Cook three years ago (January 2013) and responding to "all" reports.
    anantksundaramlatifbppalomine