thompr

sog35 said:

jkichline said:

He already has explained to not rely on supply chain checks and has already provided guidance for the quarter. A skill of intelligent people is to learn how to ignore the noise of idiots and focus on your objective. There's no need for him to argue with crazy people who make shit up.

On top of this, if the stock price sinks Apple can buyback more shares from all the analysts wetting themselves over the ipocolypse. It's a win-win situation.

Typical Tim Cook KoolAir drinking response.

If stock goes up - YEAH Tim Cook!
If stock goes down - YEAH Tim Cook can buy shares for cheap.

Wall Street analyst have highjacked Apple stock since Tim Cook became CEO. Its an absolute joke that Tim does nothing to dispute these lies. So he explained not to rely on supply chain checks?  When was that? One year ago?  6 months ago? In today's market that's like 100 years ago.

If some rumor came out that McDonalds was serving horse meat and CNN, CNBC, Wall Street Journal, ect all reported it. Do you think the McDonalds CEO would say nothing? Its so sickening that you guys give Tim Cook the benefit of the doubt every time.  Tim Cook does not equal Apple. You can criticize Cook without criticizing Apple.

So Cook has no time to dispute LIES about the supply chain that has been going around for MONTHS yet he has time to do a long ass interview on 60 minutes to talk about tax evasion?  

Whatever Tim Cook says gets washed away by more FUD in a matter of days, not months, so it ultimately takes a back seat to performance.  Should he fight the crazies every day?  If the rumors are bogus, there's no sense in arguing continuously against them.  Time and facts will win.

Bmjtomlin said:

flaneur said:

Doing and saying nothing is exactly the right strategy, until the earnings report. 

The analysts and the tech rumor sites, including the negative comment threads, are just so much contemptible noise, for the reasons he already gave two years ago. Beneath comment for someone like him, who expects people will listen to what he says and learn from experience that Apple has the products and the marketing to keep growing.

Tim Cook already said something over a year ago about reading the supply chain tea leaves. These people obviously don't listen to or believe anything Tim says (even though their financial reports have backed up everything he said), so why bother continuing to play this stupid game? Instead, let the quarterly report speak for itself.

If you're a long-term investor, the price hitting this low gives you an opportunity to expand your investment. If you're a day trader, well that's the gamble you made.

Bingo

sog35 said:

Here we go again.

This is probably the 15th time these supply chain rumors have come out since November.
And each time the stock losses $10 billion to $30 billion in value.

Yet Tim Cook says absolutely NOTHING.
The stock is down nearly $180 billion since these rumors have started.
Yet Cook does nothing.

Cook will say all he needs to say at the conference call.  If the rumors were true, it's baked in.  If not, AAPL will eventually come back.

 You suffer from a lack of patience, not to mention integrity. (Weren't you supposed to be gone now?)

icoco3 said:

wizard69 said:

Actually a year isn't an unreasonable amount of time to research to see if you have a case.

Correct...I supported a group in the licensing division and they bought items to inspect for infringement including dissecting an entire car once.  Walked into the office once and a whole pallet of electronic things were on the floor.

They also employed an expert in electronic circuitry who sat and examined circuits under a microscope looking for infringement.  It was not always found but sometimes it was a blatant copy.

1 year is reasonable to buy watches and examine the tech plus do other research to prepare for a case.  Big companies are not beyond making nice with someone to get information then but their big budgets to work in order to design around something.  May be legal but would still smell unethical to me.  Will have to wait on the facts being presented before we conclude what when on.

I agree that a year is not an unreasonable to spend the time to decide whether to litigate, and if so, then how so.

On the other hand, I don't smell anything unethical about reviewing other companies' patents, white papers, even gadgets if you can get your hands on them and then "designing around" the IP (provided you really DO avoid the IP, of course).  This is one of the risks of patenting stuff in the first place: you provide someone a better starting point than if they had to reverse engineer your product from scratch.  Sure, they still have to find a design that stays clear of the actual unique contributions of your IP, but a "black box" is not always easy to copy.  So sometimes, depending on the circumstances and the thing you are patenting (how unique is your solution anyway?) it is better to not patent something and seize first mover advantage than to deliver nothing but a patent for someone to design around.  It all depends on the details.

Soli said:

thompr said:

When you just toss a question out there like that without offering any opinion of your own it's very easy for people to read into it whatever they want, usually derived from their own biases.   These folks may know you and each other very well, but asking a rhetorical question (or a leading one, if it wasn't rhetorical) is often a recipe for misunderstanding.

I made a point to neither state an opinion or write my question in a way that was leading. Even if my question was suggestive to one of the two positions asked, I still would have to state if I was for or against the plaintiff or defendent in this particular case.

Oh believe me, I understand you.  You did nothing wrong with your question.  I was just trying to explain to you why it evoked a knee-jerk response.  Not everyone stays completely logical like you and Mr. Spock.  Communicating with emotional people is hard enough, especially via the written word while using brief questions.  As long as you've been posting here, I daresay this isn't the first time you were completely misunderstood.  More like the millionth and first.