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  • Apple: The iPhone 5 May Mark The End Of The Steve Jobs Era [View article]
    Google is said to have submitted a standalone maps app, and if it is anything like the YouTube app, will be superior to the old, built-in maps. Apple also released Siri as a "beta" product, and it is one that is continuously refined. We expect that with each iOS 6 update, the new Maps will receive incremental improvements that, over time, will bring the experience up to old standards.
    Sep 21, 2012. 05:47 PM | 1 Like Like |Link to Comment
  • Apple: The iPhone 5 May Mark The End Of The Steve Jobs Era [View article]
    It is true that from a conceptual standpoint, Apple's drawing board is filled with new ideas. The trick is that these products now have to be ushered through the design and production process without Jobs.
    Sep 21, 2012. 05:42 PM | Likes Like |Link to Comment
  • Apple And Pandora: Why The California Fruit Company Should Take Control Of Pandora's Box Of Tricks [View article]
    Glad you enjoyed the piece. Apple has bought public companies before; AuthenTec (NASDAQ:AUTH) is in the process of being taken over by Apple (its 3rd largest deal in nominal terms). It is true that a deal for Pandora would be the largest deal Apple has ever done, by far, but it would be in line with Apple's stance towards takeovers, which is that a deal has to be molded into existing lines of business, as opposed to being just an acquisition designed only to boost revenues/income.
    Sep 9, 2012. 02:27 PM | 1 Like Like |Link to Comment
  • Apple And Pandora: Why The California Fruit Company Should Take Control Of Pandora's Box Of Tricks [View article]
    Sirius XM has a market capitalization of almost $10 billion, and at that size, deals become more complex. Secondly, Sirius' business model revolves around selling satellite radio subscriptions for cars. It is not a "freemium" model in the same way that Pandora is. Secondly, a takeover of Sirius XM would be much more complex, as Apple would have to deal with Liberty as well.
    Sep 9, 2012. 11:39 AM | 1 Like Like |Link to Comment
  • Apple And Pandora: Why The California Fruit Company Should Take Control Of Pandora's Box Of Tricks [View article]
    That is a reference to Forrest Gump, it adds some lightheartedness to the piece in our view.
    Sep 9, 2012. 11:36 AM | Likes Like |Link to Comment
  • Apple Earnings Preview: Insights From Its Suppliers And The Road Ahead [View article]
    iPad sales do have the potential to mask softer than expected iPhone sales. And, if Apple offers up upbeat commentary on its more recent iPad launches (China), then that could also serve as a spark for the stock.
    Jul 23, 2012. 01:27 PM | Likes Like |Link to Comment
  • Apple Earnings Preview: Insights From Its Suppliers And The Road Ahead [View article]
    Glad you liked our work!
    Jul 23, 2012. 01:14 PM | Likes Like |Link to Comment
  • Investors Need To Stop Obsessing Over Apple [View article]
    That was the message of the article. Every tick is analyzed for meaning, even if there is no meaning. The passion goes far beyond the userbase, it is fully prevalent in the investor base as well.
    Apr 17, 2012. 10:16 AM | 1 Like Like |Link to Comment
  • Investors Need To Stop Obsessing Over Apple [View article]
    it is natural for apple to receive more coverage, both positive and negative, but it is important to remember to discern what matters and what does not. at the end of the day, apple's results are what will drive the long-term price, and it is important not to lose sight of that with each move up or down, and each piece of research/opinion that is released
    Apr 17, 2012. 03:30 AM | 2 Likes Like |Link to Comment
  • Investors Need To Stop Obsessing Over Apple [View article]
    the purpose of this article was to remind investors that apple stock will often move without regard to its fundamentals. we provide potential reasons for the recent decline only as a frame of reference. our coverage of apple is nowhere as prolific as that of other authors here on seeking alpha
    Apr 17, 2012. 03:07 AM | 3 Likes Like |Link to Comment
  • Apple: Arguments Against A Dividend, Stock Split And Buyback [View article]
    thank you for the compliment, glad you enjoyed the article
    Mar 16, 2012. 02:43 AM | Likes Like |Link to Comment
  • Apple: Arguments Against A Dividend, Stock Split And Buyback [View article]
    this issue is not unique to apple. it is a microcosm of corporate america. in essence, companies pay tax on overseas profits (it is why so many base their foreign operations in ireland and other tax havens), but unless they bring that cash back to the US, they pay no US taxes on it. so in essence, those taxes are deferred forever, until a company decides to bring it back here. it is why cisco does overseas acquisitions. the vast majority of its cash sits abroad, so it cant afford to buy large US companies without debt financing.

    the cash "problem" is especially acute in the tech sector, which is why they are lobbying so hard to a tax holiday. the issue there is the conflict between washington, which wants them to invest in jobs, factories, etc... and what the companies want. the cash repatriated by the last tax "holiday" in 2004 went mostly to dividends and buybacks. neither apple nor any american multinational can escape this tax, at least not as the laws are currently structured.
    Mar 16, 2012. 02:42 AM | 1 Like Like |Link to Comment
  • Apple: Arguments Against A Dividend, Stock Split And Buyback [View article]
    the 35% tax does apply to overseas cash, because that cash represents profits earned abroad that could not be brought back to to it being taxed

    http://nyti.ms/wvob2g
    Mar 15, 2012. 08:54 PM | 1 Like Like |Link to Comment
  • Apple: Arguments Against A Dividend, Stock Split And Buyback [View article]
    we do admit that out of the 3 things outlined above, we are least opposed to a buyback. that being said, if cash has a negative real return, then every company in america should be buying back stock. buybacks are very difficult to time properly, and that is true for any company, even Apple. That being said, if any company could pull it off, its apple.
    Mar 15, 2012. 11:33 AM | Likes Like |Link to Comment
  • Apple: Arguments Against A Dividend, Stock Split And Buyback [View article]
    while we are currently against buybacks, of the 3 things we outlined, that would be the one we are most in favor of, if we had to choose
    Mar 15, 2012. 11:26 AM | Likes Like |Link to Comment
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