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  • Chatter about Apple (AAPL -0.6%) paying out a dividend with part of its $97.6B in cash picks up again as analysts question what's the most productive use of a piggy bank that is greater than the GDP of a majority of the nations on the planet. Count Ticonderoga's Brian White in the camp of people who believe that a dividend payout would increase AAPL's value by attracting dividend-only funds and investors. "It’s going to be a gusher when they tap into that thing...It’s like tapping into an oil field out in Texas." [View news story]
    All I ask is that you please continue "investing" so I can continue making money off of you.

    :-)
    Jan 27, 2012. 11:05 AM | 1 Like Like |Link to Comment
  • Chatter about Apple (AAPL -0.6%) paying out a dividend with part of its $97.6B in cash picks up again as analysts question what's the most productive use of a piggy bank that is greater than the GDP of a majority of the nations on the planet. Count Ticonderoga's Brian White in the camp of people who believe that a dividend payout would increase AAPL's value by attracting dividend-only funds and investors. "It’s going to be a gusher when they tap into that thing...It’s like tapping into an oil field out in Texas." [View news story]
    Really??? That's a H O R R I B L E idea.

    You would increase transients, who really don't belong in AAPL and unnecessary added day trader volatility. No Thanks!

    What Apple has been doing is perfect. See BRK.A

    Most of us (not you) are ok with a relatively calm 20+% annual increase in market cap appreciation.
    Jan 26, 2012. 04:25 PM | 4 Likes Like |Link to Comment
  • In spite of Apple's (AAPL) strong FQ1 iPad sales, Strategy Analytics believes the Kindle Fire's (AMZN) arrival helped Android (GOOG) claim 39.1% of the tablet market in Q4 - up from 26.9% in Q3. The iPad's share is believed to have fallen 900 bps, to 57.6%. Overall tablet shipments are estimated to have grown 150% Y/Y in Q4, and full-year shipments are pegged at 66.9M, above prior forecasts.  [View news story]
    Coworker brought in his prized Kindle Fire. That thing was garbage. He got it as a present for Xmas. Very twitchy. Smaller and denser than the iPad. Meh... I'd say you get what you pay for, but I wouldn't spend anywhere near $200 for a Kindle Fire.

    There's a reason why the Kindle Fire was the most gifted product on Amazon - No one actually wants it for themselves.
    Jan 26, 2012. 04:06 PM | 2 Likes Like |Link to Comment
  • Though McGraw-Hill (MHP) is officially supporting Apple's (AAPL) digital textbook initiative, the publishing giant thinks information-tracking and assessment features need to be added for the platform to reach its potential, and also has concerns about the ability of U.S. schools to finance iPad purchases. However, McGraw-Hill is quite comfortable with the $15/book price set by Apple.  [View news story]
    If by large you mean 10 shares, then sure. I'm certain you own zero.

    You are stuck in the stone ages with your "a book is just ink on paper" attitude. The good thing is that eventually your archaic kind will phase out over time. A book is no longer just ink. (Check out what ZINIO has been doing with magazines)

    But please, do us all a favor and donate your kindle to a nursing home and buy an iPad so we don't have to continue reading nonsense.
    Jan 22, 2012. 05:05 PM | Likes Like |Link to Comment
  • Though McGraw-Hill (MHP) is officially supporting Apple's (AAPL) digital textbook initiative, the publishing giant thinks information-tracking and assessment features need to be added for the platform to reach its potential, and also has concerns about the ability of U.S. schools to finance iPad purchases. However, McGraw-Hill is quite comfortable with the $15/book price set by Apple.  [View news story]
    What you fail to see is that this is not just about text, letters made of eink. It's about creating an interactive environment in the student's hands.

    This Apple/McGraw-Hill partnership is going to revolutionize our outdated view on what a book should be.
    Jan 21, 2012. 11:38 AM | 1 Like Like |Link to Comment
  • Verizon Wireless (VZ, VOD) says it will no longer roll out smartphones and tablets on its network that don't support 4G LTE connectivity. The decision represents an attempt by Verizon to exploit its lead relative to T in deploying LTE services, and could be a modest positive for QCOM, given the higher chip content of 4G devices. It also might be another hint the iPhone 5 will support LTE. (yesterday)  [View news story]
    Batt life will be less of an issue with ARM's new iPhone 5 dual power option processor.
    Jan 17, 2012. 10:55 PM | Likes Like |Link to Comment
  • Verizon Wireless (VZ, VOD) says it will no longer roll out smartphones and tablets on its network that don't support 4G LTE connectivity. The decision represents an attempt by Verizon to exploit its lead relative to T in deploying LTE services, and could be a modest positive for QCOM, given the higher chip content of 4G devices. It also might be another hint the iPhone 5 will support LTE. (yesterday)  [View news story]
    No one forces Apple to do anything.

    I'm sure iPhone 5 will support LTE, but not because Verizon says so.

    Still going to have a lot of iPhone 4 users on Verizon's 3G.
    Jan 12, 2012. 03:23 PM | Likes Like |Link to Comment
  • Thanks partly to its leading share in the market for next-gen FCoE switches, Cisco (CSCO) is challenging Brocade's (BRCD) leadership position in the storage-area-networking (SAN) equipment market, claims Infonetics. Brocade, which had twice the market share of Cisco in late 2010, had only an 8-point lead as of Q3 '11. Brocade's switch revenue fell 4% Y/Y in its October quarter. (earlier)  [View news story]
    "shouldn't that 6-8x range be based on EBITDA"

    My above calculations were very rough.

    When I sit down and do the actual work, I personally calculate true owner earnings:

    (reported earnings) + (depreciation, depletion, amortization, and certain other non-cash charges) - (the 10-year average annual amount of capitalized expenditures for plant and equipment, etc. that the business requires to fully maintain its long-term competitive position and its unit volume)

    Then I'll run the number again using a 5-year average annual amount of capex.
    Jan 12, 2012. 10:15 AM | Likes Like |Link to Comment
  • Apple (AAPL +0.7%) hit a new record high of $427.75 earlier following fresh analyst optimism about its FQ1 results, and amid anticipation it will soon announce a new publishing deal or iPad. While the company has historically held January events for major announcements, there's been no word of any such gig this year.  [View news story]
    Here's info on Apple's January 19th "Education" event/announcement: http://bit.ly/zSsD2F
    Jan 11, 2012. 01:29 PM | Likes Like |Link to Comment
  • Why Cisco Has 60% Upside As Lucent Struggles [View article]
    That makes total sense.

    Yeah, let's get rid of the guy (Chambers) who has led this company in earnings growth since 1995.

    Just because idiots bought this at a ridiculously high P/E and slowly sold out over the past 10 years doesn't mean that the actual business within isn't a solid growth engine.

    These posts bashing Cisco and/or Chambers are worthless. Smart investors know what's up. Idiots haven't a clue.
    Jan 11, 2012. 01:13 PM | 2 Likes Like |Link to Comment
  • Apple's (AAPL) share of the U.S. smartphone market surged in Q4, jumping from 26% to 43%, mostly at the expense of Android (GOOG), which slipped from 60% to 47%. Blackberry (RIMM) continues its slide, hitting 6% compared to 8% in Q3 and 19% a year earlier.  [View news story]
    Exactly!
    Jan 11, 2012. 01:03 PM | Likes Like |Link to Comment
  • Tiffany's Holiday Season Raises Red Flags [View article]
    I was at the Short Hills Mall in New Jersey the other day and it looks like they recently spent a lot of money on redesigning that store. Their new look has a very cold feel to it. I personally didn't like it.

    Also worth noting was that other than people waiting in line for the repair department, including myself, there was zero foot traffic and about 10 store employees twiddling their thumbs.
    Jan 11, 2012. 01:02 PM | Likes Like |Link to Comment
  • Steve Jobs' total compensation in 2011: $1. New CEO Tim Cook's total 2011 compensation: $378M. Most of Cook's compensation is made up of restricted Apple (AAPL) stock that vests over the next ten years.  [View news story]
    kmi - read this: http://bit.ly/zQI5sj
    Jan 11, 2012. 11:07 AM | Likes Like |Link to Comment
  • Steve Jobs' total compensation in 2011: $1. New CEO Tim Cook's total 2011 compensation: $378M. Most of Cook's compensation is made up of restricted Apple (AAPL) stock that vests over the next ten years.  [View news story]
    In my opinion, yes, I think Mr.Cook has contributed value. Whether or not his compensation received is equal to his value added to Apple is unknown to us. That's up to the board of directors to figure out - that's part of their job description.

    Point is, Executives that perform and create value in line or beyond internal yardsticks should be compensated in one way or another.

    And one other thing, most of Cook's compensation is made up of restricted Apple stock that vests over the next ten years. If he doesn't perform, his compensation will suffer.
    Jan 11, 2012. 10:29 AM | Likes Like |Link to Comment
  • Apple (AAPL) confirms it has bought Israeli flash-storage company Anobit, which supplies chips for the iPad and other devices. Israeli media reported last month that Apple paid around $500M for Anobit, whose investors included Intel (INTC).  [View news story]
    Intel might not have had enough voting power to veto the purchase.
    Jan 11, 2012. 10:18 AM | Likes Like |Link to Comment
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