Seeking Alpha

Vikram Saxena  

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  • How the iPhone and Poor Management Contribute to Apple's Downfall [View article]
    Most CEOs would love to be able to be in a subscription based model, with virtually guaranteed revenue going out many quarters. Many software companies, especially those selling to enterprise customers want the same. Even consumer software sellers want users to subscribe to the use of software on any annual basis. AAPL is suffering because there is a huge dark cloud hanging over consumers. At under 100, it is the steal of the year, given their huge cash balance, their unique position as a must have product, their deferred revenues and impressive supply chain which delivers a personalized iPod to your door in a few days!
    Jan 22, 2009. 09:25 AM | 1 Like Like |Link to Comment
  • Apple Buybacks: Still a Bad Idea [View article]
    There are very few technology companies which pay a dividend. Among the mega-caps only Intel and Microsoft pay a dividend and they have a near monopoly. Other firms which do not have such a monopoly, do not pay dividends. The reasons are obvious. Most technology companies operate in an environment where there can be significant fluctations in revenues and profits. Dividends require a secure stream which is not guaranteed for technology companies. That is why stock buybacks make more sense the management can use the cash to enhance long term shareholder value.
    Mar 2, 2008. 10:41 AM | Likes Like |Link to Comment
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