Apple Implements My Plan: Here Is What It Should Do Next [View article]
What it should do next is for the Board is to accept the problem, show Tim Cook the door out, and get someone that has even half of Steve Jobs vision for Apple.
Julian Robertson's Tiger Management unloaded the 42K Apple (AAPL) shares the firm still had going into Q1. Tiger, which has owned Apple for years, had pared its stake from 101K in Q4. On the other hand, Tiger initiated positions in Dunkin' Brands (DNKN - 546K shares), Monsanto (MON - 192K), McGraw Hill (MHP - 408K), and H&R Block (HRB - 849K). AAPL -1.1%. (13F) (Q4 hedge fund sales) [View news story]
This what happens when GOOG executes on AAPL Strategy, and Tim can't. Its time to get rid of him. Sorry you tried and failed.
The next Xbox will be unveiled at a May 21 event, Microsoft (MSFT +3.5%) all but states in an invite sent out today - The Verge reported as much earlier this month. The rumor mill suggests the console, expected to be called the Xbox 720, will have an 8-core AMD CPU (similar to the one in the PS4), a Blu-ray player, and a refreshed Kinect, and (in what could be particularly important, given Microsoft's living room ambitions) might also be accompanied by an inexpensive Xbox set-top focused on casual gaming and media consumption. [View news story]
A Fallen Apple Equals A Gift To Investors Even If Sales And Margins Decline [View article]
We have to assess Apple and Tim Cook both separately. Apple is dying and that is effect, the cause is Tim. Forstall being let go for Maps fiasco was an "overreaction" and more politics induced. As a shareholder, I now demand Apple board throw out Tim Cook as Ron Johnson has been by JCP board. Enough is enough, The problem has to be resolved, and Tim is the cause. Clueless in Cupertino
Is Apple (AAPL -1.7%) starting to see a brain drain in the post-Jobs era? "There is a growing level of dissatisfaction among Apple executives and employees, and a greater willingness to explore leaving," one VC tells BI. Another says his firm is seeing a lot more resumes from Apple employees, and attributes this both to the impact leadership changes have had on Apple's culture, and the higher pay offered by startups. A month ago, John Gruber warned Apple is at risk of losing top talent, and called it "the single biggest problem that Apple faces." [View news story]
With 50% stock decline, board showed Ron the door, are we 8% away from Tim being shown his. This is getting ridiculous. Shareholders need some confidence boosted by the CEO. Never ever thought AAPL would tank like a-la-RIM.
More on the Goldman downgrade of Apple (AAPL): Believing an imminent dividend hike/share repurchase could set a floor under the stock price, Goldman is less optimistic about the "timing and impact" of the next product cycle - needed if the stock is going to be an outperformer over the coming year. "The stock's upside potential should be more limited than we previously anticipated." Shares +0.25% premarket. [View news story]
Driehaus Confident In Apple, Still His Top Pick [View article]
Tim will let Q2 earnings do the talking.... obviously he has noticed no amount of words is really satisfying WS. So those who stay long will be rewarded.
Apple: Learn From Andy Zaky's Mistake [View article]
Ashraf - Yes I read the article but disagree pointing a finger a Zaky. Hindsight is 20/20. You do realize in two years many will be pointing that finger back at you as Apple does recover like Google. Where exactly is your disclaimer on that. Did you ever consider that a possibility before writing what seasoned investors already know. How about some "here is what I think will happen in future" instead of let us all drive forward looking at the "rear view mirror".
Apple: Learn From Andy Zaky's Mistake [View article]
Ok so Zaky was screaming buy, buy, buy. We listened to him and are now being told we shouldnt have. Agreed you are not screaming Sell, Sell, Sell. but implying that so what happens where I see a future seeking alpha article. Apple - Learn from Ashraf Eassa's Mistake
Apple Implements My Plan: Here Is What It Should Do Next [View article]
Full Disclosure - LONG VERY LONG
Danger Zone For This Week: Apple [View article]
Julian Robertson's Tiger Management unloaded the 42K Apple (AAPL) shares the firm still had going into Q1. Tiger, which has owned Apple for years, had pared its stake from 101K in Q4. On the other hand, Tiger initiated positions in Dunkin' Brands (DNKN - 546K shares), Monsanto (MON - 192K), McGraw Hill (MHP - 408K), and H&R Block (HRB - 849K). AAPL -1.1%. (13F) (Q4 hedge fund sales) [View news story]
The next Xbox will be unveiled at a May 21 event, Microsoft (MSFT +3.5%) all but states in an invite sent out today - The Verge reported as much earlier this month. The rumor mill suggests the console, expected to be called the Xbox 720, will have an 8-core AMD CPU (similar to the one in the PS4), a Blu-ray player, and a refreshed Kinect, and (in what could be particularly important, given Microsoft's living room ambitions) might also be accompanied by an inexpensive Xbox set-top focused on casual gaming and media consumption. [View news story]
Apple's CEO Discusses F2Q13 Results - Earnings Call Transcript [View article]
Apple's CEO Discusses F2Q13 Results - Earnings Call Transcript [View article]
A Fallen Apple Equals A Gift To Investors Even If Sales And Margins Decline [View article]
A Fallen Apple Equals A Gift To Investors Even If Sales And Margins Decline [View article]
Is Apple (AAPL -1.7%) starting to see a brain drain in the post-Jobs era? "There is a growing level of dissatisfaction among Apple executives and employees, and a greater willingness to explore leaving," one VC tells BI. Another says his firm is seeing a lot more resumes from Apple employees, and attributes this both to the impact leadership changes have had on Apple's culture, and the higher pay offered by startups. A month ago, John Gruber warned Apple is at risk of losing top talent, and called it "the single biggest problem that Apple faces." [View news story]
More on the Goldman downgrade of Apple (AAPL): Believing an imminent dividend hike/share repurchase could set a floor under the stock price, Goldman is less optimistic about the "timing and impact" of the next product cycle - needed if the stock is going to be an outperformer over the coming year. "The stock's upside potential should be more limited than we previously anticipated." Shares +0.25% premarket. [View news story]
Disclaimer - Way too Long
Driehaus Confident In Apple, Still His Top Pick [View article]
Driehaus Confident In Apple, Still His Top Pick [View article]
Apple: Learn From Andy Zaky's Mistake [View article]
Apple: Learn From Andy Zaky's Mistake [View article]
Apple: Learn From Andy Zaky's Mistake [View article]
Apple - Learn from Ashraf Eassa's Mistake
very much possible ?