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rew222

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  • Apple: Q2 Results Are Not What They Seem [View article]
    My Apologies.
    May 9 09:52 AM | Likes Like |Link to Comment
  • Apple: Q2 Results Are Not What They Seem [View article]
    HuFlungDung=Michael Blair?
    May 9 09:40 AM | 9 Likes Like |Link to Comment
  • Apple: 3 Specific Reasons I'm Still Bullish [View article]
    Thank you for adding bloviate to my vocabulary! I enjoyed the reply so much that you got a folllow out of it!. Cheers.
    Apr 3 01:45 PM | 1 Like Like |Link to Comment
  • Why Apple Will Repeat History And Plunge Into The Abyss: Time To Call It Quits [View article]
    This made me laugh!! "Apple is a marketing machine, not an innovator". Clearly you have no knowledge of Apple's history.
    May 28 04:14 PM | 16 Likes Like |Link to Comment
  • Apple: Desperately Seeking Capitulation [View article]
    I believe that the down draft in Apple is also partially due to management's indifference to shareholders and the shareholders disgust with the hubris that Cook and Oppenheimer put on display every quarter. That coupled with shareholders losing confidence that Cook can lead the organization including the finance side (and what to do with the cash), and attracting good talent at the executive ranks in addition to his stated goal of making good products. The point is that Cook needs to realize that he is the CEO not just the Ops guy and therefore treasury and finding the next leaders ARE NOW HIS JOB. He failed miserably to refill the Retail executive position for example and since he has filled Steve's role no one has back filled his. In addition, Cook's ownership interest is extremely low, so when he says he does no like the drop in the stock price, he's not speaking for himself. His net worth has not been affected.

    However, I am still in the stock because I think that they will eventually address some of these issues. If Apple came out today and said they think their stock is cheap and announce a $10B buyback, the trend would be reversed immediately. But until Apple shows confidence in itself, why should investors buy more? Over the longer term, I believe the fundamental story is sound and the stock will be fine, but it's a frustrating company since the prescription to reverse the trend is staring them in the face! I want to know where is the Board???

    If these issues are not address by the Spring or summer, or they miss EPS next quarter, I think you will get the capitulation that you are talking about.
    Mar 7 11:17 AM | 3 Likes Like |Link to Comment
  • Is Apple Moving Toward Safe Haven Status Within A Long-Term Trading Range? [View article]
    The cash is a negative not a positive in my view. Idle capital is wasted potential. I think of it as a spring. Sooner or later it has to be sprung! Better to distribute the cash or buy back the stock, so that others can put it to use if Apple cannot find good use for it.
    Mar 4 09:58 AM | 1 Like Like |Link to Comment
  • Apple's Shares Are Approaching A Bottom [View article]
    Doyle, I am a long term holder and have not bought or sold in the last 72 hours. I'm just making an observation that the tone of the conference call was not shareholder friendly and Tim is not Steve; he can't play it the same way as Steve and expect the same reaction.

    For now, for me at least, they get the 'blind faith' they are asking for since I attribute some of their tight lips to be related to not wanting to reveal their hand to fierce competition. However Peter should have had more to say with regard to the $135B in cash. There are shareholder friendly steps they can take right now.
    Jan 24 02:10 PM | Likes Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    Too pessimistic. There are a lot of building block technologies that will be coming out of the lab in the next generation. In addition to the TV idea and just off the top of my head...

    1. Go the other way and introduce a 12" tablet with a flexible retinaPlus OLED display.

    2. An iPhone6 with NFC, wireless charging, and different form factors to compete with the S3 and S4 when it sees the light of day.

    3. A plastic backed carbon fiber iPhone 5S for China Mobile.

    2. The cloud. Roll out Apple social, combining the better aspects of Facebook, Dropbox, and Twitter, and capture more ad revenue.

    3. Offer a subscription streaming music service like Pandora.

    4. Rollout more enterprise features to manage Apple products in the enterprise and promote enterprise application development for greater penetration into the corporate space.
    Jan 24 01:58 PM | Likes Like |Link to Comment
  • Apple's Shares Are Approaching A Bottom [View article]
    100XT, I thought the same thing. I wrote this in reply to another article...

    Steve Jobs was the FOUNDER and CEO of Apple. He was brash, unapologetic, and driven. Like him or hate him, own or avoid the stock, he didn't care. Steve was Steve and you had to accept that hubris if you owned Apple while Steve was alive. Sadly, Steve died. The founder no longer runs the company and as a result the company belongs to the Shareholders. So when I listen to the conference call and see Tim and Peter with the same hubris, it makes me want to tune out. They founded nothing and they need to realize they work for the shareholders My guess is a lot of shareholders feel this way and will sell just to not have to pay attention to them any more. Their arrogance is their undoing.
    Jan 24 01:21 PM | Likes Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    Ashraf, having been in IT for the better part of 25 years, I would disagree with your assessment of the IT landscape, however, I will agree that Tim Cook's comments regarding "the most important thing".

    Steve Jobs was the FOUNDER and CEO of Apple. He was brash, unapologetic, and driven. Like him or hate him, own or avoid the stock, he didn't care. Steve was Steve and you had to accept that hubris if you owned Apple while Steve was alive. Sadly, Steve died. The founder no longer runs the company and as a result the company belongs to the Shareholders. So when I listen to the conference call and see Tim and Peter with the same hubris, it makes me want to tune out. They founded nothing and they need to realize they work for the shareholders My guess is a lot of shareholders feel this way and will sell just to not have to pay attention to them any more. Their arrogance is their undoing.
    Jan 24 01:02 PM | 1 Like Like |Link to Comment
  • Apple Earnings: What's Next? [View article]
    The discontinuation of EPS guidance could be the result of a plan for a sizable stock buy-back. If the float will shrink by an unknown amount in the next quarter, the company is better off not giving guidance.My guess is that they will start to use stock buy-back's like IBM does... to back into an EPS number. I cannot think of a better way to use the cash hoard.
    Jan 24 08:49 AM | 2 Likes Like |Link to Comment
  • Apple Order Cuts Don't Tell The Whole Story [View article]
    Notice how all the rumors started after Apple could not well respond due to the quiet period leading up to earnings. Seems fishy to me. We will know the truth in a week. Place your bets.
    Jan 15 12:46 PM | 2 Likes Like |Link to Comment
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