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Camden

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  • Apple's Growth Makes It The Perfect Value Stock [View article]
    Wildhart,
    Re: "Apple didn't produce the iPod, the iPhone, the iPad and the Mac, it was really Jobs who produced them, in his minds eye, and then AAPL made them. Without Jobs none of these products would have been produced. None!"

    Jobs did not dream up Apple's products. The ideas came from the engineers and designers. Yes, it was Jobs that had final say and he routinely killed projects, but he was not an "inventor" with a team to help him get his projects completed. As long as Jony Ive is Senior Designer Apple products will have the same, or nearly the same focus on simplicity and attention to detail.

    The loss of Jobs is indeed a loss. But if you think Apple without Jobs is not better than any of the other companies out there (none of which have a Steve Jobs) then you don't have a good understanding of Apple's operations.
    Dec 7, 2011. 01:40 PM | Likes Like |Link to Comment
  • Who Do Apple Directors Work For? [View article]
    Leverage it not an answer. Shareholders do not accept leverage for payment - and neither do bankers. You are not making sense.
    Dec 2, 2011. 11:48 PM | Likes Like |Link to Comment
  • Who Do Apple Directors Work For? [View article]


    I've got to hear this one. Please explain how private equity could "bring down" Apple.

    You seem to be living in some sort of fantasy world.

    The only countries being "brought down" are those on the verge of collapse due to the weight of their debt obligations. Apple is totally free from any pressures of the bond market vigilantes.
    Dec 2, 2011. 10:49 AM | 1 Like Like |Link to Comment
  • Who Do Apple Directors Work For? [View article]
    Re: " It is unclear who would be making a $300B leveraged buyout of Apple."

    It's very clear to me. No one. There isn't a company on the planet that could get that kind of financing. Not one.

    And, even if one could Apple could easily defend itself in the takeover attempt. The prospect is too silly too even mention.
    Dec 1, 2011. 09:29 PM | 1 Like Like |Link to Comment
  • Who Do Apple Directors Work For? [View article]
    DM,

    My guess is that it is at least partly due to the 2004 tax holiday that allowed companies to repatriate cash at about a 5% tax rate. What sane CFO would bring home that cash I'd they feel corporations can now blackmail the government into a 5% income tax?

    Apple is certainly not the only big corporation with tons of cash - Apple is just amassing it faster than most. Apple will pay a dividend once their growth slows significantly and it is needed to give shareholders that return that Dana thinks they deserve.

    As you do, DM, I believe Apple has plans for much of the cash. The first time I hears Steve Jobs respond to that subject one of his reasons for the cash was that it allowed the company to Think Big. I'm confident management is top quality - the execution of the business model has been proof of that.
    Dec 1, 2011. 09:20 PM | 2 Likes Like |Link to Comment
  • The Apple Bubble Is Ready To Burst [View article]
    It's unfortunate S.A. Management feels it must buy this garbage because it gets eyeballs to the site. I've talked to them about cutting out the really stupid articles in an effort to attract a higher level of investing public but they apparently feel trapped by their own business model. It's really too bad that they are not only not willing to clean up the garbage but in some ways encourage it. Articles like this greatly diminish the Seeking Alpha brand.
    Dec 1, 2011. 02:27 AM | 3 Likes Like |Link to Comment
  • Who Do Apple Directors Work For? [View article]
    Oh those poor shareholders! That stingy board has only made them an 18% return this year! That, after making them 52% last year. Those poor darlings must truly feel bereft.
    Nov 30, 2011. 07:36 PM | 5 Likes Like |Link to Comment
  • Apple: The Most Undervalued Large-Cap Stock In America [View article]
    Nice article Andy.
    Nov 29, 2011. 12:57 AM | Likes Like |Link to Comment
  • Stock Ranking According To Hedge Fund Investing (Part 3) [View article]
    Nice article. Interesting methodology. Certainly appropriate for the S.A. forum.
    Nov 25, 2011. 10:13 AM | Likes Like |Link to Comment
  • Apple May Have Won The PC War, By Losing The Windows Battle [View article]
    MG,

    Great article. Well thought out and nicely written. Nice job!
    Nov 23, 2011. 10:18 AM | Likes Like |Link to Comment
  • Understanding Apple's Rates Of Growth [View article]
    Thanks. It's an excellent article.
    Nov 21, 2011. 01:15 PM | Likes Like |Link to Comment
  • The Excitement Over Apple Isn't Over [View article]
    Nice article.
    Nov 21, 2011. 01:40 AM | Likes Like |Link to Comment
  • Understanding Apple's Rates Of Growth [View article]
    Secular,
    Would you please include a link to the article that has the chart referenced?...

    1st Wave Mainframe 1m Units
    2nd Wave PC 100m Units
    3rd Wave Web 1,000m Units
    4th Wave Post-PC 10B Units
    or Mobile Computing


    Thanks
    Nov 20, 2011. 11:26 PM | Likes Like |Link to Comment
  • Understanding Apple's Rates Of Growth [View article]
    Robert,
    My appologies on the name. I should have known. For some strange reason I was thinking I was responding to Stephen Rosenman (another of my favorite SA contributors).

    I think we may be discussing different quarters. I thought your initial response to me about channel inventory was in answer to my comment about your September quarter estimate being much too high.
    Nov 20, 2011. 11:11 PM | Likes Like |Link to Comment
  • Understanding Apple's Rates Of Growth [View article]
    Stephen,
    Are you saying that you expected Apple to sequentially sell more iPhones in Q3 even though management mentioned the upcoming product transition and everyone was expecting a new iPhone in the fall? Are you also saying Apple purposely "held back" iPad sales? Or, perhaps that iPad production could not keep up to your estimate? I'm unclear how your comment explains your overly optimistic estimate. I'm not trying to be argumentative. I simply want to understand your intended meaning.
    Nov 20, 2011. 09:15 PM | Likes Like |Link to Comment
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1,381 Comments
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