Apple And Goldman Sachs Are An 'Effective Team' [View article]
I do not agree. CISCO's acquisition strategy has not worked well at all and their stock has been dead money for years. ORACLE has used acquisitions to grow their company because they have lacked internal innovation, IMHO.
I think APPLE's current acquisition strategy is correct for this company.
Apple's Rally Is The Child Of A Deluded Wall Street [View article]
10 years from now I am sure we will be faced with Apple articles on SA asking what Steve Jobs would have done, or implying that Steve certainly wouldn't have done That. GMAB!!
Now That Apple Has Bottomed, What Is It Worth? [View article]
Great Article.
Everyone keeps crying about Apple's lack of innovation but Look at This List. What companies on this list can even equal Apple's innovation over the past few short years - CISCO, MICROSOFT, IBM, the Telcos. Give me a break.
I will put my past, present and future money on Apple's innovation any day and I believe fair value for Apple stock will return - which to me means higher than MS and IBM on the chart, IMHO.
Apple Kitchen Sinks Q3, But Announces Huge Cash Plans [View article]
Love what they did with the financials. Nice small dividend increase along with a huge buy-back - should definately put a floor in Apple stock. The only other action I would have liked to see was a split.
Somewhat concerned with the margins - the new normal might be in the mid-30s vs. high 30s to low 40s.
Very excited about the potential innovation coming - clearly more than just product refreshes.
My favorite baseball team can win 10 in a row and then after a 3 game loosing streak some folks start talking about replacing the Manager. Tim is not Steve but Tim needs some time to prove his long term capabilities and merit.
As a share owner, I do not want Tim reacting to every suggestion coming out of wall street and I don't think anyone should expect him to lay out the next few years plans for Apple innovation.
There Is Nothing Rotten About This Apple [View article]
I paid allot less than that and got a brand new out-of-the-box replacement with 64 gigs. There is no way any other tablet vendor would have done that for their customer.
With Apple products you get what you pay for - Premium products from a Premium company that offers Premium customer support.
There Is Nothing Rotten About This Apple [View article]
So I accidently dropped my ipad and it landed on one corner, cracking about a third of the screen - needless to say I was heart broken and pissed that I was carrying it without it's protective case. Although the device continued to work flawlessly, I wondered if it was at all repairable and at what price.
So I go to the nearest Apple store and am very pleasantly surprised to learn that I can get a brand new replacement ipad3 (with equivalent memory) for about a third of the price that I originally paid for the tablet in the first place - and I didn't even purchase the $99. extended warranty plan.
I would like to see any other tablet owner be able to do this with their device and the company they bought it from.
I was very happy with my Apple purchases before this event - now I am a true Apple "Fanboy". Apple might be considered a premium product at a premium price, but you DO get what you paid for.
It is very difficuly if not impossible to invent something totally new today. The vast majority of today's inventions and therefore today's "Innovation" comes from basically improving something that already exists. That is what Apple does better than any other company on the planet.
Did you ever try to surf the web on a cell phone before the iphone - I did? It was not at all usable nor user friendly. What Apple did was make it user friendly and easy to use your cell phone as an internet device and since then everyone in the world has copied their "Innovations".
They did the same thing with the MP3 player and the tablet, and I am hoping they do it again with the TV and possibly the watch.
This doesn't make Apple any less "Innovative" IMHO.
Apple Should Rehire Ron Johnson For Its Own Good [View article]
I disagree. Anyone could have been successful leading Apple's retail arm during the years that Johnson had that position - even me. Apple had products that customers wanted and purchasing at an Apple store made it very easy to walk out with a functioning piece of desired technology. Johnson showed what his real value is at JCP and as an Apple stock holder I would not like to see him re-hired. Just MHO.
Reflections On The Current State Of Apple [View article]
"I would announce a 50% increase in the dividend, a $5 per share special dividend, a $10 billion stock buyback, and that the company planned to split the stock 10-to-1 effective immediately."
I couldn't agree more - great observations and I am hopeful that most if not all of these financial options are deployed.
I also feel that 2013 will go down as one of the most "Innovative" in Apple's history - stay tuned.
There's a pattern here: China's "State Administration for Industry and Commerce" has mentioned Apple (AAPL -2.1%) in a notice urging authorities to protect consumer rights. The notice comes shortly after a front-page column in a state-owned newspaper and an "investigative special" from a state-owned TV channel took shots at Apple. [View news story]
And Apple can't seem to get into an agreement with state owned China Mobile - what a surprise!!!
Apple's Money Back: A Desperate Act? [View article]
I disagree that returning cash to shareholders (the actual owners of the company) is remotely close to an act of "Desperation". Earnings (cash) that is not needed to run the business, including supply chain, innovation, R&D, advertising, employee costs, and acquisitions (just to name a few) should be returned to the company owners - this is not Desperation - it is simply good business.
"Another major issue with Apple is that its revenue is heavily dependent on just one product line, iPhone accounted for 48 percent of the total revenue........ Samsung Electronics .........derives its revenue from four different segments .....mobile segment accounts for just 43 percent of the total revenues. That shows that Samsung in not dependent on its mobile phone sector."
So you are saying that 48% of total revenue for one product line is a major problem for Apple but not for Samsung at 43% - I don't see the distinction.
Also, it might have been beneficial to compare the total earnings of each company by product line, not just the revenue.
iTunes, Apple's Golden Goose... Really? [View article]
HAH? Does this look like a fading annual sales picture to you?
iphone annual sales (in millions)
F2008 - 11.6
F2009 - 20.7
F2010 - 40.0
F2011 - 72.3
F2012 - 125.0
Just the 1st half of F2013 - 85.2
I didn't take the time to include the annual ipad sales but they probably would show an even more dramatic annual increase.
I would not label these two Apple categories as "fading" just yet, IMHO.
Apple And Goldman Sachs Are An 'Effective Team' [View article]
I think APPLE's current acquisition strategy is correct for this company.
Apple's Rally Is The Child Of A Deluded Wall Street [View article]
Now That Apple Has Bottomed, What Is It Worth? [View article]
Everyone keeps crying about Apple's lack of innovation but Look at This List. What companies on this list can even equal Apple's innovation over the past few short years - CISCO, MICROSOFT, IBM, the Telcos. Give me a break.
I will put my past, present and future money on Apple's innovation any day and I believe fair value for Apple stock will return - which to me means higher than MS and IBM on the chart, IMHO.
Apple Kitchen Sinks Q3, But Announces Huge Cash Plans [View article]
Somewhat concerned with the margins - the new normal might be in the mid-30s vs. high 30s to low 40s.
Very excited about the potential innovation coming - clearly more than just product refreshes.
Apple: Quit Whining About Tim Cook [View article]
You must be joking right?
Apple: Quit Whining About Tim Cook [View article]
My favorite baseball team can win 10 in a row and then after a 3 game loosing streak some folks start talking about replacing the Manager. Tim is not Steve but Tim needs some time to prove his long term capabilities and merit.
As a share owner, I do not want Tim reacting to every suggestion coming out of wall street and I don't think anyone should expect him to lay out the next few years plans for Apple innovation.
Let him do his job, IMHO.
There Is Nothing Rotten About This Apple [View article]
With Apple products you get what you pay for - Premium products from a Premium company that offers Premium customer support.
There Is Nothing Rotten About This Apple [View article]
So I go to the nearest Apple store and am very pleasantly surprised to learn that I can get a brand new replacement ipad3 (with equivalent memory) for about a third of the price that I originally paid for the tablet in the first place - and I didn't even purchase the $99. extended warranty plan.
I would like to see any other tablet owner be able to do this with their device and the company they bought it from.
I was very happy with my Apple purchases before this event - now I am a true Apple "Fanboy". Apple might be considered a premium product at a premium price, but you DO get what you paid for.
Apple's Dirty Little Secret [View article]
Did you ever try to surf the web on a cell phone before the iphone - I did? It was not at all usable nor user friendly. What Apple did was make it user friendly and easy to use your cell phone as an internet device and since then everyone in the world has copied their "Innovations".
They did the same thing with the MP3 player and the tablet, and I am hoping they do it again with the TV and possibly the watch.
This doesn't make Apple any less "Innovative" IMHO.
Apple Should Rehire Ron Johnson For Its Own Good [View article]
Reflections On The Current State Of Apple [View article]
I couldn't agree more - great observations and I am hopeful that most if not all of these financial options are deployed.
I also feel that 2013 will go down as one of the most "Innovative" in Apple's history - stay tuned.
There's a pattern here: China's "State Administration for Industry and Commerce" has mentioned Apple (AAPL -2.1%) in a notice urging authorities to protect consumer rights. The notice comes shortly after a front-page column in a state-owned newspaper and an "investigative special" from a state-owned TV channel took shots at Apple. [View news story]
Apple's Money Back: A Desperate Act? [View article]
Arch Rivals: Samsung Vs. Apple [View article]
So you are saying that 48% of total revenue for one product line is a major problem for Apple but not for Samsung at 43% - I don't see the distinction.
Also, it might have been beneficial to compare the total earnings of each company by product line, not just the revenue.