Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Apr 5, 2018 2:28:23 GMT -8
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Apr 5, 2018 6:20:46 GMT -8
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Post by tuffett on Apr 5, 2018 8:04:23 GMT -8
I expect a $200B capital return over the next two years at a minimum. They have $160B to spend to reach net zero, and will make around another $120B. They could actually go up to $250-300B.
I hope they stage the announcement such that they will buy back regularly but also reserve large sums to support the stock during irrational sell-offs. This should spook the remaining bears and probably result in a lower average purchase price of shares.
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Post by tuffett on Apr 5, 2018 10:38:34 GMT -8
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Post by audiosculpture12 on Apr 5, 2018 12:00:23 GMT -8
I absolutely agree with the sentiment...on the other hand i thought they originally promised it in 2018? But hey, better they get it right than rush it out. 'Apple will be bringing out an all-new Mac Pro in 2018, the company confirmed in an interview in April, responding to concerns from professional users that Apple was abandoning the pro market. ' from appleinsider.com/futures/2018-mac-pro
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Post by carbonate24 on Apr 5, 2018 15:13:39 GMT -8
A little off topic here, but I was wondering if anyone could help me explain the specifics of how the security of Apple Pay actually works.
I’ve already covered the items discussed on Apple’s webpage relative to tokenization and such, but that apparently was not enough. The question was posed by my coworker which was, what happens if a hacker intercepts either the transmission during the card set up process or during an actual transaction. While highly unlikely, they were convinced that if someone was able to steal a one time transaction code that it must be able to be linked back to a credit card and/or bank that someone could then hack into. This person was also convinced that if a hacker figured out how to do that for one card they could suddenly steal every person‘s information who’s ever used Apple Pay because they would have essentially the process to steal from everyone else. Sometimes it is hard to argue with the “yeah what if “argument, but perhaps someone could give me a better way to explain why the above situation isn’t really possible. I think Apple Pay is great, and I use it whenever I can. It’s just hard to try to convince others that Apple Pay is better than swiping their credit card. Doesn’t seem like it should be, but it has been my experience. Thanks for reading. And back on topic good day for Apple, rough extended hours as the futures and Apple are down. More trade war worries.
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ono
Member
posted
Posts: 555
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Post by ono on Apr 5, 2018 15:20:49 GMT -8
From CNBC, Kramer, talking about Spotify and Netflix valuation:
"A $143.99 stock as of Thursday's closing bell, Spotify trades at 4.2 times this year's revenue estimates, much cheaper than Netflix, which has a similar growth forecast and trades at 8.1 times sales."
Wow. So now its not P/E, its Revenue/Share price? I think I'm more comfortable with P/E, but if the market wants to value AAPL at 8x of $215B 2017 revenue, I won't argue!
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Apr 5, 2018 16:01:37 GMT -8
A little off topic here, but I was wondering if anyone could help me explain the specifics of how the security of Apple Pay actually works. I’ve already covered the items discussed on Apple’s webpage relative to tokenization and such, but that apparently was not enough. The question was posed by my coworker which was, what happens if a hacker intercepts either the transmission during the card set up process or during an actual transaction. While highly unlikely, they were convinced that if someone was able to steal a one time transaction code that it must be able to be linked back to a credit card and/or bank that someone could then hack into. This person was also convinced that if a hacker figured out how to do that for one card they could suddenly steal every person‘s information who’s ever used Apple Pay because they would have essentially the process to steal from everyone else. Sometimes it is hard to argue with the “yeah what if “argument, but perhaps someone could give me a better way to explain why the above situation isn’t really possible. I think Apple Pay is great, and I use it whenever I can. It’s just hard to try to convince others that Apple Pay is better than swiping their credit card. Doesn’t seem like it should be, but it has been my experience. Thanks for reading. And back on topic good day for Apple, rough extended hours as the futures and Apple are down. More trade war worries. If I understand the process correctly, every token is unique and incorporates transaction specific details such that even a party to the transaction (e.g. the retailer) could not create a fraudulent transaction by utilizing a prior valid token.
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Apr 5, 2018 16:04:31 GMT -8
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Post by benoir on Apr 5, 2018 18:40:56 GMT -8
I'm thinking, more a buying opportunity... ...Tim/Luca?
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Post by Luckychoices on Apr 5, 2018 18:41:21 GMT -8
I don't remember seeing this posted previously, so sorry if it's already been posted. In any case, this is the interview where Tim Cook discussed privacy, Facebook, etc. Should be worth watching. May be worth reposting the link again tomorrow, the day of the program, just to be sure everyone has seen it.
MSNBC & Recode Present “Revolution: Apple Changing The World” Featuring Apple CEO Tim CookKara Swisher, Recode Executive Editor and Co-Founder, and Chris Hayes, Anchor of “All In,” to Co-Host Education and Politics Discussion; Special Airs Friday, April 6th at 8:00pm ET on MSNBCAfter the first successful townhall event with YouTube’s Sundar Pichai and Google’s Susan Wojcicki, MSNBC and Vox Media’s Recode are thrilled to announce the second event of the series. “Revolution: Apple Changing the World”, featuring Apple CEO Tim Cook, will premiere Friday, April 6th at 8 PM ET on MSNBC with co-hosts Kara Swisher and MSNBC’s Chris Hayes from Chicago, IL.
Following Apple’s event at Lane Tech College Prep High School, the “Revolution” special – which will tape at the high school on March 28th – will dive into Apple’s plans to innovate in the classroom and beyond, discussing how Apple is using technology to power learning for the next generation of students and workers. “Revolution: Apple Changing the World” will also focus on additional subjects including immigration reform, the future of work, technology’s role in society and more.
The “Revolution” series from MSNBC and Recode features one-on-one interviews and panel discussions with a range of thought leaders as well as townhall-style conversations with the audience examining the impact of technology on business, politics, science, health, jobs, climate, culture, education and more.
The “Revolution” townhall series air as specials on MSNBC, with additional coverage and videos available on MSNBC.com and NBCNews.com, as well as on Recode and Vox Media’s The Verge, and fans can join the conversation on Twitter using the hashtag #RevolutionCHI.
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4aapl
Moderator
Posts: 3,867
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Post by 4aapl on Apr 5, 2018 20:20:38 GMT -8
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Post by deasys on Apr 5, 2018 23:04:45 GMT -8
A little off topic here, but I was wondering if anyone could help me explain the specifics of how the security of Apple Pay actually works…The question was posed by my coworker which was, what happens if a hacker intercepts either the transmission during the card set up process or during an actual transaction. While highly unlikely, they were convinced that if someone was able to steal a one time transaction code that it must be able to be linked back to a credit card and/or bank that someone could then hack into. Nope: www.businessinsider.com/apple-pay-is-ringing-in-a-new-era-of-payment-security-2015-5?op=1"Together the unique identifier and the cryptogram ensure that even if the token is stolen, it can't be used because the token must come from the device to which it was registered."Lots more in that article and this one too: mashable.com/2014/10/23/apple-pay-is-more-secure-than-your-credit-and-debit-cards/#aeLWV5Wfzuq1"'It wouldn't matter if they write it on a billboard,' said Andrew Sudbury, co-founder of Abine, a company that designs tools to protect online privacy."
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