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Post by lovemyipad on Oct 24, 2013 17:18:10 GMT -8
NFLX and AMZN - a tale of two LOL stock prices. AMZN up 8% AH. Sheesh. I am wondering: 1) Will AMZN's day after more resemble GOOG's or NFLX's? 2) Will the fruit catch a freakin break this time?
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Mav
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Post by Mav on Oct 24, 2013 17:29:58 GMT -8
Good questions, iPad. #2 is so dependent on earnings it's not even funny. And forecasting is maddening because of all the new products launching just now! Might NFLX be having a...breakout failure moment?
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Post by artman1033 on Oct 24, 2013 17:31:58 GMT -8
I watched the new iPad demo on the Apple presentation, BUT I must have missed this part:
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Post by Red Shirted Ensign on Oct 24, 2013 17:35:55 GMT -8
Apple will expand buybacks over time, I'm quite sure of it. As far as iCahn, love him, hate him, no one can DO anything about him. Hi, you must be new here. One of the main purposes of this forum is to complain about forces beyond our control. The other purpose is to debate others to the death over their opinions on all things Apple, as if they were advocating communist dictatorship in America. And finally, this forum is to serve as advice for Apple's CEO how to run his company, although none of us has any experience or expertise even remotely relevant to running a Fortune 500 consumer tech company, and Tim Cook has never visited this site, and never will. Hope that clears things up. Welcome aboard! Ouch!...I resemble that remark.
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Post by Red Shirted Ensign on Oct 24, 2013 17:37:45 GMT -8
I would agree that #4 is the worst option. As we saw at the end of last year and early this year, the longer you sit on it, the more the street discounts the cash. Pretty soon, it assumes it isn't even there. I think that $150B is a bit too big. granted, apple is generating about $50B a year in cash, but borrowing an amount equal o the cash seems excessive. I'm also struggling with Icahn's suggested $525 offer value. Why do the offer at below market rates? Who would take that deal? Wouldn't that hold the stock down in the short term? Maybe someone more knowledgable than me can answer that... I believe Apple was trading at $525 at the time he released his letter. And yeah, $150B is too big -- I'm in favor of an additional $60 - $75B buyback. Carl is "negotiating" with $150B. I've felt an additional 75 billion was the right balance,,,BWDIK
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Post by Red Shirted Ensign on Oct 24, 2013 17:51:29 GMT -8
Well, now that you are having twitter conversations with Horace and Deagol I feel like I ought to read it..... What a Troika!
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Mav
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Post by Mav on Oct 24, 2013 18:08:38 GMT -8
Horace? We don't really talk. (I'm nobody on the Web.)
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Post by artman1033 on Oct 24, 2013 18:10:10 GMT -8
Interesting tidbits from Mr.Softie's earnings call transcript:
quick thoughts on the PC market which turned out better than we had expected. We are seeing signs of stabilization in the business segment with two consecutive quarters of growth and a relatively stable outlook for the next couple of quarters. While the consumer segment is more volatile with increasing competition for share of wallet and also performed better than expected, particularly in developed markets.
In terms of mix, Surface RT did better than expected. With Surface Pro, we saw some customers delay purchase in anticipation of Surface Pro 2 which delivers significantly improved battery and processor performance.
While we feel good about the increased traction we saw with Surface this quarter, we know there is more to do. We are intensely focused on improving our capabilities in key areas like demand-planning and supply chain management and on achieving scale as quickly as possible.
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Post by phoebear611 on Oct 24, 2013 18:29:22 GMT -8
In all seriousness, Carl is a side show but he is touching upon a sensitive topic with investors. He claims his issue is not with TC but with the BOD. He said he didn't feel there was financial/business expertise on the Board and that may be why they are taking the route they are. Maybe he is vying for a Board seat? Who knows.
Question for anyone here - just read an article that there are Disney names missing in iTunes and that the two companies are in the middle of a licensing dispute. Meanwhile, Iger is on AAPL's BOD! WTF is up with that? Anyone here know enough to shed some light about what may be going on?
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Post by jdrizzo89 on Oct 24, 2013 18:47:51 GMT -8
Samesung. What a tactic. Maybe that's where the constant flux of apple hate comes from www.idownloadblog.com/2013/10/24/samsung-fined-over-faked-web-comments/The Taiwanese maker has just posted a loss in the September quarter after its global handset share plummeted from a high of 10.3 percent in the third quarter of 2011 to an unbelievably paltry 2.6 percent in the third quarter of 2013.
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Deleted
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Post by Deleted on Oct 24, 2013 19:33:39 GMT -8
In all seriousness, Carl is a side show but he is touching upon a sensitive topic with investors. He claims his issue is not with TC but with the BOD. He said he didn't feel there was financial/business expertise on the Board and that may be why they are taking the route they are. Maybe he is vying for a Board seat? Who knows. Question for anyone here - just read an article that there are Disney names missing in iTunes and that the two companies are in the middle of a licensing dispute. Meanwhile, Iger is on AAPL's BOD! WTF is up with that? Anyone here know enough to shed some light about what may be going on? It's even weirder seeing as the Jobs family is Disney's biggest shareholder..
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JDSoCal
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Aspiring oligarch
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Post by JDSoCal on Oct 24, 2013 19:43:37 GMT -8
The Taiwanese maker has just posted a loss in the September quarter after its global handset share plummeted from a high of 10.3 percent in the third quarter of 2011 to an unbelievably paltry 2.6 percent in the third quarter of 2013. Posted a loss?!?!! LOL, where did the author get that one? That would be a tsunami, breaking news, and everyone's iPhone would have lit up with push alerts. That would be the greatest day since UCLA won the basketball title in '95. Samsung Electronics reports record third-quarter as chip profit hits three-year highThe good news:
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Post by Red Shirted Ensign on Oct 24, 2013 19:57:35 GMT -8
Sorry professor...back to critical reading class..
The quote referred to Samsung trolls posting FUD about HTC, the Taiwanese phone maker in question, not Samsung's results today.
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JDSoCal
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Aspiring oligarch
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Post by JDSoCal on Oct 24, 2013 20:12:23 GMT -8
Sorry professor...back to critical reading class.. The quote referred to Samsung trolls posting FUD about HTC, the Taiwanese phone maker in question, not Samsung's results today. My bad, DUP-ing again. But still, nice to see Samsung's margins thinning...
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