Palantir Posted September 30, 2013 Share Posted September 30, 2013 Interesting graph, Android doesn't look nearly as strong from that angle - rather there is a clear market segmentation effect. What's also interesting is that Windows seems to do well where iOS is doing well, if I am not mistaken. Link to comment Share on other sites More sharing options...
Guest wellmont Posted September 30, 2013 Share Posted September 30, 2013 I look at the chart and see Android at the top in every country. It's lucky for me as a shareholder that market share does not matter that much to shareholder returns. Link to comment Share on other sites More sharing options...
Guest valueInv Posted September 30, 2013 Share Posted September 30, 2013 I look at the chart and see Android at the top in every country. It's lucky for me as a shareholder that market share does not matter that much to shareholder returns. And why would it even matter? Link to comment Share on other sites More sharing options...
Guest valueInv Posted September 30, 2013 Share Posted September 30, 2013 More on disruption: http://stratechery.com/2013/obsoletive/ Link to comment Share on other sites More sharing options...
fareastwarriors Posted October 1, 2013 Share Posted October 1, 2013 Icahn Presses Apple for $150 Billion Buyback http://online.wsj.com/article/SB10001424052702304373104579109222124261640.html?mod=WSJ_business_whatsNews Investor Carl Icahn said he is pressing Apple Inc. AAPL +1.92% to more than double its stock buyback plans to $150 billion, following a meeting with Tim Cook, the tech giant's chief executive. "Had a cordial dinner with Tim last night. We pushed hard for a 150 billion buyback. We decided to continue dialogue in about three weeks," Mr. Icahn wrote on Twitter at 10:23 a.m. EDT in a message that was confirmed by his company as authentic. Link to comment Share on other sites More sharing options...
Viking Posted October 1, 2013 Share Posted October 1, 2013 Just to speculate, I find it interesting that they will be talking again in three weeks - after fiscal Q4 results have been released. Makes sense to me that Apple announces they have purchased a bunch more shares and perhaps even increasing the buyback total amount moving forward; likely in conjunction with another bond issuance. Carl will not get everything he wants ($150 billion) but likely more than they have announced to date. One big question I had at the start of the year was how to value all the cash on Apple's balance sheet. Most companies waste it on overpriced aquisitions or buy back overvalued shares. I love that Apple is moving aggressively to buy back stock at under $500/share. I think their capital management skills are underappreciated. Link to comment Share on other sites More sharing options...
Palantir Posted October 1, 2013 Share Posted October 1, 2013 This clown needs to go away. Carl Icahn Admits His Meeting With Tim Cook Got 'A Little Testy' At Times http://finance.yahoo.com/news/carl-icahn-admits-meeting-tim-162941264.html Link to comment Share on other sites More sharing options...
txlaw Posted October 1, 2013 Share Posted October 1, 2013 Bezos highly recommends that his execs read The Innovator's Solution by Clayton Christensen. See http://www.farnamstreetblog.com/2013/10/jeff-bezos-read-these-books/ Makes sense, and I think it demonstrates how forward thinking the guy is and what's in store for the handset and OS market (commoditization). Link to comment Share on other sites More sharing options...
Guest valueInv Posted October 1, 2013 Share Posted October 1, 2013 Bezos highly recommends that his execs read The Innovator's Solution by Clayton Christensen. See http://www.farnamstreetblog.com/2013/10/jeff-bezos-read-these-books/ Makes sense, and I think it demonstrates how forward thinking the guy is and what's in store for the handset and OS market (commoditization). Yeah, that's why Apple priced the 5c at $500+. Link to comment Share on other sites More sharing options...
Guest valueInv Posted October 1, 2013 Share Posted October 1, 2013 Looks like they've opened up a whole new world with iBeacon: http://stevecheney.com/how-apple-ibeacon-will-transform-local-commerce/ So apart from this, they've introduced: - The first touch-based fingerprint sensor and have taken the lead in security - Introduced the first 64-bit phone and have taken the lead in performance - Introduced the iOS interface for the car - Introduced the motion co-processor - Did a massive update of their OS Not bad for resting on their laurels ;) And the gold iPhone doesn't seem to be doing bad either. Link to comment Share on other sites More sharing options...
Guest wellmont Posted October 1, 2013 Share Posted October 1, 2013 This clown needs to go away. Carl Icahn Admits His Meeting With Tim Cook Got 'A Little Testy' At Times http://finance.yahoo.com/news/carl-icahn-admits-meeting-tim-162941264.html I like it. funny how things start happening when big shareholders meet with Tim. Link to comment Share on other sites More sharing options...
Liberty Posted October 1, 2013 Share Posted October 1, 2013 Samsung seems to have been caught cheating on benchmarks http://arstechnica.com/gadgets/2013/10/galaxy-note-3s-benchmarking-adjustments-inflate-scores-by-up-to-20/ Update: Also, I think we've just seen the beginning of gaming on Apple platforms. Stuff like this if well implemented can help http://www.macrumors.com/2013/10/01/image-of-potential-logitech-mfi-controller-leaked/ But i still think there's a good chance that a future Apple TV will be more powerful (especially GPU) and be compatible with gaming controllers - ideally a standard one designed by Apple - entering the console market (if someone can do a better job than microsoft and sony, it's Apple) on top of all the other things the APple TV can do. Link to comment Share on other sites More sharing options...
Guest valueInv Posted October 1, 2013 Share Posted October 1, 2013 Looks like they've opened up a whole new world with iBeacon: http://stevecheney.com/how-apple-ibeacon-will-transform-local-commerce/ So apart from this, they've introduced: - The first touch-based fingerprint sensor and have taken the lead in security - Introduced the first 64-bit phone and have taken the lead in performance - Introduced the iOS interface for the car - Introduced the motion co-processor - Did a massive update of their OS Not bad for resting on their laurels ;) And the gold iPhone doesn't seem to be doing bad either. Oops, I forgot, they took the lead on gaming too with the new APIs: http://www.macrumors.com/2013/10/01/image-of-potential-logitech-mfi-controller-leaked/ Thanks, Liberty. Link to comment Share on other sites More sharing options...
Palantir Posted October 1, 2013 Share Posted October 1, 2013 This clown needs to go away. Carl Icahn Admits His Meeting With Tim Cook Got 'A Little Testy' At Times http://finance.yahoo.com/news/carl-icahn-admits-meeting-tim-162941264.html I like it. funny how things start happening when big shareholders meet with Tim. And what's started happening since big shareholders have met with Tim? Do enlighten us. Link to comment Share on other sites More sharing options...
Guest wellmont Posted October 2, 2013 Share Posted October 2, 2013 big dividend and buyback checks start to get cut shortly after tim hears from wall street hedge fund titans. I suspect they would still be hoarding cash had they not gone public with their ownership concerns. as a fellow shareholder I am happy that tim is dining with Carl. Link to comment Share on other sites More sharing options...
Guest valueInv Posted October 2, 2013 Share Posted October 2, 2013 Samsung showing how it can "out- innovate" Apple: http://dailyexhaust.com/2013/10/switch-gears-samsung.html Link to comment Share on other sites More sharing options...
Guest valueInv Posted October 2, 2013 Share Posted October 2, 2013 Another big hire at Apple: http://appleinsider.com/articles/13/10/01/apple-hires-longtime-cable-exec-for-something-big Link to comment Share on other sites More sharing options...
Palantir Posted October 2, 2013 Share Posted October 2, 2013 big dividend and buyback checks start to get cut shortly after tim hears from wall street hedge fund titans. I suspect they would still be hoarding cash had they not gone public with their ownership concerns. as a fellow shareholder I am happy that tim is dining with Carl. You realize that they started returning cash to shareholders over a year ago, before David Einhorn started whining about "iPrefs"? Link to comment Share on other sites More sharing options...
Palantir Posted October 2, 2013 Share Posted October 2, 2013 Another big hire at Apple: http://appleinsider.com/articles/13/10/01/apple-hires-longtime-cable-exec-for-something-big I wonder if they can sell TVs via Carrier subsidies the way they do smartphones. They could probably get Telcos to compete with cable. People pay monthly charges for cable anyways.... Link to comment Share on other sites More sharing options...
LC Posted October 2, 2013 Share Posted October 2, 2013 Let's imagine an Apple TV. What will the business model look like... iTunes? In that you buy shows? So you're cutting your 100/mo cable subscription and spend that on buying content instead? Link to comment Share on other sites More sharing options...
VAL9000 Posted October 2, 2013 Share Posted October 2, 2013 More on disruption: http://stratechery.com/2013/obsoletive/ Not sure I understand the point here. I read the article and all I can glean is that the author wants us to use the term "obsoletive" instead of "disruptive" for some specific new market scenarios. I guess that based on a third party's profile of Clayton Christensen the author has come to the conclusion that disruption specifically refers to a cheaper and inferior product displacing an established product. Since the iPhone doesn't fit this scenario, we are supposed to use this new term "obsoletive". Did I miss something deeper? Obsoletive isn't a word. But then I guess stratechery isn't, either... Link to comment Share on other sites More sharing options...
Guest valueInv Posted October 2, 2013 Share Posted October 2, 2013 More on disruption: http://stratechery.com/2013/obsoletive/ Not sure I understand the point here. I read the article and all I can glean is that the author wants us to use the term "obsoletive" instead of "disruptive" for some specific new market scenarios. I guess that based on a third party's profile of Clayton Christensen the author has come to the conclusion that disruption specifically refers to a cheaper and inferior product displacing an established product. Since the iPhone doesn't fit this scenario, we are supposed to use this new term "obsoletive". Did I miss something deeper? Obsoletive isn't a word. But then I guess stratechery isn't, either... The point of the article is that it doesn't fit Christensen's model of disruption. So he's using a new word to differentiate between what Apple did and what Christensen decribes. AFAIK, Christensen also coined a new term - "disruptive innovation". Link to comment Share on other sites More sharing options...
Guest valueInv Posted October 2, 2013 Share Posted October 2, 2013 Another big hire at Apple: http://appleinsider.com/articles/13/10/01/apple-hires-longtime-cable-exec-for-something-big I wonder if they can sell TVs via Carrier subsidies the way they do smartphones. They could probably get Telcos to compete with cable. People pay monthly charges for cable anyways.... For mobile, there was no path to market without operators. For TV's there is, Link to comment Share on other sites More sharing options...
Palantir Posted October 2, 2013 Share Posted October 2, 2013 ^ How would you get content though without agreements with cable cos? Link to comment Share on other sites More sharing options...
Liberty Posted October 2, 2013 Share Posted October 2, 2013 ^ How would you get content though without agreements with cable cos? What you need is agreement with the content cos (Disney, HBO, AMC, etc), not the cable cos. Apple TV already has deals with some of them. Link to comment Share on other sites More sharing options...
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