Parsad Posted January 24, 2012 Share Posted January 24, 2012 I kid, I kid! But they either need to distribute cash or find someone to manage it...about $100B in cash and marketable securities after this quarter. Just a killer quarter! It will be interesting to see how they do from here on out. Cheers! http://www.sec.gov/Archives/edgar/data/320193/000119312512021833/d287503dex991.htm Link to comment Share on other sites More sharing options...
Smazz Posted January 24, 2012 Share Posted January 24, 2012 Mind Blowing number$ Link to comment Share on other sites More sharing options...
KFRCanuk Posted January 24, 2012 Share Posted January 24, 2012 Hockey Stick! http://9to5mac.files.wordpress.com/2012/01/screen-shot-2012-01-24-at-5-19-52-pm.png Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 24, 2012 Share Posted January 24, 2012 This sums up who is "winning" the smartphone wars: https://twitter.com/#!/fmanjoo/status/161932440737296386 Link to comment Share on other sites More sharing options...
DCG Posted January 25, 2012 Share Posted January 25, 2012 Another amazing quarter. :) Link to comment Share on other sites More sharing options...
NormR Posted January 25, 2012 Share Posted January 25, 2012 Welcome to the anti-trust zone Apple. Enjoy the soon-to-arrive government minders. Link to comment Share on other sites More sharing options...
Uccmal Posted January 25, 2012 Share Posted January 25, 2012 Welcome to the anti-trust zone Apple. Enjoy the soon-to-arrive government minders. Well, they can at least be thankful that Android has bigger market share. But, they are now a walking target like MSFT was for every competitor and litigator in existence. Sometimes wish I could bring myself to invest in momo stocks. Link to comment Share on other sites More sharing options...
DCG Posted January 25, 2012 Share Posted January 25, 2012 Sometimes wish I could bring myself to invest in momo stocks. huh? You'd classify Apple as a momentum stock? Link to comment Share on other sites More sharing options...
ExpectedValue Posted January 25, 2012 Share Posted January 25, 2012 Welcome to the anti-trust zone Apple. Enjoy the soon-to-arrive government minders. Well, they can at least be thankful that Android has bigger market share. I find it's much more useful to compare companies and their market shares on the basis of the difference in market share rather than who's absolute first, second, etc. In this case, Apple according to the latest Nielsen report has 45% share and Android has 47% share. Link to comment Share on other sites More sharing options...
DCG Posted January 25, 2012 Share Posted January 25, 2012 For those that didn't click through to the Tweet above, it notes: Apple's profits ($13 billion) exceeded Google's entire revenue ($10.6 billion) for the quarter. Still think market share is that important? Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 25, 2012 Share Posted January 25, 2012 Welcome to the anti-trust zone Apple. Enjoy the soon-to-arrive government minders. One moment everyone is talking about how Apple is losing share, declining after losing its visionary, is no longer relevant, etc. Next moment they're in the anti-trust zone? Which one is it? Link to comment Share on other sites More sharing options...
txlaw Posted January 25, 2012 Share Posted January 25, 2012 Wow, amazing quarter. Those YoY unit changes are pretty astounding too. Link to comment Share on other sites More sharing options...
ExpectedValue Posted January 25, 2012 Share Posted January 25, 2012 From the conference call: Tim: I wouldn't classify it like Mac and Windows at all. The Mac has outgrown the market for over 20 quarters in a row, but still has a single-digit percentage of the worldwide market whereas iOS, if you look at phones and tablets and iPod touch, we've sold over 315 million iOS devices If you look at the NPD data, it shows in the US, and this is just looking at October & November, so part of our launch in October and all of it in November, it shows iPhone at 43% and Android at 47% the Nielsen data from a few days ago shows iPhone at 45% versus Android at 47% Comscore data that came out on October/November shows iPhone at 42% and Android at 41% it seems that all of the data from the US would seem it's a very close race for iPhone, and I think on the iPad side, I think all of us inherently believe the iPad is way ahead there's really no comparable product to the iPod touch out there I wouldn't say it's a two-horse race. There's a horse in Redmond that always suits up and always runs and will keep running So what we focus on is innovating and making the world's best products. We'll just keep doing that and somewhat ignore how many horses there are. Link to comment Share on other sites More sharing options...
NormR Posted January 25, 2012 Share Posted January 25, 2012 Welcome to the anti-trust zone Apple. Enjoy the soon-to-arrive government minders. One moment everyone is talking about how Apple is losing share, declining after losing its visionary, is no longer relevant, etc. Next moment they're in the anti-trust zone? Which one is it? Well, I do suspect that the loss of Jobs will hurt in the long run and the firm is due for an anti-trust probe. So, a little from column A and a little from column B. Link to comment Share on other sites More sharing options...
Smazz Posted January 25, 2012 Share Posted January 25, 2012 Welcome to the anti-trust zone Apple. Enjoy the soon-to-arrive government minders. Remember when Gates had to go infront of Congress? As crazy as it sounds right now with their revenue and NEt - Apple doesn't have a monopoly the way Microsoft did back in the day. Link to comment Share on other sites More sharing options...
ERICOPOLY Posted January 25, 2012 Share Posted January 25, 2012 Welcome to the anti-trust zone Apple. Enjoy the soon-to-arrive government minders. Remember when Gates had to go infront of Congress? As crazy as it sounds right now with their revenue and NEt - Apple doesn't have a monopoly the way Microsoft did back in the day. Neither did Microsoft. Obviously the barriers to entry were overstated! Link to comment Share on other sites More sharing options...
Smazz Posted January 25, 2012 Share Posted January 25, 2012 Welcome to the anti-trust zone Apple. Enjoy the soon-to-arrive government minders. Remember when Gates had to go infront of Congress? As crazy as it sounds right now with their revenue and NEt - Apple doesn't have a monopoly the way Microsoft did back in the day. Neither did Microsoft. Obviously the barriers to entry were overstated! Microsoft was way closer to a monopoly at that time Compared to Apple today. Link to comment Share on other sites More sharing options...
beerbaron Posted January 25, 2012 Share Posted January 25, 2012 Microsoft was way closer to a monopoly at that time Compared to Apple today. Depends on how you see it. Some might argue that the fact that a user on iTunes cannot take it's songs library and transfer it into another system is a monopoly. Or that you can't buy the apps outside their environment makes the software suppliers captive and unable to compete properly. BeerBaron Link to comment Share on other sites More sharing options...
ERICOPOLY Posted January 25, 2012 Share Posted January 25, 2012 Welcome to the anti-trust zone Apple. Enjoy the soon-to-arrive government minders. Remember when Gates had to go infront of Congress? As crazy as it sounds right now with their revenue and NEt - Apple doesn't have a monopoly the way Microsoft did back in the day. Neither did Microsoft. Obviously the barriers to entry were overstated! Microsoft was way closer to a monopoly at that time Compared to Apple today. History suggests that there was no (edit: impenetrable) monopoly on personal computers. There was a monopoly on Windows software, but there's a monopoly on the Coke recipe too. Yet there is Pepsi, and Apple. Nothing the government did led to the success of Google and Apple. That was innovation. Link to comment Share on other sites More sharing options...
Smazz Posted January 25, 2012 Share Posted January 25, 2012 Welcome to the anti-trust zone Apple. Enjoy the soon-to-arrive government minders. Remember when Gates had to go infront of Congress? As crazy as it sounds right now with their revenue and NEt - Apple doesn't have a monopoly the way Microsoft did back in the day. Neither did Microsoft. Obviously the barriers to entry were overstated! Microsoft was way closer to a monopoly at that time Compared to Apple today. History suggests that there was no (edit: impenetrable) monopoly on personal computers. There was a monopoly on Windows software, but there's a monopoly on the Coke recipe too. Yet there is Pepsi, and Apple. Nothing the government did led to the success of Google and Apple. That was innovation. If I remember correctly it wasnt actually the windows software itself rather how Windows Operating software and its arteries were installed on most all PCs out of the box. Link to comment Share on other sites More sharing options...
ERICOPOLY Posted January 25, 2012 Share Posted January 25, 2012 Welcome to the anti-trust zone Apple. Enjoy the soon-to-arrive government minders. Remember when Gates had to go infront of Congress? As crazy as it sounds right now with their revenue and NEt - Apple doesn't have a monopoly the way Microsoft did back in the day. Neither did Microsoft. Obviously the barriers to entry were overstated! Microsoft was way closer to a monopoly at that time Compared to Apple today. History suggests that there was no (edit: impenetrable) monopoly on personal computers. There was a monopoly on Windows software, but there's a monopoly on the Coke recipe too. Yet there is Pepsi, and Apple. Nothing the government did led to the success of Google and Apple. That was innovation. If I remember correctly it wasnt actually the windows software itself rather how Windows Operating software and its arteries were installed on most all PCs out of the box. Well, this is a long discussion. But in 1995 I got my first PC and it was out of a retail store (installed) that provided me a PC with dual boot Windows 95 and Linux! Yes! Right out of a retail store. Fully 3 years before the antitrust BS. So consumers who wanted Linux could find it. But they didn't want it! I sought it out and found it. Link to comment Share on other sites More sharing options...
sswan11 Posted January 25, 2012 Share Posted January 25, 2012 I bought a few AAPL Jul12 395 calls on Monday. Very high premium, so risky - calls down interday today - obviously will be up tomorrow. Trying to decide whether to actually hold them, though I'd just intended to "flip" after earnings release. Sort of like house-flipping, but also like picking up quarters in front of train if one guesses wrong. I did the same last week with MSFT calls. 10% 1 day return on that one but keeps my anxiety level high for that 1 overnight hold! Link to comment Share on other sites More sharing options...
ERICOPOLY Posted January 25, 2012 Share Posted January 25, 2012 Imagine an independent Coca Cola bottler deciding to sell Pepsi adds on the Coke cans. That's like Compaq wanting to install Netscape links on the Windows desktop. Link to comment Share on other sites More sharing options...
Investmentacct Posted January 25, 2012 Share Posted January 25, 2012 May be I am naive to think but; Since appl is headquartered in bay-area; probably huge sum of those 100 Bln in BofA or WFC accounts doing nothing while hopefully BofA doing something with them. Ironically, BofA traded 75Bln in open market. Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 25, 2012 Share Posted January 25, 2012 Imagine an independent Coca Cola bottler deciding to sell Pepsi adds on the Coke cans. That's like Compaq wanting to install Netscape links on the Windows desktop. Windows is a platform, it is mean to run other things and is useless if you don't run applications on it. A Coke can (filled with Coke) is a complete product in itself and is not a platform. Monopoly is decided by marketshare. What was Window's share of PC OSes during the antitrust suits? Link to comment Share on other sites More sharing options...
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