“Ladies and Gentlemen, this is your captain speaking. We are flying through an area of turbulence. Please return to your seats and fasten your seatbelts.”
That’s what Captain Cook (Tim Cook, not James) could tell Apple’s stakeholders (employees, shareholders, customers, partners) in light of what happened in Germany on Friday and might reoccur soon: the temporary removal of products (or, in the future, product and service features) as a result of patent assertions by Android device makers in retaliation for Apple’s IP enforcement. He probably won’t make a statement like that, at least not until the going gets rougher and demands for explanations get louder.
…
Temporary sales bans appear more spectacular than they are impactful. Apple can always amend its proposals, and the latest one it made may already be sufficient under Orange-Book-Standard. If it’s not, we’ll see how far Apple will go — and the more concessions Apple makes, the more MMI has to watch out for antitrust blowback.
SOURCE:
http://fosspatents.blogspot.com/2012/02/apples-iterative-approach-to-frand.html
Awesome1
Richard 11:21 am on February 2, 2012 4 days ago Reply
Makes you wonder what ANY stock is “really” “worth.”
conshmillo 12:11 pm on February 2, 2012 4 days ago Reply
Makes you think what are the fundamental analysis worth.
Nicu 1:46 pm on February 2, 2012 3 days ago Reply
The minute Cook says dividend, no matter in what context or timeframe, the fundamentals will start correcting themselves. At the present rhythm of growth, in July 2014 Apple will have its present value in cash and earning more than $200B per year.
There is absolutely no way (dividends or not, even with slower growth than the present 95%) that by the end of 2014 the stock to be less than $800 – except maybe an economical or other cataclysm. Knowing that you can double your money in less than 3 years is considered a wondrous gift by 99% of the investing population. Those who only invest in the stock can easily handle a double dip, their gains will simply be delayed.
Fundamentals tell you the long term story. One who wants to invest today should be ecstatic that there such a predictable growth story out there (due to crazily compressed P/E). Lamenting that the market is not rational does not bring any profit.
Richard 11:11 pm on February 2, 2012 3 days ago Reply
Oh, I am long AAPL!
conshmillo 6:59 am on February 3, 2012 3 days ago Reply
I’ve never been Apple skeptic and I still am not, but there is no such thing as a sure thing in markets. As for fundamentals time frame for their usefulness is so big that I don’t care. By the time fundamentals reflect themselves in price, I move my money literarily hundred times over. I think fundamentals have real value only for a really big hedge or mutual funds with serious mountains of money. For small investor, I believe, (no news there) technicals server better purpose.