0gre’s Activity

Today

NL

Boards Post

0gre replied to the Apple board. 3 minutes ago

Re: Just for clarification re: aapl dividend

Should Apple enter the Dow, can it be kicked out if the share price gets "too high"?

Maybe it will simply force the idiots who built an index based on share price to reconsider the idea....


Probably not.

NL

Boards Post

0gre replied to the Apple board. 2 hours ago

Re: Stock Split Rationale

Traditionally I've agreed with Warren Buffet's view, that high share prices discourage flighty investors.

Then he issued B shares largely to thwart companies which created an artificial market for berkshire fractional shares. Then [more]

NL

Boards Post

0gre replied to the Apple board. 2 hours ago

Re: Growth... And random conf call notes

Chromebooks & education ...

Curious couple articles wholly lacking any real discussion on methodology the exact complaint you made about the numbers Apple provided. We know Apple has shipped 210 million iPads, Apple gives us [more]

NL

Boards Post

0gre replied to the Apple board. 5:14 AM

Re: Growth... And random conf call notes

One other note on Mac Pro sales. Mac ASPs were actually down a bit y/y which suggests Mac Pro isn't a huge chunk percentage of Mac sales.

NL

Boards Post

0gre replied to the Apple board. 4:47 AM

Re: Growth... And random conf call notes

I'd love to know if Apple shared any sources or detail on how this is calculated. If it is 'tablet only' in western countries or the USA then I find it believable as generally you don't see press about mass Android or MS tablet deployments in [more]

NL

Boards Post

0gre replied to the Apple board. 4:13 AM

Re: Buybacks Current Status

Wow, numeric dyslexia. 874 million not 847 million.

With the numbers from the 8-K it's down 66,507 shares for a 7.56% share count reduction. So about half the 15% y/y earnings per share growth.

NL

Boards Post

0gre posted to the Apple board. 4:00 AM

Buybacks Current Status

From the conference call:
In total, we executed almost $21 billion worth of capital return activities during the March quarter. First, we launched our third accelerated share repurchase program in late January through which we will acquire an [more]

NL

Boards Post

0gre replied to the Apple board. 2:27 AM

Re: 7:1 stock split

How many DJIA index funds are they and how big are they?

I have no idea, I don't inventory them.

There are multiple ETFs which track the DOW, "DIA" being the biggest, but there are a couple others. Also, as far [more]

NL

Boards Post

0gre replied to the Apple board. 1:17 AM

Re: Mac Mini not suitable for purchase

Where Apple does well making peripherals is in places where good peripherals make their core products shine, it's a situation where the whole is greater than the sum of the parts. The Apple TV makes the iPhone, iPad, and Macs much better in a way the [more]

NL

Boards Post

0gre replied to the Apple board. 12:37 AM

Re: Mac Mini not suitable for purchase

There is a leaked spec floating around for the next rev of Thunderbolt which includes smaller connectors and the ability to charge a device up to 100 watts over the thunderbolt cable. If true, it sounds almost like Intel is making the cable right off [more]

Yesterday

NL

Boards Post

0gre replied to the Apple board. 8:58 PM

Re: Growth... And random conf call notes

The Chinese upper and middle classes are MUCH more densely populated than in the USA. Perhaps only the big cities each need a few stores to handle the expected demand.

Burberry has over 60 retail stores in China. I think it's [more]

NL

Boards Post

0gre replied to the Apple board. 7:56 PM

Re: 7:1 stock split

Split means nothing, different sized slices of the same pie... Except it might mean a lot.

At $80/ share, Apple could be added to the Dow jones industrial average. Something which means little to the company itself, but could significantly [more]

NL

Boards Post

0gre replied to the Apple board. 6:35 PM

Re: Growth... And random conf call notes

And it is possible that he meant "triple Apple stores IN CHINA", not worldwide.

I find this unlikely, and if so it would be disappointing. There are 10 Apple stores in China versus hundreds in the US. If China is going to [more]

NL

Boards Post

0gre replied to the Apple board. 6:30 PM

Re: Growth... And random conf call notes

I wonder if this means that whatever the "new category" is, it might require individual "fitting" somehow?

I don't think individual fitting is a big part of it. They could triple the size of Apple retail just [more]

NL

Boards Post

0gre replied to the Apple board. 6:21 PM

Re: Why APPL has stopped growing

I guess the question is 'What do you mean by growth?'

Apple is the largest company in the world, they sell half a billion dollars in product and earn a hundred million dollars every day. They aren't going to double that in the next 3 [more]

NL

Boards Post

0gre posted to the Apple board. 6:09 PM

Growth... And random conf call notes

Half of iPhone buyers are new customers and 2/3 of iPad buyers are new. This combined with high customer loyalty suggests Apple's revenue growth is sticky and will result in long term services growth and repeat purchases. Much of the flattening [more]

NL

Boards Post

0gre posted to the Apple board. 5:09 PM

Angela Ahrendts starts next week

As headed says, per con call.

NL

Boards Post

0gre replied to the Apple board. 5:07 PM

Re: Why APPL has stopped growing

Is this like the instant version of claim chowder?

NL

Boards Post

0gre replied to the Apple board. 5:03 PM

Re: The numbers

A bit more complete rundown (from business insider)

Revenue: $45.6 billion versus $43.6 billion expected
EPS: $11.62 versus $10.16 expected
iPhones: 43.7 million versus 37.7 million expected
iPhone ASP: $596 versus $610 [more]

NL

Boards Post

0gre replied to the Apple board. 4:49 PM

Re: Apple's advertising firing on all cylinders

Pixies getting a little love from Apple.

It was a good choice, nice tune and the pixies released their first album in over 20 years this week.

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