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Authored by: Anonymous on Friday, February 08 2013 @ 02:24 PM EST |
The
Newspick has a more
detailed look at Apple's numbers. Sure, Reggie's a stock pimp. He understands
why Apple has a pile of cash, and he
seems to understand what they should do
with it. He hasn't IMO grokked the consumer tech market.
Apple has
some serious steps to take if it is to get back into the mobile computing
race.
[and] Apple is about to go through a depression style bout of
margin compression that it will need cash to battle.
The second
point we've seen already. But does Apple want to "get back into" the mobile
computing race? Apple's big strength has been taking
inventions lying around
idle and making some cool new stuff out of it nobody else thought of. They cash
in on the goldrush, then fade into the
background. While competitors
commoditize and gut the market Apple uses its cash to build the Next Big Thing.
Rinse and repeat.
All these lawsuits? I don't blame Apple, I blame the
rotten system that allows them to do it. If we didn't have software patents, and
design
patents, on the obvious and non-novel, then life would be a lot happier
for all of us.
[ Reply to This | Parent | # ]
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Authored by: albert on Friday, February 08 2013 @ 05:32 PM EST |
To: David Einhorn
From: albert
Re: M$ & AppĀ£e
Sir,
Go home! Leave Ballmer and Cook alone. Let them continue to do what they do
best: non-management of non-tech companies. Go buy Proctor & Gamble
instead.[ Reply to This | Parent | # ]
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