I'll gladly take a bet if someone can offer me terms superior to what I'd get if I invested in MSFT 1 & 2 year calls (I think we all agree that if MSFT starts to seriously dominate the mobile computing space, the stock will soar). Otherwise I'm just giving someone an arb opportunity. Dominance of the tablet market within two years would push the stock over $40.

What odds are you asking for? I want a piece of this.

Dominance in two years? MSFT historically takes little over three years to get things right. You saw this cycle with windows vista to 7, Xbox to Xbox 360.

This is not an accident. It's a consequence of their development cycle.

Msft is trying to shorten the cycle but I don't know about betting on that.

Today im glad i continued to load up on Apple stock on its way down. Today...

+1, another great day or two and i could break even!

What is apple's end game strategy with regards to this oversea stock pile of cash they do not wan't to pay taxes on?? Won't it eventually have to get taxed?

Truthsayer did you short AAPL?

tax laws can change. barring that, they'll have to either spend it overseas or pay taxes on it.

Can they pay the debt they are taking on with overshore money? Thought that was the point, but may be mistaken.

Just guessing but I'd think they would concentrate on expanding overseas markets (China, etc.). Treat some of it as a reserve in case they need to bite the bullet and bring some back to the US for whatever investment. No sense obliterating a big chunk of it just to have the money at home, with less costly financing available to them.

There were tax repatriate amnesties in the past. IIRC, they are waiting for the next one to bring at least some of that cash back.

Fundamentalists:

Is the Senate investigation something that is likely to hurt stock price over the next few months or is this something that comes and goes without doing too much damage?

In my opinion, this is all for show to get the corporate tax reform under debate.

If Cook leads a measured charge to reform the corporate tax code and it actually happens, it could have very wide implications, most of which are positive for the US, and APPL. If nothing happens, APPL and every other coporation will continue to keep cash over seas to avoid taxes.

They are absolutely not breaking the law at the moment. Nothing to see here, unless the corporate tax code regulation gets traction in Congress. It should, which is absolutely why it wont. Congress is broken.

Wanna say the later since I don't think there is anything the Senate can actually do about it other than change the law for future years and would bet on nothing happening, but they are pushing their luck pretty damn far:


http://online.wsj.com/article/SB1000...ewsCollection#

Anyone have a good hypothesis of where Apple might go in the next 6-9 months?

Where the haters at?

'bout the same. Maybe up or down a little. Unless there's a big move.

lol

Time to buy.

iOS 7 proves that Jony Ive was the real person creating magical products - not Steve Jobs.

I know the press is hating on it and it looks dumb on video. Once you use it you'll understand. My iPhone just got significantly better with this update. So many little things changed that make it really fun to use and more efficient.

People hated on iPad until they got their hands on one. But ultimately it changed the game. Same with iOS 7.

While an OS update probably won't change their revenue or profit significantly - FUD has been driving down the stock way more than numbers and this will remove those. Because it proves they still have the ability and talent to release game changing products.

Why?

You think iOS7 is "magical"?

The press isn't hating on it. They're mostly positive for the change. Consumers, bloggers and Apple fans are the ones hating on it. This is what one of the biggest Apple fans (Cult of Mac) is saying:

Not exactly a ringing endorsement. In fact, I don't think this has been ever been said by anyone about any Apple product ever made. The luxury aesthetic, consistency, and feel of high end perfection feel is gone with this update - they've made themselves much closer to Android, which is an enormous mistake given that they need the high end look to sell at a premium vs their competitors. Feature wise, they are inferior to Android and Windows Phone. Looks, polish and ecosystem are all they have, and they just ceded their edge on the first two to their competitors.
I wasn't one of the "haters" (so now there are Apple haters as well as Zynga haters?), I knew it would be huge. I also know that iOS7 is an enormous fail.
iPad was a totally new and revolutionary device, brilliantly designed and beautiful and a new paradigm in computing.

iOS7 on the other hand is a step back in terms of their luxury perfect design image. It's going to do huge damage to a brand that's already lost quite a bit of shine. Comparing the two or the reactions to the two is absurd. One is an entirely new hardware product/category and the other is a major software design change and copying of/catching up to competitors.

No, just no. They might come out with something new in the coming months, but iOS7 is a negative for the company and the stock.
This isn't a game changing product - it's a direct and shameless copy and Android and Windows Phone - and not their best features.

So now that you're done with the Zynga Koolaid, you're drinking the Apple Koolaid?

Here's a prediction for you: Apple is going to have their first negative growth YOY quarter by the end of 2014.

Oh and in terms of actual data, we have this:




Neither of these measures are perfect, but they don't look like upsides to me. Notice how the S4 is outselling the iPhone now at three US carriers. You're also getting an increasingly crowded space with Blackberry and Windows phones taking a few percent market share each and growing, Nokia Asha doing better in the third world, and so on. The Nokia Lumia 928 has taken third space at Verizon, indicating favorable market growth of Windows Phone. Meanwhile you have a next gen Galaxy S4 and S4 mini competing with a last generation iPhone with no updates as yet as to when the next iPhone will be released. And a new OS coming out which is less, not more, differentiated visually from the Galaxy S4 with a still inferior feature set.

So I don't see why you'd call this a buy. Especially now.

It looks increasingly likely only Jobs knew Apple products and why Apple products were so appealing to the cult of Apple.

Their latest stuff... the Mac Pro can, is going to be a disaster.

Have you actually used iOS 7? If not, as I said, you're going to need to use it before you understand what I mean.

This sentiment is exactly why the stock is down so much. iOS 7 proves it wrong. It was and always has been Jony Ive.

Once he releases whatever he's been working on as the next category device (iTV probably) and those sales are factored in by analysts - the stock will be over $1000.

Similar stories: beaten down by haters on Wall Street who don't trust their business will be relevant in 5 years.

AAPL at an effective P/E of ~6:1 (after you subtract cash) is obscene value.

You won't be able to get shares for 4xx much longer IMO.

So this thread is just a big hater circle jerk too?