Apple had $34.1 billion cash end of September or $38/share. That’s up from $31b and $34/share last quarter. Anyone could have forecast this cash (it was $32/share beginning of this year). Back in March when the stock traded at $78 or 2x cash Apple was being valued at $40 in forward earnings or 6x TTM [...]
Cash Is King
Published in October 26th, 2009
Posted by ChairmanMEOW! in Digital Thoughts
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Apple’s Real Opportunity is in Financing Post-Paid Conversions
Published in June 11th, 2008
Posted by ChairmanMEOW! in Digital Thoughts
We are now 46 hours into the new reality of the new iPhone 3G and how it will change the competitive landscape. I have conversed with many of my Apple-evangelist friends who always have the latest on the announcement – including rumors – and who are irritatingly sure that Apple has a genial master plan [...]
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