Apple makes too much money - everyone now wants their cut.
Everyone now wants a slice of the Apple Pie. Starting with China.... Next will be the carriers . And hopefully somewhere in the mix is the shareholders. The problem..... They make too much money, have no debt, and the world knows it. Everyone is saying " where's my bite?
So if you are Apple....what would you do...... The answer is clear......take the company private, restructure it, license some of the technology, possibly sell off the stores, and resurface as a pure tech play with a continuous income stream from services. No more dependence on foreign manufacturing, no more buying from your competitors, and no more shareholders looking over your shoulder, even though the private investors would be just as critical.
With upwards of 150B in cash........and a stock price in the $400 range.....it is possible....... But to make it happen, they would need new blood..... The current management does not have the entrepenual spirit to make this happen. Apple needs a visionary.
Apple is competing against its suppliers, and tech savy entrepreneurs , who do not have the same profit expectations and constraints...... Something has to change...... The current course will not work long term.
Increasing the dividend and share buybacks might help a bit in the short term.... But is not the ,ong term solution. Yes we want our bite too...... But we also want a transparent plan.