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Apple Inc. Message Board

  • tangos88888 tangos88888 Apr 1, 2013 9:56 AM Flag

    What Tim Cook does not understand...

    1) Apple brand has suffered tremendously because the stock has declined severely, it has been hurt by constant media coverage. reflect poorly on the brand. Average people are beginning to think Apple is history. It may be farthest from the truth, but in the PR world, it's never what the facts really are, it is always what it seems they are. People are thinking Samsung is winning on all fronts, and Apple's days are over.
    2) Investors are also buyers of Apple products. I have purchased over 20 products from Apple in the past 5 years and they have been great. But believe me, the hit on my brokerage account from just this one stock has now made me think twice about buying anything from them, even a cable.
    3) In business you cannot lie. When Tim Cook said they were having intense discussions with shareholders in February about returning cash, it was a knee-jerk reaction. In fact, Einhorn had been nudging Oppenheimer about the cash issue for a couple of months, but Cook admitted he didn't even know about the discussions. How could it be that Apple was having intense discussions, when Cook, the CEO was completely unaware of obviously deteriorating tone of conversations between the CFO and one of the most prominent activist shareholders of Apple?

    This stock deserves the treatment it is getting. Not because of the products, not because of lack of innovation, not because of lack of market opportunity, not because of the fundamentals...because of Tim Cook and Peter Oppenheimer's clear mismanagement and arrogance towards shareholders.

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    • Those are somewhat valid points you have made and they can impact share price (right or wrong); but the decline today is from the China news or at least a compounding effect. Those that have bought recently are selling into this news for fear of a even more substantial decline forward. Those thinking of buying are waiting for better news or lower SP positioning. Short opportunity for the big banks and hedgies to short again or more with this news---valid or not.

      After months in a downtrend with consistent bad press, retail and funds start to question the underlying company performance and management. It doesn't mean they are correct but it sure doesn't help positive momentum and SP shorter term.

      Sentiment: Strong Buy

      • 1 Reply to rpschom
      • Well said. My point is that the company (and Cook in particular through his silence and inaction) has given fodder to media to run articles such as "Are Apple's days over", "Is innovation dead at Apple"....substantiating the headlines with charts of the 6 month drop. Most writers are useless bloggers (Wall St Cheat Sheet, know who they are) but the word is out there. The company somehow appears 'in trouble". I agree that CEOs cannot run a company by keeping an eye on the stock. Ok, no one's asking Cook to do that. By all means run the company...and one important aspect of running today's companies is you to keep an eye on the company's brand and image. In the case of Apple, that is EVERYTHING!

    • You are 100% . Apple makes good products in the past, But they are not consumer or stockholder freindly as Steve Jobs was. I talked to two apple employees who stated the company has changed and has become less of a unique great place to work, but a numbers business. No customer service, and Tim Cook is like a dictator to employees. I love the staock , but im losing my shirt. and will not buy an apple product again if i keep losing money. IMAGE is #$%$

      • 1 Reply to sliknoil
      • there you and I are case in point. I have been using Apple products since 1984. I have owned the original Apple, Mac, Mac SE, LC, iMac and now a MacBook Pro. I have also owned 5 different iPods, once bought 16 iPods for all the kids in my family for XMas, and was about to buy an iPad when I thought against it.

    • i sit on the crapper and give birth to tim cook an his crony board everyday.....steve jobs ran apple and tim cook an his cronies have ran the stock into a losing proprosition

    • Blah blah blah, no one complained whe the stock went from 375 to 700 and Cook was a genius. Only those who stupidly both between 600 and 700 are complaning.

    • April 1, 2013, 9:55 A.M. ET

      China’s War on Apple: How Bad Will it Get?

      By Ben Levisohn

      China’s regulators are bobbing for Apple (AAPL)–and it won’t be pretty for the U.S. tech giant, according to a Citigroup report.

      Bloomberg News

      On March 28, China’s State Administration for Industry and Commerce said Apple should be investigated for “illegal acts.” This report followed a March 15 program on China Central Television, which claimed the tech giant treats Chinese consumers worse than others, while the People’s Daily criticized Apple’s response to the claims last week. Note that these are all state-linked enterprises.

      Citigroup’s Glen Yeung sees the attacks as another reason to be wary Apple. He writes:

      While Apple has offered 2 statements in their defense, we have concerns about the impact of this propaganda on Apple’s China market share. Recall that a similar campaign hit HP in 2010, leading to a ~50% reduction in their PC share in China. Apple derives ~16% of its sales in China (CY12) and China accounted for ~24% of Apple’s revenue growth in the past 2 years (2010-2012). If Apple were to lose as much as 50% of their China market share, this would equate to ~$13.1B/$3.62 in revenues/EPS.

      The attacks might also prevent Apple from hooking up with China Mobile (CHL), Yeung says, and could damage Apple’s brand longer-term.

      Apple is just the latest company to have its life made difficult by Chinese authorities. In recent months, Google (GOOG), Coca-Cola (KO) and Yum! Brands (YUM) have also been targeted.

    • He is either incompetent....... Or a party to the decline for personal gain...... Either way...... Stockholders lose...
      Your comments about the brand are spot on, but Cook and the gang are not emotionally connected to Apple, it is just where they work, collect large salaries, and absurd options.... Apple is an orphan. Has no family.

    • Consumers are largely unaware of any company's stock performance. If you watch CNBC all day and read stock message boards you get a distorted view of the world.

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