I'm long calls, but privatization won't happen because of scale.
Apple (ie Cook) needs to go out on a limb for a change and be less conservative. Give in a little and seal the deal with China Mobile now. And/or make a MAJOR acquisition that will help it to diversify...and leverage its technological advantages.
I thought buying Disney 2 years ago was obvious. I still do. Disney has content and Apple has the delivery. Also, Apple products could be placed EVERYWHERE within the Disney empire, even in their movies.
But near-term, I just want the d@mn China Mobile deal sealed quickly.