VMware, Inc. Message Board

Simple answer? They are stupid. Much like Google, Apple, Visa, Priceline. These co's think it is a badge of honor to have a high share price. Smarter co's like Coke, PG, CLX, LO, PM all know it is not. It is the path to a low valuation as humans perceive high price tags as expensive and unaffordable, even for stocks. Usually these co's enjoy a lower multiple for their hubris

Yes. Share bonuses they will indeed sell 100% of the moment they vest too! Nobody in apple management holds shares in the company. Most top execs have none to just a few hundred shares. All smart enough to stay out of their own stock and sell it all once they vest. Longs who don't believe me just look at insider trades here on yahoo

CFO Oppenheimer is highest paid CFO in the world. Also one of the highest paid executives in the world. This is where your money is going. Pay the top brass huge at Apple. After all they are performing well right?

1) Apple Maps debacle
2) Stock debacle
3) Mismanagement of their own narrative
4) iMac delay during crucial holiday season
5) supply constraints on ipad mini during holiday
6) No large screen iphone STIL
7) No retina mini still

Kass is an #$%$

Trump is right, for once. Apple needs a larger screen. My iPhone 5 screen size stinks next to my S3. iOS much better than android. I however would pay up early to replace my iPhone 5 with a larger screen especially a 5" retina phone

I was being VERY generous :-) Most likely will be a buck or two.

about 2 hours away now. will we break 300 or 350?

I'm not concerned at all. The stock has had a very big run up and is sitting around fair value right now plus or minus a bit. You could always see profit taking in a fast run like this but in the end Celgene will have the numbers in the near, mid and long term with its drug portfolio and pipeline.

The management team as well as the R&D are top notch at Celgene. Even though I own it in the 60's I added a little bit today at 120. Not going to try and nail a short term bottom. The bigger risk over the next 3 to 5 years is not being in this stock. At 200 or 300 per share the difference in 100 or 120 is not material. It will beat the market barring some competitor discovering a better treatment that is either cheaper, more effective or fewer side effects. That is about all one needs to watch.

Most charts show volume by the minute or 5 minute intervals or you can check Level II which I also have.

Looks like it was enough (for the moment) to kick some of the traders, algos, bots into gear and do a little more selling after all. Kudos to that fund.

Now its in buy on rumor sell on the news. Selling on the good quarter and raise but this is about 90% algo/tech traders popping it around.

I added to my position which I own around half the current price. Next few years look pretty good for Celgene. I won't sweat 5, 10 or 20 bucks on the share price. This stock is headed over 200 in next 1.5 to 3 years. Probably closer to the 1.5. That is about a 65% return over these periods. On an Annualized basis it should be a formidable market beater

Probably do not need 150 billion to innovate. Apple can innovate on much less. How much did it cost in total to innovate ipad AND iphone combined? Less than 20B in R&D total. Less than 10B perhaps. They made so much money they have the big problem of not being able to spend it all on acquisitions or on innovation. They can acquire and innovate and still have so much cash thrown off they just keep growing the cash pile.

Good problem to have. People are confused with a stocks trading based on technicals and sentiment versus what a company may actually do in the future. Look at Netflix at 60 a couple months ago. Now well over 200. That was a round trip btw from 200 to 60 and over 200 again. Apple once dove from 200 plus to 80 and back to 700. Sentiment and technicals can push a stock everywhere. Too far down now but both these can take it further.

Watch out once it changes though. Irrationality can come with speed on the upside as well

Yes but there is the exact reason why he does belong. He has earned nothing. Amazon founded over 15 years ago. Apple just made more than all 15 years combined of Amazon and Apple did it in ONE quarter. Now look at peoples belief in Bezos. He makes things happen. He invests in companies and technology. Think AWS or Zappos to name just two. Even with no money being made the company trades at a huge multiple for him.

What do you think would happen to Amazon stock tomorrow and Apple if Bezos and Cook switched CEO roles with each other? I'll tell you. Apple to new highs. Amazon goes under 50/share.

One word. Ratings.

You watch it even though you don't like it. Multiply that out. Advertisers like eyeballs. If it bleeds it leads is the mantra of news

No he is not. Here is an experiment. Pick who does not fit into this list. Then think about why.

Marissa Mayer
Steve Jobs
Elon Musk
Jeff Bezos
Marc Benioff
Tim Cook
Larry Ellison
Sergey Brin
Warren Buffett
Mark Zuckerburg

You want to know the problem?

Simple. It is Tim Cook. He is an unproven CEO. Matter of fact all he has proven is that he can have the company fall in earnigs for first time in 10 years. Say sorry for maps and to china. Be an entire quarter late shipping imac.

Nobody takes his word for great things to come. He has no credibility at all. He actually is a negative to Wall Street. Having just neutral credibility would be a step up actually.

Apple needs a new CEO or at least COO that behind the scenes does the visionary stuff and heavy lifting if cook unwilling to give up his title.

My vote is for apple to buy Yahoo. Do it NOW. Get all their assets, traffic, engineers. Build up web services. Most of all get Marissa Mayer as CEO or COO to be the front for Apple. Cook cannot do it and wall street will never let him.

Yahoo went from 15 to 25 under Mayer. About a 70% gain in short order. Just having her there with her know how for apple to beat up on google is enough and a game changer.

ARE YOU LISTENING TO ME COOK???