Comments on: Apple's $18 billion shopping spree?

By: MT, Washington, DC

MT, Washington, DC — Mon, 18 Feb 2008 22:22:53 +0000

Audible (ADBL)

By: Gaetano Marano - Italy - NewSpaceAgency.com

Gaetano Marano - Italy - NewSpaceAgency.com — Thu, 07 Feb 2008 15:30:20 +0000

buy Microsoft-Yahoo!

By: Ann Miluski, Fairfield, CT

Ann Miluski, Fairfield, CT — Wed, 30 Jan 2008 21:42:28 +0000

Appple should by ipodmybaby.com and get into the the game – it's not like babies will stop be born!

By: Mike O York, PA

Mike O York, PA — Wed, 30 Jan 2008 17:50:56 +0000

Apple should buy Sandisk and get their flash on the inside instead of paying retail. Sure, Steve Jobs gets a good deal from his flash providers, but not like the deal he'd get if he owned the company!

By: Bob, notyourcity, notyourstate

Bob, notyourcity, notyourstate — Fri, 25 Jan 2008 21:03:29 +0000

I know it's passe now, but I think AAPL should still buy Tivo. My the natue of both companies' OS's the AppleTV OS would be portable to the Tivo platform so they could offer free upgrades to existing subscribers, and they could also leverage Tivo's Amazon Unbox deal (assuming it would still be in place ). Apple could then kill all intrusive advertising deals Tiv has, and that would make the customer base very happy. Apple would be viewed as liberators!

By: Scott, Hauppauge, NY

Scott, Hauppauge, NY — Fri, 25 Jan 2008 20:15:49 +0000

For what it's worth, they say the same thing on almost every quarterly call about their cash reserves.

From Jon Fortt: They say they like the flexibility for investments. But they usually don't explicitly say "acquisitions." Might be significant, might not.

By: Mac, Salt Lake City, UT

Mac, Salt Lake City, UT — Fri, 25 Jan 2008 19:46:21 +0000

MSFT should spend their dough improving the quality of their existing products; Vista needs a needs a retool and Xbox 360, although awesome, rarely last more than 6 months before the hardware burns out. Spend for quality.

By: Ray, Cary, NC

Ray, Cary, NC — Fri, 25 Jan 2008 19:43:57 +0000

Nidack,

Yes and no, the valuation of a company involves both the current results and future expectations. It's a bit of a Ying Yang, monster current numbers sometimes overshadows week future expectations and sometimes it's vice versa.

I know it's sort of a canned scenerio but let's say you expect 10% quarter to quarter growth for the next 4 quarters. Now you release and you go, hey we beat our 10% and actually got 15% and BTW we only expect 5% growth per quarter for the next 3, so over the course of the year you were expecting 40% growth, now it's on 15+5+5+5 or 30%.

By: Nidack Phx, AZ

Nidack Phx, AZ — Fri, 25 Jan 2008 19:04:08 +0000

Apple just posted their best quarter in their history and their stock plummeted after that because Apple went conservative on their next quarter predictions.

Microsoft had an OK quarter but instead decided to give a positive prediction for the next quarter and their stock went up.

Go figure.

So if Apple blows their predictions out of the water next quarter, but gives a conservative outlook on the next quarter after that will their stock continue to plummet even though on paper they are kicking serious butt?

If Microsoft doesn't meet their predicted sales for the next quarter, but gives a positive outlook for the quarter after that will their stock go up again?

I always thought if you beat your predicted sales your stock goes up. I guess now you aren't judged on what you do but what you might do in the worst case scenario.

Some think that Apple has signaled the start of the recesion with their forcast and they might be right. If all the doom and gloom predicted comes true should Apple to out and blow all their cash on buying some company?

By: Anonymous

Anonymous — Fri, 25 Jan 2008 19:03:37 +0000

Apple should buy TiVo.