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Technology Stocks : Apple Tankwatch -- Ignore unavailable to you. Want to Upgrade?


To: John Koligman who wrote (159)2/24/2011 11:15:38 AM
From: Freefall63  Read Replies (1) | Respond to of 32680
 
@John.... Of course I agree, for the short term, as bubbles always do rise you know.... that is until they pop! Home use of Apple products has risen...fact. However, if Apple ever wants its products to be anything more than an Adolescent fad the company must get serious with how it handles the business world. IMAC's and IPhone's present toooooo many problems for today's business networks and will never be embraced without a serious re-engineering of Apple's interoperability with other systems, network-ability in traditional IP driven networks, and an overhaul of the security surrounding both the IPhone and MAC products....



To: John Koligman who wrote (159)2/26/2011 3:55:45 AM
From: Sr K  Respond to of 32680
 
Dell has $0 tangible book value, and increased its LT debt by $1.5B over the past year. That likely means they have their $10B in cash mostly overseas and would have to pay to bring it back here.

They have a business model, on the DELL consumer side, where they get paid by credit card before products ship and stretch how long they take to pay A/P. A/P at year-end 1/29/11 was $15 billion.

Still, it looks fairly priced.