Charles River Partners General Partner George Zachary, JMP Securities’ Alex Gauna and Bloomberg Contributing Editor Paul Kedrosky discuss their outlook for Apple on Bloomberg Television’s “Bloomberg West.”
The Good News and the Bad News on Apple
The question now is what can Apple do between June in November. Margin performance is good, but market share is falling. Apple iPhone performed better than expected, but iPad performed worse than expected. Gross margin is a plus. In total since introduction, Apple has sold 516 million iPhones and 212 million iPads.
Growth rates for Apple’s four major hardware product lines pic.twitter.com/apLp6PsiHX
— Jan Dawson (@jandawson) April 23, 2014
Apple’s longstanding unwillingness to take seriously its own burgeoning Apple TV. business will go down as a major strategic miss.
— Paul Kedrosky (@pkedrosky) April 23, 2014
Apple going for some sort of financial engineering trifecta of Pay No Attention To The Absence Of New Products. Look, shiny things!
— Paul Kedrosky (@pkedrosky) April 23, 2014
Brian Blair: Apple’s $90B Buyback a Game Changer.
Rosenblatt Securities’ Brian Blair, Bloomberg’s Cory Johnson and Bloomberg Contributing Editor Paul Kedrosky calls it financial engineering in his break down of Apple’s second-quarter earnings report and buyback program on Bloomberg Television’s “Street Smart.”
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