#1. Apple cash continues its steep parabolic rise: Two years ago, I predicted that Apple’s cash (cash + short/long term investments) would follow an exponential curve. This quarter, Apple’s $51 billion actually exceeded that expectation. Apple banks most of its gargantuan earnings — no dividends, buybacks, and only relatively small acquisitions (so far). I continue my prediction that Apple follows “Rosenman’s Law”: Cash piles up exponentially along a parabolic curve. Thus, in 2011, the Bank of Apple holds over $62 billion. In 2012, $90 billion fill Apple’s coffers.
#2. Apple increases its revenue per device sold: I predict next year Apple will generate over $700 of revenue per device sold.
#3. The iPad becomes Apple’s second biggest revenue driver
#4. Asia-Pacific and Japan will together make up the majority of Apple sales in 2 years
Read more in the full article here.
[Thanks to MacDailyNews Reader “iWill” for the heads up.]
How can it both pile up exponentially AND follow a parabolic curve? I think this is just another example of a mathematically-ignorant prognosticator.
More-generally, it’s one of my pet gripes that repeatedly we are treated to an expert in one field assuming that he is also an expert in mathematics (specifically statistics). Expert-in-this-or-that delights in telling us a fact on which he is qualified to speak followed by a statement that rightly demands input from a mathematician — input that is never sought.
How can it both pile up exponentially AND follow a parabolic curve? I think this is just another example of a mathematically-ignorant prognosticator.
More-generally, it’s one of my pet gripes that repeatedly we are treated to an expert in one field assuming that he is also an expert in mathematics (specifically statistics). Expert-in-this-or-that delights in telling us a fact on which he is qualified to speak followed by a statement that rightly demands input from a mathematician — input that is never sought.
With that much cash Apple should be developing their own gigabit network and slam down the telcos for good.
With that much cash Apple should be developing their own gigabit network and slam down the telcos for good.
Since a parabolic curve is exponential, it’s sort of like saying a companies growth is linear and then in another sentence the author says it will be a straight line growth. Not so bad a thing to write, if you ask me
Since a parabolic curve is exponential, it’s sort of like saying a companies growth is linear and then in another sentence the author says it will be a straight line growth. Not so bad a thing to write, if you ask me
parabolas (y= x^2) are not exponential curves (y=e^x); which is it??
parabolas (y= x^2) are not exponential curves (y=e^x); which is it??
Well, we maybe seeing the master plan of Jobs. Save your money and buy the telco of your choice. Then master the studios with content and technology.
Reality- who would really want to be a telco when you are the CEO of Apple. Like a master chief buy a greasy spoon. You will only get your hand dirty!
Well, we maybe seeing the master plan of Jobs. Save your money and buy the telco of your choice. Then master the studios with content and technology.
Reality- who would really want to be a telco when you are the CEO of Apple. Like a master chief buy a greasy spoon. You will only get your hand dirty!
“”Rosenman’s Law”: Cash piles up exponentially along a parabolic curve.”
Sure as hell doesn’t do so for me!!! What’s the secret? Them as has, gets (as always).
“”Rosenman’s Law”: Cash piles up exponentially along a parabolic curve.”
Sure as hell doesn’t do so for me!!! What’s the secret? Them as has, gets (as always).
Oh boy, time for the pundits to demand Apple pay a dividend to their shareholders.
Oh boy, time for the pundits to demand Apple pay a dividend to their shareholders.
Stock Split would nice…but buying Samsung would a good move!!!
Stock Split would nice…but buying Samsung would a good move!!!
NONSENSE: Apple generated like $15 billion last financial year and the following year it will be already about $20 billion.
Hence Apple’s “cash” will reach not $62 billion, but about $71 billion.
NONSENSE: Apple generated like $15 billion last financial year and the following year it will be already about $20 billion.
Hence Apple’s “cash” will reach not $62 billion, but about $71 billion.
@Figurative,
And it’s time for people who believe Apple’s business sucks to talk about how they’d rather get the crappy return on Apple’s cash investments.
@Figurative,
And it’s time for people who believe Apple’s business sucks to talk about how they’d rather get the crappy return on Apple’s cash investments.
At this rate Apple could er-mass $200B. by 2015 at 1% interest the would earn $2B for picking there noses! Ten years ago that was there total revenue. just wow!
At this rate Apple could er-mass $200B. by 2015 at 1% interest the would earn $2B for picking there noses! Ten years ago that was there total revenue. just wow!
@MacDoc
Disagree on both points. Stock split would not increase the value of your holdings. I doubt that it would also make the stock more attractive to buyers.
Buying Samsung makes no sense either. Apple hold a lot of buying power over chip and memory manufacturers. They have pumped money into their vendors to make sure they have ample supply of components but are free to move to another vendor if it makes commercial sense.
Keeping vendors and manufacturers independent gives Apple the flexibility to go elsewhere. If they buy Samsumg they would be tied to use them no matter what. They don’t need that problem.
Apple have the perfect storm at the moment. They can get their products made how they want and garner good pricing and availability from their supplies. All without having to invest in the company infrastructure.
@MacDoc
Disagree on both points. Stock split would not increase the value of your holdings. I doubt that it would also make the stock more attractive to buyers.
Buying Samsung makes no sense either. Apple hold a lot of buying power over chip and memory manufacturers. They have pumped money into their vendors to make sure they have ample supply of components but are free to move to another vendor if it makes commercial sense.
Keeping vendors and manufacturers independent gives Apple the flexibility to go elsewhere. If they buy Samsumg they would be tied to use them no matter what. They don’t need that problem.
Apple have the perfect storm at the moment. They can get their products made how they want and garner good pricing and availability from their supplies. All without having to invest in the company infrastructure.
I sure as hell hope they’re keeping it in something safer than US dollars.
-jcr
I sure as hell hope they’re keeping it in something safer than US dollars.
-jcr
@Berrylium
Easy answer, Don’t Spend It. 😀
Actually implementing that answer… not so easy…
@Berrylium
Easy answer, Don’t Spend It. 😀
Actually implementing that answer… not so easy…
@JCR: Such as what? Euros? Yen? Stocks? Gold?
(Note tongue firmly planted in cheek. But seriously, what would you suggest?)
@Macromancer: Gigabits are for pikers. Any net speed less than exabit is unworthy of Apple.
… Buy AAPL stocks
” width=”19″ height=”19″ alt=”grin” style=”border:0;” /> It will just go Up higher!!
Higher Profits every three months.
” width=”19″ height=”19″ alt=”grin” style=”border:0;” />
High Product Demand — iPad + iPhone 4
MacBook Air
Global Worldwide Expansion & Hiring
Apple Stores are sardine pack always
Record Revenue $$$$$$$
$51 Billion in Cash
Zero ( 0 ) debts
… Buy AAPL stocks
” width=”19″ height=”19″ alt=”grin” style=”border:0;” /> It will just go Up higher!!
Higher Profits every three months.
” width=”19″ height=”19″ alt=”grin” style=”border:0;” />
High Product Demand — iPad + iPhone 4
MacBook Air
Global Worldwide Expansion & Hiring
Apple Stores are sardine pack always
Record Revenue $$$$$$$
$51 Billion in Cash
Zero ( 0 ) debts
Interesting: This article is now linked at Google Finance’s AAPL page (http://www.google.com/finance?q=NASDAQ:AAPL), even though it’s merely a summation of a different article.
Whatever.
Steve is going to bail out California than run for (buy) the presidential nomination in 2012 for the Dems
Steve is going to bail out California than run for (buy) the presidential nomination in 2012 for the Dems
Ca’s problems are bigger than AAPL.
Ca’s problems are bigger than AAPL.
Spectrum – Auction – Apple – $$$$ – Boom!!!!!
Spectrum – Auction – Apple – $$$$ – Boom!!!!!
Um – buy Apple records?
benefits –
1. never argue about the logo or the contract ever again.
2. gain the beatles library nearly instantly
3. gain other significant music libraries.
4. be able to offer other musicians a record label with a 30/70 split benefiting the artist
4.a. destroy the other record labels in the process
5. gain lots and lots and lots of new music
While they’re at it, they could buy cdbaby.com and add on demand cd pressing as an option available in both iTunes and in garage band like they offer photo albums in iPhoto.
win.
Um – buy Apple records?
benefits –
1. never argue about the logo or the contract ever again.
2. gain the beatles library nearly instantly
3. gain other significant music libraries.
4. be able to offer other musicians a record label with a 30/70 split benefiting the artist
4.a. destroy the other record labels in the process
5. gain lots and lots and lots of new music
While they’re at it, they could buy cdbaby.com and add on demand cd pressing as an option available in both iTunes and in garage band like they offer photo albums in iPhoto.
win.