Billion in sales.
Net income somewhere around $13 billion.
Beyond that, what i'm hoping we get, is some sort of color from tim cook as to what we can expect going forward.
Not just in terms of numbers, but products.
What do you want?
What is going to make you say this is a screaming buy?
Some of the numbers, as they come in, are already telling you that.
It is 30% return on equity for five years in a row.
The balance sheet sparkles.
They are not commanding the kind of multiple that other tech companies are getting, specifically some of their competitors.
I am hoping that he gives some sort of growth story to investors and that will translate into a higher multiple and something closer in line with the s&p. why do investors need a story?
Why can't they just look at the numbers?
If the numbers are relatively speaking as good as they're going to be, why is that not enough?
Technology is a what's new business.
If the only thing new coming up this year is going to be new phones come in a refresh on macs, it will continue to trade on a utility.
The yield props up the price.
That presumes that apple is still a tech company.
As opposed to what?
Is microsoft a tech company?
They're both tech companies.
They are both suffering from the same malaise.
There is a. -- period of growth -- maybe this is what happens to tech companies.
It happens to the ones that do not continue to grow and do not have a story.
Do you become a microsoft?
It has an relatively well relative to dell.
In the case of the social media companies, you are comparing them to companies from the valuation of planet clown.
It is a very different scenario when you have a company like apple.
Let me put it to you this way, is apple as much of a tech company is google is a tech company?
Team google, team microsoft, team apple are all vying to be i nformatics companies.
Using algorithms and databases to improve your life.
To that degree, i would say that apple is way more than just a device company.
If you look at the growth of their software and service, going forward, i would say, you can see that being a quarter of their business.
If you had wearables, if you had your phone and your tablet and your tv all integrated and you're using lynx software that you subscribe to for a bunch of different applications, it is not just a device company.
Apple can help us live a fulfilled life.
When we talk about the internet of things, that is what apple or google are gearing a stored.
That is right.
Vocal commands a much higher multiple because that story is out there.
-- google commands a much higher multiple because that story is out there.
Is it ok that apple is making you wait this long?
Let's look at samsung.
Everybody was talking about how amazing it was carried leapfrogging apple.
Samsung's stock is taking a beating lately partly because samsung has showed us what the future is supposed to look like in the galaxy gear is a dead.
-- dud.
If i had to guess why samsung released a product so early, it was probably a defense strategy in case apple's wearable device is a huge it.
They can say, you infringe my patents.
Right?
Maybe.
Maybe.
You make a very good point.
The litigation were continues.
You don't think that the galaxy in any way is a success story?
The galaxy is.
The gear is not.
Even if the gear is not, it shows that they are in the game, as far as innovation.
That it's right.
I would hope that some of what tim cook says, either this evening, or at the annual meeting, he gives a little bit more color as to what are we working on?
How is it going to work?
How is it going to integrate?
Where do you stand on carl icahn?
I think he hit some of the high notes.
He is just pushing apple to give back the cash, baby.
They will continue to get that if they do not show that there is a story or something bigger in terms of an acquisition or a bigger plan.
Two activists in two years should be telling everything to this management that they need to know.
David einhorn and now carl icahn.
He does make it happen.
This text has been automatically generated. It may not be 100% accurate.
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