Is carl icahn an agent of change for apple?
I think apple is a much better shape than anyone gives it credit for.
I was on this show last april when apple stock fell below $400 and i said, he pulled don't understand how strong this company is.
Then it went up to $550. i think it will go right back up again.
The situation they have now, they are just beginning the rollout and china.
Only 16 cities in china with lte 4g and there will be 400 by the end of the year.
I think apple is being way overreacted to buy investors and it is a positive that carl icahn just went out and bought more stock.
How does it get to the $500 rice level?
Does it move beyond focusing on a few key products and look outside its comfort zone for acquisitions to beef up its product line?
Does it return cash to shareholders?
I think it will work its way back up again just on the performance of the business.
Tim cook said they will have big announcements this year.
If i was going to bet on something, i would bet on mobile payments.
Mobile payments could turn out to be one of the hottest new areas and they have 600 million registered users that they could convert -- blue-chip quality executives running blue-chip impetus.
Pepsi, apple, kellogg.
Kellogg's, free cash flow, about 1.1 billion.
Apple, free cash flow, take a guess -- i would've said 10, 12 -- apple, 31 billion.
1.1 billion at kellogg's versus 41 billion at apple.
I am sorry, this is a cash juggernaut.
Is this just tim cook having trouble becoming like john -- carlos gutierrez or john sculley?
I think apple is not valued as a growth company, it is valued eight times cash.
Tim cook is being prepared -- compared to steve jobs.
He never intended to be steve jobs.
It is a company that has an incredible lawyer user base that generates cash and it is really misunderstood by investors.
How often do they need a new innovation?
In this market where everything is so fast, is a nine months, 18? this is something that is surprising, carlos, is steve jobs would have a new innovation about every six years and now everybody is saying, tim cook, you have to have something every two years.
It is not realistic.
Should it be considered still a growth dock when you not only have a replacement cycle three years versus six or seven months, but you also have a slower rollout of some of the products, they are just not sexy anymore.
Is it gross?
It is not really a growth stock and not valued as a growth stock -- it could be a growth stock again if they had a new breakout area, and my bet would be something like mobile payments because it is going to be so big.
One of the distinctions was apple did not sell enough 5c's, the lower end phone.
How does a premium brand expansive a broader customer base without diluting its brand and offending its core customer?
I think thing 5c is a product that was mispriced and companies make mistakes.
Should it have been lower?
Old technology, old processor, only $100 less.
You could trade in your iphone 4 and you could get several hundred dollars for that.
It was not well thought through as a price.
Should apple try again with that?
I don't know.
It is a level of detail i am not involved in.
I am sorry, general mills with a call off and and not -- call option and not kellogg's. the idea, migrating to a quality, bonds your company.
I would suggest, john sculley, that they would fight kicking and screaming across all of silicon valley to be responsible executives and return cash to shareholders.
When do you see what carl icahn once occurring?
-- wants occurring?
I thought one thing apple could do -- and it would be totally contrary to the culture of the company -- $150 billion of cash, why not go out and buy ebay?
Ebay is a really well managed company.
It would leverage into -- at this point, paypal -- you talked about the money transactions where apple gives it a whole new business -- say this again?
I think it is highly unlikely because it is not apple by the culture to make large acquisitions but ebay, and my opinion, would be a great fit for apple.
Maybe they could get there another way and actually go build something like that, because they have a tremendous position in mobile which ebay does not have, and they have this huge install base of registered users.
Will they become a bank question mark they sort of are a bank.
Churning out castel -- churning out cash the way they are.
Buybacks a waste of cash?
I don't think it is a great strategy, no.
It has not really work for the semiconductors, either.
Should we go all day and have an executive seminar with carlos gutierrez and john sculley.
What i don't get -- somebody needs to, or something where you can type on a phone.
Can i explain this to you, mr.
Secretary.
You are a fossil.
Here is the way it works.
You and i on hopeless.
Those 10 years younger than us do this.
Kids are like this.
My thumbs are too big.
You need siri that you can talk into.
Do you have a blackberry?
I have an iphone and a blackberry.
Duel citizenship.
I have to admit, i have one of these.
An exclusive.
John sculley emma put it up again.
-- john sculley, put it up again.
A blackberry.
John sculley will be staying
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