Comments on: Apple shows there are no accidents in the filings…

By: curmudgeonly troll

curmudgeonly troll — Sun, 12 Oct 2008 17:29:10 +0000

Windows also offers Posix compliance and a CLI.

The difference between Linux and OS/X is the latter has intellectual property. How’s iPod and iPhone integration with Linux working these days? seen iTunes for Linux much?

the value in Apple is the brand, ease-of-use, and ability to own the growing digital media ecosystem.

bearish on Apple, but non-apple-dude may need to grow some techie brain cells LOL.

By: non-apple-dude

non-apple-dude — Fri, 03 Oct 2008 23:03:44 +0000

I think KenC better refresh his techie brain cells. Both Linux and OS X adhere to POSIX, and feature CLI capabilities. Their GUI differences may set them apart from one another, but they both are generically Unix-based. To argue otherwise is to split the proverbial hair between the Senator and the Representative. One is merely more crooked due to his length of term in office.

By: Michelle Leder

Michelle Leder — Wed, 01 Oct 2008 13:53:07 +0000

@Ken C: Totally agree that this is often boilerplate and written by lawyers. But when those lawyers start inserting new language, it’s important to put that into the mix. I have no skin in this game — I neither own nor short Apple (though I do own a Powerbook, MacBookPro and Iphone and a few Ipods). What’s interesting here is that the CFO said one thing in the call and the company said something else in the filings.

By: KenC

KenC — Wed, 01 Oct 2008 05:02:37 +0000

@rjp, it’s too bad you don’t get the “simple facts” correct.
1) OS X is not “Linux based”, it’s Unix-based.
2) If iPods are overpriced USB flash drives, then the whole MP3 player market is the same. Can you play your music from your USB flash drive? No? Didn’t think so.
3) What are the “too many issues”? How is $199 “over-priced”? And, how are the competitors to the iPhone and different than all of the competitors to the iPod?

Why do you call your 3 points, “simple facts” when clearly they are opinion, with no supporting facts to be found.

By: KenC

KenC — Wed, 01 Oct 2008 04:58:25 +0000

The boilerplate stuff is written by the lawyers. The CFO in the last two conference calls was specifically asked about how the macroeconomic concerns would affect sales, and made no reference to “depressed consumer spending”.

By: rjp

rjp — Tue, 30 Sep 2008 17:51:14 +0000

I have heard it all. But the simple facts are:

1) Apples are over-priced computers with a proprietary Linux based OS and a nice look.

2) iPods are over-priced USB flash drives or portable hdds.

3) iPhones, while novel, have too many issues, are over-priced, and its sales potential
is throttled by it’s exclusive AT&T distribution agreement. — And competitors are coming
at it from every direction.

Apple is a $60 stock at best.

By: Margaret Merrick

Margaret Merrick — Tue, 30 Sep 2008 16:33:29 +0000

Hi Michelle,
Thank you so much for reading and commenting on the filings. I read footnoted.org every day, since I became aware of it earlier this year (wish I had known about it earlier…). Please keep up the EXCELLENT WORK!! And thanks, thanks, thanks again!

By: Michelle Leder

Michelle Leder — Tue, 30 Sep 2008 04:15:25 +0000

@KenC: Sorry, but I don’t agree. When a major company that’s known for being a bit of a control-freak puts new language in their disclosures, it’s not accidental. It may not be as meaty as the other footnotes, but sometimes you find hints where you least expect them.

By: KenC

KenC — Tue, 30 Sep 2008 03:12:12 +0000

While I think the footnotes are critical in reading a 10Q or K, I think the ones you pointed out are boilerplate.

By: alan

alan — Mon, 29 Sep 2008 20:16:54 +0000

Not to mention health concerns and chain of command issues!
You are doing us all a favor by watching over filings!
Keep up the GREAT work Michelle!