Worrying about AAPL margins, with the amount of cash it generates, is like worrying if the Pope is Catholic enough. Seriously the stories yesterday that said that have no clue about valuations. At first it was down initially on the guidance, then turned around. Then continued the turn-around when Tim Cook said what I said in my blog at the 5c/s launch ( https://timothyheffernan.net/2013/09/11/what-most-missed-in-apples-iphone-5s-5c-announcement/ ).
The 4S is the entry level phone, not the 5c!!!!
The reason why AAPL stock has a low P/E relative to the other companies, is the street wants them to do something with the cash. Either invest it in a new vertical to disrupt (i.e. the disrupted music, movies, tv shows, then the smartphone, then the cpu (again) with the iPad.) Make a TV, make a watch, make a car who cares make something that consumers are having a frustrated experience with and show us your magic.
If Apple is happy being a phone, music, computer and tablet company then take the insane amount of cash it has and start distributing it. As a shareholder, I hope they don’t. I hope they go disrupt another industry.
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theffernan4
Tim Heffernan has experience leading and advising Fortune 500s through all phases of market development, business development, research, government relations, public relations, crisis, branding and internal communications. Tim has advised government, corporate affairs, marcoms and market development executives in the areas of healthcare, financial services, retail, entertainment, supply chain, consumer behavior, environment, technology, and enterprise policy.
Prior to Aperio Consulting, Tim was vice president of Government Relations and Emerging Business Opportunities for NCR Corporation. He was responsible for policy-driven growth initiatives that drove innovation, revenue and aided in reducing NCR's cost structure. He sat on NCR’s Innovation Council where his team incubated approved council ideas and holds two patent-pending technologies. In addition, Tim managed corporate and marketing communications for the company, including external media relations, executive communications, events, multimedia, graphics and digital services, community relations and thought leadership activities.
Prior to joining NCR, Tim headed Motorola’s Enterprise Mobility Division’s (formerly Symbol Technologies) Government Relations, Public Policy and Affairs. Prior to working at Motorola, Tim worked for communication firm KCSA, and began his career at Weber/Shandwick (formerly Shandwick.) He also held public relations/marketing research positions at Nexgenix and the NPD Group.
Heffernan holds a Bachelor of Arts degree in political science from the University of Rhode Island. He has been rewarded with both challenge coins from the Department of Defense and a token of appreciation from The White House. He lives in Brickell, FL.
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