Today's Above Avalon stories:
- Apple's Excess Cash Dilemma
- Probability of Apple Launching a Tender Offer
- Tim Cook Applies Augmented Reality Brakes
We begin today's email by continuing the discussion kicked off in my article, "Apple on Track to Buy 50% of Itself in Three Years." Specifically, we take a closer look at Apple's changing cash dilemma. What was once a foreign cash dilemma is now shifting to an overall excess cash predicament. The discussion then turns to tender offers and the likelihood of Apple launching a tender offer for buying back a significant portion of the company. The email concludes with a closer look at Tim Cook's latest comments about augmented reality (AR). We go over my thoughts and observations regarding Cook's comments and what it implies for Apple's developing AR strategy.
These stories are available for Above Avalon members. To continue reading, click here.
Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($10/month or $100/year). For more information on membership, click here.