I was kind of hoping that Oracle would drop the bid. My best guess is that the deal will never get approved. Matt Kelmon
I was kind of hoping that Oracle would drop the bid. My best guess is that the deal will never get approved.
[Selling or spinning off the business,] would be a Band-Aid on an open flesh wound, ... The stock would move higher in the short term but the company would regret it three to five years from now. They just need to focus on how to make money from their existing subscriber base. Matt Kelmon
[Selling or spinning off the business,] would be a Band-Aid on an open flesh wound, ... The stock would move higher in the short term but the company would regret it three to five years from now. They just need to focus on how to make money from their existing subscriber base.
It's a tricky situation, because higher borrowing costs put pressure on their ability to raise the dividend, but they could make a nominal increase. Matt Kelmon
It's a tricky situation, because higher borrowing costs put pressure on their ability to raise the dividend, but they could make a nominal increase.
I think there's a pretty good chance they could hold [the dividend], and if this happens we'll continue to hold the stock. But at the first sniff of a dividend cut, we'll be immediate sellers. I think you'd see a mass exodus from the stock in that case. Matt Kelmon
I think there's a pretty good chance they could hold [the dividend], and if this happens we'll continue to hold the stock. But at the first sniff of a dividend cut, we'll be immediate sellers. I think you'd see a mass exodus from the stock in that case.
Continued cost cutting is going to help the bottom line. The company is making money in one of the worst markets and there's room for earnings to go a lot higher. Matt Kelmon
Continued cost cutting is going to help the bottom line. The company is making money in one of the worst markets and there's room for earnings to go a lot higher.
This is an easier way to make earnings transparent. I'm hoping that other companies will follow suit. Matt Kelmon
This is an easier way to make earnings transparent. I'm hoping that other companies will follow suit.
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![[Apple] is becoming an entertainment company, not a computer company. -Matt Kelmon](/quoteImage/398848/Apple-is-becoming-an.jpg)
