How will Apple spend its over $15 billion in cash?

“The cash coffers are overflowing at Apple these days. While Silicon Valley is abuzz over the fact that social-networking startup Facebook is now worth $15 billion on paper, Cupertino-based Apple has at least that much money — $15.4 billion to be exact — in real, spendable cash,” Bryan Gardiner reports for Wired.

Gardiner asks, “With more money on hand than it’s ever had, the question is: What exactly will Apple do with that pile?”

“Apple could use its wad of cash to ensure that iPhone-component makers are keeping up with demand. This is seen as critical for Apple at the moment, especially considering that it’s set to launch the phone in Europe next month. Another potential investment could come in the form of building out the new property Apple purchased last year in Cupertino. Indeed, Jobs has said that the 50-acre parcel of land is to be the home of a new campus housing up to 3,500 of Apple’s employees,” Gardiner reports.

“Less likely is the possibility that Apple might join a Google-led consortium of companies bidding in the upcoming 700-MHz spectrum auction. With the bar set at $4.6 billion just to qualify for the open access ‘C’ block, analysts predict Google will likely want some monetary support from companies that could benefit from a new swath of open spectrum. That includes hardware manufacturers like Apple, whose iPhone and iPod touch might, in future versions, work with an open wireless network,” Gardiner reports.

More in the full article here.

[Thanks to MacDailyNews Reader “Paul” for the heads up.]

79 Comments

  1. “”Less likely is the possibility that Apple might join a Google-led consortium of companies bidding in the upcoming 700-MHz spectrum auct”

    ————————

    Why is this considered a “less likely” possibility?

  2. They should spend just a tiny bit and buy Wacom or Logitech. One thing Apple has never done right *ever* is peripherals like mice. Besides, they are getting into tablets anyway. ” width=”19″ height=”19″ alt=”smile” style=”border:0;” />

  3. The only thing missing in the current product line is a game console to fully capture the consumer all-in-one media experience. Apple with Apple TV and content provider Disney/pixar could form a mighty joint venture. Not sure what they are waiting for …

  4. Buy Adobe. Or merge with Nintendo and buy NVIDIA. Steve should start taking gaming seriously, it’s one of the few (j)obstacles that keep the Mac from taking over the world.

    Or maybe they should start their own music label to eliminate some middlebronfmen…

  5. @TowerTone

    Doesn’t matter, Hillary and Charlie Rangal just have increase capital gains taxes on the “rich”.

    By rich, that would be defined as anyone who has owned APPL over the past few years.

    By the way, haven’t you heard, Michale Moore says that socialized medicine is FREE.

  6. This is an excellent article. My favorite use for the money are to assure parts availability from vendors, giving Apple the best prices and placing them first in the buyers’ line.

    Buying spectrum is not, a first glance, a bad idea. I don’t know enough about that issue to know if actually buying the bandwidth is the best way to get access to its use, but it is a good thing to consider.

    Buying or investing in small great technology companies is another winner. It could give Apple access to radical new product lines without having to absorb so many new employees in a single gulp and screw up the Apple culture.

    And some stock buybacks could be very lucrative in an environment where the media whores and anal-ists fail to price AAPL properly for impending growth.

    I’m glad to see that some pundits, a few of them, do get it.

  7. My vote:

    – Expand iPhone development to add full PDA features, a newton+cell phone type product. Add memory.

    – Develop a new computer with upgradable video to be positioned between the mac pro and the imac, something of similar power to the imac but with upgradable video and no built-in display.

    – Develop a tablet mac, the tMac, essentially a thin macbook pro with iPhone-like touch display that can flip over and act as a tablet mac.

    – Invest in expanding xCode with professional level addons to encourage more mac native software development, especially games. Consider releasing yellow book for cross-platform Cocoa development. Or abandon the aging Objective C for a new crossplatform tool set.

    – Fund the formation of my new mac software development shop ” width=”19″ height=”19″ alt=”smile” style=”border:0;” />

  8. I definitely think Apple should get into gaming–I just don’t think they need to buy Nintendo or whoever to do it, any more than they needed to buy Motorola to make a cell phone.

    Here’s how games would work, Apple-style, IMO:
    1) They would get the game developers who at least to be Mac-friendly now (remember WWDC?), and hopefully others–makers of all sorts of games, free to $39, SuDoku to Halo–and offer them a way of selling their games without the shipping, packaging, etc. costs: on iTunes.
    2) It would work like Movies work now, and while one might say that movies haven’t been much of a success with only 609 movies on iTunes, 609 would make a pretty nice games selection.
    3) They would be syncable/playable on iPhone and iPod touch via amazing multi-touch interface (think the best of both PSP and DS in one, but better), and on the computer using the keyboard and mouse (like all games). One could also buy a no-setup wireless controller from Apple that would work with computers with iTunes (even better than mouse) and Apple TV.
    4) Over WiFi, people could play multiplayer, whether one is on an Apple TV and one on a computer, both are on iPhones, one is on an iPod Touch and one is on an Apple TV, or whatever. (Perhaps eventually they could have something similar over the internet, like Xbox Live.)

    What do you think?

  9. Thanks, Chimpy. You are a Godsend. (oops, sorry)

    Linux Guy
    The 700 Club is tempting, but keep in mind the infrastructure build out and maintenance. Also, these are license (I’m sure you know) and as with our 6 GHz range, comes rules specific to that frequency, not all have been laid out yet. A piggy back or consortium seems preferable.

    I think a move to buy ANY movie studio, or Sony, to use as leverage to get the others to the table on rentals would be great. This studio could be pawned off to Disney…for more control. The rest of Sony could be sold off. Yes, a dream, I know.

    Another idea would be to invest in a memory factory to help keep prices stable for Apple, push their development needs, and, being stateside, would have the added benefit of a supply regardless of Asian markets/conflicts, and could help the American economy by supplying jobs where we need them the most….in northern Mexico!

  10. There is only one thing apple should do with the money. They should buy Autodesk. Adobe’s products (image editing and page layout) are much better space for apple to challenge. Apple is already doing it. No one can challenge Autodesk.

    Apple already has a strong presence in audio and video production. That’s a perfect match for Autodesk because they control 3D animation for film. They can build integrated server software to manage content for all three.

    Autodesk control’s 3D for games also. Apple could use this as a lever to move games away from DirectX.

    Autodesk dominates CAD with Autocad. Enough offices are locked into autocad that apple could force a switch to os X and then push their open directory and caldav server products into the office.

    Autodesk has a sales/support org that actually listens to their business customers. Apple needs that. They don’t have enough enterprise business to justify it right now.

    Sony would be a terrible buy… apple is already a competitor. Nintendo is interesting, but why risk it?

  11. In order for Apple to move beyond the space defined simply as “tech” companies, the next 5 years will give the company the resources necessary to move into the rarified air of a company of the class of GE. The key is to look thru their eyes – they sell consumer hardware in markets in a state of chaos where the dormerly dominant players are in a weakened financial state and the market would be amenable to their stylishly engineered offering.

    I see them buying Tesla and having the manufacturing done in a contract fashion in parallel to their current business model.

  12. @TT

    Right on, dude! I also want my Christian values, pro-life, compassionate President spending my money to kill some non-Americans I’ve never met rather than waste it on something stupid like healing sick children. I’d rather die than get socialized medicine.

  13. Hookers and Blow! Hookers and Blow!

    Actually, Ryan has the right idea. Autodesk’s market capitalization is $11 billion, so Apple could pay in cash.

    Can you imagine the whine from Windows users if Apple did this?

  14. Yeah, Gasser, it’s exactly that simple. Thanks for summing our world up so succinctly.

    @TT: Love the northern Mexico line. Wish the rest of the country, and especially the politicians, would wake up and smell the tortillas.

  15. I’ll be happy to take a measly 1/10,000th of it off their hands. Come on, Apple, that’s such a small fraction, you know you can give it to me.

    Thanks in advance!

    ” width=”19″ height=”19″ alt=”smile” style=”border:0;” />

  16. Sinking dollar value makes that about 6-8 billion in 2004 terms. Lets face it, returns on US stock, housing and other investments have to grow at about 40% just to keep even…

    Best investment: Buy a controlling interest in a US music/movie publisher and fire all the crud, asset strip the company of all except the music/content rights then renegotiate the contracts with the creators…

  17. “I thought we were northern Mexico”

    Well in a sense you are… Gadsen Purchase and the Treaty of Guadalupe Hidalgo (a treaty dictated by an occupying force)

    And remember, Mexicans are also native americans.

    No Amnesty for illegals! Send them back on the Mayflower!

  18. I actually like the idea of Apple Co having a music label so they can sign artists, etc. With the infrastructure already set up in iTunes, promotion in the digital realm is not be a problem,,, AND, the can tell certain companies to pound sand if they do not like the rate structure. This all leads to the super-secret plot to buy APPLE MUSIC !!!!

  19. I actually like the idea of Apple Co having a music label so they can sign artists, etc. With the infrastructure already set up in iTunes, promotion in the digital realm is not be a problem,,, AND, the can tell certain companies to pound sand if they do not like the rate structure. This all leads to the super-secret plot to buy APPLE MUSIC !!!!

  20. I actually like the idea of Apple Co having a music label so they can sign artists, etc. With the infrastructure already set up in iTunes, promotion in the digital realm is not be a problem,,, AND, the can tell certain companies to pound sand if they do not like the rate structure. This all leads to the super-secret plot to buy APPLE MUSIC !!!!

  21. I actually like the idea of Apple Co having a music label so they can sign artists, etc. With the infrastructure already set up in iTunes, promotion in the digital realm is not be a problem,,, AND, the can tell certain companies to pound sand if they do not like the rate structure. This all leads to the super-secret plot to buy APPLE MUSIC !!!!

  22. I actually like the idea of Apple Co having a music label so they can sign artists, etc. With the infrastructure already set up in iTunes, promotion in the digital realm is not be a problem,,, AND, the can tell certain companies to pound sand if they do not like the rate structure. This all leads to the super-secret plot to buy APPLE MUSIC !!!!

  23. “TowerTone: $ 15 billion spent to socialized medicine is better than spending $ 15 billion to a phony war.”

    Socialized medicine (by it’s nature wasteful and ineffective) has killed more people than the war in Iraq.

  24. I don’t think Apple should spend any of it this year. They should wait until the middle of 2008, when the have had more adds in the UK for all Macs and sold 4 Million each quater, then the could maybe buy Intel or Ibm or Amd or dell ( only joking about dell).

  25. We need the competition in the software area. Buying Adobe would be great, but buying now dead “FreeHand” from Adobe and Apple will redevelop it to be able to compete against Illustrator. This way, us 2D designer/users will have choices and forces Adobe to get the development of software faster and better. Remember forks, when Apple had the Intel Mac out already and sales did not fly because Adobe did not come out with new Intel native CS package?

  26. R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!R&D;!!!!!!!!

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