“Apple has $206 billion in cash. One Wall Street analyst has some ideas for how CEO Tim Cook can spend it,” Paul R. La Monica reports for CNN.FBR’s Daniel Ives put out a report Thursday morning with the following intriguing title: ‘Christmas M&A List for Cook & Co. Heading into 2016: A Look at Potential Deals Ahead.'”
“So who should Apple buy? Ives has four targets in mind,” La Monica reports. “Adobe, Box, GoPro, Tesla.”
La Monica opines, “Investors probably shouldn’t hold their breath waiting for any of these deals to happen though — especially since $187 billion of Apple’s cash is held overseas for tax purposes.”
Read more in the full article here.
MacDailyNews Take: There’s nothing like breaking Betteridge’s law of headlines in triplicate.
No, no, and no.
None of these companies have anything Apple needs that couldn’t be obtained for far less than their market valuation.
-jcr
Correct. None of the above. Apple should buy IBM. The price is right and the value would be astounding. What a combo: best front end with best back end.
I Agree. Apple should buy Apple to say goodbye to Wall Street.
Only small ultra high tech companies should be the target.
Biotechnology, medicine, seniors healthcare, intelligent clothing
nanotechnologies, fuel cells, nuclear fusion, helium3 moon harvest.
Adobe – No way. In 5-7 years there will be better software
GoPro – Their cameras are good, but its low tech
Tesla – Electric car is nice, but Hydrogen Fuel Cell is a future.
Box – Not bad but Apple can have a lot of other boxes
IBM – Technological alliance – Yes, buyout – No
Oh almost forget. Apple could buy Samsung and close it for good.
No, no, no. Apple should build yachts and luxury corporate jets. Gotta stick with the program.
Apple could buy tesla for their tech and their CEO.
For their CEO? Might as well let Larry Page become CEO of Apple. Musk is a google stooge. Tesla uses Google extensively in their cars over Apple. I am sure all my info is beamed to google whenever I drive my Tesla. But what can you do. Got to live with it.
I asked Tesla when Cay Play was coming. He asked , “Why, Carplay is not very good”. And I guess you haven’t heard Musk’s recent slandering rants about Apple devices. I would like to ask Musk, “Have you seen yourself in the mirror with those gaudy 17th century Dutch Afrikaner jackets that you wear”? Totally not cool. As for the abundance of chrome on the Tesla cars…..yuk, so 1960’s. Must admit I still love 60’s music though.
Overtime I get in my Tesla I have to hold my nose for the horrible chrome and the horrible integration with Google. Other than that, nothing beats a Tesla….until the Apple car arrives. Hoping.
Could buy FIAT Chrysler for $10 B less than TSLA and use it to produce its Apple car and use the same tech for electric pickup trucks. E Cue is on the board of Ferrari. Net of the 80% of Ferrari FC still owns, Market cap is only $10 B VS TSLA $29.7 B. Acquisition would come with worldwide distribution. Both FC and Ferrari are profitable.
No, No, and No – Why, because Apple’s money is burning a hole in your own pocket? Go Pro – what can GoPro do that Apple couldn’t duplicate with their own technology if they wanted? Same for Adobe same for Tesla. Why does Apple need to buy technology they already have. They are looking for tech that can benefit their future, not their past.
It is interesting that this “law” had it’s start in tech jounalism, a bastion of irresponsibility.
http://www.technovia.co.uk/2009/02/techcrunch-irresponsible-journalism.html
I so hate Adobe with their lack of vision and client oriented mentality. I work with Adobe’s suite on both platform on a daily basis and little are the days I am not frustrated about something Adobe.
I would say Apple, buy Adobe, for my own sake.
My 2 cents
Why buy Adobe? Adobe is at least half-heartedly trying to cater to professionals. Apple doesn’t care about that market anymore.
Ouch
It makes sense though. What better way to finish the job on creative professionals than by purchasing Adobe and consumerizing those products as well.
I could imagine the announcement going something like,
We’ve made the entire Adobe Creative Suite magically simple. Illustrator, Photoshop and Lightroom are all now Photos… the same Photos you’ve been using on your Mac, iPhone and iPad!!! Premiere is now iMove and Audition is now iTunes. One more thing… if Siri ever hears you utter the word Flash, your Apple ID gets purged from our system, you’ll be dead to us.
And to run all of this powerful new pro software we’re now introducing the all-new Mac Pro. It has one
USB-CLightningThunderbolt X port. By utilizing integrated graphics and soldering both a 5400rpm HDD and RAM to the logic board, we’ve made the Mac Pro 75% lighter and 50% thinner!I should add that I’m totally joking. The reality is that Adobe is an extremely frustrating company and so are its products. As a customer, I’d love to see Apple buy Adobe, although as an investor I don’t think it makes sense, especially given a valuation based on a PE ratio of 90.
Your suggestion about Siri and Flash was pretty awesome. However it should be allowable to say “Flash” in the context of cameras, Marvel, or Justice League. 😉
Buy Tivo- the bolt is awesome and Tivo has subscription revenue. The Apple touch to their UE would be the final piece. Pair up an Apple TV for other TV’s throughout the house and you’d have something special.
I’ve been a TiVo user since just before the first model was publicly available. I used to love TiVo (at one point I had 6 boxes in use). Now, I have just 1 box in use (although rarely used). It’s just too old-school and too expensive for the incremental benefits it provides over an X1 box from Xfinity combined with an Apple TV 4.
“Tivo has subscription revenue”
Yes, but that even combined with other revenue (minus expenses) added up to a net profit of just over $30 million last year… with most years in its history having operating losses.
Apple is clearly not interested at all in DVR functionality, nor old school technology solutions for TV.
If the were, they’d build something themselves as the existing TiVo subscriber base is no longer significant at all.
Betteridge’s Law Applies as always.
The 3 No’s.
If Apple were serious about getting into the automotive industry, I would say Tesla. Adobe seems pointless, and GoPro why?! However, didn’t Tesla recently tell everyone their entire patent catalog was open for anyone to use? So why buy them when you can use all their intellectual property for free anyway? Unless it’s to establish an existing name brand, existing factories, etc to ramp up their production and refinement of an already great electric vehicle brand.
I sold my MacPro after Apple abandoned the Pro market (remember doesn’t innovate, my ass?)
They could have released that beautiful 5k 27″ screen from the 5 k iMac as an external Thunderbolt Display but, after giving up the wait, I gave up and purchased the 27″ 5k iMac with 64GB RAM and SSD flash drive.
I do Mac consulting at every studio in Hollywood and I’m embarrassed to see them abandoned by Apple and switch to Avid.
So sad….
Apple should buy Sprint.
Use it as a basis to build out Apple’s own 5G LTE wireless network across the U.S. and bypass the robber baron carriers.
Use wireless to deliver all services, including music and video, directly to customers.
Gawd no. Sprint has a horrible work environment, abusive toward customers. Total non-fit. A source of pollution rather than solution.
Sprint’s technology is not compatible world wide. GSM is the only technology worth investing in.
Interesting! I’m reading about it…
Not sure if there is a company out there that can fix, or at least improve, Apple’s Internet services. Compared to the hardware and software (mainly the OS and the included apps), Apple just can’t seem to do the Internet stuff right for whatever reason.
But it certainly shouldn’t be about buying Yahoo or any other Internet-based business like that. To me, this is the only area where Apple just can’t seem to measure up to the expectations we have for Apple. “Good enough” is not good enough.
As far as the car, I don’t think they need Tesla. I just don’t see other large companies with their own brand identity and culture fitting in well with Apple and Apple’s modus operandi. Whatever Apple gets from outside has to be totally assimilated into the Apple culture and how they do things. I just can’t envision that happening.
They need to divert 95% of their energy and money towards defeating Google. Aside from mobile phones (and maybe corporate, although even that’s at risk now), Google is kicking Apple arse in virtually every other tech endeavor- connected home, education market, IOT, cloud services, and public mindset to name a few. Google has the market cornered with cheap/free services, and their products are ‘good enough’ for the common person. The combination of the two is proving lethal to Apple, who is traditionally a high-end market and ‘must have one now’ product innovation company. Google seems to be running on all cylinders right now.
Buy Autodesk.
No. No. Maybe.
Every company should stick to its expertise and stay out of markets about which it knows nothing and/or could contribute nothing. Otherwise, they’re just blowing dough on dum-dum stuff.
How about just buying my long shares at $210 each?
Buy them all and give the money back to the shareholders.
Apple should indeed, buy Adobe!
I have posted the same here for many years.
Apple in the 1980s when I first took Lisa home and thereafter, IGNITED the desktop publishing revolution that made history. Laser printing, postscript fonts, GUI, et al.
Adobe and Aldus ruled the roost in the early heady days of graphic magical software. Raster and Vector, all you would ever need at the time.
Imagine a PRO APPLICATION like Photoshop/Illustrator for FREE as part of the Apple productivity suite with every NEW Mac purchase, iPad Pro, etc.
Or, a higher level PRO upgrade that costs far less than what Adobe is charging NOW.
Rat bastards charging monthly RENT.
Apple would OWN DESKTOP PUBLISHING — PRO SOFTWARE — 4EVER!
Fingers crossed … 🙂