Saturday, 23 October 2010

Apple Conference call Q4 Earnings 2010

Listen to the Q&A session, analysts there know quite a lot about the company. And they put serious and diffcult questions (and tricky as well, asking "forward-looking" questions, some try to dig in some strategic and timing questions). Some even ask about large cash position and ask why they don't pay dividend or do share buybacks (seems he wants to speculate on M&A or whatever way of distribution cash to shareholders). Some ask sth like is smartphone battle is zero-sum game, not sure what he is after.

In VN, few conference calls happen. Analysts in VN "visit" the company, at most once a year for a few firms. But not sure what they will find out with the visit.

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