Cei de la Asymco au facut graficul de mai sus in care prezinta rezervele monetare ale companiei Apple in comparatie cu valoarea companiilor care produc telefoane mobile. Apple are in momentul de fata 82 de miliarde de dolari disponibile in conturi iar daca am exclude Samsung, Apple ar putea cumpara restul producatorilor de telefoane mobile si ar mai ramane cu vreo 20 de miliarde de dolari pe care sa ii investeasca mai departe. Practic Apple are indeajuns de multi bani pentru a cumpara doar divizia mobila a Samsung sau HTC, Nokia, RIM, LG, Motorola Mobility si Sony Ericsson la un loc.
In summary, in June Apple’s cash was about 53% of the sum of competing phone vendor enterprise values. Today it’s about 61%. Excluding Samsung, Apple could buy the industry and still have $25 billion left over. This makes the claim that “Apple could buy the industry” even more believable. This analysis is mainly academic. It does not imply that any such transaction will take place. As the purchase of Motorola shows, control has a premium and individual buyers may be less “rational” than markets.
Desigur ca graficul de mai sus se refera doar la valoarea diviziilor mobile ale respectivelor companii si Apple daca ar vrea ar putea eradica, competitia insa numai in cazul in care respectivele companii ar fi indeajuns de disperate incat sa se lase cumparate la acele preturi. Apple are o rezerva monetara enorma si deocamdata nu prea are in ce sa investeasca banii desi ar fi nevoie de cateva fabrici noi care sa produca indeajuns de multe iDevice-uri pentru a acoperi cererea de pe piata.
