“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.”
“[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 is becoming an entertainment company, not a computer company. People don't say 'Apple Computer' anymore; they say 'Apple.' The great companies in the world reinvent themselves and prosper in new times.”
