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Succession Plan Tim Cook Jonathan Ives
Financial Capital
•  Strong Cash Position •  No Long Term Debt
Industry R&D IBM $6.2B Microsoft $7.4B Sun $1.9B Google $2.1B HP $3.6B Intel $5.8B Cisco $4.7B $0.844B
[object Object],[object Object],•  March 28, 2009 R&D expenditures increased by 17% over Q2 2008 •  Increase due in part to "increase in R&D head count in the current year to support expanded R&D activities" (10-Q)
Recommendations
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Genius Filtering
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Questions
Possible Acquisitions $700M $6.3B $13.5B $29B
Subscription-based Long Tail
Kindle DX checklist: Touchscreen, Fail. Color, Fail. Affordable, Fail. Screen size, Win. Storage, Win. Design, Meh. Overall: Semi-FAIL. Dwight Silverman (@dsilverman) Houston Chronicle Thoughts on Kindle 2

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