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Re: Ican post# 10328

Friday, 10/31/2014 12:51:51 PM

Friday, October 31, 2014 12:51:51 PM

Post# of 41703
the settlement is predicated on having sealed documents. who knows what they'll do now. can be the dumpster or the moon for stakeholders.

the settlement, the one that hinged on the sealed docs, was, imo, actually extremely favorable to longs. mostly because of the 150m subordination of apple's interest. in the short term, stakeholders take a hit, but eventually recoup lost equity as the company gets its act together. the 150m was key, because it equals time for the company.

fwiw, i suspect no one will come out looking very good. apple will likely get tangled in a political n tax related nightmare and gtatq management will look like idiots for agreeing to a monopsony (google it).

all of this is IMO only




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