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Re: None

Monday, 11/03/2014 3:38:32 PM

Monday, November 03, 2014 3:38:32 PM

Post# of 41703
AAPL has already stated its intentions.

What do we know as indisputable facts in order to determine a likely outcome going forward? Lets look a couple things AAPL has said:

1. It intends to work with GT on sapphire glass in the future.
2. It stated that preserving jobs in Mesa is important.
3. It stated that disclosure of docs in GT’s ch11 would endanger current and future deals with
suppliers.

Lets examine what AAPL has done:

1. It spent $500M on a sapphire glass plant in Mesa for not only current, but future products.
2. It filed motion after motion to prevent docs from being disclosed during GT’s Ch11.
3. It offered an incredibly generous offer to GT including $150M in exit financing for GT simply
agreeing to keep its mouth shut.

Now lets look at the wild cards for AAPL:

1. Judge stated theres no good reason to maintain disclosure.
2. Class actions filed against GT, if they go to trial, will certainly involve full document disclosure in
order to determine culpability.

Conclusion: AAPL’s number one self interest is preventing disclosure as the ripple effect on future deals with suppliers could very well be incalculable. AAPL must return value to GT shareholders somehow in order to quash class actions. AAPL has no choice as a 1B loss now will most likely mean billions in savings later. As such, AAPL stated its interest on future sapphire glass products, therefore any loss now may be only temporary.





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