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sunbits

03/25/11 4:40 PM

#9560 RE: onpoint #9559

sunbits didn't go away just yet just doing some research and preparation for the journey ahead.

For those of you who might be wondering what I mean, take a look at the links below. While a fund can build a little bit of share value with asset-based revenue, it can build TONS of shareholder value if its intellectual property strategy is above the crowd...

http://www.brandchannel.com/papers_review.asp?sp_id=357
http://tech.fortune.cnn.com/2010/09/21/pie-chart-apples-outrageous-share-of-the-mobile-industrys-profits/
http://www.macnews.com/2011/03/24/apple-wins-american-brand-excellence-award

Apple's strategy creates multiples of what others do, in terms of price/earnings valuation. Even a fund which simply owns financial/physical assets can brand itself a cut above the rest and be part of a " brand ecosystem" that will separate it from the crowd...and elevate its price/earnings valuation to the sun... :)

have a great weekend,

sass