Notes From All Over, Part 4 -- January 29, 2021

Apple / AAPL: from SeekingAlpha. These kinds of analysis no longer matter. Apple may be a great company, but AAPL no longer has any MOJO and investors no long FOMO on AAPL. It's so yesterday.

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Apple records here. Here's another one. Apple continues to dominate the tablet market with an estimated 19.2 million shipments in holiday quarter, 2020. Interestingly enough, there really is no competitor to the iPad. The Surface would be considered a competitor, I suppose, but by focusing on the keyboard attached, the Surface becomes an "also-ran" laptop. 

Hyundai - Apple: shortest corporate love affair on record? It is very well known that Apple is incredibly difficult to work with. I first saw that in 1983 when the military  couldn't make a deal with Apple to put Apple products in their stores (the USAF BX and the USA PX). 

Are we watching the movie sequel? Something tells me this is not going to end well for Apple. Apple may still end up with Magna Steyr. Links here; here. Everything I read suggests Magna Steyr would be a better fit -- maybe Hyundai needs to re-look at its business model.

Super bowl? What Super bowl? The only talk here in north Texas is the future of Dak Prescott and the Cowboys. LOL. I don't understand it but from The Dallas Morning News:

The Jones family wants to sign Prescott to a long-term contract. They want him to be this team’s quarterback going forward. But the sides have spent 19 months trying to find a middle ground and have been unable to reach an agreement. If the gulf remains and the club applies a second franchise tag in early March, the Cowboys must continue moving on from Prescott. Why? A second franchise tag is a nuclear option. If Dallas uses that tag and then is unable to sign Prescott to a long-term deal in July before training camp starts, the quarterback will play this season and then be gone next year in free agency. The Cowboys can’t let it get to that point. If the sides don’t reach an agreement by the March 9 deadline, or aren’t convinced a deal is imminent, the Cowboys must move on and look at jumping into this uncharacteristically unsettled quarterback market and the draft to find a replacement. Again, it’s not the preferred option, but it can’t be ruled out.

Ezekiel Elliott’s 2021 salary of $9.6 million already is guaranteed and carries a cap number of $13.7 million. If he’s a post-June 1 cut, the Cowboys get no savings. But if he’s a pre-June 1 cut, the Cowboys take a $10.8 million cap hit and have to deal with $24.5 million in dead money. The Cowboys are not cutting Elliott, and there’s a belief his 2020 season won’t happen again considering the injuries encountered at offensive line and at quarterback. Trading Elliott is difficult to do considering his contract. Plus, why would a team trade for a running back coming off a down year?

Housing market: 40% of Californians hope he moves to Texas. LOL.