MarketFoolery: 07.30.2012
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 30 July 2012
⏱️ 20 minutes
🧾️ Download transcript
Summary
The New York Times reports that Apple is considering investing in Twitter. And Comcast spends big bucks on a marketing campaign to better explain Xfinity.
Transcript
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| 0:00.0 | It's Monday, July 30th. |
| 0:04.0 | Welcome to Market Foolery. |
| 0:05.0 | I'm Chris Helm joining me in studio today. |
| 0:07.0 | From Motley Fool 1, Jason Moser, and for Motley Fool Inside Value, Joe Maker. |
| 0:11.0 | Gentlemen, happy Monday. |
| 0:12.0 | Happy Monday. We've got Comcast spending some money on |
| 0:16.6 | their marketing and we're going to dip into the fool mail bag, but we will start with one of the |
| 0:21.8 | big stories over the weekend and that's Apple. |
| 0:24.2 | Apple reportedly held discussions with Twitter about investing in the social media site. |
| 0:30.4 | Guys, the investment would have put Twitter's valuation at more than 10 billion the |
| 0:34.9 | latest round of private financing that Twitter did values the company at 8.4 |
| 0:40.6 | billion so this would obviously be a bump up |
| 0:43.4 | uh... let's just start Joe with should apple do this what was your |
| 0:47.4 | reaction when you saw this story we were you thinking wow this is great |
| 0:50.9 | or were you thinking no? |
| 0:53.4 | Oh, I really like this from both Twitter and Apple's perspective. |
| 0:57.2 | You know, from Apple, they've got $117 billion in cash, |
| 1:00.8 | and they're trying really hard to differentiate iOS from Android. They have |
| 1:04.8 | deep pockets and Twitter with Google could be very very dangerous. |
| 1:10.7 | Twitter that was more tightly integrated into Android would be a real point of differentiation. |
| 1:16.2 | And something else with Twitter is that there's so much information in real-time news there |
| 1:21.0 | that with Google's backing and efficiency it could be so much better it |
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