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0000320193
20061229
10-Q
750
Asset Retirement Obligations The Company’s asset retirement obligations are associated with commitments to return property subject to operating leases to original condition upon lease termination.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
751
As of July 1, 2006, the Company estimated that gross expected future cash flows of approximately $19 million would be required to fulfill these obligations.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
752
Other Obligations The Company had other contractual obligations of approximately $37 million as of July 1, 2006 primarily related to telecommunications services contracts that were renewed in the first quarter of 2006 for a three-year period.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
753
Indemnifications The Company generally does not indemnify end-users of its operating system and application software against legal claims that the software infringes third-party intellectual property rights.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
754
Other agreements entered into by the Company sometimes include indemnification provisions under which the Company could be subject to costs and/or damages in the event of an infringement claim against the Company or an indemnified third-party.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
755
However, the Company has not been required to make any significant payments resulting from such an infringement claim asserted against it or an indemnified third-party and, in the opinion of management, does not have a liability related to unresolved infringement claims subject to indemnification that would have a mate...
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
756
Item 3.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
757
Quantitative and Qualitative Disclosures About Market Risk The Company’s market risk profile has not changed significantly during the first nine months of 2006.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
758
Interest Rate and Foreign Currency Risk Management The Company regularly reviews its foreign exchange forward and option positions, both on a stand-alone basis and in conjunction with its underlying foreign currency and interest rate related exposures.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
759
However, given the effective horizons of the Company’s risk management activities and the anticipatory nature of the exposures, there can be no assurance the hedges will offset more than a portion of the financial impact resulting from movements in either foreign exchange or interest rates.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
760
In addition, the timing of the accounting for recognition of gains and losses related to mark-to-market instruments for any given period may not coincide with the timing of gains and losses related to the underlying economic exposures and, therefore, may adversely affect the Company’s operating results and financial po...
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
761
Interest Rate Risk While the Company is exposed to interest rate fluctuations in many of the world’s leading industrialized countries, the Company’s interest income and expense is most sensitive to fluctuations in the general level of U.S. interest rates.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
762
In this regard, changes in U.S. interest rates affect the interest earned on the Company’s cash, cash equivalents, and short-term investments as well as costs associated with foreign currency hedges.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
763
The Company’s short-term investment policy and strategy is to ensure the preservation of capital, meet liquidity requirements, and optimize return in light of the current credit and interest rate environment.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
764
A portion of the Company’s cash is managed by external managers within the guidelines of the Company’s investment policy and to an objective market benchmark.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
765
The Company’s internal portfolio is benchmarked against external manager performance, allowing for differences in liquidity needs.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
766
The Company’s exposure to market risk for changes in interest rates relates primarily to the Company’s investment portfolio.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
767
The Company places its short-term investments in highly liquid securities issued by high credit quality issuers and, by policy, limits the amount of credit exposure to any one issuer.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
768
The Company’s general policy is to limit the risk of principal loss and ensure the safety of invested funds by limiting market and credit risk.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
769
All highly liquid investments with maturities of three months or less are classified as cash equivalents; highly liquid investments with maturities greater than three months are classified as short-term investments.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
770
As of July 1, 2006, approximately $157 million of the Company’s short-term investments had underlying maturities ranging from 1 to 5 years.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
771
The remainder all had underlying maturities between 3 and 12 months.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
772
The Company may sell its investments prior to their stated maturities for strategic purposes, in anticipation of credit deterioration, or for duration management.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
773
The Company recognized no material net gains or losses during the first nine months of 2006 or 2005 related to such sales.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
774
Foreign Currency Risk In general, the Company is a net receiver of currencies other than the U.S. dollar.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
775
Accordingly, changes in exchange rates, and in particular a strengthening of the U.S. dollar, may negatively affect the Company’s net sales and gross margins as expressed in U.S. dollars.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
776
There is also a risk that the Company will have to adjust local currency product pricing due to competitive pressures when there has been significant volatility in foreign currency exchange rates.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
777
The Company may enter into foreign currency forward and option contracts with financial institutions to protect against foreign exchange risks associated with existing assets and liabilities, certain firmly committed transactions, forecasted future cash flows, and net investments in foreign subsidiaries.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
778
Generally, the Company’s practice is to hedge a majority of its existing material foreign exchange transaction exposures in the future.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
779
However, the Company may not hedge certain foreign exchange transaction exposures due to immateriality, prohibitive economic cost of hedging particular exposures, and limited availability of appropriate hedging instruments.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
780
Item 4.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
781
Controls and Procedures Special Committee Review into Stock Option Grant Practices and Restatement As discussed in the Explanatory Note preceding Part I and in Note 2 in Notes to Condensed Consolidated Financial Statements of this Form 10-Q, the Company on June 29, 2006, announced that an internal review had discovered...
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
782
The Company also announced that a Special Committee of outside directors (“Special Committee”) had been formed and had hired independent counsel to conduct a full investigation of the Company’s past stock option granting practices.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
783
As a result of the internal review and the independent investigation, management has concluded, and the Audit and Finance Committee of the Board of Directors agrees, that incorrect measurement dates were used for financial accounting purposes for certain stock option grants made in prior periods.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
784
Therefore, the Company has recorded additional non-cash stock-based compensation expense and related tax effects with regard to past stock option grants, and the Company is restating previously filed financial statements in this Form 10-Q.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
785
The internal review and the Special Committee’s independent investigation identified a number of occasions between October 1996 and January 2003 (the “relevant period”) when the Company used incorrect measurement dates for stock option grants.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
786
The independent investigation also found that during the relevant period: · Procedures for granting, accounting, and reporting of stock option grants did not include sufficient safeguards to prevent manipulation · The grant dates for a number of grants were intentionally selected in order to obtain favorable exercise p...
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
787
These improvements included: · Documenting and assessing the design and operation of internal controls · Segregating responsibilities, adding reviews and reconciliations, and redefining roles and responsibilities · Upgrading systems and system controls that support the processes · Obtaining training in the stock admini...
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
788
123R the practice of using the receipt of the final Board or Compensation Committee approval as the grant and measurement date for stock option grants · Identifying key controls, developing test plans, and testing controls in the stock granting and administration function · Certifying stock administration and other con...
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
789
In coming to the conclusion that the Company’s disclosure controls and procedures and the Company’s internal control over financial reporting were effective as of September 30, 2006, management considered, among other things, the impact of the restatement to the financial statements and the effectiveness of the interna...
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
790
Management has concluded, therefore, that control deficiencies resulting in the restatement of previously issued financial statements did not constitute a material weakness in disclosure controls and procedures, or internal controls and procedures over financial reporting, as of September 30, 2006.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
791
In addition to the significant improvements implemented between 2003 and 2005 discussed above, the Company will adopt other measures identified by the Special Committee and management to enhance the oversight of the stock option granting and administration function and the review and preparation of financial statements...
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
792
Changes in Internal Control Over Financial Reporting There were no significant changes in the Company’s internal control over financial reporting identified in management’s evaluation during the third quarter of 2006 that have materially affected, or are reasonably likely to materially affect, the Company’s internal co...
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
793
PART II.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
794
OTHER INFORMATION Item 1.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
795
Legal Proceedings The Company is subject to various legal proceedings and claims that are discussed below.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
796
The Company is also subject to certain other legal proceedings and claims that have arisen in the ordinary course of business and which have not been fully adjudicated.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
797
In the opinion of management, the Company does not have a potential liability related to any current legal proceedings and claims that would individually or in the aggregate have a material adverse effect on its financial condition, liquidity or results of operations.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
798
However, the results of legal proceedings cannot be predicted with certainty.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
799
Should the Company fail to prevail in any of these legal matters or should several of these legal matters be resolved against the Company in the same reporting period, the operating results of a particular reporting period could be materially adversely affected.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
800
The Company settled certain matters during the third quarter of 2006 that did not individually or in the aggregate have a material impact on the Company’s results of operations.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
801
Allen v. Apple Computer, Inc. On January 28, 2005, a plaintiff filed a purported nationwide class action in Los Angeles Superior Court alleging that a defect in the Company’s 17-inch Studio Display monitors results in dimming of half of the screen and constant blinking of the power light.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
802
Plaintiff filed an amended complaint on October 24, 2005, adding additional named plaintiffs and expanding the alleged class to include purchasers of the 20-inch Apple Cinema Display and the 23-inch Apple Cinema HD Display.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
803
The amended complaint alleges that the displays have a purported defect that causes dimming of one-half of the screen, and that the Company misrepresented the quality of the displays and/or concealed the purported defect.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
804
Plaintiffs assert claims under California Business & Professions Code §17200 (unfair competition); California Business & Professions Code §17500 (false advertising) and the Consumer Legal Remedies Act.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
805
The amended complaint seeks remedies including damages and equitable relief.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
806
On November 14, 2005, the Company filed an answer to the amended complaint as to the allegations regarding the 17-inch display and a demurrer/motion to strike as to the allegations regarding the 20-inch and 23-inch displays on the ground that plaintiffs failed to allege that they purchased those displays.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
807
At a status conference on November 1, 2005, the Court ordered Plaintiffs to amend their complaint.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
808
Plaintiff filed an amended complaint on December 12, 2005, and the Company answered on January 5, 2006 denying all allegations and asserting numerous affirmative defenses.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
809
The Company has reached a settlement in this matter, which was given preliminary approval by the Court on September 18, 2006.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
810
The final approval hearing is scheduled for February 15, 2007.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
811
Settlement of this matter will not have a material effect on the Company’s financial position or results of operations.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
812
Apple Computer, Inc. v. Burst.com, Inc.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
813
The Company filed an action for declaratory judgment against Defendant Burst.com, Inc. on January 4, 2006 in the United States District Court for the Northern District of California.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
814
The Company seeks declaratory judgment that U.S. Patent Nos.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
815
4,963,995, 5,164,839, 5,057,932 and 5,995,705 (“Burst patents”) are invalid and not infringed by the Company.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
816
Burst filed an answer and counterclaim on April 17, 2006.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
817
Burst alleges that the following Apple products and services infringe U.S. Patent Nos.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
818
4,963,995, 5,057,932, 5,164,839, and 5,995,705; iTunes Store, iPod devices, QuickTime products (including QuickTime player and QuickTime Streaming Server), iTunes software, other Apple software products (Final Cut Studio, GarageBand, iMovie, iDVD, iWeb), the use of the ..Mac services and Apple computers and servers run...
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
819
The Burst patents allegedly relate to methods and devices used for “burst” transmission of audio or video files.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
820
The case is in discovery.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
821
A claim construction hearing is set for February 8, 2007.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
822
Trial is set for February 26, 2008.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
823
Apple Corps Ltd. v. Apple Computer, Inc.; Apple Computer, Inc. v. Apple Corps Ltd.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
824
Plaintiff Apple Corps filed this action on July 4, 2003 in the High Court of Justice, Chancery Division, in London alleging that the Company has breached a 1991 agreement that resolved earlier trademark litigation between the parties regarding use of certain Apple marks.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
825
Plaintiff seeks an injunction, unspecified damages, and other relief.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
826
The Company filed a motion on October 13, 2003, challenging jurisdiction in the U.K.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
827
The Court denied this motion on April 7, 2004.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
828
The Company filed an appeal of the Court’s decision but subsequently withdrew the appeal.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
829
In November 2004, Plaintiff served the Company with an Amended Bill of Particulars and on December 23, 2004, the Company filed a Defence.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
830
On November 24, 2005, Plaintiff filed a Re-Amended Bill of Particulars and the Company filed its Defence on December 16, 2005.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
831
Trial took place from March 29, 2006 through April 5, 2006.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
832
Judgment was given in favor of the Company on May 8, 2006 and Apple Corps was ordered to pay a portion of the Company’s fees, the amount to be agreed or determined in a subsequent proceeding.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
833
Apple Corps has filed an appeal, which is scheduled to be heard in late February 2007.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
834
On October 8, 2003, the Company filed a lawsuit against Apple Corps in the United States District Court for the Northern District of California requesting a declaratory judgment that the Company has not breached the 1991 agreement.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
835
Apple Corps challenged jurisdiction in the California case but the Court denied that challenge on March 25, 2004.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
836
Apple Corps subsequently prevailed on a motion to stay the California case during the pendency of the U.K. action.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
837
The Company has dismissed the California lawsuit without prejudice.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
838
Bader v. Anderson, et al.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
839
Plaintiff filed this purported shareholder derivative action against the Company and each of its then current executive officers and members of its Board of Directors on May 19, 2005 in Santa Clara County Superior Court asserting claims for breach of fiduciary duty, material misstatements and omissions, and violations ...
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
840
Plaintiff alleges that the Company’s March 14, 2005, proxy statement was false and misleading for failure to disclose certain information relating to the Apple Computer, Inc.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
841
Performance Bonus Plan, which was approved by shareholders at the annual meeting held on April 21, 2005.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
842
Plaintiff, who ostensibly brings suit on the Company’s behalf, has made no demand on the Board of Directors and alleges that such demand is excused.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
843
Plaintiff seeks injunctive and other relief for purported injury to the Company.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
844
On July 27, 2005, Plaintiff filed an amended complaint alleging that, in addition to the purported derivative claims, adoption of the bonus plan and distribution of the proxy statement describing that plan also inflicted injury on her directly as an individual shareholder.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
845
On January 10, 2006, the Court sustained defendants’ demurrer to the amended complaint, with leave to amend.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
846
Plaintiff filed a second amended complaint on February 7, 2006, and the Company filed a demurrer.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
847
After a hearing on June 13, 2006, the Court sustained the demurrer without leave to amend as to the non-director officers and with leave to amend as to the directors.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
848
On July 24, 2006, plaintiff filed a third amended complaint, which purports to bring claims derivatively as well as directly on behalf of a class of common stock holders who have been or will be harmed by virtue of the allegedly misleading proxy statement.
0001104659-06-084286/full-submission.txt
0000320193
20061229
10-Q
849
In addition to reasserting prior causes of action, the third amended complaint includes a claim that the Company violated the terms of the plan, and a claim for waste related to restricted stock unit grants to certain officers in 2003 and 2004 and an option grant to the Company’s CEO in January 2000.
0001104659-06-084286/full-submission.txt