Icahn Letter to APPL and GTAT Any theories on what Icahn's open letter will entail?

In my head it can only be for increased dividend, purchasing a company, or selling off part of Apple.

I don't see them selling any part of Apple, especially after the Beats acquisition.

Increase dividend with cash on hand or purchase a company? (GTAT?)

Disclosure: Long Apple and I picked up 2.0 GTAT calls today for a roll of the dice