Seeking Alpha
View as an RSS Feed

Abu Bakr Hussain  

View Abu Bakr Hussain's Comments BY TICKER:
Latest  |  Highest rated
  • Hutchinson Technology: Extraordinarily Undervalued, About To Become A Lot Less So [View article]
    Thomas - Thanks for taking the time out to reply. Yes I had a feeling that the market was expecting results too soon. I no longer have access to the article itself but I seem to recollect you were looking at140mn units per quarter for HTCH to become a $6+ stock. I think management is indicating that it will ship around 105mn in this quarter, a 5mn increase on the preceding. That is decent growth and may indeed continue for many years - but it might also mean that if one is interested in HTCH, there will be plenty of buying opportunities for at least the next 2 quarters. I have been watching this stock very closely (as well as GHM) - once the Alpha-rich froth has died away from the valuation of HTCH, it might be a very interesting buy.

    When can we look forward to see you writing again Thomas? I'm sure you have many commitments on your time but you definitely write some of the best reasoned articles on this site and give people like me something to look towards emulating!
    All the best, Abu
    Jul 27, 2013. 09:27 AM | 1 Like Like |Link to Comment
  • Telefónica Puts Its Weight Behind Nokia [View article]
    Charles - Nokia sold 700k units in NA in 2Q12 - that was 40% more than 2Q13's 500k.... NOK lost a lot of momentum with the shift over to WP8, but it was definitely gaining some traction in the States with WP7 and the L900.
    Jul 27, 2013. 08:32 AM | Likes Like |Link to Comment
  • Telefónica Puts Its Weight Behind Nokia [View article]
    Thanks Andreas - Well the irony is that Telefonica sales reps etc. can help consumers navigate this "burden" better.
    Also, it is a fine balancing act.. should Nokia have 10 models if it results in 50% more sales than if it only sold 3? I would say yes.
    The iPhone may be the single most popular phone in the world, but its fixed design choices also lead people to leave the apple ecosystem. Research has found that very few people downgrade screen size.. so if someone likes a 4.3" Android phone for example, they'd be very unlikely to come to Apple.
    On balance, I do prefer the Nokia approach. Selling lots of models leads to the possibility of sleeper hits. Look at the comparison between the L620 and L520. When L620 was launched, many people were excited that "this" could be the phone to popularise WP8.. it didn't quite gel and if that had been Nokia's only entrant, then the company would have suffered. However shortly thereafter they also launched the L520 which WAS a hit..
    I am now hearing rumours of several exciting new Nokia phones coming up.. including 1080p phablet with 41mp camera, another budget phablet and a L920 successor..alll very early rumours so not substantiating them by publishing them just yet.. but by keeping on throwing devices into the market, Nokia will find more hits than the L520..
    ps. All O2 staff will be carrying L520, managers L925.
    Jul 27, 2013. 07:02 AM | 4 Likes Like |Link to Comment
  • Telefónica Puts Its Weight Behind Nokia [View article]
    Emma Gilmartin, head of consumer marketing at Nokia
    http://bit.ly/1aMhUur

    "We have become incredibly focused on one key selling point. With the 925, it’s low light. With the 1020, it’s 41-megapixel camera."
    - I just saw this news piece just after my article was submitted. It is possible to sell two different nuanced messages like this. It's also quite difficult. L925 should probably be sold on looks (light, thin, premium looking etc)..
    Jul 27, 2013. 05:33 AM | 10 Likes Like |Link to Comment
  • How A Beer Game Explains Nokia's Supply Chain [View article]
    Lumia 925 hit the front page today of T-Mobile =)
    http://www.t-mobile.com
    Dirt cheap too
    Jul 26, 2013. 08:15 PM | 1 Like Like |Link to Comment
  • Midday top 10 gainers: GENT +52%. USU +41%. INPH +40%. PBIB +31%. MKTY.PK +29%. ETRM +21%. CREG +18%. ZHNE +17%. BCOV +17%. URRE +15%.
    Midday top 10 Losers: HTCH -30%. EXPE -25%. SWI -22%. HXM -20%. IPCI -20%. COBR -19%. TSYS -18%. GAI -17%. AIMC -17%. ZNGA -16%[View news story]
    ..one day, a stock I own will be in that top 10..
    one day...
    Jul 26, 2013. 04:55 PM | Likes Like |Link to Comment
  • The latest round of job cuts at BlackBerry (BBRY +0.3%) has 250 let go at the company's Waterloo, Ontario HQ. The company axed thousands last year and at most recent count had 12.7K full-time employees. Those being laid off in this round are part of the new product testing unit, maybe another sign the Playbook is to be phased out. [View news story]
    Erm..for future products?
    Jul 25, 2013. 12:07 PM | 1 Like Like |Link to Comment
  • It "just isn't true" that teens are leaving Facebook (FB), says Mark Zuckerberg during the Q2 call, citing company data and countering reports of teen fatigue. He adds "people on average are spending more time on Facebook than ever before," and that the company's main ad priority is to grow its advertiser count, rather than its ad count.  Gaming revenue was up an adjusted 11% Y/Y (good for ZNGA ... if it can halt share losses). Though capex fell in Q2, it's expected to grow 50% Y/Y in 2013. Time spent on Facebook averaged 20B/day in June, or 17 minutes/MAU. Ad prices +13% Y/Y, and spending by e-commerce firms rose significantly. Zuck again suggests Facebook is in no rush to monetize Instagram. FB +16.9% AH. (Q2: I, II) (live blogs: I, II[View news story]
    Kyle - the facebook DAUs/MAUs - something is definitely off about them.
    What I don't understand is why did the SP jump today? It already has a frothy valuation, if its all about the SP "growing into" its valuation, by moving away from its EPS, it really doesn't help.
    Well at least FB is only around 7-8 times over-valued as of today (based on P/E). Who knows, maybe this time next quarter it will be worth 6-7 times of its valuation.
    Jul 25, 2013. 12:04 PM | Likes Like |Link to Comment
  • It "just isn't true" that teens are leaving Facebook (FB), says Mark Zuckerberg during the Q2 call, citing company data and countering reports of teen fatigue. He adds "people on average are spending more time on Facebook than ever before," and that the company's main ad priority is to grow its advertiser count, rather than its ad count.  Gaming revenue was up an adjusted 11% Y/Y (good for ZNGA ... if it can halt share losses). Though capex fell in Q2, it's expected to grow 50% Y/Y in 2013. Time spent on Facebook averaged 20B/day in June, or 17 minutes/MAU. Ad prices +13% Y/Y, and spending by e-commerce firms rose significantly. Zuck again suggests Facebook is in no rush to monetize Instagram. FB +16.9% AH. (Q2: I, II) (live blogs: I, II[View news story]
    ..and what percentage of facebook profiles are fake or duplicates? Do we have "precise and very accurate" figures for those yet?
    Jul 25, 2013. 07:36 AM | 1 Like Like |Link to Comment
  • Graham (GHM): Q2 EPS of $0.38 beats by $0.17. Revenue of $28.3M beats by $1.27M. (PR[View news story]
    Thomas Lewis called it:
    http://seekingalpha.co...
    Jul 25, 2013. 07:29 AM | Likes Like |Link to Comment
  • Apple Inc.'s Long-Term P/E Ratio [View article]
    We're doing something wrong Jacob.
    Next article, i'm just going to have a massive picture of a Lumia and write:
    "I like phone. You like phone? Long NOK"
    Should be good for 3,000 pvs
    Jul 24, 2013. 07:28 PM | 7 Likes Like |Link to Comment
  • Apple Inc.'s Long-Term P/E Ratio [View article]
    That a 177 word article is enough to get published.
    Jul 24, 2013. 05:02 PM | 3 Likes Like |Link to Comment
  • What Can You Learn From Acadia Pharmaceuticals' Exceptional Year? [View article]
    Brian - Thanks for a very informative article - I have just started reading about biotech stocks on SA so please forgive my ignorance for a couple of questions (which anyone is welcome to answer)
    1. I always thought there was no "cure" for cancer and radiation therapy was the best way we had to fight it. Does this drug genuinely have the potential to destroy cancerous cells? (are there other drugs out there like this, already on the market?)

    2. If ICT-107 is so amazing, why hasn't a big pharmaceutical company already bought it? In the tech world, promising companies get snapped up fast. Why hasn't this already happened here?
    Jul 24, 2013. 04:59 PM | 1 Like Like |Link to Comment
  • Nokia Goes Big With The Lumia 625 [View article]
    Splucky - L625 will be EUR 220 - so it won't compete with the L920 at all. Regarding the L620/L625, there is a significant difference in screen size between the two. I doubt they'll cannibalise each others shares but give customers more options.
    Regarding your final point - we definitely won't see that. With new high range lumias in stock, net sales will definitely be up. I don't know if net sales % will be up by more than volume% though (too early to tell).
    Jul 24, 2013. 01:06 PM | 1 Like Like |Link to Comment
  • Nokia Goes Big With The Lumia 625 [View article]
    a 620 MAX might have done the trick. I take your point. I actually experienced this problem myself in the early 2000s when I had no idea which Nokia phone was which. Like Leon said, when Nokia takes two steps forwards it takes one step back. This is definitely 2 steps forward.
    I wasn't attacking BBRY out of pure schadenfreude but to point out how things could have gone. Imagine, in an alternate world, NOK had released just 2-3 Windows phones since November, the L920/820 and another. It would have been dead in the water now.
    The fling it and see market approach is actually one of my favourite strategies. no matter how much Nokia stumbles, the more products it releases, the more likely it is to have an un-expectedly succesful product.
    Take the Galaxy Note, it was released with little fanfare and became one of Samsung's biggest products.
    The L520 does likewise for Nokia. As long as Nokia keeps on releasing new products, it will find new products that gel with customers. Less successful ones can be retired, and the most popular can receive well thought out updates.
    Jul 23, 2013. 11:01 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
599 Comments
1,373 Likes