BlackBerry: Z10 Likely To Fail, Q10 And Q5 Give Hope [View article]
Tested the Z10 (10.1) and BES 10.1. They perform very well, and even though S4 is not the competition (it is Apple's, and Apple is losing), no big screen can replace the piece of mind of mobile security.
Z10 is also some phantom mid-ranged device. The A10 will be the high-end contender when it is released.
iOS 7 (AAPL +0.5%) is unveiled, and Jony Ive's fingerprints are all over it. The OS' fonts, icons, and even color palette have been overhauled to provider a cleaner, "flatter" look, and every built-in app has been redesigned. "We ran out of felt and wood," quips iOS/Mac OS chief Craig Federighi. New features include a Control Center for settings that slides up, 3D icons, an updated Safari browser, and multitasking support for all apps (Android has long supported this, but Apple has held off due to battery life concerns it says are addressed by various tricks). Also: iBooks and Apple Maps apps are coming to Mac OS, and Apple is launching a Google Docs alternative called iWork for iCloud. (previous) (live blog) (webcast) [View news story]
4 Reasons To Like BlackBerry Ahead Of Earnings [View article]
Apple (AAPL) cannot get a break. They 1. Lost a patent case against Samsung. They now owe Samsung money 2. No streaming audio to combat possible drop in itunes sales 3. no iphone 5 'till october 4. no iTV 5. no break from scrutiny from tax authorities 6. scrutiny from price-fixing for books
4 Reasons To Like BlackBerry Ahead Of Earnings [View article]
Talk of an A10 release blows the socks off the Q10. BBRY is pulling a bit of a magic show. We all thought Q10 was the high-end device, but a better one could be in the cards. This is a signal that the company is very optimistic on higher BB10 sales.
6 Reasons Marvell Technology Will Move Higher [View article]
Instead of putting ratios around R&D spend, since all semi's need to do so to develop new products., look at a growth in sales, and in margins. If those figures go up then r&d spend was efficient.
he majority of r&d spend is probably on the products that are coming up.
6 Reasons Marvell Technology Will Move Higher [View article]
Marvell is optimistic and continued to be for the last six months. If they were not optimistic about it, they would not tell investors.
I do not know enough about this patent case, and base the lack of worry on good odds in favor of Marvell. Samsung won against Apple, so weird things happen with patent cases.
Struggling Facebook (FB) finds a couple of dip buyers, gaining 3.4% premarket as Jefferies and BMO upgrade to Buy. For Jefferies, it's about valuation creating favorable risk/reward ahead of the expected July launch of video ads. BMO checks around and finds sentiment on Facebook advertising remaining positive. "The Street is underestimating the 'portfolio of social networks' strategy that is emerging to address (concerns over younger users)." [View news story]
Auto-playing video ads coming in July will lead to a steady exodus of users. Expect the desktop user base do keep dropping.
There's no bounce today for Facebook (FB -3.5%) whose slide today takes the stock to a new YTD low. The only news of note is Google's (GOOG) rumored entry into the Waze bidding amid reports Waze isn't interested in Facebook's desire to have part of the team move to Silicon Valley. Adding Waze would make Google Maps an even more robust product while keeping Facebook off of its territory. [View news story]
I use both services extensively, though mostly for long term research for both. Google (i have ~20k followers) has Facebook's (~400 followers) game read right now, and the demographic shift for facebook's users cannot change (children don't want to be on a platform their parents and grand parents are on).
Google+ overhauled its site, but it's more like pinterest. This works to Google's benefit. The biggest shift is hangouts all integrating as a single service.
Barrick Gold (ABX -0.5%) is halted on news Chile's environmental regulator has imposed a $16M fine - the maximum allowed under Chilean law - and stopped construction on its $8.5B Pascua-Lama project, citing "serious violations" of its environmental permit. [View news story]
Show-off ;) This delay is bad at all levels: no pool of projects for future gold production, ongoing costly delays, pressure to sell its other assets to make up for this one. Not to mention the political risks and the payout to (SLW) if that rumor to buy back contracts proves true.
Salesforce.com (CRM -7.8%) is cut to Hold with price target reduced $9 to $42 at Wedbush post-earnings. Analyst Steve Koenig views "deferred commission expenditures" as the best indicator of new sales activity, and they fell 46% Y/Y. Asked about it on the CC (transcript), CFO Graham Smith suggests a tough comp as the reason for the big dip. Needham's Mike Huang reiterates his Buy and $50 PT: "We don't detect any meaningful deterioration of sales cycles or close rates." [View news story]
See what Todd Sullavan has to say on (CRM). The execs are issuing as many shares as the cash flow permits. Beware
Why Opening Up BBM Is The Right Move For BlackBerry [View article]
The info may be on blackberry's website. BBRY added BBM over wi-fi on OS7, along with voice calling over BBM. The data then goes through NOS (blackberry's server). This news was lost because at the time, everyone was waiting for BB10 to come out.
BlackBerry: Z10 Likely To Fail, Q10 And Q5 Give Hope [View article]
Z10 is also some phantom mid-ranged device. The A10 will be the high-end contender when it is released.
No position, but perpetually bullish.
iOS 7 (AAPL +0.5%) is unveiled, and Jony Ive's fingerprints are all over it. The OS' fonts, icons, and even color palette have been overhauled to provider a cleaner, "flatter" look, and every built-in app has been redesigned. "We ran out of felt and wood," quips iOS/Mac OS chief Craig Federighi. New features include a Control Center for settings that slides up, 3D icons, an updated Safari browser, and multitasking support for all apps (Android has long supported this, but Apple has held off due to battery life concerns it says are addressed by various tricks). Also: iBooks and Apple Maps apps are coming to Mac OS, and Apple is launching a Google Docs alternative called iWork for iCloud. (previous) (live blog) (webcast) [View news story]
4 Reasons To Like BlackBerry Ahead Of Earnings [View article]
1. Lost a patent case against Samsung. They now owe Samsung money
2. No streaming audio to combat possible drop in itunes sales
3. no iphone 5 'till october
4. no iTV
5. no break from scrutiny from tax authorities
6. scrutiny from price-fixing for books
4 Reasons To Like BlackBerry Ahead Of Earnings [View article]
4 Reasons To Like BlackBerry Ahead Of Earnings [View article]
6 Reasons Marvell Technology Will Move Higher [View article]
he majority of r&d spend is probably on the products that are coming up.
6 Reasons Marvell Technology Will Move Higher [View article]
I do not know enough about this patent case, and base the lack of worry on good odds in favor of Marvell. Samsung won against Apple, so weird things happen with patent cases.
Struggling Facebook (FB) finds a couple of dip buyers, gaining 3.4% premarket as Jefferies and BMO upgrade to Buy. For Jefferies, it's about valuation creating favorable risk/reward ahead of the expected July launch of video ads. BMO checks around and finds sentiment on Facebook advertising remaining positive. "The Street is underestimating the 'portfolio of social networks' strategy that is emerging to address (concerns over younger users)." [View news story]
BOND's 10% Annual Return Without Any Increased Risk: Will The Good Times Last? [View article]
There's no bounce today for Facebook (FB -3.5%) whose slide today takes the stock to a new YTD low. The only news of note is Google's (GOOG) rumored entry into the Waze bidding amid reports Waze isn't interested in Facebook's desire to have part of the team move to Silicon Valley. Adding Waze would make Google Maps an even more robust product while keeping Facebook off of its territory. [View news story]
Google+ overhauled its site, but it's more like pinterest. This works to Google's benefit. The biggest shift is hangouts all integrating as a single service.
Barrick Gold (ABX -0.5%) is halted on news Chile's environmental regulator has imposed a $16M fine - the maximum allowed under Chilean law - and stopped construction on its $8.5B Pascua-Lama project, citing "serious violations" of its environmental permit. [View news story]
This delay is bad at all levels: no pool of projects for future gold production, ongoing costly delays, pressure to sell its other assets to make up for this one. Not to mention the political risks and the payout to (SLW) if that rumor to buy back contracts proves true.
Salesforce.com (CRM -7.8%) is cut to Hold with price target reduced $9 to $42 at Wedbush post-earnings. Analyst Steve Koenig views "deferred commission expenditures" as the best indicator of new sales activity, and they fell 46% Y/Y. Asked about it on the CC (transcript), CFO Graham Smith suggests a tough comp as the reason for the big dip. Needham's Mike Huang reiterates his Buy and $50 PT: "We don't detect any meaningful deterioration of sales cycles or close rates." [View news story]
http://bit.ly/133rS6h
BOND's 10% Annual Return Without Any Increased Risk: Will The Good Times Last? [View article]
Why Opening Up BBM Is The Right Move For BlackBerry [View article]
Why Opening Up BBM Is The Right Move For BlackBerry [View article]