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Chris Lau

 
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  • Why Apple Can Take Nuance Down [View article]
    If Apple's failed move into maps is any indication to its move for voice recognition, nuance does not have anything to worry about. Expect a licensing deal soon.

    It is also a plus that Icahn owns 20%.
    Jul 1 01:46 PM | 3 Likes Like |Link to Comment
  • My Pair Trade, Long Apple/Short BlackBerry, Is Up 100%, Has The Worm Turned? [View article]
    David, congratulations on getting both calls right. (BBRY) is a speculative *three-bagger.* When it reports on Thursday, June 19th, look for confirmation BES 10 sales are picking up and Z3 sales are strong.

    (BBRY) is dragging down my performance here, but if it rebounds, I'll catch up to you in rankings!
    You: http://bit.ly/1oOOT7T
    Jun 9 10:47 PM | 3 Likes Like |Link to Comment
  • Apple: Cheap iPhone Now Appears A Certainty [View article]
    There's a 0 percent chance (AAPL) will release a cheap phone. It already released a cheaply made phone (5C) and that did not do well. Listen to the conference call. It was mentioned maybe once.

    If anything, Apple will release something that competes effectively with Android, but maintains a big price premium. See iPad Mini vs Nexus 7 et all other android 7-inch tablets.
    Jan 28 09:07 PM | 2 Likes Like |Link to Comment
  • The 'Resolutionary' New iPad: A Disappointment? [View article]
    A point of clarification: the iPad is not a quad core, it's the GPU that's a quad-processor. It competes directly against android and in particular (NVDA), which I cover.

    I agree with your point that the launch is a "disappointment" but so was the "underwhelming" 4S. Look what happened. In Q4 sales exceeded that of the android!

    I predict consumers will gobble up the ipad3 (opps..i mean "the new ipad") and there will be long line-ups for this device. (T) and (VZ) are big winners on this one too. Here's the price list for the 4G data plan .

    http://t.co/A9eXzfb7
    Mar 7 09:22 PM | Likes Like |Link to Comment
  • Apple's iPhone Displaces RIM's BlackBerry As Go-To Smartphone For Business Users [View article]
    Apple vs. RIM is so tiring. I know a lot of business users that thought Apple's iphone felt like a toy console compared to the BB device. However, surfing was better on an iphone.

    The real trouble for RIM is Android. Did you see the latest market share growth on Android? WP7 from (MSFT) may hurt (RIMM) but so far, MSFT has not been able to break 2% market share in smart phones.
    Nov 16 08:31 PM | Likes Like |Link to Comment
  • Ignore The Spin - Steve Jobs' Death Really Matters [View article]
    Michael,
    With all due respect, iTV would be a trojan horse for Apple. If Apple pushes towards that, the company will lose its way very quickly. Why? Think distribution rights, licensing, etc. Look at Netflix as an example of what can go wrong.
    Oct 6 08:08 AM | 3 Likes Like |Link to Comment
  • Apple's Attempt At Survival Without Steve Jobs [View article]
    Apple will be fine without Jobs: Jobs is still chairman, and will keep Apple on track from making poor acquisitions. Jobs will also be involved in decision making for new products. Cook showed strong leadership as acting CEO.

    The only two worries for Apple is 1) expansion into the TV-sector and 2) continued onslaught of Android in the value sector.

    Early reports suggest iPhone 5 is underwhelming, and Apple is calling better call reception a feature.
    Aug 30 08:05 AM | Likes Like |Link to Comment
  • Why The iPad 3 Is Irrelevant [View article]
    Motorola LOST market share...something like 3%. This is in the midst of android's market share rising considerably. The Google purchase isn't looking too good now.
    Aug 24 07:59 AM | 1 Like Like |Link to Comment
  • Why The iPad 3 Is Irrelevant [View article]
    Catchy title, I agree with the ideas of this article but very much doubt Apple will lose market share in the tablet space.

    The rumored resolution increase for the device would be great, but as competitors push for a far lower price point (only $100 - $149 devices can sell with true threat to Apple, as we have seen this weekend with HP), can Apple really sell an "iPad HD" device whilst keeping the costs at current levels?

    I would think that iPad 2's only major flaw is the camera. It's pathetic but is irrelevant to the consumer as the device keeps selling.
    Aug 22 12:54 PM | Likes Like |Link to Comment
  • Is It Time for Apple to Stop Suing Competitors? [View article]
    SkepticL,
    Thanks for making the clarification. 'The Patent System Isn't Broken - We Are"' is the correct link, especially in light of Google's latest move to secure a larger patent portfolio. The conclusion more relevant than ever:

    " It’s time we channel our own skepticism about patents into a meaningful set of legislative reforms that reflects the reality of modern American technology innovation; a set of reforms that respects and protects the explosion of interest and investment in software development while respecting the unique qualities of software itself. We live in the most radically innovative time in human history — it’s time to grow up and stop acting like the patent problem is too hard to solve."
    Aug 16 08:16 AM | Likes Like |Link to Comment
  • Is It Time for Apple to Stop Suing Competitors? [View article]
    Here is another article that articulates why the patent system is broken, published August 11: thisismynext.com/2011/.../
    Aug 14 12:03 PM | Likes Like |Link to Comment
  • Is It Time for Apple to Stop Suing Competitors? [View article]
    When patents attack Android
    8/03/2011 12:37:00 PM

    googleblog.blogspot.co...

    Summary:
    Google claims competitors are making an organized campaign to "strangle" Android, including Apple and Microsoft teaming up to buy Novell and Nortel's old patents "to make sure Google didn't get them," Microsoft seeking $15 licensing fees for each Android device, and lawsuits against the likes of Barnes & Noble, HTC, Motorola, and Samsung.

    Microsoft responded to Google's claims by tweeting:
    "Google says we bought Novell patents to keep them from Google. Really? We asked them to bid jointly with us. They said no." We're guessing the truth lies somewhere in between, as it always does.
    Aug 6 08:27 PM | Likes Like |Link to Comment
  • Why Apple Remains a Long-Term Buy [View article]
    How do you model a target price for Apple beyond iPhone 5...6, etc?

    Do you think the stock adequately priced in the competitive threats of Android, and in particular: Samsung Galaxy II? Combined with a rumored month's delay for iPhone 5, SGS2 sold 3M units in 90 days.
    Apple may see some short-term pressure, although 4 and ipad2 are selling so well that Apple can take its time with each successive release of its phone.

    Android's traction continues to gain speed, especially in the U.S.
    Aug 1 01:49 PM | Likes Like |Link to Comment
  • Apple Needs to Loosen Its Purse Strings: Here's What It Can Buy [View article]
    Better solution. Split the shares.
    Jul 26 11:24 PM | 1 Like Like |Link to Comment
  • Note to Apple Fans: Stop Talking About Value [View article]
    I do not think AAPL is a value trap. However, the market would tend to agree with your sale: Apple is down for the year, below its 200 day moving average, and failed to announce an iPhone 5 (or iPhone 4G) as many had hoped.

    Will you buy apple stock again in the future?
    Jun 21 07:41 AM | Likes Like |Link to Comment
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