Seeking Alpha

Darren Hart

View as an RSS Feed
View Darren Hart's Comments BY TICKER:
Latest  |  Highest rated
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    "which was made conditioned upon anonymity as reported by Reuters."
    Jul 31 03:40 AM | Likes Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    The Motley Fool published an article on Cirrus Logic's earnings and guidance, which questioned the number of iPhone 5 units that would be available based in part on Qualcomm's comments.

    Reuters published a story wherein a source stated that the September 12, 2012 launch date may shift, which statement was made conditioned anonymity as reported by Reuters.
    Jul 31 01:01 AM | Likes Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    You might be correct, and I said as much in the article. However, if what you say is correct, then Apple has secured enough production for the iPhone 5, and the scarcity of 28 nm would likely be borne by other products. 28 nm chips are not cotton or some other natural resource that you mine, farm, or produce. 28 nm chips are research and development, complicated and intricate engineering, and capital investment, hence the phrase "ramp up" when speaking of production as did Qualcomm.
    Jul 30 10:36 PM | Likes Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    2 words - electronic wallet.
    Jul 30 10:29 PM | Likes Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    The Heinz Ketchup strategy, slow is really good.
    Jul 30 10:28 PM | Likes Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    Taiwan Economic News announced that UMC and Samsung were selected as additional providers for Qualcomm on July 2, 2012. Why choose additional suppliers if you are "ramping up production in line with expectations?"
    Jul 30 10:27 PM | Likes Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    @slacker711. Are you referring to the following: "We expect to ramp up to about 68,000 wafers per month by the end of the year, 28 nanometer, 68,000 12-inch wafers per month by the end of the year. And by fourth quarter, we will be nearly caught up with the demand and we expect to fully meet the demand from the first quarter of 2013 on we will fully meet the 28 nanometer demand. It is also then that we expect that the 28 nanometer gross margin will catch up with the corporate average." http://seekingalpha.co.... If so, Qualcomm appears to be talking about calendar year and not fiscal year which fits my thesis.
    Jul 30 05:07 PM | Likes Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    @camus111 - Publishing is not instantaneous. I responded to the Seeking Alpha Tech Currents article and cite to iMore. iMore cites a source but neither points to earnings conference call, financial news, nor identifies the source. Well, all I know is what I read in the papers - Will Rogers. Perhaps Apple or Qualcomm or someone else can make a verified and confirmed report about launch date for iPhone 5 and the number of units anticipated to be available, i.e. inventory?
    Jul 30 04:28 PM | Likes Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    Samsung which fabricates chips is unlikely to be supply constricted for its own uses. Samsung is competing effectively with Apple. Again, if Apple does have sufficient supply of 28 nm chips then why not say it?
    Jul 30 03:13 PM | Likes Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    I reviewed the Seeking Alpha Tech Currents which cites to an iMore article. The iMore article cites an unnamed source which was previously reliable according to the author of the article. Forbes has an article which cites a September launch as being rumored. My questions still is the following: even if Apple launches the iPhone 5 in September or October 2012, how many units will be available?
    Jul 30 02:09 PM | Likes Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    Is there citation to a report or news article regarding a September 2012 launch for the Apple iPhone 5?
    Jul 30 01:51 PM | Likes Like |Link to Comment
  • One Of The Biggest Opportunities In Commodities Since 1997 [View article]
    Any selections for choosing a pure commodity play? As for companies are AA and Rio Tinto the choice?
    Jul 22 08:39 PM | Likes Like |Link to Comment
  • 'John Carter': Despite Losses Its Impact on the Walt Disney Co. Likely Limited [View article]
    Just to emphasize, BoxOfficeMojo reports theatre sales internationally for John Carter for select countries and periods as follows:

    Russia& CIS $33,369,163
    Malaysia $4,345,140
    Japan $7,528,236
    France $8,939,150
    Mexico $12,093,015

    John Carter did well throughout the world.
    Jul 21 01:51 PM | Likes Like |Link to Comment
  • One Of The Biggest Opportunities In Commodities Since 1997 [View article]
    Is this a strict commodity play?
    Jul 21 12:57 AM | Likes Like |Link to Comment
  • 'John Carter': Despite Losses Its Impact on the Walt Disney Co. Likely Limited [View article]
    Rentrak Corporation reports that for week ending July 8, 2012, after 5 weeks in release, that John Carter is ranked 7 in DVD & Blu-Ray sales. John Carter is still making money.
    Jul 12 07:39 PM | 1 Like Like |Link to Comment
COMMENTS STATS
122 Comments
60 Likes