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  • Today's Market: Is Yahoo Fumbling The Ball? [View article]
    No.
    Nov 8 04:32 PM | 1 Like Like |Link to Comment
  • Microsoft To Apple: 'Welcome To The Club' [View article]
    Okay, so ur comparing a company with dwindling device share with one that keeps increasing device share. And you completely ignoring msft's horrible miss-steps in mobile.

    Your using the wrong metric to compare.
    May 19 06:24 PM | Likes Like |Link to Comment
  • Apple Exits The Steve Jobs Era, Bets On Engineering Of The Financial Kind [View article]
    "AAPL is so thoroughly analyzed that it is one of the only stocks where I believe that the Efficient Market Hypothesis is basically valid."

    So, if you were a manager, you sell the most valuable mobile device businesses in the world for 6x earnings?

    If you were to say yes I question your strategic sense. You say no, you comment is not valid.
    Apr 26 10:12 AM | Likes Like |Link to Comment
  • Apple (AAPL) only looks cheap if it maintains its profit margins (35.3% in 2012), writes The Brooklyn Investor. Slapping Samsung's mobile operating margin of 18% on Apple's $181B in expected revenue this year then giving it a 10 multiple and adding back cash yields a value of $370/share. Margins might not decline right away (and revenues may increase to offset), but Apple bulls are fighting the powerful historical tendency (particularly for Apple) of excess margins getting competed away. [View news story]
    Follow reality. Review the bom of the ipad mini, and see where it stands w overall gm. It's far lower then the iPhone, but still pretty high.
    Apr 21 11:30 AM | Likes Like |Link to Comment
  • Apple (AAPL) only looks cheap if it maintains its profit margins (35.3% in 2012), writes The Brooklyn Investor. Slapping Samsung's mobile operating margin of 18% on Apple's $181B in expected revenue this year then giving it a 10 multiple and adding back cash yields a value of $370/share. Margins might not decline right away (and revenues may increase to offset), but Apple bulls are fighting the powerful historical tendency (particularly for Apple) of excess margins getting competed away. [View news story]
    And why would any sane thinker slap samsung's gross margin on to apple? Because if anyone need to tell someone why that's not a reasonable comparison really doesn't understand the two companies.
    Apr 20 10:59 AM | 21 Likes Like |Link to Comment
  • China Central Television (CCTV) has accused Apple (AAPL) and Volkswagen of giving consumers a bad deal. It's worth taking notice, as it was CCTV allegations about chicken quality at KFC that led to a plunge in sales. [View news story]
    Here is the link about the 820 Party:

    http://bit.ly/YH0gTH

    Media manipulation, busted.
    Mar 17 10:41 AM | 5 Likes Like |Link to Comment
  • Intel's Earnings Report: Not Great, But Not Terrible [View article]
    Apple should have a 20nm by late 2013, which means the other ARM players should not be too far behind.

    http://bit.ly/UXFWK1

    But what is more important than size is how effectively the integrated chips work together. And there is evidence that chip size may start becoming irrelevant.
    Jan 19 12:45 PM | Likes Like |Link to Comment
  • Apple (AAPL) has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand, sources tell the WSJ; display orders are said to be cut by ~50%. The Nikkei also claims display orders have been halved, albeit from an elevated level of 65M. The articles back up analyst reports of iPhone production and component order cuts, and raise the question of whether Apple needs a cheaper iPhone and/or one with a larger display to bolster its international share. Suppliers on watch: LPL, CRUS, OVTI, QCOM, BRCM, SWKS, TQNT, AVGO[View news story]
    Ah, same great reporting that suggested iPhone 5 sales in China were piss poor. That is until Apple revealed sales were record breaking.
    Jan 13 10:12 PM | 11 Likes Like |Link to Comment
  • Intel: Busting The Mobile Margin Myth [View article]
    Don't recall investment timing in my comment, but to be disruptive intel needs at the very least a viable 4G option. Or, to even be optimistic, a 3G option that its gaining traction.

    So u tell me, how's traction?

    Progress has certainly been made, but so have its competitors.

    (Regardless, if the stock can hold its own, it currently breaking its multi-month negative trend. That's good.)
    Jan 10 11:54 AM | Likes Like |Link to Comment
  • Intel: Busting The Mobile Margin Myth [View article]
    Nice article, but Intel's showcase at CES has basically indicated we have to wait another 6-12 months for an interesting mobile product coming from intel. Intel is still being written as a "could be" story, and is stuck in the declining perception of Wintel.
    Jan 10 07:49 AM | 3 Likes Like |Link to Comment
  • The Fates Of Apple, Best Buy Are Tied [View article]
    there is no comparing a commodity based retailer who gives a rats ass about its local community vs a premium retailer who focuses on their local community.

    Just because they were both down does not mean correlation. (Even I see absolutely no correlation between the declines.) The causation are completely different. (Don't be lazy, and be honest with the assessment, the reasons are obvious.)

    AAPL will do well as the street recognizes the sales numbers. BBY will do well if they completely revamp their retail strategy to adopt to a uniform web/brick-mortar and community focused retailer.
    Dec 31 03:31 PM | 2 Likes Like |Link to Comment
  • How Apple's Current Price Is Justified [View article]
    How is this justification? How about basing the numbers on accurate product trends instead of uber conservative assumption, which are out right guesses.

    The title is all wrong for this article.
    Dec 16 09:17 AM | Likes Like |Link to Comment
  • Investors Won't Regret Buying Intel Now [View article]
    She loves u until she doesn't. IMO, intc is nothing more than a qcom hedge.
    Nov 27 08:17 PM | Likes Like |Link to Comment
  • 3 Reasons Google Has Already Peaked [View article]
    The one reason google has not peaked: its insatiable urge to keep innovating.

    Your reasons are fundamentally wrong.

    Point 1: your highlighting mid tier execs leaving. Top guys are still there, and regardless, google has a deep bench. Point 2: why is that a bad thing? Point 3: Apple has proved size doesn't matter, culture does, and Google has it.
    Oct 27 12:46 PM | 2 Likes Like |Link to Comment
  • IBM Looks Cheap, But Others Look Cheaper [View article]
    Prior to the financial crisis IBM was typically trading with a trailing multiple of mid 16 to 17. During the crisis it hit almost single digits trailing multiples. After the crisis it has systematically seen an expanding multiple, approaching its mid16-17 level.

    The company has found the proper balance of innovation, growth and financial engineering (via buybacks and dividends) that the major funds really like to invest in. IBM's consistency and unit integration is something HPQ or DELL are no where near. (Not to mention DELL and HPQ have legacy businesses that merit an extremely low multiple. These guys are not in the tablet space, which will overtake the PC market in about a year!)

    I see one company that is an integrated enterprise play with growth offerings that has established mechanisms to easily take share from competitors. The others I see as mis-mash of offerings where their stocks have legitimate reasons to have low multiples.
    Apr 20 12:56 PM | 1 Like Like |Link to Comment
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