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Etoile Brilliant

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  • Google Satellites: Hovering Over Billions Of Potential New Users [View article]
    I may be going off on a tangent but weren't the Iridium Satellite Patents part of the legacy portfolio that Google retained after they sold their Motorola stake to Lenovo or did they go to the other (non-Google) part of Motorola, Motorola Solutions?
    Jun 9 04:45 AM | Likes Like |Link to Comment
  • The iPhone 6: How Apple Kills Off Samsung To Dominate Android [View article]
    @Hank890 "Interestingly, in the BRIC countries where AAPL iPhone growth was so strong last quarter,.....people are dropping Android devices in favor of the 3 yr old iPhone 4."

    Citation please. I'm curious as to your source particularly in China. Even 9to5Mac shows iPhone market share falling in China.
    May 6 09:39 AM | Likes Like |Link to Comment
  • The iPhone 6: How Apple Kills Off Samsung To Dominate Android [View article]
    Android continues to dominate and grows worldwide although both Samsung and Apple are losing market share to cheaper handset manufacturers.

    The iPhone has always had potential with China Mobile and always will have potential. Sadly Tim Cook dropped the ball on that one.
    May 5 09:29 AM | 1 Like Like |Link to Comment
  • Apple Will Continue To Dominate Set-Top Boxes [View article]
    Chromecast can be used across all three OS, is about a fifth the size of AppleTV, and doesn't require an extra "in sight" box (i.e. can be hidden away in an HDMI port)

    Please explain "why it's like a dog.." cos at the moment your statement looks like baseless conjecture coming from a sheep?
    Apr 6 01:36 PM | Likes Like |Link to Comment
  • Apple Will Continue To Dominate Set-Top Boxes [View article]
    We have AppleTV, Roku and Chromecast. Roku is a dead duck as far as we're concerned. AppleTV is used to "mod" the children's gaming TV as the TV has no imbedded internet connectivity and Chromecast gets pride of place of the family 55" screen. Chromecast wins on size and form. Moreover, can be used across devices (phone, tablet, laptop) and OS (Android, Windows & IOS).

    ....oh did I mention it comes in at about 35 bucks :-)
    Apr 5 03:21 AM | 1 Like Like |Link to Comment
  • Apple's CEO Discusses F1Q 2014 Results - Earnings Call Transcript [View article]
    Gene Munster is the High Priest at the Temple of Apple - in other words he's a "plant" put in by Apple on the CC to draw out the company message.
    “Beware of false prophets, who come to you in sheep's clothing but inwardly are ravenous wolves" - Matthew 7.15
    Jan 28 04:52 AM | Likes Like |Link to Comment
  • Apple closes lower as analysts argue over early orders, production [View news story]
    Is that you Carl? Loading up on the dips.
    Sep 14 01:21 AM | Likes Like |Link to Comment
  • More scrutiny for Apple (AAPL): After receiving complaints related to possible anti-competitive sales practices, the European Commission has launched an informal, preliminary inquiry into whether the company compels operators to accept terms which ensure it always gets at least as good a deal in terms of subsidies as competitors. A nine-page questionnaire sent to telecoms also asks about minimum purchase requirements and sales terms, FT reports. AAPL says it is in full compliance with all applicable laws. [View news story]
    @scott trader - read the fri**in FT article before you comment. The complaint was instigated by the mobile operators not other handset manufacturers!

    The main thrust of the complaint is that Apple holds a gun to their head on (i) minimum order numbers (ii) levels of subsidies offered to other handsets and (ii) advertising spend.

    Even if it's not illegal, most mobile operators worldwide have been waiting for Apple to fall off their perch as #1 smartphone manufacturer so that they can twist the knife on Apple, in the same way that Apple did to them.

    Disclosure: I am long Apple.
    May 27 03:01 AM | Likes Like |Link to Comment
  • Apple Bonds Are Good For The Economy [View article]
    No! What is good for the economy is for Apple to pay the tax on the $17 billion that would have accrued had they repatriated their offshore cash reserves.

    appl·e·gist: noun \ə-ˈpä-lə-jist\

    : one who speaks or writes in defense of hopeless cause.
    May 3 03:02 PM | Likes Like |Link to Comment
  • It's The Ecosystem, Stupid: What The Ratings Agencies Said About Apple [View article]
    Non financial ratings above the sovereign ceiling of the US can occur but are rare.
    Apr 24 05:21 AM | Likes Like |Link to Comment
  • Apple's New Pitch To Investors [View article]
    Great article Felix. Even a hater like me might put a buy order in today, just for the 7.5% yield. Any innovation that might come out from Apple should just be seen as the cherry on the cake.
    Apr 24 05:12 AM | Likes Like |Link to Comment
  • Apple's New Pitch To Investors [View article]
    Stock buy backs punish the foolish (sellers who exit low) and reward the faithful (those who hold onto their stock) through increased EPS.

    Increasing the dividend treats all holders the same.
    Apr 24 05:09 AM | 8 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]
    Apple is as American as its earnings that are retained offshore
    Apr 20 02:13 PM | 12 Likes Like |Link to Comment
  • A Simple Look At Apple's Cash Flows [View article]
    Good article - but you assume that Apple is tax neutral. I would subtract 25% from your numbers for good orders sake. Still the numbers look good.
    Apr 18 12:39 PM | 1 Like Like |Link to Comment
  • Verizon's (VZ +3.4%) 4M iPhone activations represented a 25% Y/Y increase, and 56% of total smartphone activations. For the second quarter in a row, the iPhone 5 made up about half of activations. But in spite of Verizon's numbers and a bullish JPMorgan note, Apple (AAPL -1.7%) has fallen below $400. With a major divergence having opened up between the iPhone's U.S. and international performance, the Street may have begun discounting the implications of Verizon/AT&T/Sprint sales for global results. [View news story]
    Spot on - most Fan Boys haven't cottoned on to this yet. Apple is doing great guns in the US but with only moderate success in other markets. That's how it should be priced.
    Apr 18 11:53 AM | Likes Like |Link to Comment