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  • Germans hack iPhone fingerprint scanner [View news story]
    This is whole story is just BS. To "hack" the sensor they took a 2400 dpi photo of the fingerprint with a DSLR, then had to use a laser print, some latex and so on. How are you supposed to do that in real life? Say "excuse me, turn your hand please, I'd like to take a picture of your fingerprints"?
    All the fingerprints that you leave behind normally (say, on a glass of water) would not be sufficient to deceive the sensor.
    This just proves how hard you have to try to fool this sensor. Barely more feasible than forcing the owner of the fingerprint to place her finger on the sensor.
    Sep 23 07:11 AM | 18 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    The German hack is just BS. To "hack" the sensor they took a 2400 dpi photo of the fingerprint with a DSLR, then had to use a laser print, some latex and so on. How are you supposed to do that in real life? Say "excuse me, turn your hand please, I'd like to take a picture of your fingerprints"?
    All the fingerprints that you leave behind normally (say, on a glass of water) would not be sufficient to deceive the sensor.
    This just proves how hard you have to try to fool this sensor. Barely more feasible than forcing the owner of the fingerprint to place her finger on the sensor.
    Sep 23 07:08 AM | 8 Likes Like |Link to Comment
  • (Almost) Kudos To You, Mr. Cook [View article]
    Agree. Actually a consolidated close below these level would mean further weakness coming. Strong supports I talked about in the article? Gone in a day.
    If the stock closes below 450-445 at the end of the week 405 might easily be the next step.
    Sep 16 05:30 PM | Likes Like |Link to Comment
  • (Almost) Kudos To You, Mr. Cook [View article]
    As said as it can be, Atkins may very well be right. Until Apple doesn't pull a hat trick that can get the growth back going the smart money will prefer chasing evanescent P/Es (just look at some at the S&P best performer YTD and you get an idea).
    Still they seem forgetting that even at 0 growth Apple could buy 1 YHOO a year (not that it would be a good deal, but still).
    Sep 16 05:25 PM | Likes Like |Link to Comment
  • (Almost) Kudos To You, Mr. Cook [View article]
    Thanks. I think the 5S might actually sell better than the 5C in Asia - or at least get really close. Given the narrow price difference, many people buying it for the status are going to skip the plastic to get the real deal.
    Sep 16 05:18 PM | Likes Like |Link to Comment
  • (Almost) Kudos To You, Mr. Cook [View article]
    Screen size is something that will be most surely shortly addressed, Cook hinted at it himself in the last few months. I don't see a phablet coming though, probably something more in the 4.5-5 inch area: too many compromises between the two categories and nothing real of either of them. It is not even said that demand for this phones is going to grow sustainably. In any case, a bigger iPhone would not be a game-changer.
    Good analogy, User. I don't think that Cook is only numbers though, pretty sure he learnt a few things from Jobs in 10 years+ about product vision too.
    Sep 16 05:14 PM | 1 Like Like |Link to Comment
  • Bear Of The Day: Ultratech [View article]
    Where do you get these P/E metrics from? I see a trailing P/E of 21 and a forward-P/E of 17.75.
    Aug 2 07:50 AM | Likes Like |Link to Comment
  • Apple Shares Are In The Reign Of Uncertainty [View article]
    MishaF, thanks for your comment.
    The Mac actually hasn't reaped 50% of PC sales, it has helped, but the slowing in these latter should be attributed to the iPad and the rise of the tablet /smartphone in general.
    What is astonishing about the Mac is that with less than a 12% share of the PC market it managed to rake almost 50% of the market's profits. Arguably, though, the Mac contributes way less than the iPhone to Apple's bottom line (15%-20% compared with 50%+ of the iPhone).
    You're right, I might have done a better comparison, but my point was that, for diverse reasons (recounted later in the article), Apple's profits from the iPhone could shrink (not that it is any news, but the citation that I posted offers an interesting point of view on the way it could effectively happen), with this latter going therefore "the way of the Mac".
    Jun 23 06:29 AM | 4 Likes Like |Link to Comment
  • Google's (GOOG +0.1%) sell-side PTs have been surging as shares continue trading above $900 following a torrent of I/O news. The I/O news demonstrates "Google remains one of the most innovative and forward thinking companies of this generation," gushes Topeka, which has raised its PT to $999. Baird's PT is now at $1,025, and Argus' at $1,065. In some respects, the mood resembles that surrounding Apple not too long ago. [View news story]
    Quite some differences though... At $700 AAPL had 20% of its market cap in cash, with a 15 PE. At $900 GOOG has 13% of its market cap in cash (and no 1.5% dividend), with a 27 PE.
    Not double the valuation but close..
    May 17 02:57 PM | 3 Likes Like |Link to Comment
  • Third Point discloses new positions in: Anadarko Petroleum (APC), BE Aerospace (BEAV), Cabot Oil (COG), Chimera Investment (CIM), Hess (HES), Hilshire Brands (HSH), Tiffany (TIF), Thermo Fisher (TMO), and Virgin Media (MMED). It raises stakes in: AbbVie (ABBV) and International Paper (IP), and exits Abbott Labs (ABT), Capital One (COF), Coca-Cola Enterprises (CCE), Herbalife (HLF), Illumina (ILMN), MetLife (MET), Morgan Stanley (MS) and Tesoro (TSO). (13-F[View news story]
    Hadn't Dan Loeb exited HLF?
    May 15 06:21 PM | Likes Like |Link to Comment
  • Don't Fall For The Hype On SolarCity [View article]
    What are the barriers to entry here though? Is there something that can prevent other solar companies to get in the business model SCTY is pioneering?
    May 15 04:52 AM | 1 Like Like |Link to Comment
  • Tesla Motors (TSLA) gains 6.2% in premarket trading to reach $93.10 as its dizzying post-earnings victory lap continues. Morgan Stanley is out with what is largely a cautionary note before crunching the numbers for the "extreme" bull case. The firm says if Tesla achieves a 20% operating margin on 200K units per year, then a $300-plus price target could be justified. [View news story]
    Paulo, that's not completely true. Ferrari is not remotely comparable to Tesla, first and foremost on a price stand-point: the cheapest Ferrari sells at ~2.5 the price of a Model S.
    And you do see some Porsche advertising around...
    May 14 07:59 AM | 1 Like Like |Link to Comment
  • Tesla Motors (TSLA) gains 6.2% in premarket trading to reach $93.10 as its dizzying post-earnings victory lap continues. Morgan Stanley is out with what is largely a cautionary note before crunching the numbers for the "extreme" bull case. The firm says if Tesla achieves a 20% operating margin on 200K units per year, then a $300-plus price target could be justified. [View news story]
    The demand may have not peaked yet, but 200k is a 10-fold increase in cars sold, or 1000%. Where on earth can that growth come from?
    May 14 07:55 AM | Likes Like |Link to Comment
  • Barron's is out with its list of the 500 financially strongest companies as ranked after a rigorous cash and sales analysis. A quick filter on the list shows a good chunk of the names trade with a single-digit price to earnings ratio including Goodyear Tire & Rubber (GT). Despite all the buzz about booming auto sales in the U.S. and China, concerns about growth for Goodyear's products in other regions of the globe have lowered expectations. But with auto sale estimates for full-year being taken higher, Goodyear could see enough consistent revenue growth to justify a higher trading multiple. (Top 25: AAPL, WCC, WDC, DVA, CHRW, QCOM, JOY, V, STX, MRC, MA, CVI, COF, SYMC, MCK, WCG, ETN, BRCM, TMO, CI, CBI, NOV, WNR, HFC, DK[View news story]
    And we're officially at 11... For how long are we supposed to get it in the mail? 1 week?
    Was it at least incredibly insightful...
    May 6 05:19 AM | Likes Like |Link to Comment
  • Barron's is out with its list of the 500 financially strongest companies as ranked after a rigorous cash and sales analysis. A quick filter on the list shows a good chunk of the names trade with a single-digit price to earnings ratio including Goodyear Tire & Rubber (GT). Despite all the buzz about booming auto sales in the U.S. and China, concerns about growth for Goodyear's products in other regions of the globe have lowered expectations. But with auto sale estimates for full-year being taken higher, Goodyear could see enough consistent revenue growth to justify a higher trading multiple. (Top 25: AAPL, WCC, WDC, DVA, CHRW, QCOM, JOY, V, STX, MRC, MA, CVI, COF, SYMC, MCK, WCG, ETN, BRCM, TMO, CI, CBI, NOV, WNR, HFC, DK[View news story]
    Is it just me or they have sent this same update via email four times?
    May 5 03:50 PM | 14 Likes Like |Link to Comment
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