In spite of Apple's (AAPL) strong FQ1 iPad sales, Strategy Analytics believes the Kindle Fire's (AMZN) arrival helped Android (GOOG) claim 39.1% of the tablet market in Q4 - up from 26.9% in Q3. The iPad's share is believed to have fallen 900 bps, to 57.6%. Overall tablet shipments are estimated to have grown 150% Y/Y in Q4, and full-year shipments are pegged at 66.9M, above prior forecasts. [View news story]
Coworker brought in his prized Kindle Fire. That thing was garbage. He got it as a present for Xmas. Very twitchy. Smaller and denser than the iPad. Meh... I'd say you get what you pay for, but I wouldn't spend anywhere near $200 for a Kindle Fire.
There's a reason why the Kindle Fire was the most gifted product on Amazon - No one actually wants it for themselves.
Though McGraw-Hill (MHP) is officially supporting Apple's (AAPL) digital textbook initiative, the publishing giant thinks information-tracking and assessment features need to be added for the platform to reach its potential, and also has concerns about the ability of U.S. schools to finance iPad purchases. However, McGraw-Hill is quite comfortable with the $15/book price set by Apple. [View news story]
If by large you mean 10 shares, then sure. I'm certain you own zero.
You are stuck in the stone ages with your "a book is just ink on paper" attitude. The good thing is that eventually your archaic kind will phase out over time. A book is no longer just ink. (Check out what ZINIO has been doing with magazines)
But please, do us all a favor and donate your kindle to a nursing home and buy an iPad so we don't have to continue reading nonsense.
Though McGraw-Hill (MHP) is officially supporting Apple's (AAPL) digital textbook initiative, the publishing giant thinks information-tracking and assessment features need to be added for the platform to reach its potential, and also has concerns about the ability of U.S. schools to finance iPad purchases. However, McGraw-Hill is quite comfortable with the $15/book price set by Apple. [View news story]
What you fail to see is that this is not just about text, letters made of eink. It's about creating an interactive environment in the student's hands.
This Apple/McGraw-Hill partnership is going to revolutionize our outdated view on what a book should be.
Verizon Wireless (VZ, VOD) says it will no longer roll out smartphones and tablets on its network that don't support 4G LTE connectivity. The decision represents an attempt by Verizon to exploit its lead relative to T in deploying LTE services, and could be a modest positive for QCOM, given the higher chip content of 4G devices. It also might be another hint the iPhone 5 will support LTE. (yesterday) [View news story]
Batt life will be less of an issue with ARM's new iPhone 5 dual power option processor.
Verizon Wireless (VZ, VOD) says it will no longer roll out smartphones and tablets on its network that don't support 4G LTE connectivity. The decision represents an attempt by Verizon to exploit its lead relative to T in deploying LTE services, and could be a modest positive for QCOM, given the higher chip content of 4G devices. It also might be another hint the iPhone 5 will support LTE. (yesterday) [View news story]
No one forces Apple to do anything.
I'm sure iPhone 5 will support LTE, but not because Verizon says so.
Still going to have a lot of iPhone 4 users on Verizon's 3G.
Thanks partly to its leading share in the market for next-gen FCoE switches, Cisco (CSCO) is challenging Brocade's (BRCD) leadership position in the storage-area-networking (SAN) equipment market, claims Infonetics. Brocade, which had twice the market share of Cisco in late 2010, had only an 8-point lead as of Q3 '11. Brocade's switch revenue fell 4% Y/Y in its October quarter. (earlier) [View news story]
"shouldn't that 6-8x range be based on EBITDA"
My above calculations were very rough.
When I sit down and do the actual work, I personally calculate true owner earnings:
(reported earnings) + (depreciation, depletion, amortization, and certain other non-cash charges) - (the 10-year average annual amount of capitalized expenditures for plant and equipment, etc. that the business requires to fully maintain its long-term competitive position and its unit volume)
Then I'll run the number again using a 5-year average annual amount of capex.
Apple (AAPL +0.7%) hit a new record high of $427.75 earlier following fresh analyst optimism about its FQ1 results, and amid anticipation it will soon announce a new publishing deal or iPad. While the company has historically held January events for major announcements, there's been no word of any such gig this year. [View news story]
Here's info on Apple's January 19th "Education" event/announcement: http://bit.ly/zSsD2F
Why Cisco Has 60% Upside As Lucent Struggles [View article]
That makes total sense.
Yeah, let's get rid of the guy (Chambers) who has led this company in earnings growth since 1995.
Just because idiots bought this at a ridiculously high P/E and slowly sold out over the past 10 years doesn't mean that the actual business within isn't a solid growth engine.
These posts bashing Cisco and/or Chambers are worthless. Smart investors know what's up. Idiots haven't a clue.
Apple's (AAPL) share of the U.S. smartphone market surged in Q4, jumping from 26% to 43%, mostly at the expense of Android (GOOG), which slipped from 60% to 47%. Blackberry (RIMM) continues its slide, hitting 6% compared to 8% in Q3 and 19% a year earlier. [View news story]
Tiffany's Holiday Season Raises Red Flags [View article]
I was at the Short Hills Mall in New Jersey the other day and it looks like they recently spent a lot of money on redesigning that store. Their new look has a very cold feel to it. I personally didn't like it.
Also worth noting was that other than people waiting in line for the repair department, including myself, there was zero foot traffic and about 10 store employees twiddling their thumbs.
Steve Jobs' total compensation in 2011: $1. New CEO Tim Cook's total 2011 compensation: $378M. Most of Cook's compensation is made up of restricted Apple (AAPL) stock that vests over the next ten years. [View news story]
Steve Jobs' total compensation in 2011: $1. New CEO Tim Cook's total 2011 compensation: $378M. Most of Cook's compensation is made up of restricted Apple (AAPL) stock that vests over the next ten years. [View news story]
In my opinion, yes, I think Mr.Cook has contributed value. Whether or not his compensation received is equal to his value added to Apple is unknown to us. That's up to the board of directors to figure out - that's part of their job description.
Point is, Executives that perform and create value in line or beyond internal yardsticks should be compensated in one way or another.
And one other thing, most of Cook's compensation is made up of restricted Apple stock that vests over the next ten years. If he doesn't perform, his compensation will suffer.
Apple (AAPL) confirms it has bought Israeli flash-storage company Anobit, which supplies chips for the iPad and other devices. Israeli media reported last month that Apple paid around $500M for Anobit, whose investors included Intel (INTC). [View news story]
Intel might not have had enough voting power to veto the purchase.
Apple's Breakout Catalysts For 2012 [View article]
Alright, let's say you're like me and you have an iPhone, an iPad and a MacBook Pro. Well why not complete the products with an iTV. Chances are that you will like the design and you know that it's a quality product with some of the latest leading technology in it. You already see a lot of the small benefits with Apple TV built in to what would be boiler plate for the iTV.
I'm pretty sure most of us would agree that we use our TVs on a regular (daily) basis. The fact is that TVs, like phones and computers (and now tablets) are a HUGE part of our lives. And it's pretty well known that Apple has a knack for creating fresh innovative products that make our lives simpler, entertaining and more enjoyable.
Apple will make the iTV far more intuitive than any TV we've ever known.
If there is one thing in life that people are the most lazy with, it's the TV. Apple's going to come up with ways to interact with the user in such a way that the user will have what they most want to watch on iTV with the least amount of effort. Remember water flows to the lowest point.
Notice that I also haven't mentioned anything to do with games. No need to discuss, the possibilities there are pretty much endless.
All Apple really needs to do is make a product that everyone wants (see iPad & iPhone). Once Apple sells a LARGE amount of iTVs, they will be able to bargain with broadcasters.
We all know that Apple has already changed many industries. Why not mess around with the cable companies. I don't know about you, but paying over $100/month for cable is absurd, but I pay it.
I can imagine Apple setting up deals to eventually allow the user to sign up for individual broadcasters, like FX, AMC, TNT, etc.
I'd much rather pay for broadcast stations that I use, rather than pay $100+ when I maybe (at most) watch 5% of the total available channels.
The main reason why no broadcasters want to do "a la carte" is because it's not going to pay off for the individual broadcasters to upset a cable provider this early in the game. However, it will pay off when Apple has 20-30 million iTVs in homes. Give or take, that's about when the individual broadcasters will come out and shake hands with Apple.
Apple needs an audience before they can make industry disrupting deals. Watch what they do with the iPad now that it's in ~50+ million hands. HUGE deals are on the way for their iBookstore.
What Apple knows and what most of us don't, is that iTV will turn Apple into the first $1 Trillion Market Cap company.
Apple's (AAPL) share of the U.S. smartphone market surged in Q4, jumping from 26% to 43%, mostly at the expense of Android (GOOG), which slipped from 60% to 47%. Blackberry (RIMM) continues its slide, hitting 6% compared to 8% in Q3 and 19% a year earlier. [View news story]
In spite of Apple's (AAPL) strong FQ1 iPad sales, Strategy Analytics believes the Kindle Fire's (AMZN) arrival helped Android (GOOG) claim 39.1% of the tablet market in Q4 - up from 26.9% in Q3. The iPad's share is believed to have fallen 900 bps, to 57.6%. Overall tablet shipments are estimated to have grown 150% Y/Y in Q4, and full-year shipments are pegged at 66.9M, above prior forecasts. [View news story]
There's a reason why the Kindle Fire was the most gifted product on Amazon - No one actually wants it for themselves.
Though McGraw-Hill (MHP) is officially supporting Apple's (AAPL) digital textbook initiative, the publishing giant thinks information-tracking and assessment features need to be added for the platform to reach its potential, and also has concerns about the ability of U.S. schools to finance iPad purchases. However, McGraw-Hill is quite comfortable with the $15/book price set by Apple. [View news story]
You are stuck in the stone ages with your "a book is just ink on paper" attitude. The good thing is that eventually your archaic kind will phase out over time. A book is no longer just ink. (Check out what ZINIO has been doing with magazines)
But please, do us all a favor and donate your kindle to a nursing home and buy an iPad so we don't have to continue reading nonsense.
Though McGraw-Hill (MHP) is officially supporting Apple's (AAPL) digital textbook initiative, the publishing giant thinks information-tracking and assessment features need to be added for the platform to reach its potential, and also has concerns about the ability of U.S. schools to finance iPad purchases. However, McGraw-Hill is quite comfortable with the $15/book price set by Apple. [View news story]
This Apple/McGraw-Hill partnership is going to revolutionize our outdated view on what a book should be.
Verizon Wireless (VZ, VOD) says it will no longer roll out smartphones and tablets on its network that don't support 4G LTE connectivity. The decision represents an attempt by Verizon to exploit its lead relative to T in deploying LTE services, and could be a modest positive for QCOM, given the higher chip content of 4G devices. It also might be another hint the iPhone 5 will support LTE. (yesterday) [View news story]
Verizon Wireless (VZ, VOD) says it will no longer roll out smartphones and tablets on its network that don't support 4G LTE connectivity. The decision represents an attempt by Verizon to exploit its lead relative to T in deploying LTE services, and could be a modest positive for QCOM, given the higher chip content of 4G devices. It also might be another hint the iPhone 5 will support LTE. (yesterday) [View news story]
I'm sure iPhone 5 will support LTE, but not because Verizon says so.
Still going to have a lot of iPhone 4 users on Verizon's 3G.
Thanks partly to its leading share in the market for next-gen FCoE switches, Cisco (CSCO) is challenging Brocade's (BRCD) leadership position in the storage-area-networking (SAN) equipment market, claims Infonetics. Brocade, which had twice the market share of Cisco in late 2010, had only an 8-point lead as of Q3 '11. Brocade's switch revenue fell 4% Y/Y in its October quarter. (earlier) [View news story]
My above calculations were very rough.
When I sit down and do the actual work, I personally calculate true owner earnings:
(reported earnings) + (depreciation, depletion, amortization, and certain other non-cash charges) - (the 10-year average annual amount of capitalized expenditures for plant and equipment, etc. that the business requires to fully maintain its long-term competitive position and its unit volume)
Then I'll run the number again using a 5-year average annual amount of capex.
Apple (AAPL +0.7%) hit a new record high of $427.75 earlier following fresh analyst optimism about its FQ1 results, and amid anticipation it will soon announce a new publishing deal or iPad. While the company has historically held January events for major announcements, there's been no word of any such gig this year. [View news story]
Why Cisco Has 60% Upside As Lucent Struggles [View article]
Yeah, let's get rid of the guy (Chambers) who has led this company in earnings growth since 1995.
Just because idiots bought this at a ridiculously high P/E and slowly sold out over the past 10 years doesn't mean that the actual business within isn't a solid growth engine.
These posts bashing Cisco and/or Chambers are worthless. Smart investors know what's up. Idiots haven't a clue.
Apple's (AAPL) share of the U.S. smartphone market surged in Q4, jumping from 26% to 43%, mostly at the expense of Android (GOOG), which slipped from 60% to 47%. Blackberry (RIMM) continues its slide, hitting 6% compared to 8% in Q3 and 19% a year earlier. [View news story]
Tiffany's Holiday Season Raises Red Flags [View article]
Also worth noting was that other than people waiting in line for the repair department, including myself, there was zero foot traffic and about 10 store employees twiddling their thumbs.
Steve Jobs' total compensation in 2011: $1. New CEO Tim Cook's total 2011 compensation: $378M. Most of Cook's compensation is made up of restricted Apple (AAPL) stock that vests over the next ten years. [View news story]
Steve Jobs' total compensation in 2011: $1. New CEO Tim Cook's total 2011 compensation: $378M. Most of Cook's compensation is made up of restricted Apple (AAPL) stock that vests over the next ten years. [View news story]
Point is, Executives that perform and create value in line or beyond internal yardsticks should be compensated in one way or another.
And one other thing, most of Cook's compensation is made up of restricted Apple stock that vests over the next ten years. If he doesn't perform, his compensation will suffer.
Apple (AAPL) confirms it has bought Israeli flash-storage company Anobit, which supplies chips for the iPad and other devices. Israeli media reported last month that Apple paid around $500M for Anobit, whose investors included Intel (INTC). [View news story]
Apple's Breakout Catalysts For 2012 [View article]
I'm pretty sure most of us would agree that we use our TVs on a regular (daily) basis. The fact is that TVs, like phones and computers (and now tablets) are a HUGE part of our lives. And it's pretty well known that Apple has a knack for creating fresh innovative products that make our lives simpler, entertaining and more enjoyable.
Apple will make the iTV far more intuitive than any TV we've ever known.
If there is one thing in life that people are the most lazy with, it's the TV. Apple's going to come up with ways to interact with the user in such a way that the user will have what they most want to watch on iTV with the least amount of effort. Remember water flows to the lowest point.
Notice that I also haven't mentioned anything to do with games. No need to discuss, the possibilities there are pretty much endless.
All Apple really needs to do is make a product that everyone wants (see iPad & iPhone). Once Apple sells a LARGE amount of iTVs, they will be able to bargain with broadcasters.
We all know that Apple has already changed many industries. Why not mess around with the cable companies. I don't know about you, but paying over $100/month for cable is absurd, but I pay it.
I can imagine Apple setting up deals to eventually allow the user to sign up for individual broadcasters, like FX, AMC, TNT, etc.
I'd much rather pay for broadcast stations that I use, rather than pay $100+ when I maybe (at most) watch 5% of the total available channels.
The main reason why no broadcasters want to do "a la carte" is because it's not going to pay off for the individual broadcasters to upset a cable provider this early in the game. However, it will pay off when Apple has 20-30 million iTVs in homes. Give or take, that's about when the individual broadcasters will come out and shake hands with Apple.
Apple needs an audience before they can make industry disrupting deals. Watch what they do with the iPad now that it's in ~50+ million hands. HUGE deals are on the way for their iBookstore.
What Apple knows and what most of us don't, is that iTV will turn Apple into the first $1 Trillion Market Cap company.
Apple's (AAPL) share of the U.S. smartphone market surged in Q4, jumping from 26% to 43%, mostly at the expense of Android (GOOG), which slipped from 60% to 47%. Blackberry (RIMM) continues its slide, hitting 6% compared to 8% in Q3 and 19% a year earlier. [View news story]