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Maxsoar

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  • Apple And Nokia's China Challenges [View article]
    Apple certainly took a beating for the issues in China that we reported here over the weekend. The company's fate is dependent on the management team's wisdom and determination right now.
    Apr 1 11:51 PM | Likes Like |Link to Comment
  • Apple And Nokia's China Challenges [View article]
    World economies are all inter-connected today. If a war does happen between North and South Korea, Chinese economy will be greatly impacted, as will economies of Japan and many other Asian countries. This, in term, will impact economies in North America and Europe. Many stock indices will likely drop a meaningful degree. In that case Apple and Nokia's financial results and stocks will suffer too.
    Apr 1 11:48 PM | 1 Like Like |Link to Comment
  • Apple And Nokia's China Challenges [View article]
    Yes, we agree that Nokia's products and prices are more competitive in the U.S. than in China.
    Mar 31 07:16 PM | Likes Like |Link to Comment
  • Apple And Nokia's China Challenges [View article]
    Here is another interesting report talking about Apple and China Mobile:

    http://cjky.it/Zvsaih

    The reporter said that Apple and China Mobile need each other more than ever now and neither can afford not reaching a deal with the other, yet two sides are still tough on each other and don't want to yield. Sounds like the wonderful relationship between republicans and democrats for the past several years.
    Mar 31 04:45 PM | Likes Like |Link to Comment
  • Apple And Nokia's China Challenges [View article]
    Toastypro,

    Have Apple signed any firm deal with China Mobile? We haven't seen any news about it. Some latest news seems to suggest that China Mobile MIGHT offer iPhone later this year, but there is no announcement for any firm deal yet: http://bit.ly/10qazJU

    Meanwhile, there are indeed reports saying that China Mobile in very tough in talks to Apple: http://onforb.es/13JoKRT

    And that Apple seems to be running into all sorts of PR issues in China: http://bit.ly/16kEZCh

    We did not mention this in our article because we are not sure how big these issues really are.
    Mar 31 04:34 PM | 1 Like Like |Link to Comment
  • Apple And Nokia's China Challenges [View article]
    The reports in China showed mostly summary numbers and percentages from survey results and provided limited explanations for why the results were how they were.

    In our opinion pricing is one of the reasons that contributed to drop in these two companies market shares. Indeed, so far it seems that they were able to make up the lost group in market share by higher prices. However, as all electronic products showed in the past, there is a real danger that Apple and/or Nokia will not be able to continue to charge huge price premiums on their phones in the future without losing much more grounds in market shares. As other readers' comments pointed out, unless they can come up with new products that are significantly superior than competitors in terms of functions, specifications, and/or form (appearance), more consumers in China (and possibly also in other parts of the world) may switch to Samsung, HTC, or domestic brands' products that spare their pockets a lot of money.
    Mar 31 04:19 PM | 1 Like Like |Link to Comment
  • Will The Diamond Continue To Shine? [View article]
    Thanks for the candid comment. We agree with many things you said. Unfortunately it is the nature of the stock market to have some companies quite overvalued on earnings or other multiples. In addition, we agree that the company lack strong competitive advantage and barrier to new competitors. If you are shorting the stock, be sure that you can absorb further push of the stock higher by some hedge funds before they decide to unload.
    Mar 21 11:55 PM | Likes Like |Link to Comment
  • Nokia To Cell Phone Market - I Will Be Back [View article]
    Microsoft's tendency in taking outsized pie of the profits from their partners in the supply chain is a concern as we mentioned in the article. Hope that this time Microsoft realizes that it needs Nokia as much to makeup the ground it lost to Apple and Google in mobile communication over the past decade. Nobody is pushing Windows 8 phones as hard as Nokia is.
    Mar 10 05:16 PM | 5 Likes Like |Link to Comment
  • Nokia To Cell Phone Market - I Will Be Back [View article]
    Dear reader: Thanks for pointing out the typo. It should be "Last Year", not "Last week".
    Mar 10 02:37 PM | Likes Like |Link to Comment
  • Outlook For Retail Stocks This Spring Is Uncertain [View article]
    If the market sees a due correction in coming weeks, Amazon likely will outrun the market to the downside in our opinion.
    Mar 10 01:31 PM | Likes Like |Link to Comment
  • Nokia To Cell Phone Market - I Will Be Back [View article]
    True. It makes sense for Nokia to make Android phones to make its offerings more complete to consumers. However the company may have to consider how to best use its limited resource and have decided to put most resources in an area that it sees having the best chance to succeed.
    Mar 10 12:08 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Agree. In fact the company's trailing P/E is negative because it had a net loss last year. Forward P/E based on average analyst forecast is about 75. The stock has been valued at high P/E for years. Street just like to tout its future potential. We are not sure what can suddenly make the market decide to revalue the stock at much lower P/E.
    Mar 4 12:44 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Both Wal-Mart and Amazon are showing signs of wear and tear in our opinion. Both stocks may have topped and pull back in the short term.
    Mar 4 11:53 AM | 2 Likes Like |Link to Comment
  • A Potential Billion Dollar Business For New Cancer Diagnostic Technology Is Coming [View article]
    That is correct. We wanted to focus on just the first product coming to the market imminently and what potential revenue that product is bringing to the company. We may conduct further research of LifeSci's revenue estimates of $1 billion for NAV4694 and $1 - $1.5 billion for NAV5001.
    Feb 26 07:14 PM | 1 Like Like |Link to Comment
  • A Potential Billion Dollar Business For New Cancer Diagnostic Technology Is Coming [View article]
    Dear Reader,

    We think the many interested investors are just waiting to see the final clearance letter from FDA before jumping on board, although some probably have started accumulating for weeks. For a major milestone like this for a company, the market tends to have a "I'll believe it when it is written in stone" attitude and will gap up on the day of news, hopefully sooner than later.
    Feb 26 05:15 PM | 1 Like Like |Link to Comment
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