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Mohamed Abdirahman

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  • Facebook buying WhatsApp [View news story]
    Don't forget the $4B in cash = 1/3 of the cash at FB. Equally bad, if the merger doesn't go ahead (e.g. if it doesnt get regulatory approval) then FB will pay $1B in cash and get NOTHING. Insane!
    Feb 19 07:22 PM | 2 Likes Like |Link to Comment
  • Facebook buying WhatsApp [View news story]
    whoa, this came as a big surprise. Whatsapp does not place any ads on the app and is only financed by a $1 or so fee each year. If it has 400m users that's $400m (in REVENUE!) Lets assume they have 50% margin, at this rate it would roughly take 95(!) years for this to break even.

    FB has really outdone itself this time! This will go down in history as THE most insanely extravagant and catastrophic purchase of all time (at the very least its place in the top 10 is secured)!
    Feb 19 06:15 PM | 1 Like Like |Link to Comment
  • On top of reporting of iPad Mini production cuts, Citi's Glen Yeung says checks indicate iPhone 5S (AAPL) production has been "delayed by 2-4 weeks, likely due to display issues," and that the retina iPad Mini has been delayed until late Q4 or early Q1 2014. Yeung doesn't see the 5S production delay stopping a Sep. launch, but thinks it could limit supply. On a more encouraging note, he still expects a 4.8" iPhone 6 to launch in Q1. Also: Apple has filed a patent application for an end-to-end mobile payments platform (USPTO filing). Speculation Apple will leverage iTunes credit card data (now 500M accounts strong) and AuthenTec's fingerprint tech to delve into mobile payments has been running high for a while. (Jefferies[View news story]
    @gensearch2: I am certain they will also have a significant amount of clients to take a long position in AAPL. Besides, if the stock is gearing up for a new bull run, why bother trying to force the price down? This does not make any sense and sounds. I am sure Mr Yeung has a vested interest to protect the reputation of his bank.

    Also, he was one of the first, if not the first analyst of the big Bulge Brackets to downgrade AAPL near the all time high, when everyone else still believed the bull run was not over. Hence, he deserves some credit for his work!
    Jun 9 12:02 PM | 1 Like Like |Link to Comment
  • On top of reporting of iPad Mini production cuts, Citi's Glen Yeung says checks indicate iPhone 5S (AAPL) production has been "delayed by 2-4 weeks, likely due to display issues," and that the retina iPad Mini has been delayed until late Q4 or early Q1 2014. Yeung doesn't see the 5S production delay stopping a Sep. launch, but thinks it could limit supply. On a more encouraging note, he still expects a 4.8" iPhone 6 to launch in Q1. Also: Apple has filed a patent application for an end-to-end mobile payments platform (USPTO filing). Speculation Apple will leverage iTunes credit card data (now 500M accounts strong) and AuthenTec's fingerprint tech to delve into mobile payments has been running high for a while. (Jefferies[View news story]
    @u01bsb0 why would they want to keep the stock down?
    Jun 8 06:23 AM | Likes Like |Link to Comment
  • Android Is Dead? - Part 11: Android App Advantage [View article]
    @Cliff Hilton: "Oh yeah, DoD has over 470,000 BB devices while iOS has about 41,000 devices and Android about 8,700". At this point it does not really matter for Apple if the DoD has almost half a million BB devices vs only 40K iOS phones. Apple old 5 million iPhone 5's in the first weekend alone, and although sales are slowing and they are coming under competitive pressures, missing out on "just" half a million device sales is more like peanuts for AAPL.

    Likewise, GOOG should be indifferent on how many devices running Android are sold to the DoD. GOOG makes money on Android through advertisement revenue. I hardly think that the staff at the DoD have enough time to be surfing the web, downloading apps and clicking on mobile ads.

    Lastly though, I have to agree with AndyGooG. It does not really matter from a security perspective what the DoD uses. I am sure they use Windows although that might not be the most secure OS, but it can be made secure and tailored to the needs of the organistaion
    Jun 2 06:53 AM | 1 Like Like |Link to Comment
  • Apple Could Destroy Xbox One With An iTV [View article]
    @Redrut: "...the iPhone has stayed the same or got progressively smaller with each iteration". The iPhone had the same size (3.5") from the original iPhone all the way down to the iPhone 4S. The iPhone 5 has a 4" screen so the phone has not gotten progressively smaller in each iteration.

    Prior to the release of the iPhone 5, much of the investment and tech world was demanding that Apple releases a larger screen iPhone. Once they released this, the initial reaction was that the 4" of the iPhone 5 was not large enough.

    Now there are many people emerging who say that Apple should release a smaller phone (the iPhone "mini"). This does not make any sense. There are already 2 smaller iPhones on the market (4 and 4S) and both have a screen size of 3.5" and a lower price point. Anything below 3.5" is not feasible. So my question is, how is an iPhone "mini" supposed to be a "blockbuster product"?
    May 29 08:24 AM | Likes Like |Link to Comment
  • Apple Could Destroy Xbox One With An iTV [View article]
    I find it quite strange that the investment world was crying out for a larger iPhone and when it came out, everyone said its not large enough. Now people are demanding a smaller iPhone again?!? It seems quite confusing.
    May 28 08:23 AM | 1 Like Like |Link to Comment
  • Android Is Dead? - Part 11: Android App Advantage [View article]
    @ Manness: Windows XP, Vista, etc did not run on older hardware. Same goes for the current Windows 8, but that does not make them completely different OS's but just different versions (upgrades). And the different flavours of Android that the vendors use, its just Skins that they lay on top of the OS to individualise the look and feel of the OS. This makes business sense to me as I believe that, going forward, vendors will start to differentiate themselves through software and not so much through hardware any more. And lastly, what exactly is made more difficult for developers and corporate IT? Skins are no problem as the core is unchanged, and Google already provides tools to help developers publish for different screen sizes and versions of Android.

    @Cliff Hilton: What dangers of Android? Also, this whole "fight" between Google and Samsung, IMO, is exaggerated. Samsung had their own OS (Bada) for years and also offers devices on Windows Phone and soon Tizen. Both companies are dependent on each other in mobile. Without Android, Samsung Galaxy line would not have been the success it was and without Samsung, Android Premium offerings and Marketing Spending might have been limited.The last thing that Samsung will do in the foreseeable future is to abandon Android on their Flagship devices.Of course, the same goes for other vendors as well, as neither of them is large enough to offer any meaningful Ecosystem if they promote their own OS's.
    May 27 02:54 PM | 1 Like Like |Link to Comment
  • Apple Could Destroy Xbox One With An iTV [View article]
    I guess you could couple the whole thing with an accompanying iWatch which measures how many calories you burned during the above "exercises" ;)
    May 27 02:22 PM | Likes Like |Link to Comment
  • Apple Could Destroy Xbox One With An iTV [View article]
    The fall launch of iTV has been rumoured every year even while Steve Jobs was still alive. I would not bet on them launching one this year either. On a side note, what would be the purpose of a touch screen iTV?
    May 27 01:11 PM | Likes Like |Link to Comment
  • Android Is Dead? - Part 11: Android App Advantage [View article]
    @Cliff Hilton..there is also:

    - iOS 1,2,3,4,5,6 and soon 7
    - Windows 95, 98, 2000, ME, XP, Vista, 7, 8
    - lots more examples...

    So I am not sure I understand your example of listing Android Versions. I think you are mistaking new versions of an existing OS (like the above) to uniquely different OS (e.g. iOS/OSX or Android/Chrome OS).
    May 26 06:41 PM | 2 Likes Like |Link to Comment
  • Chasing Smartphone Market Share Is A Chump's Game; Why Apple Will Win [View article]
    omnimoeish, just a couple of point. the retina Macbook displays are the highest res on the market and I have not seen any Samsung display that bests it on laptops. Also Galaxy S3 to S4 took nearly a year (which is standard). The advantage that Sammy has is that they have 2 Flagships (Galaxy S and Note) and thus can introduce a new flagship every 6 moths.
    May 13 05:44 AM | Likes Like |Link to Comment
  • Chasing Smartphone Market Share Is A Chump's Game; Why Apple Will Win [View article]
    OS X on a 4 inch iPhone??? Would they include a magnifying glass and and "sandpaper"?
    May 13 05:37 AM | Likes Like |Link to Comment
  • Apple (AAPL +2.6%) commanded 57% of smartphone profits in Q1, and Samsung (SSNLF.PK) 43%, estimates Canaccord's Mike Walkley. All other OEMs collectively broke even, after having lost money last year. Apple's profit share is down from 2012's 69%, and Samsung's up from 2012's 34% - chalk those changes up to Samsung's share gains and Apple's gross margin decline. Walkley also writes Samsung's Galaxy S4 is off to a strong start (in spite of some reports of overheating), that checks indicate U.S. BlackBerry Z10 (BBRY +0.7%) sales are soft, and that U.K. Q10 supplies have been limited. [View news story]
    If this is true - Margins falling, market share eroding and now profit share falling as well - then AAPL shareholder should thank God for the Buy Back.............well, at least for the time being, since long term story is over.
    May 6 02:58 PM | 3 Likes Like |Link to Comment
  • Tablet shipments rose an eye-popping 117% Y/Y in Q1 to 40.6M, estimates Strategy Analytics after digesting Apple's (AAPL) iPad data. For reference, IDC estimates PC shipments fell 13.9% Y/Y in Q1 to 76.9M, which indicates the PC/tablet sales ratio is now below 2:1. The iPad is estimated to have 48.2% of the market, and Android (GOOG) tablets 43.4%. Windows 8/RT (MSFT) is believed to have a 7.4% share, but that only amounts to 3M units. In March, IDC raised its 2013 tablet forecast to 190.9M units, while estimating Android would have 48.8% of the market and the iPad 46%. [View news story]
    Assuming they will issue 5 year bonds...
    Apr 27 09:01 AM | Likes Like |Link to Comment
COMMENTS STATS
106 Comments
91 Likes