Peter Medved

Can Apple Be a $300 Stock?

Good point, thankyou.

maybe I should refrain from late night commentary.


On Oct 24 01:19 PM Dialectical Materialist wrote:
Your comments about anti Apple commenters being ganged up on would be more powerful without your own ad hominem remarks.

Can Apple Be a $300 Stock?

Rich,

if you read the release from Nokia, it is obvious that they have been in discussion with Apple for some time, so to say that they have waited 3 generations of iPhone is perhaps a little misleading, especially as the iPhone is only 2.5 years old (publicly available).
It takes some time to strip down & look at technology, build a case & present. We are talking potentially hundreds of millions of dollars in lost IP revenues. Nokia has every right to pursue for damages.

Reading through this comment thread, it is the usual gang up on any Apple nay sayer, the same emotional response as if you were to say my child is ugly. Grow up people, there are some very pertinent comments.

Paul H, I have read the Strand Consult paper & yes they do make some very good points, however, it also smacks of an axe being ground to a certain extent. I happen to agree 100% with your synopsis regards China Mobile, from what I have been able to learn in China, is that it was more a case of revenue share issues that stopped any deal.

Jon T, is always easy to sit in your self constructed ivory tower & shout down anyone that disagrees with your own personal view. PH comments do hold some value, so to dismiss him in a public forum as spouting nonsense, is plain poor netiquette.

I have recently been working on a project that involved iPhone, from a network perspective. The issue being the "success" of the device on a particular network. The carrier involved has had an exclusive & all has been well & good, however launch of 3GS is now causing huge brown outs in metropolitan areas in the mornings & evenings, as people download content for daily commutes. The cost implication is huge & the carrier is now rethinking it's approach to iPhone due to this & other associated issues.
So iPhone is great, yay woo, I have one & I love it as a consumer. As a practicioner in 3G networks, it's a hog & causes a number of complex issues for carriers.
So not all is as rosy as Apple fanbois like to think. It is also inevitable that new tech & competitors will come out with devices that will compete, take market share etc. To think otherwise is foolish to say the least. Asia & Android OS will be the biggest competitor short term. Also, having pioneered the App Store concept, iPhone is now competing against directly against carrier led initiatives, Vodafone 360' being a prime example. Carriers want control, both fiscally & operationally of VAS that is being used on their networks & will resist any further actions that turn them into dumb pipes. Brings us back to Android ....

On Oct 23 11:09 AM rich168 wrote:

> the wild card here is google with their Chrome OS
>
> patents aside.
> I think apple is using chips that have patent licenses pertaining
> to 3G and surely apple pays for the GSM fees.
> and it took NOK to sue apple after 3 generations of iphone....<br/>
>
> Don't see the logic...
> I only see WHITE FLAGS...
>
> and NOK has postponed their next "smart" phone the n900....

Copper Mining: Poised for a Strong Comeback

I'll be putting some long term funds into VALE on this news, especially as they are looking at yearly growth across all their assets of 12% plus through 2014 : bit.ly/1VrE1Y

Chinese ADRs Outperforming Stocks in China

maybe this is a liquidity issue with Chinese A listed shares ?

I know that CHL is not listed on the mainland at all (at least not yet), how many other ADRs are not dual listed ? Could be an issue


On Oct 20 06:56 PM Tony Petroski wrote:

> Does that mean that the Americans are more bullish on the Chinese
> than the Chinese?

Millicom Should Benefit from International Bidding War

Jep, Etisalat has deep pockets, if you look they paid a hefty premium on what BSNL were prepared to go to. We will see more from Etisalat in the future I think. SE Asia is a good market, Indonesia could be a good target for them

Google Q3: Growth Returns

ModelPort : good points, thanks

HZLIU : now that is a very good point indeed !!

China Scrambles for African Resources

granted ... but near neighbour is a nice catch all ... nice to see that you have one fan following you all over SA my friend

Google Q3: Growth Returns

whats interesting for me is the 4th slide in the nicely presented deck, regards International v US revenues.

am surprised that the US figure is so high & also that they have obviously not managed to grow international business as quickly as many would have us believe, especially in Asian markets.

I welcome Android as an open & "free" mobile OS & it is encouraging to see that they now have 32 carriers on board. However, where is the revenue stream & how is it then reported ?

Asian Economies Choosing Self-Reliance over IMF Assistance

Nice article, you explore some interesting themes here. For me, the major factor is "regional cushion".
My expectation is that we will see the Asian nations trading more & more within their own sphere, having been burned in 97 & singed in 08, it would seem the obvious path to take. Malaysia, Indonesia & Vietnam are all on the cusp of setting the stage both politically & economically for sustained growth.

Foreign Investors: Listen to Putin's Renault Threat

apologies for mispelling of your name.

Telecom Outlook: Exodus from WiMAX Continues

If you look at the Asian market & more interestingly in the Middle East, you will see that the majority of next generation broadband is being implemented on WiMAX technology.
The fact that ALU & MOT are pulling resource out is probably more to do with increasing competition from Chinese vendors Huawei & ZTE have the Chinese market pretty much sewn up in this area & have made huge inroads in Asia-Pac & Europe as well.
Western vendors do not have the same focus as these two, so cannot sustain the pace of R&D, imo

Foreign Investors: Listen to Putin's Renault Threat

Yawn .... more Russia bashing from Mr Pirog. Would be nice if you found a new theme & agenda.

As TexasBill comments, this is business practice. For example in Nigeria, we see the same thing with IOCs taking the state to court, as they have not made cash calls in joint ventures. Now who would these IOCs be ... ahhh CVX & XOM.

I think the phrase is "blow it up your own fundament"

& before you start the flame war, I lived 30+ years under communism & Soviet oppression, am no fan of Putin, as his style of government is very reminiscent of the "good" old days, however, when talking on business matters & Russia, people who live in glass house, should not throw stones.

A New Eastern Europe ETF from iShares

Have to agree with Paul Harper, Eastern Europe is a misnomer, the Iron Curtain was drawn aside 13 years ago.
From an investment point of view. The over weighting on Russia & energy will keep me away from this ETF. I am however invested in a UK Unit Trust from my time working & living there :

www.trustnet.com/Facts...

Similar to ESR, it has a heavy weighting in Russia & a better spread of nations than ERS, but less dependance on energy. Top holdings are in finance & telco (which is where my interest lie) Performance has been good this year(70%+), although for 3 years it was a dog. But you have to park your money somewhere.

I would be more inclined to invest in an ETF that has a larger geographic spread & a more even weighting across sectors.

Nokia: A World of Opportunity

I suggest you take a closer look at Nokia ... no ?


On Oct 02 01:56 AM Moon Kil Woong wrote:

> Nokia is going the same way as Motorola did in the 1980's relyting
> on their antiquated OS and customer loyalty rather than modernizing.
> Consequently they are being left in the dust. Where is their touch
> phone? Where is their new features? The reason their margins are
> contracting is not because they are focusing on the emerging market.
> It is because they can only get the emerging market with 10 year
> old phone designs. The management probably knows by now that they
> are falling out of the high end trend. They just can't tell shareholders
> who obviously see the writing on the wall too.
>
> To those at Nokia. Wake up!

Negative Media Attacks Plague Sirius XM Radio

ah, so you are a trader & not an investor then ? Is a difference you know.


On Sep 29 09:32 AM ScottinAtlanta wrote:

> Peter: I've owned the stock since May 2003. I have bought and sold
> this stock many times. If you put your head in the sand and not
> take these articles serious, then I question whether YOU should be
> investing at all. Emotions are a big part of investing..not just
> research and fundamentals. Proof is the stock drop yesterday. I
> did ignore it, but Sirius needs to come out with statement today
> to answer these claims. Having your head in the sand and ignoring
> these articles will get us back to 5 cents. Just like it did before.
> This article you are reading above is what we need...Thanks Satwaves!!