If the rumors of a Facebook (FB) phone are true, investors should consider abandoning ship, says Henry Blodget. The company would have to face intense and entrenched competition to establish itself in a field that could hurt its own margins in a move that smacks of defensive desperation. [View news story]
“Hardware is an extraordinarily difficult, low-margin, commodity business”
Seems like he has forgotten Apple’s margin. Hardware as a standalone business is not a good business but Hardware plus software combine has done wonders for the one company (Apple) which has tried it. And Facebook is not the only one trying: Google has acquired Motorola and may launch Google Phone, Microsoft and Nokia are also trying to make it work.
Its not about poverty. The upper middle and rich class are as good as their US counterparts. Its more about whether people are crazy about Apple's products or not. The craze for Apple's product is a bit less in India and people do care to check whether Apple is really giving them a good value for money offer.
David Einhorn's Top Tech Picks: 3 To Buy, 2 To Avoid [View article]
This is the problem with retail investors. They dont know iphone sales is likely to decline for next 2 quarters. The reason is mentioned in this article http://bit.ly/GR4I80
And its not me alone, all sell side analysts are modelling a decline.
"LinkedIn (LNKD) is only a carefully-worded Facebook (FB) press release away from being Monster (MWW)," writes Barry Randall, noting growing amounts of people already finding jobs on Facebook. If you have to own a "high-growth, high volatility, high PE name," try Zillow (Z), which shares LinkedIn's upside, but maybe without the downside risk. [View news story]
3 Potential Longs From AllianceBernstein's Top Buys, 1 To Avoid [View article]
It is their stated investment object- not necessarily makes their every investment right. You can definitely have your own opinion. However, it is always good to have a knowledge of the other perspective.
After skyrocketing in Q4, U.S. iPhone sales may have cooled a bit in January, if comScore is right. The firm estimates the iPhone's share of U.S. smartphone subs (on a trailing 3-month basis) totaled 29.5% in January, roughly unchanged from December. Android's share rose 130 bps to 48.6%, while the BlackBerry's fell 80 bps to 15.2%. Yesterday, Canaccord said its checks indicated the iPhone continues to gain U.S. share. [View news story]
If the rumors of a Facebook (FB) phone are true, investors should consider abandoning ship, says Henry Blodget. The company would have to face intense and entrenched competition to establish itself in a field that could hurt its own margins in a move that smacks of defensive desperation. [View news story]
Seems like he has forgotten Apple’s margin. Hardware as a standalone business is not a good business but Hardware plus software combine has done wonders for the one company (Apple) which has tried it. And Facebook is not the only one trying: Google has acquired Motorola and may launch Google Phone, Microsoft and Nokia are also trying to make it work.
Refer http://bit.ly/L7RZ2E for more details :)
Why Apple Will Succeed In China [View article]
Why Apple Will Succeed In China [View article]
David Einhorn's Top Tech Picks: 3 To Buy, 2 To Avoid [View article]
And its not me alone, all sell side analysts are modelling a decline.
"LinkedIn (LNKD) is only a carefully-worded Facebook (FB) press release away from being Monster (MWW)," writes Barry Randall, noting growing amounts of people already finding jobs on Facebook. If you have to own a "high-growth, high volatility, high PE name," try Zillow (Z), which shares LinkedIn's upside, but maybe without the downside risk. [View news story]
LinkedIn Now Has Some Serious Competition [View article]
3 Potential Longs From AllianceBernstein's Top Buys, 1 To Avoid [View article]
3 Potential Longs From AllianceBernstein's Top Buys, 1 To Avoid [View article]
LinkedIn Now Has Some Serious Competition [View article]
LinkedIn Now Has Some Serious Competition [View article]
My Next Multibagger Idea After Rediff [View article]
After skyrocketing in Q4, U.S. iPhone sales may have cooled a bit in January, if comScore is right. The firm estimates the iPhone's share of U.S. smartphone subs (on a trailing 3-month basis) totaled 29.5% in January, roughly unchanged from December. Android's share rose 130 bps to 48.6%, while the BlackBerry's fell 80 bps to 15.2%. Yesterday, Canaccord said its checks indicated the iPhone continues to gain U.S. share. [View news story]
LinkedIn Now Has Some Serious Competition [View article]
LinkedIn Now Has Some Serious Competition [View article]
LinkedIn Now Has Some Serious Competition [View article]