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SA Editor Eric Jhonsa

 
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  • BlackBerry invests in healthcare software firm, will jointly develop phone [View news story]
    It's in the Reuters article. Full quote:

    "The two companies are now working together to develop a new smartphone tailored to the needs of the healthcare sector. The device is likely to get launched late in 2014 or early in 2015, said Jim Mackey, BlackBerry's head of corporate development and strategic planning, in an interview.

    "We do plan to make the device available for all, but it will be optimized for viewing 3D images and CT scans," said Mackey, adding that the device will also be usable as a regular smartphone, allowing users to view movies, play games or access consumer applications."
    Apr 15, 2014. 12:59 PM | 13 Likes Like |Link to Comment
  • "Based on our checks for in-store pickup at 100 U.S. Apple retail locations over the past week, we believe [iPhone 5] supply remains extremely limited," writes Gene Munster. That leads him to cut his FQ4 (September quarter) iPhone (AAPL -0.7%) forecast to 25M units from a prior 27.2M. He's keeping his FQ1 target of 49M units unchanged, but cautions some of those sales could shift into FQ2 if supply constraints last for more than 3-4 weeks. (previous: I, II[View news story]
    Actually, the analysts were completely right about Apple's June quarter iPhone sales being soft, even though many Apple fans were bashing them for making critical remarks in the days going up to the earnings report.

    http://seekingalpha.co...

    The analysts were also right to brush off the earnings report and stay bullish on Apple, judging by how its stock has performed since then.

    There are few (if any) Apple analysts more consistently positive than Gene Munster. If he says Apple is dealing with iPhone 5 shortages after conducting checks, it's probably worth paying attention.
    Oct 4, 2012. 09:21 PM | 13 Likes Like |Link to Comment
  • Sharp (SHCAY.PK) has "nearly halted production" of displays for the regular iPad as demand shifts towards the iPad Mini and Apple (AAPL -0.6%) attempts to manage inventory, Reuters reports. Many analysts have already forecast the Mini, which is thinner and much lighter than the 4th-gen regular iPad, will account for a majority of iPad sales in Q1. Higher Mini sales benefit display suppliers AUO and LPL. Due to lower price tags, Apple's average gross profit on Mini sales appears to be lower than its average gross profit on regular iPad sales. [View news story]
    Actually, I've never been short Apple in my life. And there's been plenty of positive news on the company posted here, as you're no doubt well aware.

    Maybe comparing PCs with the iPad isn't a perfect analogy, but the point holds that price tags and gross profits aren't always related even with similar products. If the Mini used much cheaper components than the regular iPad, it could easily carry a higher gross profit. I thought it was worth pointing out to Apple followers this doesn't seem to be case.

    Like some others, you seem to be emotionally attached to Apple and become indignant whenever something negative is reported. While I'm glad to hear constructive criticism, rude and intellectually dishonest behavior such as yours has no credibility in my book. But sadly, it's all too common when popular stocks are discussed on the Internet.
    Jan 18, 2013. 11:21 AM | 11 Likes Like |Link to Comment
  • BlackBerry hires SAP exec to be enterprise services chief [View news story]
    It provides some background info on the challenges Sims will face as he tries to turn the business around. I suspect that if it provided positive information about BlackBerry's services unit, your reaction would've been different.
    Dec 17, 2013. 06:28 PM | 10 Likes Like |Link to Comment
  • BlackBerry's services revenue expected to fall 50% in FY16 [View news story]
    Right - coverage of yesterday's announcements was extremely negative, wasn't it?

    http://seekingalpha.co...

    I cover both positive and negative news for BlackBerry, as with other companies. If you only want to see positive coverage, there are some BlackBerry fan sites that will oblige.

    And the FY16 services guidance isn't "old news." It was only provided yesterday.
    Nov 14, 2014. 10:33 AM | 8 Likes Like |Link to Comment
  • NQ Mobile, Himax down sharply on strong volume [View news story]
    Yes, I know. I covered them. Technically, the upgrades were over the last three months, not two.

    http://seekingalpha.co...
    http://seekingalpha.co...

    P.S. It's "you're," not "your."
    Oct 21, 2014. 12:45 PM | 8 Likes Like |Link to Comment
  • Reuters: iWatch likely to have 2.5" display, enter production in July [View news story]
    There's a big difference between "speculation" (i.e. just idly guessing what a product will be like) and a media report backed by sources. Reuters' article is the latter.

    It's possible the sources aren't 100% accurate, but Reuters has a good track record overall. Either way, they're doing more than speculating.
    Jun 19, 2014. 05:05 PM | 8 Likes Like |Link to Comment
  • Micron, Marvell slide after Einhorn pares stakes [View news story]
    Marvell was also off, and that the Nasdaq has registered only a modest decline today. Moreover, Greenlight's disclosures have often moved stocks in the past. Given all of that, it's quite likely the disclosure was the cause of the drop. You're free to disagree.

    Einhorn's October CNBC comments are interesting, and I might have mentioned the remarks if I'd spotted them. However, they don't change the fact that Greenlight's 13F disclosure was newsworthy, and certainly the more pertinent news item today.

    You're bullish on Micron, and want to see positive coverage. I get it. But I don't have a horse in this race, and can't help but roll my eyes when I see accusations of bias. Especially since I've covered plenty of positive news and commentary on Micron in the past.

    If you think see something about Micron (or any other tech company) that you think is worth reporting, feel free to let me know about it. But don't presume that its omission in prior coverage is due to bias.
    Nov 17, 2014. 02:54 PM | 7 Likes Like |Link to Comment
  • PC chipmakers move higher; TSMC reportedly seeing order pull-ins [View news story]
    Pull-in orders are orders that were originally set to be delivered further down the line, but have been "pulled in" to a closer date, generally because a customer is seeing stronger-than-expected demand.
    Dec 30, 2013. 02:20 PM | 7 Likes Like |Link to Comment
  • Apple's (AAPL) FQ1 sales could get a bump from Wal-Mart (WMT), which has begun selling the 16GB iPhone 5 at a subsidized $127 at thousands of U.S. stores. The retail giant is also selling the 16GB 3rd-gen iPad for $399 (a $30 iTunes card is thrown in), and the 16GB iPhone 4S for $47. The size of the price cuts, good for the next 4 weeks, are eye-opening in light of Apple's history of limiting retailer discounts. They come as multiple analysts (I, II, III) strike a cautious tone on iPhone sales thanks to supply chain data. [View news story]
    Maybe. We don't know if Apple offered discounts to Wal-Mart, or if Wal-Mart is taking a loss on iPhone/iPad sales to get customers in the door during the holiday season (it wouldn't be out of character for them). Or if it's some combination of the two.
    Dec 16, 2012. 05:00 PM | 7 Likes Like |Link to Comment
  • Desperate to create some hype around the fall launch of a high-end Windows Phone 8 model, Nokia (NOK) is reportedly negotiating with France Telecom (FTE) and other Euro carriers about conducting exclusive launches, and sharing revenues along the way. The talks represent a departure from Nokia's traditional strategy of reaching as many sales points as possible. AT&T's deal to exclusively carry the Lumia 900 in the U.S. hasn't lived up to expectations, in spite of heavy marketing spending.  [View news story]
    Nokia said it only shipped 600K Lumia models (900 or otherwise) to North America in Q2. Also, the smartphone market is much bigger now than it was in '09 or '07.

    That said, I'm looking forward to the launch of a PureView WP8 model. Hope Nokia knocks the cover off the ball, and gives the iPhone and Android some real competition.
    Jul 23, 2012. 01:04 PM | 7 Likes Like |Link to Comment
  • Apple roundup: iPad 2, iPhone 6 leaks, FQ3 estimates [View news story]
    Misek has a Buy rating on Apple.
    Feb 13, 2014. 02:37 PM | 6 Likes Like |Link to Comment
  • BlackBerry (BBRY +5.7%) has erased the morning losses it saw on news ex-chairman/co-CEO Jim Balsillie is no longer a shareholder, and then some. "Who cares?," National Bank's Kris Thompson (previous) responded when asked about the sale. A lot of investors seem to feel the same way. [View news story]
    I'd suggest re-reading the post. Thompson was arguing no one should care about Balsillie's sale since he's no longer part of the company. And today's move higher suggests many investors are also indifferent.

    But this is nothing new. In recent months, I've been accused by various parties of being biased against Apple, Nokia, and BlackBerry, as absurd as such accusations sound when taken in aggregate. For whatever reason, only gadget makers seem to bring out so much collective vitriol.
    Feb 14, 2013. 02:57 PM | 6 Likes Like |Link to Comment
  • Apple (AAPL -2.3%) has tumbled below $500 following Nomura's big PT cut. Multi-Fineline's (MFLX -20.3%) warning also might not be going over well. Nomura backs up the WSJ and Nikkei's reports by stating its own checks indicate weaker-than-expected iPhone 5 sales; it now expects 48M sales in FQ1, and 39M in FQ2, but is raising its iPad forecasts. Echoing a recent CLSA note, Nomura thinks Android's Asian dominance has become a problem for Apple. Sterne Agee, meanwhile, believes all is well. [View news story]
    It's not an assumption, the article texts indicate it's something their sources told them. If you want to argue the sources might have inaccurate or incomplete info, or that other reports paint a different picture, that's one thing. But the following line in the WSJ column is pretty unambiguous:

    "Apple Inc. AAPL -2.49% has cut its orders for components for the iPhone 5 due to weaker-than-expected demand, people familiar with the situation said Monday."

    And now we have Nomura saying its own checks indicate something similar. I think all of this is now priced in (and maybe then some), but I don't think investors do themselves any favors if they deny the existence of unfavorable news.
    Jan 15, 2013. 11:07 AM | 6 Likes Like |Link to Comment
  • Microsoft (MSFT) douses the hopes of PC enthusiasts by declaring software written for the x86 chip architecture used by Intel (INTC) and AMD won't run on Windows 8 systems featuring ARM-based (ARMH) processors. At the least, this should give Intel and AMD some time to counter the threat posed by ARM licensees such as TXN, QCOM, and NVDA.  [View news story]
    Windows 8 will still support x86 CPUs, and those should run legacy apps fine. It's just the ARM-based products that apparently won't support older apps.
    Sep 16, 2011. 09:35 AM | 6 Likes Like |Link to Comment
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