Seeking Alpha

Samuel Matson

 
View as an RSS Feed
View Samuel Matson's Comments BY TICKER:
Latest  |  Highest rated
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    Sacha, your reference to Samsung contradicts you thesis. Samsung makes their owns chips but is far from vertically integrating Android with them on any level comparable to Apple. Even so, Samsung is still very successful.
    Sep 25 10:00 PM | 1 Like Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    You article echoes the cries of analysts 5 years ago- that every company should follow Apple's model of vertically integrated hardware and software. To date, many have tried but none have succeeded in that venture (the most conspicuous failure being the Surface RT). History suggests that quality of apps, not chips, drives sales of any given operating system. And all major desktop apps run only on Intel.
    Sep 25 09:51 PM | 2 Likes Like |Link to Comment
  • Windows 8 Is Just Fine, Microsoft's Problem Is Evolution [View article]
    Microsoft's problem is not one of innovation. It is branding. Android did not thrive because it was new or innovative-it wasn't. It thrived because of the unstoppable consumer and developer goodwill towards google. That problem is much more vexing than mere innovation.
    Jul 29 11:22 AM | Likes Like |Link to Comment
  • Nokia Lumia 1020: Much Ado About Nothing [View article]
    As the name Onyx suggest, your ideas are as dumb as a rock. Th3 1020' pureview is a brilliant invention. But please, keep making much ado over it. Nokia can use the attention.
    Jul 25 12:01 PM | 2 Likes Like |Link to Comment
  • Apple iOS 7: Hey Android, Copy This! [View article]
    Exactly right, what makes apple great is the beauty of both its hardware and software. The author should just say that instead of trying to justify that beauty by talking about processing power. That beauty is hard to replicate not because its hard to engineer but because its incredibly difficult to make tens of thousands of employees create one product that looks and feels seem less. That's apples edge. Talented thinkers.
    Jul 24 10:49 PM | 1 Like Like |Link to Comment
  • Apple iOS 7: Hey Android, Copy This! [View article]
    I have no issues with iPhone's lite OS. On the contrary, any good OS should be lite, simple and fast. But the author misses the picture if he believes iOS 7 is great because it requires huge processing power.
    Jul 23 06:08 PM | Likes Like |Link to Comment
  • Apple iOS 7: Hey Android, Copy This! [View article]
    Sorry buddy. Apple's famous "A6" is a mid tier dual-core and ios7 continues to be a very lite OS. Dont mince words, its some small but significant technical improvements with a graphic design refresh that takes stylistic cues from windows 8. Lets hope they can get icloud right.
    Jul 23 01:57 PM | 1 Like Like |Link to Comment
  • Nokia Will See No More Mercy From Apple [View article]
    Please, tell us why apple would ever jeopardize its high margins business with cheaper phones? Last year apple had 20% market share but 70% profit share. Junk article coming from a junk thinker.
    Jun 13 08:17 PM | 3 Likes Like |Link to Comment
  • I'll Buy Nokia If The Company Dumps Windows And Elop [View article]
    With all the time you spend trolling to squeeze a few bucks from Seeking Alpha, I imagine your investment returns can't be too good.
    May 10 09:28 AM | 2 Likes Like |Link to Comment
  • BlackBerry May Make As Much Profit From One Z10 As Nokia Does From Three WP8 Lumias [View article]
    I'm sure Nokia is content selling 5 times as many Lumias at 1/3 the gross margins.
    Apr 20 06:47 PM | 1 Like Like |Link to Comment
  • Nokia's Challenger Checklist [View article]
    It's hard to understand why you are long the company. Good enough is actually not good enough in Smartphones. HTC's 8X was a good enough phone and it failed. The Lumia 920 has 1 or 2 minor advantages over the 8X, but it sold 3 times as much. If you like good enough companies, invest elsewhere.
    Apr 13 08:38 PM | 4 Likes Like |Link to Comment
  • Nokia Lumia: No Killer Apps, Investors Lose [View article]
    haha. Kofi is always reliably able to predict the past.

    Oct. 27, 2012 - NOK trades around $2.50 and Kofi says sell and Nokia is going bankrupt.
    Jan. 15, 2013 - NOK soars to around $4.50, Kofi says Nokia is turning around and putting pressure on Apple
    Mar. 20, 2013 - NOK drops to around $3.50 and Kofi says Nokia is going bankrupt again.

    With Kofi's market analysis abilities, he'll be the one going bankrupt.
    Mar 20 05:40 PM | 9 Likes Like |Link to Comment
  • Chinese Graphite Leader Trades At A Quarter Of Its Book Value [View article]
    I mentioned graphene as the driver behind the recent Graphite bubble. Graphene is not factored into my growth estimates for CHGI or the graphite industry. And I reiterate, graphene stocks don't exist because its not a business yet.

    And I find it a joke that you believe an outdate website is a sign of a fraud. Have you noticed seeking alpha's website? It's a baby step up from 90's html. Their logo is font called Papyrus that comes packaged with every computer. And yet, you're not complaining.
    Mar 18 12:59 PM | 1 Like Like |Link to Comment
  • Is Nokia Doing A Good Job Marketing The Lumia 920? [View article]
    Great analysis- waiting for part 2. I've been interested in Nokia's carrier marketing since I read that the Lumia 822 on Verizon was outselling both the Lumia 920 and 820 on AT&T. My store checks in Chicago were more slightly optimistic than yours in China.

    AT&T
    The largest and most trafficked AT&T stores in Chicago had strong advertising. One AT&T flagship store had a floor to ceiling screen promoting the Lumia along with a long table lined with ever color of the Lumia 920, 820 and HTC 8X. Lumia's were used through out the store to test with stereos and other gadgets. At these stores, more people were looking at Windows Phone than any competitor. Sales people were also well versed in the phone and many said they owned one or were planning on getting one. But at smaller stores, advertising was sparse and sales people were unconvincing. There was very little interest in the phone and most customers simply went straight to the counter and asked for an iPhone. Upon entering the store, the sales reps did not specifically mention Windows Phone unless I asked.

    Verizon
    There were only posters in a handful of the Verizon stores I checked. But actual phones were very well placed. The music in the store was coming from a Nokia JBL speaker with an 822 plugged in. Windows Phones were towards the front of the stores. In some cases well placed right beside Galaxies. iPhones were placed at the middle or to the back of stores. Upon entering the store, sales people welcomed me and mentioned that they carried the Galaxy and New Windows Phones. Over all, customer interest in the 822 was strong.

    In conclusion, Verizon seemed to be at least as consistent and invested in promoting Windows Phone as AT&T. Clearly, Nokia's partnership with AT&T could be working out better.
    Mar 17 06:11 PM | 2 Likes Like |Link to Comment
  • Chinese Graphite Leader Trades At A Quarter Of Its Book Value [View article]
    Sorry, if your looking for a graphene company, they don't exist.
    Mar 15 02:09 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
35 Comments
48 Likes