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Stephen Frankola

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  • Motorola Mobility's WiFi-Only Xoom - Price Tag Confirmed at $600 [View article]
    for now, unfortunately... nowhere in America.
    Mar 3 01:57 PM | Likes Like |Link to Comment
  • Motorola Mobility's XOOM Sells Out at Many Best Buy Stores ... Time to Buy Shares? [View article]
    It's hard to argue with that... eventually I'll probably put together an article addressing my thoughts on it.

    Realistically, I think that the iPad2 hurts more because of the intangibles (media attention, apple-enthusiast excitement, etc) than the product itself. the device is pretty much what people were expecting: cameras and facetime, some more power under the hood, consistent pricing, aesthetically pleasing, but nothing mind-blowing.

    I don't think it'll do much to change consumers minds - some people were waiting for the ipad2 with nearly-certain plans to purchase it, some were ready to pull the trigger on the first android tablet (xoom), and a lot are waiting to see how the dust settles - the next round of android tablets vs. playbook vs. touchpad.

    a surprisingly and truly "revolutionary" ipad 2 could have made things a lot more challenging for MMI today.
    Mar 2 06:01 PM | 1 Like Like |Link to Comment
  • Motorola Mobility's XOOM Sells Out at Many Best Buy Stores ... Time to Buy Shares? [View article]
    That is a good point - one that I could have researched a bit more thoroughly before publishing.

    Another bit of information that I should have included in that section of the article is that Xooms are available online at Motorola's site (bit.ly/fnvomq) and Amazon.com (amzn.to/gUiyD4). So while selling all of 5 Xooms per store certainly won't be meaningful to earnings, I still am enthused by the apparent interest in the device as indicated by the widespread sellouts AND the fact that a very interested consumer can still buy a tablet if his local store is out of stock.
    Mar 1 05:45 PM | Likes Like |Link to Comment
  • Motorola Mobility's XOOM Sells Out at Many Best Buy Stores ... Time to Buy Shares? [View article]
    I think that calling the Xoom a knockoff is beyond ignorant. The biggest differentiator between the Xoom and the iPad1 is the operating system - the Xoom runs an operating system that was actually built for the tablet (i.e. multitasking functionality, widgets, etc), not just blown up from a phone. (Plus, the hardware is superior, though Apple has the ability to negate that depending on the iPad2 specs that get announced tomorrow). I think your statement may have been applicable to pre-Honeycomb tablets, but the Xoom (and future offerings from other manufacturers) are much, much more than just "knockoffs."
    Mar 1 02:52 PM | Likes Like |Link to Comment
  • Mexico Will Follow Egypt Into Collapse [View article]
    this time next week I'll be spring breaking in cancun.
    Feb 28 12:31 PM | Likes Like |Link to Comment
  • Motorola Mobility's WiFi-Only Xoom - Price Tag Confirmed at $600 [View article]
    better processor, screen (actually matches the dimensions of movies that get watched on the tablet!), ram, etc... there isn't anything in the Xoom that isn't better. Of course the product release cycle is a factor, but if a consumer walks in to Best Buy today, they are going to choose between a Xoom and a current iPad - not the iPad 2 that Apple will announce next week and put on sale sometime thereafter.

    and I think plenty of people are happy with their Droid, Droid 2 or Droid X... many people that I know started out with a Droid and made the 2 or X their next cell phone purchase.
    Feb 25 02:06 PM | 1 Like Like |Link to Comment
  • Motorola Mobility's WiFi-Only Xoom - Price Tag Confirmed at $600 [View article]
    no, but you might be. not only is it technologically superior but it also runs an operating system actually designed for tablets (not just blown up from a phone/php)!
    Feb 24 05:36 PM | 1 Like Like |Link to Comment
  • Whitney Tilson: Why We Covered Our Netflix Short [View article]
    better than the other 364 days when it's all SIRI
    Feb 23 02:09 AM | 2 Likes Like |Link to Comment
  • U.S. Listed Chinese Stocks: Mistreated and Undervalued (Part 2) [View article]
    in terms of USA's accounting, a financial statement review is different from an audit - it is an analysis of a company's finances, but substantially narrower in scope than an audit and the amount of assurance/confidence provided is not as robust as an audit. i'm not sure if it's different in china...

    sample auditor's letter for a financial statement review:
    www.dsbcpas.com/servic...
    Feb 21 09:11 PM | 1 Like Like |Link to Comment
  • Motorola Mobility's WiFi-Only Xoom - Price Tag Confirmed at $600 [View article]
    An addition to the second paragraph: Research in Motion is also releasing a tablet, the Playbook, in the not-too-distant future.
    Feb 16 05:42 PM | 1 Like Like |Link to Comment
  • Pandora and the Folly of Targeting Customers Who Refuse to Pay [View article]
    i could be mistaken, but i'm pretty sure you're wrong about the log-out-log-in method of getting around the cap. I'm pretty sure they track IP or something of that nature to prevent what you describe (as i tried to circumvent the limit before myself before ponying up the $1 to keep listening).
    Feb 14 09:15 AM | 4 Likes Like |Link to Comment
  • Sirius XM Embraces the Future With Social Media, Deals With Apple and Amazon [View article]
    not too sure that purchase MP3 buttons indicate "strategic partnerships"... after all, literally anyone can open an Amazon affiliate sales account.
    Feb 8 10:48 AM | Likes Like |Link to Comment
  • If Best Buy's Xoom Advertisement Is Correct, Motorola Mobility's New Tablet May Fail [View article]
    That's because the ad is from the future... the tablet goes on sale on February 24th.

    And as my disclosure clearly states, I own MMI shares.
    Feb 7 04:17 PM | Likes Like |Link to Comment
  • Browsing the Combined Sirius and XM Website [View article]
    in regards to your comment about a "top 40 format" - i don't know what the "format" part means, but the music Pandora chooses certainly isnt limited to top 40-like songs. I listen primarily to rap, a genre where much of the music is released through "mix-tapes" that are semi-official, non-commercial releases, and Pandora does a great job of mining through all of that content to the point where I've stumbled on a lot of old/obscure music from big artists while listening.
    Feb 7 09:08 AM | Likes Like |Link to Comment
  • Is Barnes & Noble Using Groupon to Euthanize Borders Group? [View article]
    The only part of your comment worth replying to is the first point - "try last week." The article was written and submitted on Friday, when the coupon was sent, but Seeking Alpha sometimes takes a few days to publish.
    Feb 6 08:06 PM | Likes Like |Link to Comment
COMMENTS STATS
172 Comments
152 Likes