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Tim Nash

 
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  • Apple: Time To Take Over The Game Console Market [View article]
    Nintendo's Wii U has sold about 4 million units, as I mentioned above. The Xbox One and PS4 launch this quarter, so none of them yet are major consoles as far as sales go.
    Nov 7 11:23 AM | Likes Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    Paul Allen, still a sizeable shareholder, reckons MSFT should sell the Xbox business.
    Nov 7 11:16 AM | 2 Likes Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    Sorry, the dashes were there when I submitted the article.
    In the first paragraph 50-60Gb

    '70% margins for all games sold through the app store (about twice their current margin, adding $3400 million to profits' should read 'adding $300M to $400M to profits'.

    'average game prices are $2530' should read 'average game prices are $25 to $30'.

    'blockbuster titles can be $4060' should read 'blockbuster titles can be $40 to $60'.

    'Year 1 sales of 1015 million units + associated games will add $510B' should read 'Year 1 sales of 10 to 15 million units + associated games will add $5B to $10B'.

    'Year 2, as top titles are launched on the Apple Games TV, $1520B' should read 'Year 2, as top titles are launched on the Apple Games TV, $15B to $20B'
    Nov 7 10:37 AM | Likes Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    Apple already has relationships with major games companies. Those companies already have iOS teams and distribute through the App Store.

    IMO that's a long way from scratch.
    Nov 7 10:23 AM | 2 Likes Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    I agree about using the mobile devices as controllers - it's mentioned under 'What does the new Apple Games TV need?'
    Nov 7 10:16 AM | Likes Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    Gamers go to where the best games are. Unless MicroSoft offers games companies much better margins, those companies will move to where they believe they can make most money.
    Nov 7 10:07 AM | 3 Likes Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    Apple already has the technology in place, the only question is whether it chooses to launch.

    When games companies see that there is a market for an Apple Games TV, a 70% margin through the app store will attract the AAA titles.
    Nov 7 10:02 AM | 3 Likes Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    Unfortunately someone has reformatted this taking out some crucial dashes. Needless to say it should be 10-15 million units and $5-10B.
    Nov 7 09:53 AM | 3 Likes Like |Link to Comment
  • Could Intel Still Win Apple's Chip Business? [View article]
    Apple hasn't yet moved to 22nm (or 20nm from TSMC) for the A7 chip powering the 5s, new iPad production etc., so there are short term possibilities for INTC too. As I discussed in an article earlier this year, http://seekingalpha.co...
    gross margins of 50% should be possible for INTC because the 22nm line will have been largely depreciated thru x86 production.
    Oct 15 07:53 AM | 1 Like Like |Link to Comment
  • Intel Making Apple's ARM Chips Will Leave Samsung Behind [View article]
    I wrote an article in December for another website - 'Google has lost control of Android'. You can find it here http://bit.ly/YKlUrS
    I may update it for Seeking Alpha as it's getting worse for Google.
    Mar 4 10:34 AM | Likes Like |Link to Comment
  • Intel Making Apple's ARM Chips Will Leave Samsung Behind [View article]
    With Tizen, Samsung is looking for insurance in case Android gets expensive or needs to be reengineered for full Java compatibility, after a Google loss to Oracle in the Java copyright case. Otherwise Samsung's best bet is to fork Android, as Amazon and Baidu have, and give developers a good stable environment and app store. Samsung's strong unit sales would then attract many of the Android developers and it wouldn't be tied to Google.
    Mar 1 05:41 PM | Likes Like |Link to Comment
  • Will Apple Up Its Revenue Guidance This Month? [View article]
    Thanks. IMO business use of iPads and iPhones will drive IT departments to support Macs. I feel that most of the business Macs will, for some time however, be through a bring-your-own-device scheme. This will allow management to see the advantages without, what is generally seen as, a major expense.
    Feb 22 02:12 AM | Likes Like |Link to Comment
  • Will Apple Up Its Revenue Guidance This Month? [View article]
    Shareholders meetings are usually non-events, no matter which company, so don't hold out too many hopes.

    Most of that free cash is held outside the US and therefore can only be repatriated and distributed to shareholders if tax is paid. If you want something big to be done for shareholders, lobby for a tax holiday, as Apple has.

    Tim Cook is clearly trying to influence the White House in other ways, hence restarting manufacturing in the US, and he, as he has said many times, is managing Apple for the long term. Hedge funds are, of course, looking out for their profits this year.
    Feb 21 07:37 AM | Likes Like |Link to Comment
  • Will Apple Up Its Revenue Guidance This Month? [View article]
    I kept the article narrowly focused. If Apple was looking at a stock split I would have expected a proposal, for the shareholders meeting, to increase the nominal capital. If any new products are announced, they are unlikely to meaningfully increase this quarter's revenue.
    Feb 21 07:11 AM | Likes Like |Link to Comment
  • Will Apple Up Its Revenue Guidance This Month? [View article]
    This is the first quarter where Apple has guided a range for revenue, so management is trying something different. If, later in the quarter, expected revenue is substantially outside of that range, why wouldn't they correct it?
    Feb 20 12:04 PM | 1 Like Like |Link to Comment
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