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Vegas Ben

 
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  • Tim Cook (AAPL) on the five-inch smartphone: "Our competitors have made some significant trade-offs in many of these areas in order to ship a larger display. We would not ship a larger display iPhone while these trade-offs exist." He adds that if IDC's right, the smartphone market declined 30% since December, so Apple's decline of 15% beat the market. [View news story]
    Battery life is an important tradeoff. Bigger screens and more pixels require more power, so you get less screen time. Apple doesn't want people complaining about battery life, like they do for many other smartphone. I have a Motorola Droid 3 and the battery life is awful!!! I'd love a 5" screen, but not if I can only use it for 30 minutes before it needs to be charged.
    Apr 24 12:41 PM | 2 Likes Like |Link to Comment
  • Tim Cook (AAPL) on the five-inch smartphone: "Our competitors have made some significant trade-offs in many of these areas in order to ship a larger display. We would not ship a larger display iPhone while these trade-offs exist." He adds that if IDC's right, the smartphone market declined 30% since December, so Apple's decline of 15% beat the market. [View news story]
    How to $300? You must not have heard... there is big buyer and he has $58 Billion dollars to spend exclusively on Apple stock. His name is Tim Cook and his sidekick is named Peter!
    Apr 23 07:56 PM | 2 Likes Like |Link to Comment
  • BlackBerry Catalysts Right Under Our Noses? [View article]
    I've had issues similar issues with HTC and Motorola. Somebody very wise once told me that it seemed as if Blackberry owns the "Smart Phone That Works Well" patent.
    Apr 17 06:18 PM | 2 Likes Like |Link to Comment
  • "With phones, there’s no room for a right-hand column of ads. That forced us to think about what the business looks like on mobile," says Mark Zuckerberg (FB) in an interview released following today's unveiling of Facebook Home, which will eventually deliver home page ads. Perhaps hinting at a future product, Zuck adds "There’s a place for a service that only communicates with your core friends and family." For now, Google (GOOG) isn't raising objections to Home, even though it removes the Google search bar from Android's home page on many devices. [View news story]
    Why? You don't want targeted ads on the home page of your phone?
    Apr 4 07:36 PM | 2 Likes Like |Link to Comment
  • BlackBerry: The Bar Is Set For Thursday [View article]
    Can someone explain the poison pill to me? How does it prevent a hostile takeover?
    Mar 26 02:43 PM | 2 Likes Like |Link to Comment
  • Now Is The Time To Buy BlackBerry [View article]
    Even if they don't beat the numbers on March 28, there could still be strong projections for the following quarter.
    Mar 20 10:37 AM | 2 Likes Like |Link to Comment
  • Why Linked-Insiders Are Selling [View article]
    Well, they won't go to LinkedIn, because the companies on LinkedIn will not be hiring, and those companies will also stop paying LinkedIn for business services too. If the economy gets bad, you DO NOT want to own LinkedIn stock.
    Mar 14 06:02 PM | 2 Likes Like |Link to Comment
  • "Apple (AAPL -2.1%) is leaning toward additional dividends or a share buyback program," Quartz reports. Sources claim an announcement could arrive in spring, possibly at the same time as a product announcement. Between Apple's remarks and David Einhorn's campaign, many of the Street have been expecting a move. [View news story]
    Can you trust anybody who downgrades a stock AFTER it falls from $700 to $430?
    Mar 12 06:02 PM | 2 Likes Like |Link to Comment
  • Disney Showcases Apple's iWatch Potential [View article]
    Ha! I haven't been to Disneyland in some time, but it sounds similar to self-check out at grocery stores. 1 employee and 4 machines can take the same place as 4 employees, assuming that the machines cooperate, and Apple is one of the best in terms of reliability.
    Mar 6 02:53 PM | 2 Likes Like |Link to Comment
  • After-hours top gainers, as of 5:15 p.m.: OUTD +13%. AVD +8%. ITMN +7%. JAKK +7%. GTI +6%.
    After-hours top losers: CRIS -13%. BPZ -10%. AFCE -8%. CRM -7%. MKTG -7%[View news story]
    CRM sold at yesterday's closing price? That has got to be a fluke!
    How many shares was it? 1?
    Mar 1 05:39 PM | 2 Likes Like |Link to Comment
  • LinkedIn beats estimates, but guidance disappoints; shares drop [View news story]
    Q/Q Revenue growth is only 8%. 8% Q/Q growth for 4 quarters would be equal to about 36% annual growth, much lower than this quarter's Y/Y growth of 56%.
    Oct 29 04:47 PM | 1 Like Like |Link to Comment
  • Danger Zone: LinkedIn [View article]
    "If you believe LNKD is a disruptive company, and a 35% revenue growth CAGR can be maintained for the next 3-5 years while margins get into the 30-35% range, you have more like 50-75% upside from here."

    I just want to make sure you realize what 35% compounded growth for 5 years would look like:

    This year: 1.5Billion in revenue
    1 year from now: 2.025 Billion
    2 years from now: 2.734 Billion
    3 years from now: 3.691 Billion
    4 years from now: 4.982 Billion
    5 years from now: 6.726 Billion

    It took 10 years for LNKD to make 1.5 Billion per year in revenue.
    What do you think the chances are for it to reach 6.726 billion in revenue in 5 more years?
    Sep 9 04:44 PM | 1 Like Like |Link to Comment
  • Boston Beer: Buy The Beer, Sell The Stock [View article]
    I've been holding since $90. Loving it! See no reason to ever sell it. This stock will go up for as long as people are still drinking beer!
    Sep 6 12:17 PM | 1 Like Like |Link to Comment
  • What Does The Sell-Off In LinkedIn Tell Us About The Future? [View article]
    The way this stock is rallying makes me think they got another daily active user... bringing their total number of daily active users to 13.
    Sep 5 02:54 PM | 1 Like Like |Link to Comment
  • Forget Facebook, This Is The Social Media Stock To Own [View article]
    At least $FB has legitimate, active users. I'm pretty sure that $LNKD is used mostly by bots.
    Aug 15 06:10 PM | 1 Like Like |Link to Comment
COMMENTS STATS
216 Comments
243 Likes