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Will Gabrielski  

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  • Why Citi's 11% Coupon Doesn't Mean It's Paying Junk Rates [View article]
    why are people so surprised by this yield. first, the bonds will rally with the stock, so they dont "miss out on the stock move." second, if you want to hedge once the two year no hedge clause expires, you are shorting a 7% yield, so net to you is 4%%
    Nov 28, 2007. 09:35 AM | Likes Like |Link to Comment
  • iPhone Component Suppliers - Cypress and Marvell? [View article]
    ifx
    May 21, 2007. 02:40 PM | Likes Like |Link to Comment
  • Why Apple's iPhone Will Succeed [View article]
    There is no doubt in my mind that there will be additional subsidies. Subsidies are always for new contracts (accounts). VoIP on Wi-Fi is not important. If it was capable of making Wi-Fi VoIP calls, Cingular's network wouldnt be necessary anyway. There are no high-end phones that are good for Wi-Fi VoIP, save the VoIP intended Skype Phone from NTGR, and I believe one other OEM.
    Jan 20, 2007. 04:23 PM | Likes Like |Link to Comment
  • Why Apple's iPhone Will Succeed [View article]
    Thanks for taking the time to reply. I think Cingular will be one of many carriers with an iPhone in 2008. I think Cingular will pick up 10-15mm users alone from the iPhone introduction.
    There is an inherent replacement rate with all CE product, specifically the iPod. This is based on average life span of the product, churn, and new product introductions.
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    I dont say its lack of 3G isa good thing. also, I doubt this phone will ever be big in Europe, where Apple has very little traction with any product, specifically MP3 players. Also, Europe 3G adoption is far behind the US because of the pricing of data plans that doesn;t allow for unlimited browsing.
    The iPod is successful because it has very little competition. The iPhone is entering into the Lions den. The mobile phone market is a far bigger fish than the mp3 market so don't expect the Apple name to carry it all the way to the top of the podium any time soon.
    Jan 20, 2007. 04:20 PM | Likes Like |Link to Comment
  • Why Apple's iPhone Will Succeed [View article]
    Thanks for the kind words.
    Jan 20, 2007. 04:15 PM | Likes Like |Link to Comment
  • The Short Case On Garmin [View article]
    I got Movie Galley quite right. First said sell at $5.05 on Nov. 30 2005. Check the archives before you post
    your nonsense. Thanks for your consideration.
    Jan 14, 2007. 11:48 PM | Likes Like |Link to Comment
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