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Losing Paper While Gaining Money

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  • Bernanke: It seems the chairman is less sure about the "efficacy" of QE, making clear decisions on changes will be qualitative, as opposed to the new rule for the Fed Funds rate which is very much quantitative. [View news story]
    Will this really mean a change or just a different tact at the same thing? What should we be expecting?
    Dec 12, 2012. 08:12 PM | Likes Like |Link to Comment
  • The iPad mini has gone on sale today, but without the long queues and frenzy that normally accompany the launch of a new Apple (AAPL) product. That's possibly because the specifications aren't as good as in the iPad, while the models on sale don't include the chips that support high-speed cellular Internet. Those are due in a couple of weeks. [View news story]
    I haven't seen numbers that show that google are losing money on nexus devices. Do you have any proof? I'm not saying they're not losing money, and I don't follow it that closely, but now I'm curious to see some evidence that this is the case.
    Nov 2, 2012. 08:08 PM | Likes Like |Link to Comment
  • The iPad mini has gone on sale today, but without the long queues and frenzy that normally accompany the launch of a new Apple (AAPL) product. That's possibly because the specifications aren't as good as in the iPad, while the models on sale don't include the chips that support high-speed cellular Internet. Those are due in a couple of weeks. [View news story]
    Margins aren't the point of the nexus devices and they never have been. They're devices to help get users onto android. Google are making devices they thought were necessary, which the manufacturers might not want to make, possibly because the margins might not have appealed.

    Android's not directly about money either, it's a power play to get Android into the mobile (tablet and phone) market so they're not locked out in the future. Tonnes of android phones are being sold, so from that point of view its been successful.

    I don't own any google stock, and I'm not a fanboy of anyone, but I would be interested to see what Google's 5/10 year plan is and how all of this fits together. It might be a way to push people to buying cloud storage and apps, combined with some ad revenue, but that's just my speculating.
    Nov 2, 2012. 12:45 PM | 2 Likes Like |Link to Comment
  • "(QE3) is explicitly linked to what happens with the economy," says San Francisco Fed President Williams. The MBS purchases will continue or even expand to include other assets "until the job market looks substantially healthier." Sounding like he believes what he is saying, Williams calls the program an "automatic stabilizer," able to be tweaked depending on the fickle statistics-based surveys of the BLS each month. [View news story]
    Not only does it go on, it gets exponential. Then you live in a modern day weimar republic. Fun for all. Have you got a wheelbarrow close?
    Sep 24, 2012. 05:03 PM | 3 Likes Like |Link to Comment
  • Bernanke: "Monetary policy cannot cure all economic ills," he argues, before saying the FOMC is convinced further policy accommodation is necessary to bring down the unemployment rate. "The Fed will purchase assets until the economy improves." [View news story]
    What are they going to do? Change something? Their policies are almost exactly the same. They even have the same people when they shuffle leadership between the parties. There is no difference.
    Sep 13, 2012. 02:57 PM | 2 Likes Like |Link to Comment
  • Bernanke: "Monetary policy cannot cure all economic ills," he argues, before saying the FOMC is convinced further policy accommodation is necessary to bring down the unemployment rate. "The Fed will purchase assets until the economy improves." [View news story]
    The economy will improve. It has been decided.
    Sep 13, 2012. 02:37 PM | Likes Like |Link to Comment
  • John Paulson is no Felix Zulauf or Jim Chanos, writes Josh Brown after listening in on a BAML call in which the ice-cold fund manager talked strategy. One adviser asked Paulson about "crosscurrents within the portfolio," i.e., trades like long gold and short euro which appear to cancel themselves out. "How do I frame this for clients?" [View news story]
    One word: Inflation

    Rocket science this isn't.
    Aug 29, 2012. 12:30 PM | Likes Like |Link to Comment
  • Apple (AAPL) has until tomorrow to outline which Samsung devices it wants to ban from being sold in the U.S. following the U.S. company's massive patent win. A hearing is provisionally set for Sept. 20. Following the verdict, Samsung (SSNLF.PK), might need to postpone introducing new devices so that it can make design changes. Meanwhile, the WSJ, Bloomberg (I,II) and Reuters provide accounts of jury's deliberations. [View news story]
    I like how, instead of answering the question, you try to imply that my expectation that it would just be a contract suit is somehow wrong because of something I've said in the past, like that's somehow a factor. That's a very cheap shot.
    Aug 28, 2012. 11:26 AM | Likes Like |Link to Comment
  • Apple (AAPL) has until tomorrow to outline which Samsung devices it wants to ban from being sold in the U.S. following the U.S. company's massive patent win. A hearing is provisionally set for Sept. 20. Following the verdict, Samsung (SSNLF.PK), might need to postpone introducing new devices so that it can make design changes. Meanwhile, the WSJ, Bloomberg (I,II) and Reuters provide accounts of jury's deliberations. [View news story]
    What law would be broken that it would be anything more than a contract case?

    I still don't think it's likely to happen. I'm just not understanding your line of thinking in any way.
    Aug 27, 2012. 03:25 PM | Likes Like |Link to Comment
  • Apple (AAPL) has until tomorrow to outline which Samsung devices it wants to ban from being sold in the U.S. following the U.S. company's massive patent win. A hearing is provisionally set for Sept. 20. Following the verdict, Samsung (SSNLF.PK), might need to postpone introducing new devices so that it can make design changes. Meanwhile, the WSJ, Bloomberg (I,II) and Reuters provide accounts of jury's deliberations. [View news story]
    Ronin: Eh? How does government regulation even come into this? That's why I said I had no idea what you're on about when you started talking about Somalia and now with the Lord of the Flies nonsense.

    This is a contract between two parties. In any good contract there are clauses about non-delivery. Clauses both parties should understand and would have agreed upon. That was my point. There would be no fireworks, even if it went to court. One party would have failed to deliver. It's pretty cut and dry.

    So, 1st comment for DM, 2nd comment for me, right?
    yes.
    Aug 27, 2012. 02:39 PM | Likes Like |Link to Comment
  • Apple (AAPL) has until tomorrow to outline which Samsung devices it wants to ban from being sold in the U.S. following the U.S. company's massive patent win. A hearing is provisionally set for Sept. 20. Following the verdict, Samsung (SSNLF.PK), might need to postpone introducing new devices so that it can make design changes. Meanwhile, the WSJ, Bloomberg (I,II) and Reuters provide accounts of jury's deliberations. [View news story]
    The second comment was for you Ronin. SA's threading is a bit broken.
    Aug 27, 2012. 11:16 AM | Likes Like |Link to Comment
  • Apple (AAPL) has until tomorrow to outline which Samsung devices it wants to ban from being sold in the U.S. following the U.S. company's massive patent win. A hearing is provisionally set for Sept. 20. Following the verdict, Samsung (SSNLF.PK), might need to postpone introducing new devices so that it can make design changes. Meanwhile, the WSJ, Bloomberg (I,II) and Reuters provide accounts of jury's deliberations. [View news story]
    What are you talking about? This is why they have contracts. If Samsung were to do it, not that I think they would, then they'd hit the penalty clauses in their contracts. As for the rest of your ranting, I've no idea what you're on about.
    Aug 27, 2012. 03:11 AM | Likes Like |Link to Comment
  • Apple (AAPL) has until tomorrow to outline which Samsung devices it wants to ban from being sold in the U.S. following the U.S. company's massive patent win. A hearing is provisionally set for Sept. 20. Following the verdict, Samsung (SSNLF.PK), might need to postpone introducing new devices so that it can make design changes. Meanwhile, the WSJ, Bloomberg (I,II) and Reuters provide accounts of jury's deliberations. [View news story]
    You made the point I was making. The penalties would be known to samsung in advance, and there'd be no reason for them to fight them as they'd clearly be in the wrong with breaching the contract and that's why it wouldn't be all that big of a deal.

    It'd be a financial hit to Samsung, and a supply hit to Apple, but if the contract was done right by Samsung then Samsung wouldn't lose any more than the penalties.

    I also don't think Samsung will do it.
    Aug 27, 2012. 03:08 AM | Likes Like |Link to Comment
  • Apple (AAPL) has until tomorrow to outline which Samsung devices it wants to ban from being sold in the U.S. following the U.S. company's massive patent win. A hearing is provisionally set for Sept. 20. Following the verdict, Samsung (SSNLF.PK), might need to postpone introducing new devices so that it can make design changes. Meanwhile, the WSJ, Bloomberg (I,II) and Reuters provide accounts of jury's deliberations. [View news story]
    You're right, I'm confused. Mainly about what sending a message might otherwise mean...

    As for what the judge may or may not do, I never brought that up in my comment so I've no idea what you're trying to do in bringing it into the discussion.
    Aug 27, 2012. 03:00 AM | Likes Like |Link to Comment
  • Apple (AAPL) has until tomorrow to outline which Samsung devices it wants to ban from being sold in the U.S. following the U.S. company's massive patent win. A hearing is provisionally set for Sept. 20. Following the verdict, Samsung (SSNLF.PK), might need to postpone introducing new devices so that it can make design changes. Meanwhile, the WSJ, Bloomberg (I,II) and Reuters provide accounts of jury's deliberations. [View news story]
    What would be the legal explosion? Sure, failure to meet contract conditions could be one, but I don't see that being all that big.

    There's nothing illegal about Samsung not supplying chips to Apple. They're not the only supplier available, so there's no antitrust potential. It'd just be Samsung not supplying to Apple, as is any company's legal right I would hope.

    Would it be good for Samsung in financial terms? That I don't know.
    Aug 26, 2012. 06:03 PM | Likes Like |Link to Comment
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497 Comments
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