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  • U.K. pre-orders begin for BlackBerry's Priv Android phone; specs confirmed  [View news story]
    Chris Lau,

    A Priv without the keyboard... Would not it be an exact copy of the Samsung Galaxy Edge?
    Oct 19, 2015. 02:37 PM | Likes Like |Link to Comment
  • U.K. pre-orders begin for BlackBerry's Priv Android phone; specs confirmed  [View news story]
    Ivan Zimenez,

    Considering the screen size, I think it would make more sense to compare Priv with iPhone Plus... But it is still quiet ridiculous to sell it for a higher price than the regular model!
    Oct 19, 2015. 02:33 PM | 2 Likes Like |Link to Comment
  • U.K. pre-orders begin for BlackBerry's Priv Android phone; specs confirmed  [View news story]
    It is ridiculous to think that because of the high exchange rate, the phone will cost $899 in the US. People in UK being paid in pounds, they do not care about the dollar exchange rate. So 580 pounds is a normal price for a high-end phone in Britain. It will probably cost 600-650€ in Europe. Still very high in my opinion, but not completely unreasonable.
    Oct 19, 2015. 02:28 PM | 5 Likes Like |Link to Comment
  • Report: Apple plans to unveil iPad Pro, iPad Mini 4 at iPhone event  [View news story]

    Is it his job to innovate? Each person should specialize in his own field in order to be more productive for the society in general. Most of the people's job who comment here is to invest. It is quiet pointless to attack people on the most obvious fact regarding Apple. It has been a while since Apple released something really breathtaking that could reshape a market. Therefore it remains to be seen if Apple still has the ability to innovate and surprise.
    Sep 2, 2015. 06:02 PM | 1 Like Like |Link to Comment
  • Apple reportedly talks with Hollywood about financing original content  [View news story]
    $40 for an Internet content is a lot especially considering that apart from the United States, you can stream or download all the content you want all over the world without having any troubles with justice. Anything above $10 is a ridiculous pricing nowadays.
    Sep 1, 2015. 04:31 PM | 3 Likes Like |Link to Comment
  • Nokia plots mobile comeback  [View news story]
    It will all depend on the scale. I do not see any significant changes since the sale to MSFT that would justify the comeback in the phone business. Fighting for less than 10% of the market that is dominated by 2 major brands, is pointless. It would be preferable to focus on newer markets, instead of chasing the lost glory.

    Nevertheless, Nokia is still a solid brand name. It will obviously not sell as well as Samsung or Apple, but it can regain a 1-5% market share quiet easily if it adopts Android. In the past years Nokia managed its costs extremely well and could afford selling $50 phones for a profit. Interesting designs, exclusive features and great manufacturing quality is still in the minds. As an annex activity that will not use too much resources, it should work quiet well. Hopefully, it will not divert the attention from the activities that actually do have a high potential for the future.

    I still have in mind that Nokia's Morph concept that was presented in 2008 and that was supposed to be released in 2015 : http://bit.ly/1TeRQBX

    If Nokia can manage to release it by 2016, I would be extremely enthused by Nokia's move. This is the future of the mobile phones. It combines the features offered by Samsung's bendable phones with an Apple Watch.

    Even if Nokia does not release it by itself, but rather makes a partnership with Samsung to combine their respective bendable technologies, it will most certainly be an iPhone, an iPad and an Apple Watch killer.
    Aug 10, 2015. 09:23 AM | 5 Likes Like |Link to Comment
  • Apple Music's Start Looks Promising, But Don't Get Blindsided By Early Numbers  [View article]
    The Kush,

    Apple Music is available in the whole EU as well. Get your facts straight.

    If Apple Music attracted only 11m users while it is completely free and all over the Internet you could find articles regarding how to turn off the automatic subscription after the end of the trial, it is completely obvious that these numbers are all but promising.

    I want to see the numbers right after the end of the trial. Everything else is meaningless. Since the service is completely free, I expected at least 50m subscriptions by August. Seems like not that much customers are interested in this service even if it is offered for free.

    With only 11m users, it might be even more interesting to offer the service for free permanently. Apple would offer a great selling argument at an extremely low cost. $15/month for 6 family members shows that Apple could easily afford 1-2 years free music for a purchase of an iPad, an iPhone or an Apple Watch.
    Aug 6, 2015. 01:58 PM | 3 Likes Like |Link to Comment
  • Apple shoots down MVNO service report; shares down another 3.2%  [View news story]
    I doubt that after 9 years another iPhone will create the momentum to push the stock higher. In the best case, it will be a short term artificial leap. A sort of a Pavlovian conditioning. What markets expect is a new product that could show at least as much potential as iPhone and iPad did 9 years ago. Meanwhile Apple Watch is not convincing enough to prove that something interesting can still be boiled in Apple's labs.
    Aug 4, 2015. 12:04 PM | 4 Likes Like |Link to Comment
  • Apple shoots down MVNO service report; shares down another 3.2%  [View news story]

    Is it an American legislation law? Why an Apple subsidiary in Ireland or Cayman Islands is not allowed to buy AAPL stocks on the NY stock exchange?
    Aug 4, 2015. 11:54 AM | 3 Likes Like |Link to Comment
  • Apple: There Won't Be An iPhone 6s Bump  [View article]
    "Yet Apple didn't have the watch in stores until 6 weeks after launch. Nor have they made them available to outside retailers. Nor are they available in all Apple markets."

    -> In deed, Apple displayed Watches in European stores for 2 weeks and started selling them only afterwards, creating the effect of rarity and the artificial urge to buy. Some people have most certainly rushed in to buy one, but there was very few of them in EU. When iPhone 6 and 6+ got released, there were crowds, cues and stock shortages in Dusseldorf, Lille, Paris and Brussels. I saw it by myself. Nothing comparable could not be noticed regarding the watch.

    "If they had an over-abundance of watches they would have been selling them everywhere and there wouldn't have been multi-week shipping delays."

    -> It is Apple, it is not like it absolutely needed to clear its stocks. It is not a question of selling or going bankrupt, but rather to create a long term pattern. Apple sticks to its regular strategy of creating an envy and rolling out new products progressively on different markets. Unfortunately that strategy did not work out in this case and stocks are clearly overwhelming, while people do not rush to buy watches. All that despite hundreds of millions spent on marketing and promotions. I think that the worst strategy was to present a geeky watch as a lifestyle fashion accessory and advertise it in fashion and haute couture magasines.

    "I'm not suggesting Apple sold millions upon millions of watches and that demand is massive. All I'm saying is it's pretty clear their supply situation for the first couple months after launch was way behind demand."

    -> Maybe in the US. I read a report arguing that Apple was selling 200,000 units a day in the US during the first week. According to the same report, released before the quarterly earnings reports, sales supposedly fell to 5,000 units a day a couple of weeks after the release (extremely fast). I think that it is not even close to EU sales. I am all the time in the city centrum and as I said, I did not see anyone wearing one, while Apple Stores, nor the Apple site have not been out of stocks.

    Meanwhile even suppliers cannot reach the break-even point and do not expect to reach it during the next 2 quarters : http://bit.ly/1M1D4sD
    Aug 3, 2015. 07:08 PM | 4 Likes Like |Link to Comment
  • Apple: There Won't Be An iPhone 6s Bump  [View article]
    Dennis Baker,

    What I wrote was based on my personal observation, Apple's site checks and Apple Store (the only distributor in EU) checks upon the release. I could not observe any stock shortages on Apple EU sites. I was considering a purchase, so my interest was double, as an APPL long investor and as a potential buyer.

    The 1st wave of releases was in the US, the 2nd Germany, UK, France, Netherlands, Switzerland, etc. It was all in the same quarter. In Europe there was no supply constraints whatsoever and the demand did not follow since the very first weeks of the European launch. There were huge crowds around Apple Watches in stores, a lot of interest, but no one was buying. No crowds today, people barely look at watch stands. The first time that I saw someone wearing an Apple Watch (watches is my passion and looking at what men are wearing on their wrists is a sort of a reflex) was 9 days ago in Zurich. My observation was confirmed by the last quarter results.
    Aug 3, 2015. 06:30 PM | 4 Likes Like |Link to Comment
  • Apple: There Won't Be An iPhone 6s Bump  [View article]
    Dennis Baker,

    I don't know what is going on in the US buy here, the few Apple Stores that we have got around Belgium (our Apple Store in Brussels will be opened in September) have a lot of stocks. Moreover there are thousands of watches that are being resold or sold on eBay and other eBay-like sites.

    UK : http://ebay.eu/1KN7ugE -> 7 pages of authentic Apple Watches (350 in total)
    France : http://ebay.eu/1KN7ugG -> 5 pages (250)
    (I put price starting at 150€ in order to avoid all the Chinese replicas)

    I saw many Apple amateur French speaking sites where people decided to buy 2-3 watches abroad upon the release and resell them for a premium in Belgium before the official release, but they simply could not find any buyers.

    Now that I read your comment, I have also checked Apple.de (Germany), Apple.fr (France), Apple.co.uk and Apple.nl (Netherlands) and all the models are in stock and can be immediately purchased without any problems.

    In any case, I simply cannot believe that there is a supply problem and if there is one, it might have been artificially created by Apple.
    Aug 3, 2015. 06:00 PM | 3 Likes Like |Link to Comment
  • Apple: There Won't Be An iPhone 6s Bump  [View article]
    I do not know where you see any supply constraints on Western markets. When Apple Watch was released in France, UK and Germany (second wave) I had the possibility to go to Apple Stores in London, Paris, Lille and Dusseldorf. Since the weeks 1-3 upon the release they had enough Apple Watches in stock to sell me. Did not buy, but as an investor I found it interesting to check. Approximate sales numbers from the last quarter indicate that the demand is weak, while the supply seems to be sufficient.
    Aug 3, 2015. 04:36 PM | 4 Likes Like |Link to Comment
  • Apple: There Won't Be An iPhone 6s Bump  [View article]

    It might be unrepresentative, but from all the people I know, the only ones who purchased an iPhone 6 were former Samsung users. Others kept theirs 4, 4s, 5 and 5s and they do not seem to have an intention to upgrade. The fact that only 23% of consumers upgraded might indicate that :
    1. iPhone users are not interested in upgrading to newer models because they are satisfied with their current iPhone.
    2. iPhone users do not want to buy a new iPhone and wait for some other brand to release something different.

    It is only my personal opinion, but I think that in the Western markets, people are genuinely fed up with this duopoly and are getting more and more uninterested in the current phone market. I do not know how long this situation can last, when you have got a generic OS, a generic design and generic refreshments used by all phone makers. It is like if you had 2-3 same car models from all the car makers.

    I have been on a party in Paris recently. I was surprised to see that the most popular phones among young people became the old Nokia and SonyEricson feature phones from the early 2000's that are being sold new by some specialized companies. Apparently these phones drag more attention than any other phone on the market.
    Aug 3, 2015. 04:12 PM | 6 Likes Like |Link to Comment
  • Apple: There Won't Be An iPhone 6s Bump  [View article]
    Never did? Apple Watch does not count?
    Aug 3, 2015. 03:55 PM | 3 Likes Like |Link to Comment