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Davidoff

Davidoff
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  • Apple suppliers reportedly start producing new iPads [View news story]
    I don't even see the point of setting a Keynote for iPads anymore, there's absolutely nothing new that would deserve a presentation. Some hardware improvements, some weight loss, but that's it. The first one was incredible, then some minor refreshments followed, which they presented as brand new models.
    An iPad isn't a phone, they are much more durable, so people switch them much more rarely. Most people replace their old iPads only when Apps and OS upgrades stop to be supported, which happens every 4 years. Otherwise it's simply a pointless consumption instinct.
    However, when you compare an iPad to other tablets, it certainly comes in the top. The price isn't excessive, they are VERY reliable (actually never seen it break) and the design is still the best on the market.
    Aug 12, 2014. 03:18 PM | 3 Likes Like |Link to Comment
  • Was Apple Spooked By The BlackBerry Passport? [View article]
    Wussel,

    "Lack of apps?"

    Are you 100% sure that all the apps will run on Passport? Its screen resolution is quiet unusual and might not be supported. Moreover, people who already tested Passport said that screen isn't symmetrical at all and it disturbs.

    105,

    "He actually said BB anticipates enterprise users will carry 2 phones"

    Any link? BB10 was presented as being the first OS that separates private data from pro data on the same phone. Thus, the initial idea was to have the same phone for both with a total access for corporations to the pro data only.
    Jul 31, 2014. 05:00 PM | 5 Likes Like |Link to Comment
  • 2 Big Elephants Afraid Of A Mouse: What Apple Is Not Telling You About BlackBerry [View article]
    "It will allow BlackBerry to upsell devices by offering clients the ability to have the same level of encryption as Germany's Chancellor Angela Merkel."

    This is completely inaccurate. Unless you would like to make a special order, wait more than a year and pay several thousands of dollars for your Blackberry, no you won't have the same level of encryption as Merkel. But even if it was true, consumers simply don't care about their privacy. Their whole lives are on FB, TWTR, Snapchat, Instagram,... As long as viruses won't block or slowdown the devices, security won't be important for consumers.

    What is 20.000 sold devices compared to over 32 millions of sold iPhones each quarter? Governments and corporations switch phones every 2 years at most, however, more often it goes up to 4-5 years. These professional markets are far from being profitable. I know that initially, Blackberry was only sold to corporate executives and that's how they conquered a huge share of the consumer market by showing off their exclusive status. The issue is that we aren't in 90ies anymore and smartphones don't have the same appeal, so it won't be a renewable strategy.

    I remember that a year ago, BBRY shares went higher because of a rumor that someone made an order to purchase 1 million Z10 devices upon its launch. Today BBRY longs celebrate a 20k order. That shows only one thing, that BBRY isn't even a mouse anymore, but rather an insect under artificial life support.
    Jul 29, 2014. 06:39 PM | 10 Likes Like |Link to Comment
  • Apple Stabs BlackBerry In The Heart [View article]
    Alex,

    Companies such as GOOG, CSCO, MSFT, AAPL and FB signed an NDA to have a full look into BBRY business just a year ago and not one single Western IT company made a public offer to buy BBRY out. If you take into account all the cheering of BBRY's security system all over the Internet, you'd suppose that everyone would start a bidding war to get that "treasure". But no. Even at less than $4.8B with 1.5-2B in cash, not one single IT giant decided to make an offer. Our legendary bulls, on the other hand, think that they discovered a treasure map and they think knowing BBRY from behind their PC screens and by googling it 24/7, better than CFOs who signed an NDA. Today BBRY has less assets, less cash, a billion dollar debt, much less revenue and their already very old patents have got even closer to the expiration date. Since no one made any efforts to purchase BBRY at least for its security after seeing the whole company from inside, I think it's way more safe to say that they are pretty screwed. Their last hope wanished with AAPL and IBM.
    Jul 23, 2014. 04:24 PM | 12 Likes Like |Link to Comment
  • Apple rallies post-earnings; Street focuses on margins, iPhone 6 [View news story]
    I'm not saying that you're wrong, but what does matter is the brand recognition. What is inside the phone, who produces it or whose technology is being used doesn't matter to an average Joe. You can make the exact same phone as the iPhone, if it doesn't have the little apple on the back, it won't sell as well.
    Jul 23, 2014. 12:34 PM | 2 Likes Like |Link to Comment
  • Apple rallies post-earnings; Street focuses on margins, iPhone 6 [View news story]
    It's still a Chinese phone. China is far from having the same image as Japan in the nineties, but it should come pretty soon. No matter what Xiaomi executives say, a high end phone can't worth that cheap to be adopted by snobbish consumers, so it's years away of Apple. Xiaomi is rather a potential thread for Android makers. I know that many people are already ready to purchase a Chinese tech product, but I also know that it's completely unthinkable for most of consumers. In any case, there are a lot of "established" phones that could be purchased for $320 any asp decrease even faster on this highly competitive market.
    Jul 23, 2014. 12:13 PM | 2 Likes Like |Link to Comment
  • Apple's CC: iPad sales, margins, M&A, cash balances discussed [View news story]
    Since when do you need my approval on your earnings? You made cash, good for you! What do I care?
    Jul 22, 2014. 07:30 PM | 2 Likes Like |Link to Comment
  • Apple's CC: iPad sales, margins, M&A, cash balances discussed [View news story]
    If market was overvalued I'd want to earn cash.
    Jul 22, 2014. 07:22 PM | 3 Likes Like |Link to Comment
  • Apple's CC: iPad sales, margins, M&A, cash balances discussed [View news story]
    iPhones still have a lot of potential buyers all over the world. In a year a lower end ~$300 iPhone must be released and it will conquer the developing markets. Asia, Africa, South America and Europe are about to be taken over. All Apple has to do is not to wait too long before the release, cause high end iPhone's tremendous demand is the key to success of the cheaper models. And Apple should obviously not release it in North America and the wealthy European countries.

    iPad is a completely different story. The upgrade cycle turns around 2-4 years for an average user. These tablets are so good, that no one feels the need to upgrade them every year. Personally (I know that it's not representative, but still), I bought the first generation iPad and iPad 4 about a year ago, but only because the first generation wasn't supported by the new updates and got way too slow. After over 6 years, my first iPad still works perfectly (bought in 2008), but specifications got too old for apps and the OS. It's the perpetual constraint in the industrial economy - quality vs. upgrading cycle (early 20th century Ford vs. GM).

    Nothing to say about Macs. Best computers on the market. Same thing with iPods even though they became quiet obsolete, besides for fitness.
    Jul 22, 2014. 07:18 PM | 3 Likes Like |Link to Comment
  • Apple beats EPS estimates, but guides light [View news story]
    Leave the poor guy in his basement he still hasn't covered.
    Jul 22, 2014. 04:50 PM | 6 Likes Like |Link to Comment
  • BlackBerry: Leaked Passport Video Highlights New Device [View article]
    Weight is a matter of perception. After iPhone it's really hard to purchase a heavier phone (+700m users), same with Galaxy. We will see how much it is going to weight, but as I said it's a concern.

    "On another note though, I've been seeing more people actually having a BB such as the Z10 or Z30 you suggested."

    I'm simply basing myself on BBRY official numbers. But it's true. I have a lot of friends who bought Z10 for €149 unsubsidized about 6 months ago and they are very happy with their choice. But they'd have never bought it for €650 (release price), or even for €229 (second best price).
    Jul 21, 2014. 10:08 AM | 3 Likes Like |Link to Comment
  • BlackBerry: Leaked Passport Video Highlights New Device [View article]
    RMC,

    1. CLASSIC, Z3, PASSPORT, when how much...? We've been hearing about these phones for months now, but still no news and speculations about when and where they'd finally get released. BBRY are very slow with their releases, while they have to act fast.

    2. That should be wise, regarding the Z10 and Q10 write offs.

    3. Come on, go back to earth. 30m iPhones sold PER QUARTER VS 500k BB10 devices. The elasticity is obviously not the same.

    4. Too heavy for 2014. Better?

    5. "Suggesting the Q10, Z10 or Z30 have "the exact same functionalities" is like suggesting I can accomplish the same amount of work whether I'm using Windows 7 or Windows 95."

    You can't be more wrong. With OS updates 3-4 year old phones have the exact same functionalities. iPhone 4s vs iPhone 5s with iOS7 do the exact same things, 4s is just slower. Same thing with Android, WP and BB.

    Kherman,

    New BB's are way too expensive for enterprises. I wasn't very impressed by Nanthealth deal. Tiny stake for spillovers that might take years, while other companies were present in that area way before BBRY.
    Jul 21, 2014. 09:54 AM | 2 Likes Like |Link to Comment
  • BlackBerry: Leaked Passport Video Highlights New Device [View article]
    iPhone and BBRY aren't comparable at all. If price didn't matter, Q10 and Z10 wouldn't have raised so many eyebrows regarding their completely inadequate prices.

    "I don't get the impression that this phone is heavy though."

    Based on the photo? Right... 0,14 oz at most.

    "A better experience when reading things. Especially important documents."
    Z30 if you're a BB fan for 40-50% of the Passport's price. But once again, it's important to see a test made by someone impartial. I'm not fond of square screens. I think that most of the people will say that either the screen is too big, either it's too small, like it's always the case with square screens. The keyboard is also very atypical. BB fans might not like it and regular consumers will probably hate it.

    "I'm thinking of getting it"

    Like many people out there, a lot of people think about buying a BB but extremely few buy them.
    Jul 21, 2014. 09:46 AM | 2 Likes Like |Link to Comment
  • BlackBerry: Leaked Passport Video Highlights New Device [View article]
    Same story all over again. Likewise with BB10 and TH, BBRY seems to hang on one single phone and it's expectations. If it sells well, shares will soar, if it sells by 300k/quarter again BBRY will face a huge slump.
    First of all I'd like to congratulate BBRY for its brilliant idea of pad keyboard. They found a way to innovate the over a decade old track pad and it's a success. However there are once again three major concerns. First of all the price. Considering the specs, this phone might cost over $900 not subsidized and it's simply not sustainable. Second concern is the weight. With a rumored ~3200mAH battery, the phone should be extremly heavy. And finally, who is the targeted client? Consumers might not buy a heavy phone with funny design, while corporation prefer to spare money by any means. Why would companies buy the new Passport, while they can buy q10, z10 or z30 for 1/4th of the Passport's price and having the exact same functionalities.
    Jul 21, 2014. 09:10 AM | 2 Likes Like |Link to Comment
  • Google +3% as Street praises share gains, pricing [View news story]
    Dot-com bubble, here we go again!
    Jul 20, 2014. 06:30 PM | Likes Like |Link to Comment
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