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Davidoff

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  • 65K BlackBerry World apps come from two developers [View news story]
    Mr. Knowitall,

    Amazing... Well, either you've never used Android or iOS stores, which is very unlikely, or at least '09-'11 versions, either you're just completely biased. Just recently, students from Georgia Insitute of Technology submitted a fake malware app to the AppStore without any problems. How do you explain that?

    http://bit.ly/184wJFf

    "Apple ran the app for only a few seconds, before ultimately approving it. That wasn’t anywhere near long enough to discover Jekyll’s deceitful nature."
    Aug 21 08:10 PM | 6 Likes Like |Link to Comment
  • 65K BlackBerry World apps come from two developers [View news story]
    Mr. Knowitall,

    Ok, it's not just about BBRY, after this blow, articles are going to expose all the App stores. Put a research in AppStore, you'll see a lot of same developer names, unfinished apps, audiobooks, ebooks, guides, some cheat code apps (whatever it is), tutorials, cheap games,... Basically, it's not just BBRY, all the companies are in the same boat here. They all try to artificially blow their numbers. When I bought the first iPhone I could barely find any apps and most of them where scam. Same thing with iPad 1 a couple of years later. You're just overreacting here. And at this point, an App Store can't make things any worse for a company in BBRY's position.
    Aug 21 07:55 PM | 8 Likes Like |Link to Comment
  • 65K BlackBerry World apps come from two developers [View news story]
    Bravo!
    Aug 21 07:47 PM | Likes Like |Link to Comment
  • 65K BlackBerry World apps come from two developers [View news story]
    Mr. Knowitall,

    What did you expect, TH saying something like I've got one good and one bad news, by which should I start? There is growth, but who'd admit that over 40% of their Apps is a complete scam? That strategy seems to work for iOS and Android stores. No one cares about trash apps, as long as they aren't malware and the official apps are available. BBRY got screwed with their $10k offer, it was completely predictable. $10k would only interest a tiny independent low budget company. But I don't think that BBRY was dishonest in any way, even though it certainly will bite them.
    Aug 21 07:42 PM | 3 Likes Like |Link to Comment
  • H-P now -6.2% AH; company doesn't expect FY14 rev. growth [View news story]
    Good. HPQ share price will go back to reality.
    Aug 21 06:11 PM | 1 Like Like |Link to Comment
  • Gathering IPO momentum for Twitter [View news story]
    "Though Twitter has work to do on monetizing its platform, more than 50% of company revenue does come from mobile - a higher percentage than Facebook."

    So now suddenly it's a bad thing... They pushed FB to increase their mobile monetization. When they finally succeeded last quarter, markets applauded. But when it comes to Twitter it's an issue? Sound very logical... Brilliant analysis!
    Aug 21 09:42 AM | Likes Like |Link to Comment
  • Gathering IPO momentum for Twitter [View news story]
    FB encore. They didn't scam enough investors yet.
    Aug 21 09:39 AM | Likes Like |Link to Comment
  • Kodak restructuring approved by U.S. bankruptcy court [View news story]
    Haven't all their valuable patents been sold? I think that I read somewhere that Google and Apple won some bids, but most of the patents didn't find a buyer. So I don't really see what hidden value you're talking about... In the best case, shareholders could get $0,08 instead of $0,05, but it's written "shareholders will get nothing".. Also, talking about customer base is quiet premature. I can't even imagine what would they have to offer in today's tech market.
    Aug 20 07:32 PM | Likes Like |Link to Comment
  • Apple keeps rallying; company hires Nike FuelBand consultant [View news story]
    Bad omen... Brand new manufacture issues related to that fingerprint sensor to come.
    Aug 19 03:47 PM | 1 Like Like |Link to Comment
  • Fairfax Financial to sell reinsurance unit as part of acquisiton [View news story]
    Suspicious timing. Looks like Prem Watsa tries to raise money for the BBRY bid.
    Aug 19 03:43 PM | 1 Like Like |Link to Comment
  • A Tablet? Really Nokia? [View article]
    What I find quiet awkward, is that the same analysts who bashed BBRY for quitting the tablet market, bash Nokia for (maybe) entering it. No matter what these companies will do, they will get bashed. You can't please everyone and you can't serve each analyst's interests. Nevertheless, it becomes obvious that the mobile industry is being obliged to shift towards the tablets market, rather certain analysts recognize it, or not. If companies like Lenovo can do it, why wouldn't Nokia give it a try? The only issue is why the heck did they pick RT instead of Win8....
    Aug 19 06:09 AM | 6 Likes Like |Link to Comment
  • Nokia Attacks Competitors By Lowering Lumia Prices [View article]
    Ratnamsub,

    I agree with you. iPhone/iPad trend is vanishing, but there are a lot of markets, that didn't even get their Apple moment yet and that's why a low-end iPhone is going to be so important. A lot of people in the developping countiries would love to use the iOS, cause after an Android, a Symbian or a BB7 it's a pure pleasure to use. We are going to have the same process as we had with iPods.

    Today Apple is going to be an excellent trade. It will certainly go up to $600 in the following months, maybe even higher. However, we will only know if it's going to be a good investment, once they will start releasing their new products. I have very low expectations regarding the refreshes, but their new product segments are going to be crucial. If they can prove that they still have their Jobs magic, the stock will act accordingly.

    The issue is not even Nokia not going Android, the issue is that they still behave like idiots regarding their customers. Samsung has such a huge success, because since the beginning, they listened to their customers and they act accordingly to what people want. Nokia behaves like if it were 90ies and people only cared about having a phone. Maybe at some point Nokia will start giving people what they really want or need, instead of making some fancy gadgets for the 0,001% of people. Nokia's board uses the exact same badly working strategy as before, make good cheap phones and some weird high end models with low success. Take for example Nokia 7280, 7260, 7600, 6800, N900 or N-gage. Some of them are pretty original, incredible and avantgardistic, but the issue is that people didn't wanted these. These models should have stayed at the public prototype stage.

    I really hope that Nokia understand and learn on their errors, but after almost 3 years of a turnaround, I see the same ill company with exactly the same poor strategy. Nokia will never become a leader with the tremendous Apple/Samdung profits without taking over the high-end market. And it will never happen, unless they will start listening.

    EagleView,

    Today, since Nokia sold Vertu and they started using Android, their sales are reaching new records and they are opening brand new stores all over the world. A new store coming in New York, on Madison Avenue by 2014. To be honest, now that you mentioned Vertu, it's another matter that makes me doubt about Nokia board's managerial competences.
    Aug 15 06:33 AM | 1 Like Like |Link to Comment
  • Nokia Attacks Competitors By Lowering Lumia Prices [View article]
    Nokia sold only 7m smartphones, its Smartphone division lost €165m and Services and Devices lost €33m in the second quarter. They might earn money by selling their phones, but it's obviously not enough. I don't see the point of playing on words, the results are still terrible. In my opinion, they would have sold much more phones if they were using Android OS. They lost their edge by using a poor OS that nobody wanted. Some people can't learn on their own mistakes and keep choosing the hardest way. The worst thing is that now they fight Microsoft's war! They don't even own WP and who knows if they'll keep it.

    NOK is a good trade. I made 46% in 4 months last year and I'm at +29% now. Hope it will go above $5 by December. If not, they will probably do better next year.

    Diablogun,

    You know more Russians than I do? Wow... That's incredible, thanks for sharing! I suppose that in your mind it seemed to be a strong argument. If you want to make stakes go to Vegas. It's an investing site, not a Belagio fan page.

    Mepa,

    That's my personal analysis. Each investor makes his own projections, otherwise you just follow the crowd. Take Nokia's financials and prove me that NOK would do better than AAPL. NOK has much less chances to succeed at this point.
    Aug 14 07:42 PM | 1 Like Like |Link to Comment
  • Nokia Attacks Competitors By Lowering Lumia Prices [View article]
    Randal,

    iPhone 5 is losing share and there isn't much to do about it, except releasing something really special. According to this article a subsidized iPhone 5 costs 30k rubles, which is roughly $1,100. An unsubsidized costs about $1,300 in Russia. However, according to what I've been told, most of the Russians don't buy Apple products in Russia, cause they are afraid to buy a Chines counterfeit. So they buy them in EU or Switzerland. It's cheaper and it's being counted in another country's sales.

    Doggiecool,

    First, who's fault is that, that the giant Nokia, the former number 1 phone maker became a "piddly little company"? And Nokia didn't abandon the US market, it lost it. Today it desperately tries to gain it back, which causes the frustration of the European customers. Read the British, French and Spanish WP fan sites. People are frustrated that the L1020 has been released in July in the US and that it's only going to be released in September in the EU. Plus, for the first time, Nokia is going to organize its annually worldwide conference in the NYC. The only result is that Nokia still has a long way to go to gain the US back and it loses customers in the EU by its ridiculous strategy.

    Secondly, I just don't see Nokia competing against Apple. They operate in two completely different segments. Nokia is a direct concurrent to Samsung. They both try to make some geeky phones, with some bizarre features and bulky designs. It might sound stupid, but Apple's core customers don't really care about specifications or features, all they care about is the design and the trend. Today iPhone became the former Blackberry, it's first of all an image. As long as Apple would offer a better model than the previous, people will still buy it. The iOS is also so well integrated in the house, that people would simply lose too much comfort. Most of the people have an iPhone, an iPad, an iPod (maybe even an iTV) and a Mac. They would lose the iCloud and all their Apps, that they've been purchasing for over 5 years. In that way, this attachment is less pronounced among Samsung's customers. I could imagine that Nokia would become the number 2 with time, but it's going to be really hard and long.

    Finally, I'd like to resume my points regarding Nokia :
    1. Nokia makes high quality phones and now they probably make the best low-end phones. However, they aren't trendy like an iPhone would be, they are just functional.
    2. Nokia doesn't need Windows Phone. Elop took unnecessary risks by going exclusively with WP and the demand isn't high enough to compensate them. It's Microsoft's project and they have the necessary funds to develop it. Nokia takes all the risks for the OS that will never belong to them and they lose a lot of customers by not adopting Android. Microsoft has enough money to take risks, while Nokia should think about its own future and its investors.
    3. Once again, like all the dinosaurs, Nokia's board refuse to listen to its customers. Adding some superficial and unnecessary features, like a 41mp camera, won't help them gaining a massive market share, if they can't satisfy the basics. You can't oblige people to use WP by offering them a 41mp camera.

    CindyWu1018,

    Take for example a Mercedes. Some people can afford a Mercedes S, some people can only afford a Mercedes C. They are both luxury and expensive in their own segments. A $300 iPhone is still expensive for a large part of people.
    Aug 14 05:57 PM | 2 Likes Like |Link to Comment
  • Nokia Attacks Competitors By Lowering Lumia Prices [View article]
    Doggiecool,

    While Nokia was manufacturing 200m phones, Apple was selling around 120m high-end and high margin phones a year. Gaining Russia back? Last time I've been to Moscow, about six weeks ago, all I saw were iPhones and iPads! Today Apple is THE brand that all the developing countries want. There are dozens of markets around the world where an iPhone is beyond people's dreams. And there won't be much to do, no marketing, no promotions, just a more affordable price. Apple is going to conquer by its rarity and exclusivity in the developing markets. So all the Nokia, HTC, Samsung and Blackberry phones in the range of $400 and $200 are going to have a terrible year. The 2009-2012 queues that we had in NYC, London and Paris are going to be nothing compared to what is going to happen in the developing countries once the low cost iPhone is going to be released. Lower margins are going to be largely compensated by a tremendous demand.
    Aug 14 04:00 PM | 2 Likes Like |Link to Comment
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