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criticalbear

criticalbear
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  • Update: Amazon's Losses Widen [View article]
    fire phone is getting widely panned across the stratosphere. and judging from the cost, it'll definitely not put any profits back into amazon coffers.
    Jul 24 06:23 PM | 16 Likes Like |Link to Comment
  • Only one downgrade for Amazon post-earnings; sell-side mostly defends [View news story]
    well, now that most major retailers have aggressive price matching and amazon charges sales tax in most places, it's become less and less important for me to buy stuff off of amazon versus getting it from my local bestbuy/walmart/target.
    Jan 31 04:01 PM | 1 Like Like |Link to Comment
  • Amazon.com, Inc. misses by $0.18, misses on revenue [View news story]
    this is a HUGE miss. I hope investors will acutally punish Amazon...

    lol who am i kidding up 10% tomorrow. didn't even give back the gains they made today.
    Jan 30 04:09 PM | 2 Likes Like |Link to Comment
  • Facebook beats by $0.04, beats on revenue [View news story]
    pretty good beat, although a bit weaker than the +70% Y/Y some whisper numbers were hoping for
    Jan 29 04:12 PM | 1 Like Like |Link to Comment
  • More on Apple: iPhone ASPs jump, cash balance at $159B [View news story]
    lol stop talking guys. you're killing your investors
    Jan 27 05:28 PM | 5 Likes Like |Link to Comment
  • Apple's iPhone unit sales miss expectations, iPads beat [View news story]
    seems like revenue isn't outpacing gross margings. apple really needs a new product category
    Jan 27 05:06 PM | 5 Likes Like |Link to Comment
  • Apple beats estimates, but guidance disappoints [View news story]
    i don't understand comments like this. they've set record quarterly highs on iphone and ipads. for a company that can't innovate anymore, i think an S quarter with this much sales is quite amazing.
    Jan 27 04:45 PM | 5 Likes Like |Link to Comment
  • Apple beats estimates, issues solid guidance; shares lower [View news story]
    punished for being profitable again
    Oct 28 04:35 PM | 28 Likes Like |Link to Comment
  • Reid: "No deal" [View news story]
    i don't think one can be more delusional than you
    Oct 15 05:27 PM | 3 Likes Like |Link to Comment
  • Apple slides following China Unicom reservation data [View news story]
    This is a confusing statement. Volume X Gross margin = Gross Profit. And you're correct in saying the demand curve is not a vertical line and probably a curve.

    Guess what, Gross margin is a curve too, anot a line. There's also something to be said about apple's ecosystem and fixed costs. Why would apple want cheap users to come in if the additional revenue they bring in is probably close to nothing (see android users) and they're not making a lot of revenue off the devices?
    Sep 16 09:29 PM | Likes Like |Link to Comment
  • Sell side: 5C not cheap enough [View news story]
    you doubt it because last year, the iphone 4S sold terribly right?

    oh wait, the biggest knock on apple was that their old machines was still selling strong. gee i wonder if apple is trying to raise the margins
    Sep 11 10:15 AM | 1 Like Like |Link to Comment
  • Sell side: 5C not cheap enough [View news story]
    You're thinking this a bit too simplistically. Historically, Apple has always had a phone in the iphone 5c segment. Last year is iPhone 4S, iPhone 4 the year before it. Apple has had data on sales of these machines over the past few years.

    So let's not act like this price segment is "new and exciting." Regarding your first concern, why would anybody buy the 5c when they can pay a little more for a better experience? well apple has differentiated the product AND this isn't the first $100 cheaper phone apple has released during the fall.

    Your second concern, cannabilization of sales of the 5S? Actually, Apple hit the nail right on its head. Not only has Apple released a bigger iteration of their S line (people don't talk enough about 64-bit, motion chip, and fingerprint sensor, last s line just had siri), they also made the $100 cheaper phone now plastic, higher margin, and aimed at a different market segment. So even if it does cannabilize the sale, I expect the margin to be much higher.
    Sep 11 10:14 AM | 1 Like Like |Link to Comment
  • Amazon.com (AMZN): Q2 EPS of -$0.02 misses by $0.07. Revenue of $15.70B (+22% Y/Y) misses by $4M. Shares -2.4% AH. (PR[View news story]
    so amazon misses big on EPS and misses slightly on revenue? Where's the 20% stock rise?
    Jul 25 04:09 PM | 8 Likes Like |Link to Comment
  • FQ3 iPad units would've been down only 3% Y/Y rather than 14% if not for channel inventory shifts, CFO Peter Oppenheimer states on Apple's (AAPL) CC. But that figure still implies share loss, given industry growth. iPad and iPhone channel inventories fell by 700K and 600K Q/Q. iPhone sales rose 51% Y/Y in the U.S., 66% in Japan, and 400%+ (off a low base) in India, even as they fell elsewhere. $106B of Apple's cash is offshore. $4B spent to repurchase 9M shares in FQ3, but more shares retired (hence the $16B repurchase figure). Share count lowered by 22M Q/Q. Greater China iPhone sell-through -4% Y/Y; Mainland China +5%, Hong Kong -20%. DRAM pricing is pressuring margins; NAND flash prices are stable, and LCD prices have fallen. App Store revenue was $2.4B. Shares +3.5% AH. (more on Apple) (live blogs: I, II[View news story]
    But that figure still implies share loss, given industry growth.

    I love this comment, because the link it links to says that the tablet industry will grow for 2013.

    GEE was 2013 already over?
    Jul 23 09:01 PM | Likes Like |Link to Comment
  • More on Microsoft: $900M ($0.07/share) charge taken on Surface RT inventories. FQ4 Windows division revenue -6% Y/Y adjusted for Win. 8 pre-sales, +6% otherwise (flat and +23% in FQ3). Division OEM revenue -15% adjusted, +1% otherwise. Office division revenue (affected by subscription shift) +2% adjusted for pre-sales, +14% otherwise (+5% and +8% prior). Server & Tools +9% (+11% prior). Online Services +9%, op. loss of $372M (up from FQ3's $262M). Entertainment & Devices (Xbox, Skype, etc.) +8% (+33% prior). Office 365 now on $1.5B+ run rate (up from $1B+ in April). Opex (exc. charges) +9% Y/Y. Unearned revenue balance +12% Y/Y to $22.4B. MSFT -5% AH. (PR[View news story]
    the thing is 900 million is hardly anything in the long run. I hope MSFT realizes that their money should be on the surface PRO
    Jul 18 05:13 PM | 1 Like Like |Link to Comment
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