pirota's Comments pirota's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/1042482/comments Apple (AAPL -0.8%) is ticking lower after Susquehanna's Chris Caso argues recent iPhone-related order cuts (confirmed by his own checks) are due to demand falling short of expectations. "Based on what we believe has been produced since 3Q12, we don’t see any way that AAPL can meet consensus sell-through numbers." On a brighter note, Digitimes claims Apple has ramped its iPad Mini orders after having cut them earlier due to component shortages. CRUS -3.4%. SWKS -2%. (previous: I, II, III, IV) http://seekingalpha.com/currents/post/731041?source=feed#comment-12824941 12824941 Thu, 20 Dec 2012 12:57:46 -0500 Android Is Dead, Part 3: The Numbers http://seekingalpha.com/article/1075001/comments?source=feed#comment-12821041 12821041 Thu, 20 Dec 2012 11:49:41 -0500 Look Out, Apple: Samsung Is Eating Your Smartphone Lunch http://seekingalpha.com/article/1073471/comments?source=feed#comment-12813601 12813601 Thu, 20 Dec 2012 09:49:18 -0500 The U.S. patent office rules an Apple (AAPL) patent used in its pinch-to-zoom implementation shouldn't have been granted, boosting Samsung (SSNLF.PK) in its attempt to overturn a $1.05B U.S. jury verdict against it in its global IP war with Apple. The patent was one of six that Samsung was ruled to have breached in the companies' summer trial and is the second of those six to have been preliminarily struck down. http://seekingalpha.com/currents/post/729691?source=feed#comment-12813511 12813511 Thu, 20 Dec 2012 09:47:04 -0500 Look Out, Apple: Samsung Is Eating Your Smartphone Lunch http://seekingalpha.com/article/1073471/comments?source=feed#comment-12793951 12793951 Wed, 19 Dec 2012 18:18:28 -0500 Look Out, Apple: Samsung Is Eating Your Smartphone Lunch http://seekingalpha.com/article/1073471/comments?source=feed#comment-12793911 12793911 Wed, 19 Dec 2012 18:17:28 -0500 Look Out, Apple: Samsung Is Eating Your Smartphone Lunch http://seekingalpha.com/article/1073471/comments?source=feed#comment-12793881 12793881 Wed, 19 Dec 2012 18:16:31 -0500 Look Out, Apple: Samsung Is Eating Your Smartphone Lunch http://seekingalpha.com/article/1073471/comments?source=feed#comment-12793841 12793841 Wed, 19 Dec 2012 18:15:17 -0500 Look Out, Apple: Samsung Is Eating Your Smartphone Lunch http://seekingalpha.com/article/1073471/comments?source=feed#comment-12793791 12793791 Wed, 19 Dec 2012 18:13:53 -0500 Look Out, Apple: Samsung Is Eating Your Smartphone Lunch http://seekingalpha.com/article/1073471/comments?source=feed#comment-12793721 12793721 Wed, 19 Dec 2012 18:12:52 -0500 Apple's Worst Day In Nearly 4 Years http://seekingalpha.com/article/1047461/comments?source=feed#comment-12294641 12294641 Wed, 05 Dec 2012 17:06:03 -0500 Windows (MSFT) notebook unit sales fell 10% Y/Y on Black Friday, claims NPD, which recently estimated a 24% Y/Y drop for the first month of Windows 8 sales. Windows 8 gear made up 89% of notebook sales and sported an ASP of just $368; touchscreen devices made up only 3% of sales. Mac (AAPL) sales were flat Y/Y while Android (GOOG) tablets saw a 177% increase, though their ASP plunged to $151 from $219 (no doubt thanks to the Kindle Fire/Nexus 7). TV units rose 4%, but revenue fell 6% thanks to falling ASPs. Total consumer electronics sales fell 5.6%. http://seekingalpha.com/currents/post/699101?source=feed#comment-12244711 12244711 Tue, 04 Dec 2012 14:53:05 -0500 Windows (MSFT) notebook unit sales fell 10% Y/Y on Black Friday, claims NPD, which recently estimated a 24% Y/Y drop for the first month of Windows 8 sales. Windows 8 gear made up 89% of notebook sales and sported an ASP of just $368; touchscreen devices made up only 3% of sales. Mac (AAPL) sales were flat Y/Y while Android (GOOG) tablets saw a 177% increase, though their ASP plunged to $151 from $219 (no doubt thanks to the Kindle Fire/Nexus 7). TV units rose 4%, but revenue fell 6% thanks to falling ASPs. Total consumer electronics sales fell 5.6%. http://seekingalpha.com/currents/post/699101?source=feed#comment-12244371 12244371 Tue, 04 Dec 2012 14:47:07 -0500 Windows (MSFT) notebook unit sales fell 10% Y/Y on Black Friday, claims NPD, which recently estimated a 24% Y/Y drop for the first month of Windows 8 sales. Windows 8 gear made up 89% of notebook sales and sported an ASP of just $368; touchscreen devices made up only 3% of sales. Mac (AAPL) sales were flat Y/Y while Android (GOOG) tablets saw a 177% increase, though their ASP plunged to $151 from $219 (no doubt thanks to the Kindle Fire/Nexus 7). TV units rose 4%, but revenue fell 6% thanks to falling ASPs. Total consumer electronics sales fell 5.6%. http://seekingalpha.com/currents/post/699101?source=feed#comment-12243731 12243731 AAPL) sales were flat Y/Y while Android (GOOG) tablets saw a 177% increase" ]]> Tue, 04 Dec 2012 14:37:57 -0500 AAPL) sales were flat Y/Y while Android (GOOG) tablets saw a 177% increase" ]]> Apple Reportedly Swallows A 20% Price Hike For Its Samsung-Supplied Mobile Processors http://seekingalpha.com/article/999781/comments?source=feed#comment-11509241 11509241 Mon, 12 Nov 2012 13:01:28 -0500 Apple's Victory Over Android - What Does It Mean? http://seekingalpha.com/article/999901/comments?source=feed#comment-11508821 11508821 Mon, 12 Nov 2012 12:51:46 -0500 If there was any lingering doubt Samsung's (SSNLF.PK) Galaxy S line has an unrivaled cachet in the Android universe, Strategy Analytics' Q3 data should remove it. The firm estimates 18M S III units were shipped, giving the device a 10.7% share of total smartphone shipments. It also estimates Apple (AAPL), which sold 26.9M iPhones overall, is believed to have shipped 16.2M iPhone 4S units and 6M iPhone 5 units. Samsung's total Q3 smartphone shipments were previously pegged at 56.9M. Key Galaxy S III suppliers: MXIM, SWKS, ADNC, BRCM. http://seekingalpha.com/currents/post/653181?source=feed#comment-11390291 11390291 Thu, 08 Nov 2012 17:09:01 -0500 If there was any lingering doubt Samsung's (SSNLF.PK) Galaxy S line has an unrivaled cachet in the Android universe, Strategy Analytics' Q3 data should remove it. The firm estimates 18M S III units were shipped, giving the device a 10.7% share of total smartphone shipments. It also estimates Apple (AAPL), which sold 26.9M iPhones overall, is believed to have shipped 16.2M iPhone 4S units and 6M iPhone 5 units. Samsung's total Q3 smartphone shipments were previously pegged at 56.9M. Key Galaxy S III suppliers: MXIM, SWKS, ADNC, BRCM. http://seekingalpha.com/currents/post/653181?source=feed#comment-11385511 11385511 Thu, 08 Nov 2012 15:36:50 -0500 If there was any lingering doubt Samsung's (SSNLF.PK) Galaxy S line has an unrivaled cachet in the Android universe, Strategy Analytics' Q3 data should remove it. The firm estimates 18M S III units were shipped, giving the device a 10.7% share of total smartphone shipments. It also estimates Apple (AAPL), which sold 26.9M iPhones overall, is believed to have shipped 16.2M iPhone 4S units and 6M iPhone 5 units. Samsung's total Q3 smartphone shipments were previously pegged at 56.9M. Key Galaxy S III suppliers: MXIM, SWKS, ADNC, BRCM. http://seekingalpha.com/currents/post/653181?source=feed#comment-11383361 11383361 Thu, 08 Nov 2012 14:53:22 -0500 If there was any lingering doubt Samsung's (SSNLF.PK) Galaxy S line has an unrivaled cachet in the Android universe, Strategy Analytics' Q3 data should remove it. The firm estimates 18M S III units were shipped, giving the device a 10.7% share of total smartphone shipments. It also estimates Apple (AAPL), which sold 26.9M iPhones overall, is believed to have shipped 16.2M iPhone 4S units and 6M iPhone 5 units. Samsung's total Q3 smartphone shipments were previously pegged at 56.9M. Key Galaxy S III suppliers: MXIM, SWKS, ADNC, BRCM. http://seekingalpha.com/currents/post/653181?source=feed#comment-11382261 11382261 Thu, 08 Nov 2012 14:35:28 -0500 If there was any lingering doubt Samsung's (SSNLF.PK) Galaxy S line has an unrivaled cachet in the Android universe, Strategy Analytics' Q3 data should remove it. The firm estimates 18M S III units were shipped, giving the device a 10.7% share of total smartphone shipments. It also estimates Apple (AAPL), which sold 26.9M iPhones overall, is believed to have shipped 16.2M iPhone 4S units and 6M iPhone 5 units. Samsung's total Q3 smartphone shipments were previously pegged at 56.9M. Key Galaxy S III suppliers: MXIM, SWKS, ADNC, BRCM. http://seekingalpha.com/currents/post/653181?source=feed#comment-11380051 11380051 Thu, 08 Nov 2012 13:57:12 -0500 Samsung Galaxy SIII Beats iPhone 4S To Be Top-Selling Smartphone Globally In Q3; iPhone 5 To Be Top In Q4: Analyst http://seekingalpha.com/article/990041/comments?source=feed#comment-11367491 11367491 Thu, 08 Nov 2012 09:43:18 -0500 "It's not easy to make the iPhones. We are falling short of meeting the huge demand," says Foxconn (FXCOF.PK) chairman Terry Gou, suggesting iPhone 5 shortages aren't letting up. Another Foxconn exec made similar remarks last month. Analysts have reported Foxconn has enlisted a division that typically makes non-Apple (AAPL -2.8%) products to help address the shortfall. http://seekingalpha.com/currents/post/647831?source=feed#comment-11342851 11342851 Wed, 07 Nov 2012 16:41:42 -0500 "It's not easy to make the iPhones. We are falling short of meeting the huge demand," says Foxconn (FXCOF.PK) chairman Terry Gou, suggesting iPhone 5 shortages aren't letting up. Another Foxconn exec made similar remarks last month. Analysts have reported Foxconn has enlisted a division that typically makes non-Apple (AAPL -2.8%) products to help address the shortfall. http://seekingalpha.com/currents/post/647831?source=feed#comment-11331191 11331191 Wed, 07 Nov 2012 13:07:10 -0500 Apple (AAPL) announces the sale of 3M iPads (total) in the 3 days since the launch of the iPad Mini. "Demand for iPad Mini exceeded the initial supply." Shares +1.3% premarket. (PR) http://seekingalpha.com/currents/post/639081?source=feed#comment-11242711 11242711 Mon, 05 Nov 2012 10:49:03 -0500 Apple (AAPL) announces the sale of 3M iPads (total) in the 3 days since the launch of the iPad Mini. "Demand for iPad Mini exceeded the initial supply." Shares +1.3% premarket. (PR) http://seekingalpha.com/currents/post/639081?source=feed#comment-11242671 11242671 Mon, 05 Nov 2012 10:48:25 -0500 IDC: Android OEMs, iPad Mini Rumors Slowed iPad Sales In Q3 http://seekingalpha.com/article/977891/comments?source=feed#comment-11242591 11242591 Mon, 05 Nov 2012 10:45:43 -0500 IDC: Android OEMs, iPad Mini Rumors Slowed iPad Sales In Q3 http://seekingalpha.com/article/977891/comments?source=feed#comment-11236551 11236551 Mon, 05 Nov 2012 08:21:03 -0500 Hurricane-hardened New Yorkers snapped up the iPad Mini today: Topeka's Brian White reports the flagship 5th Avenue store sold out in an hour. Lines were much smaller elsewhere, though Piper still thinks 1.5M in weekend sales is possible. Meanwhile, Apple (AAPL -3.3%) has been banned from selling the iPhone in Mexico under its current name after a court ruled the name is too similar to iFone, trademarked by a local firm in '03. Like the Chinese iPad dispute with Proview, this will probably end with a payoff. (earlier) Update: The Verge claims reports of a ban are off, though it looks as if the court "ordered Apple to pay substantial fines and perhaps even pull the iPhone from market." http://seekingalpha.com/currents/post/637701?source=feed#comment-11192811 11192811 Sat, 03 Nov 2012 07:44:33 -0400 Apple Is Ripening And So Is Its Stock http://seekingalpha.com/article/974651/comments?source=feed#comment-11178631 11178631 Fri, 02 Nov 2012 16:54:44 -0400