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  • During its FQ1 earnings call (webcast), Dell admits its 10% Y/Y drop in notebook sales had much to do with tablet cannibalization (more with consumers, but also among businesses). Dell also claims price competition (especially in emerging markets) hurt PC sales, and an inefficient sales structure affected enterprise sales. Also, it adds April was particularly weak, and some enterprises are delaying IT purchases. DELL -12% AH. HPQ -2.5%. INTC -1.1%. (presentation - PDF).  [View news story]
    Enterprises are delaying IT purchases. Why? WWDC. Mac hardware.
    May 22, 2012. 06:59 PM | Likes Like |Link to Comment
  • Amazon: Let's Play Diversion [View article]
    Apple proudly announced 35 million iPhones sold last quarter.

    Samsung, the chicken(*&^s that they are, didn't announce any number.

    All analysts have to go on are estimates. IDC estimates Samsung sold 44 million smartphones. iSuppli estimates Samsung sold 32 million smartphones. Samsung will never say who's right.

    More info on the discrepancies:

    "There's even a debate about what Samsung's few guideposts really mean. Jan Dawson, an analyst at Ovum, says the analyst community is split over the interpretation of Samsung's reported "300 percent" increase in smartphone sales in the third quarter of 2011, over the third quarter of 2010. A 300 percent increase means a quadrupling, but did Samsung really mean that? Or did sales triple, and they made the common mistake of calling that a "300 percent increase?"

    The two schools of thought account for some of the widely diverging estimates, Dawson believes. Analysts and reporters haven't been able to get Samsung to clarify the issue."
    Apr 30, 2012. 04:26 AM | Likes Like |Link to Comment
  • Reconsidering The Apple Dividend From An Everyday Investor's Perspective [View article]
    Is this post for real?
    Mar 21, 2012. 06:14 PM | 1 Like Like |Link to Comment
  • Amazon (AMZN +0.4%) discloses that it received a $269M tax bill from the state of Arizona for unpaid online taxes over a 5-year period for transactions from four distribution centers it operates in the state. Last year, Amazon reacted to a $269M tax bill from Texas by closing down its Dallas warehouse.  [View news story]
    Wow, tax evasion never looks good for any corporation. It is time for Amazon's tax advantage over mom and pop shops to come to an end. $269M works out to much of their profits from 2011.
    Feb 2, 2012. 03:55 PM | 1 Like Like |Link to Comment
  • Amazon: For Now, I Wouldn't Touch It [View article]
    The elephant in the room for AMZN is a national sales tax, which Amazon supports. One of their best advantages over B&M stores is a lack of a sales tax to most of their customers, which works out to essentially a 5-10% discount right off the bat. When that advantage is gone, what happens to their margins?
    Feb 1, 2012. 03:45 PM | Likes Like |Link to Comment