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Zhang Fei

Zhang Fei
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  • Zhang Fei
    Apple Inc. $AAPL Admits It Needs Smartphone Subsidies -- AT&T Says Subscribers Don't Want Them http://bit.ly/1iaDVY5
    Jan 29, 10:13 AM
    Reply (7)
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    • madbcolumbus: short it then..
      Jan 29, 10:27 AM
    • samuel_liu: http://yhoo.it/1a1uidP New Smartphone Offerings So Affordable, You May Be Able to Kiss Your Contract Goodbye Brian Heater
      Jan 29, 10:44 AM
      • Zhang Fei
        $MSFT,$NOK Microsoft finally figures out that it needs to subsidize its HW allies to make WP8 a contender. http://bloom.bg/1fP3SOQ
        10/4/13
        Reply (21)
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        • DumpsterDiver: As described, this whole concept is simply too goofy for words. Feels like some crucial detail must be missing from the leak.
          10/5/13
        • DumpsterDiver: Asking them to repurpose X% of a production run to be WP phones (with modified HW buttons to match) kinda makes sense. Dual-boot makes none.
          10/5/13
          • Zhang Fei
            $AAPL Think AAPL's share price is low? Imagine what it would have been like without its $16b buyback in the April to June quarter.
            9/12/13
            Reply (19)
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            • Zhang Fei: competition never rests, and has caught up. Unless AAPL has another Ipod variant up its sleeve that catches fire, the next few years will be
              9/13/13
            • Zhang Fei: a long dreary march towards profits that are a pale shadow of 2012's results.
              9/13/13
              • Zhang Fei
                $NOK,$MSFT As part of its "rationale for the deal," Microsoft disclosed that, under its current Nokia deal, it gets less than $10
                9/6/13
                Reply (19)
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                • DumpsterDiver: I do see your point about taking a loss now for more profits later, but MS has a better chance of making those profits via AAPL's model IMO.
                  9/6/13
                • DumpsterDiver: Making viable money on advertising requires a much larger market share than getting paid on a per-phone basis. And GOOG kinda owns ubiquity.
                  9/6/13
                  • Zhang Fei
                    $NOK It occurs to me that Elop's move back to $MSFT might have been involuntary on his part. This may be the board's way of firing Elop
                    9/5/13
                    Reply (6)
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                    • Zhang Fei: odds are probably very high that he'll become CEO, and it will become abundantly clear that Nokia's problems with the WP platform were all
                      9/6/13
                    • Zhang Fei: balance-sheet related.
                      9/6/13
                      • Zhang Fei
                        $MSFT,$NOK Ultimately, the transition is key. MSFT presumably has dollars invested in making the purchase a success, which should mean big
                        9/5/13
                        Reply (3)
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                        • Zhang Fei: If the cash for these efforts doesn't show up almost immediately, then Ballmer really should have retired years ago.
                          9/5/13
                        • Tasos Galanopoulos: Agreed, Given the negative impact of 'Goodbye Nokia Mobiles' everywhere, they'll need MS to support momentum.
                          9/5/13
                          • Zhang Fei
                            $NOK 1020's selling for $199 on contract at Amazon. This is the acid test. After all the hype, can it go to #1 at this price?
                            9/4/13
                            Reply (4)
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                            • Zhang Fei: Better than #1. It's #3 overall, including Verizon phones. I've never seen any Lumia phone ranked that high. $199 was the magic number.
                              9/4/13
                            • Zhang Fei: I'm checking every so often to see if it hits #1. The 1020 could be the massive hit that NOK has been lacking since Lumias were introduced.
                              9/4/13
                              • Zhang Fei
                                $NOK For way too long, I've held my tongue about Elop's incompetence. At least I used to think it was incompetence. Now it appears, the gu
                                9/3/13
                                Reply (9)
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                                • Zhang Fei: optimistic about MSFT.
                                  9/3/13
                                • colorado.: earn not get your engineering credentials* too easy to get not too easy to earn*
                                  9/3/13
                                  • Zhang Fei
                                    $NOK $MSFT This acquisition is a major mistake for MSFT that compounds its earlier mistake of not charging a token amount for the WP OS and
                                    9/3/13
                                    Reply (8)
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                                    • Zhang Fei: body ever since he became CEO. As a long-suffering MSFT shareholder, I think it's long past time he handed the reins over to someone who can
                                      9/3/13
                                    • Zhang Fei: actually do more than put out consultant-speak.
                                      9/3/13
                                      • Zhang Fei
                                        $NOK The question here is whether there's a non-compete clause. How long does NOK have to wait before it can come out with an Android phone?
                                        9/3/13
                                        Reply (7)
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                                        • Zhang Fei: late.
                                          9/3/13
                                        • jamesingram32: 2015, but they could/should be looking at meego etc no? rather than android
                                          9/3/13
                                          • Zhang Fei
                                            $NOK, I have to hand it to Herr Hopf and others who postulated the same thing. Elop appears to have been on sabbatical from MSFT all along.
                                            9/3/13
                                            Reply
                                              • Zhang Fei
                                                $NOK Blast from the past - Lumia 900 hits Amazon AT&T's #5 spot. No contract price is $149. http://amzn.to/HLcAr3
                                                8/10/13
                                                Reply (3)
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                                                • colorado.: ...running on virtual carriers that use only talk/text monthly plans but afford full internet access when within WiFi reception. Nobody...
                                                  8/11/13
                                                • colorado.: ...is better prepared than NOK/MSFT imo.
                                                  8/11/13
                                                  • Zhang Fei
                                                    $NOK All three 1020's stroll into the top 10 AT&T contract smartphones sold at Amazon (after a price cut to $249). For the US, this is
                                                    8/7/13
                                                    Reply (6)
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                                                    • alphaRAJU: Thanks Zhang. Long Nokia. Love my new yellow 920. Had a cyan 900. Next will be 1020 for Christmas.
                                                      8/7/13
                                                    • Leont68: I love my yellow lumia 1020, great camera, better battery life than my 920 last easily for 24 hours a charge.
                                                      8/8/13
                                                      • Zhang Fei
                                                        $NOK,$SIEGY - It's now clear why Peter Loescher sold the JV to NOK for a song - he was in "do something, anything" mode to avoid the axe. Too
                                                        7/31/13
                                                        Reply (2)
                                                        • Zhang Fei: little, too late, apparently. He is now Siemen's former bigiwig: http://on.mktw.net/17i1lmc
                                                          7/31/13
                                                        • nic777: I hope it wont have an impact on the closing of the deal.
                                                          7/31/13
                                                          • Zhang Fei
                                                            I think the key for $NOK is unit volumes. With about 25m WP8 phones out there, I'd say there's enough critical mass to make porting apps
                                                            7/18/13
                                                            Reply (7)
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                                                            • Eld: I agree on smart-, but volume is low there. On feature phones, ASP is the critical thing, soon NOK'll be losing money by selling 50m phones!
                                                              7/18/13
                                                            • Derek A. Barrett: Zhang Fei I like your name, long Liu Bei. Should be an exciting morning. Do your worst HFT hit team, I need the volatility.
                                                              7/18/13
                                                              • Zhang Fei
                                                                It's a relief to see $NOK come out with a totally new product *before* the Christmas season rolls around.
                                                                7/12/13
                                                                Reply (23)
                                                              • View all 23 replies
                                                                • C. Guivi: @Eld ohh, you collecting the tweets of Elop? :-)
                                                                  7/14/13
                                                                • Eld: lol nope but that one deserved it!!! Announcing L510 in Jan 2013 whereas it was launched months ago is pretty fun mistake for a CEO :P
                                                                  7/14/13
                                                                  • Zhang Fei
                                                                    $NOK, Lumia 521 on sale at Fry's for $119. http://bit.ly/16F0vl5
                                                                    6/28/13
                                                                    Reply (9)
                                                                  • View all 9 replies
                                                                    • MWB1: @SB its expensive here. The cheapest is with vodaphone 111 Euro but still locked in Germany.
                                                                      6/28/13
                                                                    • Andreas Hopf: $119 is €91 and then there's the shipping and import tax to boot...
                                                                      6/28/13
                                                                      • Zhang Fei
                                                                        $AAPL Something that AAPL investors need to think about as smartphones start to mature: "past returns are not indicative of future results"
                                                                        4/26/13
                                                                        Reply (37)
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                                                                        • smokeyRose: Huawai Didn't Give up The Feds wouldn't let them open shop because they are Spies for the chinese via their (ours) Phones. of course all
                                                                          4/29/13
                                                                        • smokeyRose: That could Change being The Amount of Debt China Holds over our Heads
                                                                          4/29/13
                                                                          • Zhang Fei
                                                                            $AAPL (From seppo in the NOK forum) Qualcomm Cheap Phone Warning Ominous For Apple, BlackBerry, Nokia http://onforb.es/XZvwhF
                                                                            4/25/13
                                                                            Reply (3)
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                                                                            • Zhang Fei: Are there any VPN's that still work for China?
                                                                              4/25/13
                                                                            • Sam Liu: There are, but I have no clue and don't use such VPNs
                                                                              4/25/13
                                                                              • Zhang Fei
                                                                                $AAPL Interesting CNN article about the rumor that Samsung is paying people to badmouth Apple on the internet http://bit.ly/YV0LHV
                                                                                4/25/13
                                                                                Reply (8)
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                                                                                • pocohonta: Article said Samsung admitted hiring agents to badmouth its competitors in Taiwan. Won't surprise me if they also badmouth Apple here in USA
                                                                                  4/26/13
                                                                                • smokeyRose: This is Just Salesforce 101....Been going on for Years. what I Don't understand is How They can Steal Apples Patents and get away with it!
                                                                                  4/29/13