xwallster's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/13790/comments http://seekingalpha.com/article/906471/comments?source=feed#comment-10197021 10197021 Fri, 05 Oct 2012 08:54:00 -0400 http://seekingalpha.com/article/849981/comments?source=feed#comment-9143791 9143791 Thu, 06 Sep 2012 10:38:44 -0400 http://seekingalpha.com/article/820261/comments?source=feed#comment-8622401 8622401 Tue, 21 Aug 2012 14:24:48 -0400 http://seekingalpha.com/article/604401/comments?source=feed#comment-5642851 5642851 Mon, 21 May 2012 07:08:35 -0400 http://seekingalpha.com/article/530811/comments?source=feed#comment-4814591 4814591 Thu, 26 Apr 2012 10:50:32 -0400 http://seekingalpha.com/article/428001/comments?source=feed#comment-3406581 3406581
There is still a place in the world for non-Internet, ad-supported radio (aka "radio"). But the big companies will have to crash and burn before this place can be found.

Pandora might prosper in the mid-term. Your mileage may vary.

Further radio comments at http://bit.ly/z4Qc5t]]> Mon, 12 Mar 2012 14:36:16 -0400
There is still a place in the world for non-Internet, ad-supported radio (aka "radio"). But the big companies will have to crash and burn before this place can be found.

Pandora might prosper in the mid-term. Your mileage may vary.

Further radio comments at http://bit.ly/z4Qc5t]]> http://seekingalpha.com/article/102194/comments?source=feed#comment-293664 293664
If you REALLY want iPhone sales to explode, get multiple carriers in a market to offer it and have them drop the cost of their service.

When IP-based wireless networks prevail (WiMAX is the tip of the iceberg), all proprietary cell networks will lose their value and service pricing will drop. Meanwhile, the carriers will milk customers for all they can - look at SMS pricing for a great example...

This will take at least ten years, but it is inevitable. Apple wins in this scenario, and the carriers lose.]]> Wed, 29 Oct 2008 14:22:23 -0400
If you REALLY want iPhone sales to explode, get multiple carriers in a market to offer it and have them drop the cost of their service.

When IP-based wireless networks prevail (WiMAX is the tip of the iceberg), all proprietary cell networks will lose their value and service pricing will drop. Meanwhile, the carriers will milk customers for all they can - look at SMS pricing for a great example...

This will take at least ten years, but it is inevitable. Apple wins in this scenario, and the carriers lose.]]> http://seekingalpha.com/article/16927/comments?source=feed#comment-65163 65163 Worldwide PC market growth is slowing (although there are still underpenetrated hot spots,
they will likely be served by very low cost devices, which doesn't do much for Dell), and
the rate of component price decreases is also slowing.

How do you grow in this environment? Expand into other markets (printers, TVs, enterprise
storage, etc) and/or add services. Both are likelyto increase the company's cost structure,
putting more pressure on margins.

For many years, the "Dell model" was unassailable because the market was booming.
Those days are over. There's a reason IBM got rid of its PC business...]]> Wed, 20 Sep 2006 17:35:23 -0400 Worldwide PC market growth is slowing (although there are still underpenetrated hot spots,
they will likely be served by very low cost devices, which doesn't do much for Dell), and
the rate of component price decreases is also slowing.

How do you grow in this environment? Expand into other markets (printers, TVs, enterprise
storage, etc) and/or add services. Both are likelyto increase the company's cost structure,
putting more pressure on margins.

For many years, the "Dell model" was unassailable because the market was booming.
Those days are over. There's a reason IBM got rid of its PC business...]]> http://seekingalpha.com/article/17098/comments?source=feed#comment-64752 64752 company is trying to address. Zander has done a pretty good job of focusing the company and
rebuilding its brand image in handsets, which are a part, but not all, of its business.

When Apple introduces its phone, Motorola will have some competition at a relatively high
price point, but, Apple still has to disclose its carrier strategy. Remember, the best handset in
the world will flop unless the carriers support it. Don't see a whole lot of risk to most of Motorola's
business at medium to lower price points, at least from Apple.

Lastly, a comment like "penny stock within 12 months, no question", without any supporting
quantitive analysis, would have never made it past editorial when I was on the Street. Either
back up your statement by showing how MOT's P/E would suffer asteriod-hitting-the-E...
damage, or think twice before spouting.]]> Tue, 19 Sep 2006 09:27:56 -0400 company is trying to address. Zander has done a pretty good job of focusing the company and
rebuilding its brand image in handsets, which are a part, but not all, of its business.

When Apple introduces its phone, Motorola will have some competition at a relatively high
price point, but, Apple still has to disclose its carrier strategy. Remember, the best handset in
the world will flop unless the carriers support it. Don't see a whole lot of risk to most of Motorola's
business at medium to lower price points, at least from Apple.

Lastly, a comment like "penny stock within 12 months, no question", without any supporting
quantitive analysis, would have never made it past editorial when I was on the Street. Either
back up your statement by showing how MOT's P/E would suffer asteriod-hitting-the-E...
damage, or think twice before spouting.]]>