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  • Will Chinese Consumers Save Apple? [View article]
    quote " the iPhone 6 - unlike the current iPhone 5 - will be compatible with all 4G networks worldwide " - interesting point. So are hardware limitations the reason why there's no current contract with ChinaMobile for an iphone?
    Mar 5, 2013. 09:21 AM | Likes Like |Link to Comment
  • Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
    Promoting the idea that Apple could unbundle iOS from their hardware is a bit late as Android is already free. How much longer is Android going to remain dominant when Samsung discard the Google-owned android ecosystem in favour of their own (Tizen)? (Possibly with its own app store which Samsungs android handsets already have.) There's also fragmentation of versions - many Android handsets are being sold with the already-obsolete 2.3 version and people who compare market share could be more helpful by specifying like-for-like comparisons with Apple handset sales (2 cameras for video-calling perhaps) as Samsung sell bottom-of-the range handsets (512MB flash memory in galaxy ace models?)
    Mar 4, 2013. 08:15 PM | Likes Like |Link to Comment
  • What Will Fix Apple's Declining Shares? Patience, Time, And Faith In Management [View article]
    Facebooks shares have also been going down lately although they're the most widely used social networking site, what does that say about the markets ability to accurately price shares?
    Mar 4, 2013. 11:07 AM | Likes Like |Link to Comment
  • Google Stole Apple's Mojo [View article]
    Googles nemesis is more likely to be Samsung rather than Apple. Samsung are pushing Tizen as it'd be an ideal entry point for them to build their own smartphone ecosystem and app store. The Android software is open source so nothing to stop them using it in the Tizen handsets and being able to run all of the existing Android applications.
    Mar 3, 2013. 08:17 PM | 1 Like Like |Link to Comment
  • Billionaire Halvorsen Dumped Apple In Favor Of This Tech Company [View article]
    Qualcom aren't the only company making smartphone processors, Broadcom make "system on a chip" like the BCM21553 and the handset manufacturers can easily change from one to the other.
    Mar 2, 2013. 05:08 PM | Likes Like |Link to Comment
  • Google: Investing In Its Long-Term Mobile Strategy [View article]
    Googles reliance on advertising isn't guaranteed to drive profits. Apparently they're scanning emails and search results, extracting keywords in order to make a guess at what adverts a user is likely to be interested in, and click on. I think Samsung are likely to promote Tizen a lot, it gives them the opportunity to be the key rival to Google in the budget handset market (with key components from Broadcom and Qualcom they won't need Intel). The handsets are still going to be sold as Samsung so the sales statistics may not change. Users aren't tied to Googles web services, adverts or app / music store so Samsung can profit from these additional revenue streams.
    Mar 2, 2013. 04:13 PM | Likes Like |Link to Comment
  • With international smartphone buyers clamoring for large displays and cheap Android phones spreading like wildfire in fast-growing emerging markets, "Apple’s (AAPL) competitors are finally doing a better job of making the kinds of phones that customers want," writes The New Yorker's James Surowiecki, summing up the biggest fear on investors' minds. But Apple has shown a knack for innovating its way out of tough spots, and can do so again. "Failing to build a phablet or a cheap phone may well have been mistakes, but they’re fixable mistakes." [View news story]
    @gensearch2 thanks for sales statistics re Samsung and Apple handsets.
    Mar 2, 2013. 02:56 PM | Likes Like |Link to Comment
  • Time Investment Means More To Your Portfolio's Performance Than Capital Investment [View article]
    100 stocks... the dealing fees setting up and maintaining a portfolio of that size are going to be significant, as is your time choosing which to buy (or fees for "buy these penny stocks" newsletter subscriptions). A maximum of 10 - 20 index tracker ETFs chosen for different criteria (market sector, region, large / mid / small cap) with stop loss orders seems like a better choice. There are some ETFs which use a market-cap weighted process to select their stocks while others (Powershares NYSE:PRF, isin US73935X5831 for example) use company performance as one of the metrics. Letting the companies which compile each index do the work of picking stocks allows me to identify the most profitable sectors.
    Mar 1, 2013. 05:02 PM | Likes Like |Link to Comment
  • The Dumbest Portfolio For The Smartest People [View article]
    Interesting point about CNBC (or any other TV show aimed at the general population). By the time they've broadcast the show the investors who have done their research may already have invested in the stocks or market sector CNBC are talking about.
    Feb 28, 2013. 10:49 AM | 1 Like Like |Link to Comment
  • Google's Latest Gadget Will Forever Change Our Lives And Send Its Profits To The Sky [View article]
    I thought talking on your cellphone was illegal when driving, think of all the accidents and subsequent excuses told to law enforcement personnel "I was looking at Google maps and didn't see the traffic signals were red".
    Feb 26, 2013. 07:10 PM | Likes Like |Link to Comment
  • Why Apple Will Continue To Climb [View article]
    Your market share comparison between Samsung 29% and Apple 21% is meaningless!! Compare the iphone4 specifications with the samsung galaxy ace and galaxy y phones. You need to buy an 8GB memory card for the galaxy phones before you can even begin to compare the rest of the phones features. If Apple hadn't discontinued the iphone3gs their market share would definitely be higher as they'd be competing like-for-like with the entry-level android phones - perhaps the market analysts assume they're as good as Apples current models.
    Feb 26, 2013. 02:31 PM | Likes Like |Link to Comment
  • "High above the Alps my Gnome is hearing a rumor that Apple will announce a stock split at tomorrow's shareholder meeting," tweets Doug Kass. The rumor has led Apple (AAPL +1%) shares to spike higher. Update (2:24 PM): Kass is using the post-rumor spike to sell part of his trading position in Apple. [View news story]
    If they did a stock split it won't involve the possible waste of money from a ( temporary ? ) boost in the price of shares following a buyback. When the bears lose interest in Apple and go after Google I'm thinking it's time to buy Apple.
    Feb 26, 2013. 02:18 PM | 1 Like Like |Link to Comment
  • Intel Making Apple's ARM Chips Will Leave Samsung Behind [View article]
    It makes sense for Intel and Apple to work together. Intel use the spare capacity in their production lines and Apple reduce their reliance on Samsung. Intel isn't in the smartphone market so Apples design enhancements to the ARM chips aren't likely to be of interest to other parts of Intel.

    "Intel is at a crossroads: either they can continue to milk their x86 near monopoly" their position in the x86 market relies on AMD not being able to out-perform them on price or performance.
    Feb 23, 2013. 01:24 PM | Likes Like |Link to Comment
  • Apple (AAPL) has withdrawn proposal #2, preferred stock shareholder voting requirement and all, in response to the injunction placed earlier today at Greenlight Capital/David Einhorn's request. Apple: "We are disappointed with the court’s ruling. Proposal #2 is part of our efforts to further enhance corporate governance and serve our shareholders’ best interests." Greenlight on the injunction: "This is a significant win for all Apple shareholders and for good corporate governance." (court ruling[View news story]
    How would Greenlight Capital benefit from the preferred shares? I see a possible conflict of interest here, seeking to boost the price of the shares and value of fund units when you're the manager of the fund. An "activist shareholder" on the other hand would only be seeking to increase the share value. Once the price of common and preferred stock both get pushed down to what the market considers an appropriate value are shareholders going to be any better off? A 4% dividend without a share split looks like a much better option.
    Feb 23, 2013. 09:58 AM | 1 Like Like |Link to Comment
  • A Dangerous Sign For Google's Stock [View article]
    Google keep getting distracted from what they could be doing - the self-driving car and google glass are nice technology demonstrations but can they apply that talent to the areas of the business that can sustain the company in the longer term? Google smartphones made by Motorola and ensuring google wallet has a place in the cashless payments industry for example. I'd rate their attempt at social networking google+ way behind Facebook and Twitter.
    Feb 22, 2013. 07:08 PM | Likes Like |Link to Comment