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  • Evidence is growing an iPhone 5S (AAPL +0.4%) will arrive around mid-year. Mizuho says checks indicate an iPhone refresh in June or July, and that March quarter iPhone shipments will fall to the 35M-40M range (in-line with consensus). Wedge Partners: "We understand Foxconn is currently prepping production lines for ... iPhone 5S production, which we believe is scheduled to begin in the April timeframe." The firm thinks the 5S will be unveiled at the WWDC conference (typically in June), with sales likely starting in July. MacOtakara recently reported Foxconn has begun 5S production. [View news story]
    Samsung seem to be putting everything they can into phones, perhaps because they can do so and a desire to flood the market top to bottom with different models. Apple seem to be putting more thought into the designs (metal cases?) but at what cost in business terms (market share)? Apple need to hire the PR company Samsung use!!! Even if Samsung put NFC chips in their phones I doubt there's much need for them in the current lifecycle of their phones (lack of software) and the card issuers (Mastercard and Visa) are likely to start sending out debit cards with NFC chips soon.
    Mar 8, 2013. 09:54 PM | Likes Like |Link to Comment
  • It's Time For Apple To Buy BlackBerry [View article]
    Interesting idea, keep the semiconductor plants to make CPUs and memory, close down the rest of the company to take android off the market? :)
    Mar 7, 2013. 06:54 PM | Likes Like |Link to Comment
  • Samsung, Google Or Apple? [View article]
    quote " If Google refuses [more ad revenue], Samsung could go it alone with Tizen 2.0, " I think Samsung are already well advanced with tizen, are Samsung just trying to see what they can get from Google before abandoning them?
    Mar 7, 2013. 06:18 PM | Likes Like |Link to Comment
  • Google To Part Ways With Samsung? [View article]
    The tizen OS might be for real this time, otherwise why get involved with mobile networks? ( With Vodafone, Sprint and Orange on board I think it's too late to walk away. Unlike previous attempts at alternative OS's like bada there's linux and android to provide the underlying software for a handset - all the hard work's been done by other people and a software upgrade can convert unsold android handsets to tizen. I'm sure Amazon would really want to be the apps and music store partner for Samsung.
    Mar 7, 2013. 06:07 PM | Likes Like |Link to Comment
  • Apple Has No Choice But To Make A Larger iPhone [View article]
    The 8 core processor and 2GB RAM far exceed my desktop PC. 1.8GHz clock speed would be a good marketing spin, to get even half-decent battery life you'd need to cut that down which would also avoid heat dissipation problems. A 2.1-megapixel user facing camera is completely pointless when Skype for android is useless even for voice calls. Perhaps Samsung could offer to fix the Skype app while they're aiming a smartphone at the mini-tablet end of the market. A case of "lets flood the market and hope everyone buys something suitable" ?
    Mar 7, 2013. 10:27 AM | 1 Like Like |Link to Comment
  • Google Still Offers Reasonable Value But Only For Long-Term Investors [View article]
    quote " huge successes such as ... , Android " I don't know how much money Google are making from the android software itself. It's given away free and while there might be some revenue from the adverts it's seems more about marketing. However Samsung look like putting their efforts towards the tizen platform, being able to copy the android source code and use it to build their own handset. There's the opportunity to run existing android apps sold from the Amazon website with possibly more profit than they'd get by remaining with Google.
    Mar 6, 2013. 11:07 PM | Likes Like |Link to Comment
  • Apple Has The Cash To Drive Its Shares Back To $700 [View article]
    quote " As a result of being so guarded about its future " - of course, with android handset makers being quick to adapt to whatever innovations other companies spend lots of R&D money on. News about the iwatch makes me wonder if it's coming sooner rather than later?
    Mar 6, 2013. 10:47 PM | Likes Like |Link to Comment
  • Disney Showcases Apple's iWatch Potential [View article]
    An interesting point about the magicband - Transport for London have recently upgraded their electronic bus fare payment system (oystercard, see to work with the NFC chips in credit and debit cards. Using an NFC chip in something as widely used as a watch linked to an itunes or debit card account could have a lot of potential.
    Mar 6, 2013. 05:15 PM | Likes Like |Link to Comment
  • Google Needs The Swagger Of A Boss [View article]
    Could I summarise this article as "fragmentation of android versions is Googles biggest headache" ? Android version 2.3 is obsolete but still sold on new phones sold as entry-level products, perhaps because it's a lightweight OS that doesn't need the computing power of a desktop PC. Perhaps Google does need to be scared of Samsung if tizen is able to substitute for entry-level android handsets. I'm also wondering about gmails dominance - how much of that is due to the need for a gmail account with every android handset, whether or not email is sent?
    Mar 6, 2013. 05:08 PM | Likes Like |Link to Comment
  • Apple's Secret Weapon Will Yield All-Time Highs [View article]
    Samsung may try and copy the iwatch, but they may use black plastic coated with silver paint which will look awful with the wear and tear. Don't Apple have a licence for a product called "liquidmetal", something that could still look like new after a years use?
    Mar 6, 2013. 04:28 PM | Likes Like |Link to Comment
  • Google Is Bargain Priced [View article]
    quote "Google's currently giving Samsung a paltry 10% ad share". Your article seems pretty optimistic about Google. Samsung are pushing a smartphone OS called Tizen and they've already got their own app store which seems to give them leverage. It appears that Samsung are trying to get more ad share from Google, possibly with the scenario of replacing their android handsets with tizen-based products. Googles nightmare scenario could be where Samsung partner with Amazons app store on tizen handsets. Due to the android software licence Samsung are free to copy the source code - being able to run android apps on a tizen handset downloaded from the amazon website could allow them to walk away from Google. It'd be very easy to replace the android OS on unsold handsets with tizen, it's effectively just a software update.
    Mar 6, 2013. 03:13 PM | Likes Like |Link to Comment
  • Apparent Lack Of Negative Sentiment On Apple Makes It Hard To Call A Bottom [View article]
    What's likely to happen to Apples share price when there's a report about the iwatch from the mainstream financial media (Bloomberg / CNBC / Yahoo / New York Times) rather than the writers who devote their coverage to future technology products (iphone-specific websites)?
    Mar 6, 2013. 02:16 PM | Likes Like |Link to Comment
  • Apple Could Learn A Thing Or Two From Qualcomm [View article]
    Are Broadcom a serious competitor to Qualcom, both companies make smartphone chips? Aren't the handset manufacturers the ones with some influence here, being able to choose one or the other as they rush to bring out different models?
    Mar 5, 2013. 04:25 PM | Likes Like |Link to Comment
  • Apple: Already (Essentially) A Private Company [View article]
    quote "Apple employs its IR and PR professionals to disseminate as little information about its future plans" - obvious for a technology company in a fast moving industry where competitors are eager to see what everyone else is developing (and possibly "copy" ?). Numerous patent lawsuits illustrate this. Sealing the phone so the battery cannot be changed by the end user may be part of Apples' revenue strategy and also a way of ensuring that the phones aren't damaged. There's a website which illustrates the procedure and sells parts so it's not a completely closed system - are other manufacturers sealing their handsets?
    Mar 5, 2013. 04:11 PM | Likes Like |Link to Comment
  • Apple Is Still Cool [View article]
    Apple's gadgets work properly, simple as that. Skype - much better than the android version, no memory management issues with being unable to run some apps from the memory card. If I replace my (iphone lookalike?) samsung galaxy ace, it's likely to be an ex-contract iphone4.
    Mar 5, 2013. 11:19 AM | Likes Like |Link to Comment