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  • Apple: In The Smartphone Race, Samsung Has Already Lost [View article]
    wimkesini, the vast majority of Android phones sold every day are cheap forked versions in China and other third world countries that have processors that are several generations old. They have minimal memory, cannot use Google Play apps, and can barely go on the internet. These are not "smart" phones in the truest sense, they're feature phones. This distorts the true picture when trying to describe Android and IOS share. A more intellectually honest way of doing it would be to break the overall smartphone market into segments-low end, mid tier, and high end. Apple owns the high end, that's where the money is. The low end is worthless, the mid tier is not much better. By including the hundreds of millions of low end feature phones in the overall market the Android smart phone % looks better than it really is.
    Jan 29, 2015. 02:20 PM | 1 Like Like |Link to Comment
  • Apple: Winning The Profit Battle, Losing The Smartphone War [View article]
    Matthew, Paulo and some others are hung up on "market share" and cannot see the stupidity of it. The "market" for smartphones is segmented, it's not one big ocean, it's several seas. There's the extreme low end dominated by cheap Android forks that are really not "smart" phone, they're feature phones, they can barely go on the internet. There are hundreds of millions of these phones in China and the developing world. Most of these Android forks can't even use the Google play store. Then there's a mid tier and a high end. Apple dominates the higher end with Samsung and a few other Android vendors having share as well. The market share that counts for Apple is the high end. Just like Rolls Royce does not concern itself with overall automobile market share but does care about its share of the luxury part of the market, Apple doesn't care about overall smart phone market share; it cares only about it's share of the high end of the market. Paulo and some others can't grasp this concept and never will, its like talking to a wall.
    Jan 29, 2015. 10:51 AM | Likes Like |Link to Comment
  • Cellphones: Apple Steals China Smartphone Crown [View article]
    bjnflicks, you've hit the nail on the head. What makes no sense at all is that Apple's P/E is below the average of the S&P 500. How can that happen, that the most profitable company in the world with over $170 billion in the bank is a "below average" company compared to other companies in the S&P 500? Even Microsoft, that company that just bombed it's earnings last quarter, has a higher P/E than Apple. And then of course there's Amazon, that company that can't make any money, it sells at a huge premium to the S&P 500. I guess this makes sense to Wall St. and I'm just not smart enough to figure it out, but it has the appearance of being crazy weird.
    Jan 28, 2015. 05:59 PM | 8 Likes Like |Link to Comment
  • Apple: Winning The Profit Battle, Losing The Smartphone War [View article]
    Paulo, this year's Xiaomi phones selling in China are quality Android devices and are much cheaper than even the iPhone 5, let alone the 6 and 6S. Yet Apple sold more iPhones than Xiamoi or any other manufacturer in China this past quarter. What does that tell you? The fact that you can get a good Android phone for $100 is not going to impact Apple nearly as much as it will impact Samsung and other high end Android vendors. You get essentially the same Android experience on a Samsung phone as on a Xiaomi phone. But to get the IOS experience you need to buy an iPhone. Customers in China and elsewhere have voted with their wallets, they've chosen the iPhone. You really don't understand this industry.
    Jan 28, 2015. 04:39 PM | 2 Likes Like |Link to Comment
  • Apple: Winning The Profit Battle, Losing The Smartphone War [View article]
    Paulo, you understand Amazon well, you don't have a clue regarding Apple. Androids, good Android phones, have been out for years. Samsung makes them, Xiaomi makes them, Apple is beating the crap out of them competition wise and will continue to do so. You don't understand the attractiveness and stickiness of the Apple/IOS/OSX ecosystem. Android owns the extreme low end of the market and always will, Apple owns the high end where the money is. Stick to your excellent Amazon analysis, don't attempt to analyze smartphones or Apple as it is clear you don't understand the dynamics.
    Jan 28, 2015. 10:20 AM | 34 Likes Like |Link to Comment
  • Apple Earnings Preview: Positive Read-Through From Hon Hai; Focusing On App Growth [View article]
    Tizen, a threat to IOS? You're kidding right. And about the commoditization argument, cheap Android and Windows phones have been out there for years. You can get free Android and Windows phones with a 2 year contract and very inexpensive ones without a contract. That hasn't hurt Apple and won't hurt Apple, it has hurt Samsung and other higher end Android and Windows phone vendors. If you want the IOS experience you have to buy an iPhone, if you want the Android experience you don't have to buy a Samsung S5, you can buy a cheap knockoff from Xiaomi or another vendor and get the same experience. The iPhone is unquestionably the aspirational product in China, India, and most of the developing world. I don't see that changing any time soon, certainly not from the likes of Xiaomi. Commoditization is a factor in the Android and Windows market, it has minimal impact on Apple.
    Jan 25, 2015. 01:25 PM | 24 Likes Like |Link to Comment
  • Why We Need A Little Amazon Right This Very Minute [View article]
    "But pay closest attention to the revenue figure, which is expected to be about $86 billion for the year, or $27 billion for the fourth quarter. If that figure is significantly light, it's not just bad news for Amazon, but for the general economy. "

    Dana, according to Yahoo Finance the average analyst estimate (37 analysts) for revenue this quarter is $29.73 billion, with a low estimate of 28.83 billion and a high estimate of 30.34 billion. Your $27 billion estimate is lower than the lowest analyst estimate by over $1.8 billion. What gives?
    Jan 20, 2015. 05:37 PM | 4 Likes Like |Link to Comment
  • Here We Go Again: No, Apple Will Not Replace Intel [View article]
    all on board, because its become a play toy for traders. Apple will have it's best holiday quarter ever, and the quarter will be one of the 5 best in the history of Wall St. Next quarter will also be Apple's best 2nd quarter ever and one of the 10 best in Wall St. history. This is not exactly the kind of forward news that drives stocks down, especially when the stock in question pays a decent dividend, has the best balance sheet on Wall St., and sells at a ttm and forward P/E significantly below the average of the S&P 500.
    Jan 16, 2015. 04:57 PM | 2 Likes Like |Link to Comment
  • Apple: Dear iPhone 6, Meet Desay Mirror X5 [View article]
    In China, India, and the rest of the developing world where many of these Apple copy cat phones are coming out, Apple's iPhone is THE aspirational product that people want to own to show others that they are successful. So regarding the high end aspirational market in these countries, Apple owns it. Xiaomi, Desay, and others will sell a lot of phones, but they are competing with other Android manufacturers in the lower end of the market, not so much with Apple and definitely not for the aspirational factor. These companies also lack the breadth and depth of the Apple app store and ecosystem and don't come close to Google's app store either.
    Jan 15, 2015. 12:22 PM | 3 Likes Like |Link to Comment
  • Larger iPhones May Be A Game Changer [View article]
    "With recent news of a new 4" screen, it seems like they're back-tracing on their size choices."

    ThirdQP, there is no news of a new 4" screen. There are rumors of a 4" screen that are in all likelihood total bull. It's amazing how rumors surrounding future Apple products propagate. When Apple announces a 4" screen I'll believe it, until then it stays in the rumor pile with Gene Munster's Apple television (which I also think is total bull).
    Jan 13, 2015. 04:28 PM | 2 Likes Like |Link to Comment
  • Is Amazon Finally Turning The Corner? [View article]
    "After a press release from Amazon touting its record number of sales from its sellers, and with an additional 10 million new people signing up for its Prime service, it gives the appearance the company may be starting to turn things around."

    Not exactly true. An additional 10 million new people TRIED Prime, these were mostly free trials. How many keep Prime at the end of the trial period and pay the $99 annual fee is anyone's guess. Comments to other SA articles indicate that many people use the free trial for their Christmas shopping or other purposes and then dump it.
    Jan 11, 2015. 04:23 PM | 6 Likes Like |Link to Comment
  • Amazon.com Sees Used Diapers In More Ways Than One [View article]
    fayrweather, I think Paulo is negative on Amazon stock, not Amazon the company. Personally, I shop at Amazon.com as well as other internet retailers. My experiences shopping with Amazon have been generally very good. As a consumer I like the company. As an investor I wouldn't touch it with a ten foot pole. The company doesn't have any earnings and doesn't seem to have prospects of having substantial earnings in the foreseeable future; its margins are slim, its costs are high, and it's competition is growing and has deep pockets (Google, Walmart, Microsoft). Yet Amazon stock is priced at a HUGE premium to virtually all of its competitors. Why?
    Jan 9, 2015. 07:09 PM | 3 Likes Like |Link to Comment
  • Amazon Delivery Drones: An Update [View article]
    Detlef, but there are kids, pets, and people where the drones would land. Besides safety issues, there are security issues to deal with. If Amazon is able to fill the air with hundreds or thousands of drones with 5 lb packages how tempting would it be for terrorists or psychopaths to put some drones in the air with 5 lb bombs to kill innocent civilians? Given the world we live in today I don't see delivery drones getting approval in the US and many other western countries. If approval does happen it will be quickly repealed with the first terrorist or criminal incident. Amazon should quit the drone idea now, it has more important things to invest R&D resources.
    Jan 6, 2015. 12:56 PM | 2 Likes Like |Link to Comment
  • Amazon 2015 Outlook: Fire Phone, Take 2 [View article]
    The original Fire Phone failed mostly because of it's lack of compatibility with the Google Play store. The next iteration of the phone will fail for the same reason. Price wasn't the issue, when the price was dropped to $.99 it still didn't sell. Amazon should forget about a phone and focus on more important things. They seem to keep throwing new projects against the wall in the hope that something sticks, wasting hundreds of millions of R&D dollars at a clip. The drones are a good example as well, give me a break.
    Jan 6, 2015. 11:01 AM | 3 Likes Like |Link to Comment
  • Update: Unexpected Bankruptcy Of A Key Supplier Might Have Some Impact On Amazon.com [View article]
    Ian, see the following link from Amazon. Here's an excerpt:

    "City Link is our carrier for premium delivery - express guaranteed by 1pm the following day, Prime Delivery services and delivery of larger, more expensive items. City Link is a signature required delivery method that delivers between 7:30am and 5:30pm for standard delivery, and 7:30am and 1pm for express delivery."

    http://amzn.to/1B2knPY
    Dec 30, 2014. 02:36 PM | 1 Like Like |Link to Comment
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