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Ronin.

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  • Microsoft's Windows 8 Is Selling Well: Just Another Reason To Buy [View article]
    Fortunately, Apple's mobile devices are probably difficult to clone for the pirates, especially given the propriety CPUs... I believe that this is one of the reasons Apple goes through all that trouble to design them, the other being performance enhancement. I heard about some attempts at iPhone knock-offs, but that they were neither good, nor convincing.
    Dec 2, 2012. 11:24 PM | 1 Like Like |Link to Comment
  • Initial reports of sellouts for Nokia's (NOK) Windows Phone 8 Lumia hardware are "misleading," thinks Deutsche's Kai Korschelt, since they have much to do with supply issues. "Anecdotal evidence suggests that many stores have only received 5-20 devices/store with wider carrier distribution delayed in some countries," Korschelt writes, while speculating 28nm chip shortages are to blame. He also claims U.K. retail survey and Google search interest data for the Lumia line is underwhelming. (Raymond James[View news story]
    Ballmer in a big red suit, at the head of the reindeer...finally returning to support Nokia after giving them the shaft this summer...
    Nov 30, 2012. 11:09 PM | 1 Like Like |Link to Comment
  • Initial reports of sellouts for Nokia's (NOK) Windows Phone 8 Lumia hardware are "misleading," thinks Deutsche's Kai Korschelt, since they have much to do with supply issues. "Anecdotal evidence suggests that many stores have only received 5-20 devices/store with wider carrier distribution delayed in some countries," Korschelt writes, while speculating 28nm chip shortages are to blame. He also claims U.K. retail survey and Google search interest data for the Lumia line is underwhelming. (Raymond James[View news story]
    Right...just us kidding around...
    Nov 30, 2012. 11:03 PM | Likes Like |Link to Comment
  • Initial reports of sellouts for Nokia's (NOK) Windows Phone 8 Lumia hardware are "misleading," thinks Deutsche's Kai Korschelt, since they have much to do with supply issues. "Anecdotal evidence suggests that many stores have only received 5-20 devices/store with wider carrier distribution delayed in some countries," Korschelt writes, while speculating 28nm chip shortages are to blame. He also claims U.K. retail survey and Google search interest data for the Lumia line is underwhelming. (Raymond James[View news story]
    If they are intentionally creating their own supply shortages, then they deserve even less credit than I have been giving them....brilliant...

    Were there lines overnight waiting for the rarified products?
    Nov 30, 2012. 10:46 PM | Likes Like |Link to Comment
  • Initial reports of sellouts for Nokia's (NOK) Windows Phone 8 Lumia hardware are "misleading," thinks Deutsche's Kai Korschelt, since they have much to do with supply issues. "Anecdotal evidence suggests that many stores have only received 5-20 devices/store with wider carrier distribution delayed in some countries," Korschelt writes, while speculating 28nm chip shortages are to blame. He also claims U.K. retail survey and Google search interest data for the Lumia line is underwhelming. (Raymond James[View news story]
    Qualcomm and its foundry partners supply the chips that provide 3G and 4G connectivity for most mobile devices....not the CPUs.
    Nov 30, 2012. 05:01 PM | Likes Like |Link to Comment
  • Apple's R&D Numbers - Something Good Brewing, Or Something Wrong? [View article]
    I agree that supply is a good place to look for some explanation. A partial explanation may lie in that R&D spending should naturally increase if funds are available, since innovation is particularly important in the fast-moving tech sector. In fact, some have been dissapointed at Apple's low spending as a percentage of revenue or earnings. But, it is difficult to draw conclusions with so few specifics is known about Apple's product pipeline.

    In addition, Apple has acquired 2 companies related to chip design, which were not previously done in-house. These additional engineering costs should also contribute to higher R&D. They also are taking on maps and security projects, as well as initiating revamps of iTunes and the Apps store (which was evidenced by acquisitions and an increase in engineering personnel and new talent).

    We do know is that Apple has been working on improving the reliability and quality of its supply lines, increasingly diversifying away from Samsung. Developing supply in the numbers required given the high demand must be an overwhelming task, one which could intensify as the products begin releasing into China. This must be a challenge that is constantly on the mind of Tim Cook.

    The supply required to try to meet demand for the iPhone, the iPad, and the mini combined has clearly strained suppliers like Sharp and Foxconn...and even Qualcomm had to scramble this summer to generate enough chip supply to the iPhone. Apple has been actively making deals to shore up this side of their business.
    Nov 29, 2012. 03:55 PM | Likes Like |Link to Comment
  • Apple (AAPL) has fired the manager behind the mapping software which put a cloud over the iPhone 5 release, reports Bloomberg. Maps manager Richard Williamson was let go by Senior VP Eddy Cue, who recently was put in charge of Maps and Siri amidst a management shakeup that saw the departure of iOS chief Scott Forstall. [View news story]
    How can Eddy Cue be culpable? He was in charge of iTunes, the Apps store, and Apple's online store. This has to do with maps?...how?
    Nov 27, 2012. 09:53 PM | Likes Like |Link to Comment
  • Apple: Valuation Doesn't Matter, At Least For Now [View article]
    "Have they innovated something last 2-3 years?"

    In addition to Biobats contributions, Retina Display technology, in-cell display technology, ultra portable notebooks with Flash storage, iCloud, Lightning connector, designed SoC A6 and A6X chips, Mac App store, new Mac OSs, iPod nano...etc.

    True baozebub, the A6X leapfrogged past the best and latest ARM processors....quite an accomplishment...and difficult to pull off without problems...
    Nov 27, 2012. 04:17 PM | 1 Like Like |Link to Comment
  • Evidence continues to pile up that iOS (AAPL) users are much more lucrative (on average) to developers and advertisers than Android (GOOG) users. IBM estimates the iPhone and iPad accounted for 18.5% of Black Friday online shopping traffic, and Android devices just 5.5%. Other studies have already shown iOS accounting for a disproportionate share of ad sales, app download revenue, and (thanks in large part to the iPad) Web traffic. This is a headache for Google, since it has to make search ad revenue-sharing payments for Mobile Safari traffic. [View news story]
    Agreed...funny that Google needs to spend money advertising their mobile devices that they make little or no profit on...and they have to spend time and resources to maintain those product lines, as well as the huge amounts it must cost to develop and maintain Android OS....all to ensure access to mobile users that they were getting free through iOS...

    ...all of that, yet most mobile traffic and commerce occurs through iOS anyway... Google and Schmitt gets a D+ or a C- at best....
    Nov 26, 2012. 11:57 PM | Likes Like |Link to Comment
  • Fiscal Cliff And Transparency [View instapost]
    Hi Tomas,
    I think that given our fiscal problems that any reasonable approach needs to include both the stimulus (some might argue overdone in the last Fed actions), some tax increases, as well as cuts in spending. In other words a compromise between the entrenched points of view on the subject...as Bernanke has called for, congress needs to step up to the plate and do their part in the solution...

    Like you are focusing on here, it is hard to argue that our current government support probably needs to be more targeted (perhaps on keeping our lower middle-class from slipping?), but also with more attention on reducing abuse and fraud. With taxation, there is the deterrent effect of an IRS audit, but for other areas, where is the accountability or disincentive for abuse?

    However, the cuts in spending need to be quite significant to help get us back on track, meaning that we should all be called to sacrifice something in entitlement programs, since that, along with military spending make up the bulk of government spending. Even if abuse were much reduced in all the socioeconomic levels, entitlement spending would swamp any efficiency gains in the other areas.

    Entitlement reform needs to go hand-in-hand with some tax increases and closing tax loopholes...this is the political compromise which needs to occur between the Democrats and the Republicans...ending the need to extend the debate until we are at a precipice....

    Also, it is easier to pass legislation that only impact future beneficiaries, of lets say, social security...yet I consider that unfair. This should be considered a national emergency with a sense of shared sacrifice on everyone's part, not just the young...
    Nov 23, 2012. 03:37 AM | Likes Like |Link to Comment
  • U.S. kids again want iPads for Christmas ... and so do a lot of their parents. A Nielsen survey found 48% of kids aged 6-12 and 21% of kids aged 13+ are interested in buying an iPad (AAPL) over the next 6 months. That's similar to last year's numbers. Meanwhile, an Ipsos poll found 1/3 of U.S. consumers to be interested in buying a tablet this holiday season. 25% of them want a regular iPad, 15% want a Kindle Fire, another 15% a Samsung tablet, and just 8% an iPad Mini. NPD's Richard Shim estimates Q4 North American tablet shipments will total 21.5M, easily outpacing notebook shipments of 14.6M. [View news story]
    Might be MORE sad if everyone is defining their individual uniqueness by buying phones....it's better expressed through what you think and what you do, rather than which phone one buys....
    Nov 22, 2012. 03:07 PM | 2 Likes Like |Link to Comment
  • U.S. iPhone 5 (AAPL) supply is now nearly even with demand, claims Gene Munster following his latest checks at Apple Stores and  AT&T/Verizon/Sprint shops. Munster noted last week the supply situation was getting better, after having first raised alarm bells in early October. Apple's online store is now showing a 2-week shipping time for all models, down from 3-4 weeks not too long ago. [View news story]
    I hear some incredibly uninformed statements occasionally on CNBC, so it didn't sound like sarcasm...
    Nov 21, 2012. 05:00 PM | Likes Like |Link to Comment
  • U.S. iPhone 5 (AAPL) supply is now nearly even with demand, claims Gene Munster following his latest checks at Apple Stores and  AT&T/Verizon/Sprint shops. Munster noted last week the supply situation was getting better, after having first raised alarm bells in early October. Apple's online store is now showing a 2-week shipping time for all models, down from 3-4 weeks not too long ago. [View news story]
    DM, sounds like Blodget is really onto something...good analysis there; if some of us fell ill and started to vomit up blood, like Bloget's reasoning says, "it would be a very bad thing....if they started to do this." ...hmmm, I wonder if it is important WHY that will happen...or the probability that it WILL happen.....I suppose that since it is in the realm of remote possibilities, we should dwell on that.... ;)
    Nov 21, 2012. 02:21 PM | Likes Like |Link to Comment
  • Apple: Do You Get Harmony If Everyone Sings The Same Tune? [View article]
    "maybe...INTC isn't willing to bypass the margins it charges on its IP to take on Apple's volumes."

    Hmmm, that could be TUT....they know they need to get into mobile, but doing so might require them to settle for the margins typical of this market....waiting could mean more pain in the slowly shrinking PC market. It may be that neither party is that enthused about a deal.....

    TSMC rejected the offer to partner with Qualcomm and Apple, which sounded strange to me because it sounded like they would have facilities built for them as part of the deal...over a billion included in the deal....devils in the details, I suppose.....I wonder if Apple is making any counter proposals to TSMC, or if they are just moving on to other possibilities?

    TSMC... has maintained that it needs to remain flexible in its ability to switch production between customers and products. Yet TSMC chairman Morris Change told investors last month that he would be willing to devote an entire factory, or even two, to a single customer, Bloomberg reported.

    The company has the means to do just that, according to TSMC CFO Lora Ho. But in July, Ho warned that dedicating an entire TSMC facility to a single customer could create "the risk of a fabrication plant becoming a burden if the product, client, or technology changes."


    Maybe TI doesn't have the right nm tech for Apple's plans?

    Trebro, what are you hearing about Intel's CEO leaving, and does any of these issues with mobile or Apple have any relevance to the departure?
    Nov 20, 2012. 07:41 PM | Likes Like |Link to Comment
  • Apple: Do You Get Harmony If Everyone Sings The Same Tune? [View article]
    I don't follow semis either, so I'm asking and speculating... I wonder if Apple didn't like Intel's attempt with the ultrabooks, it went beyond being merely a supplier, into promoting direct apple competition to their mac lines using very similar ideas.

    Wiki: "The Ultrabook directly competes against Appleā€™s MacBook Air, which has similar form specifications and is powered by Intel CPUs"

    Such actions seem reminiscent of Samsung being a critical supplier, then entering the market to directly compete with Apple, probably using funds and resources, in part, gained through their business with Apple...such things probably undermine trust between business partners....

    Texas Instruments have been having lots of trouble, I wonder why we haven't heard rumors of them being approached like TSMC has?
    Nov 20, 2012. 06:21 PM | Likes Like |Link to Comment
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