Shares of US Airways (LCC) are 1.1% higher premarket after the company beats estimates with its Q1 report. Mainline passenger revenue was 3.8% higher during the quarter as the carrier improved its passenger revenue per available square mile. [View news story]
There will be 100K BB10 apps available when AT&T begins selling the BlackBerry Z10 (BBRY) on Friday, Thorsten Heins promises. Heins boasted of 70K apps at his company's Jan. 31 BB10 launch event. Heins also declares the iPhone's UI "five years old," states BlackBerry is in talks with major BB10 app holdouts such as Netflix and Instagram, and suggests a BB10 tablet won't be arriving in the near-term. "I think the [tablet] profit pool is very very thin. Kudos to Apple (AAPL), I think they really managed to own that space." [View news story]
The iPad mini is a full 35% larger screen area from those ghetto 7" tablets (more like overpowered e-readers)
7" is too big for a phone but too small to be a meaningful tablet.
Playbook's biggest mistake was its lack of native email (some stupid BB phone bridge ???). Email was Blackberry's only trump card and they f'ed it up.
More on Apple: KGI Securities' Ming-Chi Kuo, who has been pretty accurate with his iScoops, has become the latest to predict a cheaper iPhone is arriving this year. He claims the device will have a 4" display and rely on a "super-thin plastic casing mixed with glass fiber." Foxconn and Jabil (JBL) are among the companies reportedly contracted to make the phone. Sterne Agee's Shaw Wu, who has cut his PT to $630 from $715 on signs of iPhone build order cuts, also expects a less costly iPhone made of "composite material casing." (plastic iPhone patent) [View news story]
"Sometimes, it's not just about profit and ripping off your customer as much as possible"
another brainless quote. a business is there to make a profit. a business with infinite sales and market share but no profit (like AMZN) is close to worthless - that's why i won't ever touch that stock.
you should long Samsung stock and simultaneously short AAPL if you believe their strategy is sustainable.
There will be 100K BB10 apps available when AT&T begins selling the BlackBerry Z10 (BBRY) on Friday, Thorsten Heins promises. Heins boasted of 70K apps at his company's Jan. 31 BB10 launch event. Heins also declares the iPhone's UI "five years old," states BlackBerry is in talks with major BB10 app holdouts such as Netflix and Instagram, and suggests a BB10 tablet won't be arriving in the near-term. "I think the [tablet] profit pool is very very thin. Kudos to Apple (AAPL), I think they really managed to own that space." [View news story]
well said ! "UI is antiquated" .... says the company whose entire product line is already near irrelevance (except in Indonesia)
More on Apple: KGI Securities' Ming-Chi Kuo, who has been pretty accurate with his iScoops, has become the latest to predict a cheaper iPhone is arriving this year. He claims the device will have a 4" display and rely on a "super-thin plastic casing mixed with glass fiber." Foxconn and Jabil (JBL) are among the companies reportedly contracted to make the phone. Sterne Agee's Shaw Wu, who has cut his PT to $630 from $715 on signs of iPhone build order cuts, also expects a less costly iPhone made of "composite material casing." (plastic iPhone patent) [View news story]
pure idiot. if samsung is so innovative, maybe they should be innovate in how to make money
AAPL iPhone makes more than 2x profit of Samsung Electronics ... clearly Samsung's "innovation" is not about helping the company's bottom line
More on Apple: KGI Securities' Ming-Chi Kuo, who has been pretty accurate with his iScoops, has become the latest to predict a cheaper iPhone is arriving this year. He claims the device will have a 4" display and rely on a "super-thin plastic casing mixed with glass fiber." Foxconn and Jabil (JBL) are among the companies reportedly contracted to make the phone. Sterne Agee's Shaw Wu, who has cut his PT to $630 from $715 on signs of iPhone build order cuts, also expects a less costly iPhone made of "composite material casing." (plastic iPhone patent) [View news story]
when you search online it's "googling"
when you look for travel it's "kayaking"
when you copy blatantly ruthlessly and classlessly it's "samsunging"
More on the Galaxy S IV: Samsung continues doing everything it can to differentiate itself via software, even as the OS and many of its core apps for its hardware are provided by Google (GOOG). The S IV features a text/speech translator (9 languages), the ability to transfer data from any phone witha PC's help, a health-tracking app that can leverage the phone's pedometer and sync with blood pressure monitors, and the ability to control home electronics via infrared. There's also Samsung's eye-tracking and touch-free gesture tech (as rumored). No kitchen sink just yet. (live blog) [View news story]
notice how after the entire song and dance presentation (mostly awkward), samsung didn't ONCE mention the battery LIFE (they like touting battery size, which means nothing without context)
if batt life were great, they'd be thumping it at the show.
Live from New York, it's the Samsung (SSNLF.PK) Galaxy S IV. Mobile chief JK Shin has unveiled Samsung's new flagship device, which happens to look a lot like its predecessor. The S IV, said to support every 4G LTE band, will go on sale in late April (U.S. availability might take longer). The expected 5" 1080p display and 13MP camera are there, the next-gen 802.11ac Wi-Fi standard is supported (could be a positive for BRCM), and infrared, temperature, and humidity sensors are thrown in. A variety of camera tricks/gimmicks are provided, including the ability to simultaneously record video from both cameras. (live blog) (previous) [View news story]
Apple (AAPL +1.7%) rallies as the Street takes the launch of Samsung's (SSNLF.PK) Galaxy S IV, which has an impressive spec sheet but has seen mixed early reviews, in stride. Apple's sell-side fans are circling the wagons, with Gene Munster comparing the S IV to an 'S' iPhone launch. Nomura is less sanguine: noting the popularity of bigger displays and stating its checks indicate a bigger iPhone won't arrive in 2013, it thinks Samsung could overtake Apple in high-end smartphone shipments this year on the back of 35M-40M S IV and Note sales per quarter. [View news story]
tons of people have irrational hate against apple. they'd forcefully subject themselves to inferior products just to "stick it to them" ... and forgetting that AAPL generated $13B in *profits* in one quarter alone ... without their pettiness
Android phones finally account for a larger share of smartphone Web traffic than the iPhone, according to StatCounter. This development, which was arguably inevitable in light of the huge unit share lead Android has opened up, has big implications for Google's (GOOG) mobile search revenue, since the company pays a much larger search revenue cut to Apple than it does to Samsung and other Android OEMs. The iPad still has a big edge in tablet Web traffic over Android rivals. [View news story]
look at the charts again. it's clear that most of Android's gain come from Blackberry, Symbian, and expanding in low-cost low-margin "emerging markets"
iOS gets a really respectable share in Japan despite not being available on the largest carrier - NTT DoCoMo.
And how convenient of them to leave out tablets, even though it's the other main pillar in the "post PC" computing world.
Apple (AAPL) has slashed prices for three 13" MacBook models. The price of the 13" retina MacBook Pro with 128GB SSD has been cut by $200 to $1,499, and the 256GB model by $300 to $1,699. Meanwhile, the 13" MacBook Air with 256GB SSD has been cut by $100 to $1,399. Apple's 15" retina MacBook Pro models remain priced at $2,199 and $2,799, but both have been given faster Intel Core i7 CPUs, and the costlier model now sports twice as much RAM. The moves follow a quarter where Mac shipments fell 22% Y/Y, and revenue 16%. (PR) [View news story]
You just parroted what those talking heads say about "margin compression"
did you REALLY expect AAPL to maintain historical margins while selling a $329 iPad mini ?
AAPL's entire product mix has profoundly shifted in the last 10 years (from all Mac plus a bit of iPod to all iOS), so it's obvious that absolute profit is the best measure, not some artificial "gross margin" metric that's meaningless when product mix shifts so drastically.
6 years ago, GOOG generates more profit than AAPL. Today, AAPL's profits are roughly in line with GOOG generates with revenue. Doesn't take a genius to figure out why GOOG is overpriced at P/E of 23 and AAPL is a huge bargain at P/E of 11.
Apple (AAPL) has slashed prices for three 13" MacBook models. The price of the 13" retina MacBook Pro with 128GB SSD has been cut by $200 to $1,499, and the 256GB model by $300 to $1,699. Meanwhile, the 13" MacBook Air with 256GB SSD has been cut by $100 to $1,399. Apple's 15" retina MacBook Pro models remain priced at $2,199 and $2,799, but both have been given faster Intel Core i7 CPUs, and the costlier model now sports twice as much RAM. The moves follow a quarter where Mac shipments fell 22% Y/Y, and revenue 16%. (PR) [View news story]
other PC manufacturers would DIE for Apple's so called compressed margins
it's totally idiotic way of thinking that people expect Apple to have 80% market share, 80% YoY growth, and yet maintain 40+% GM ?? seriously ?
Apple (AAPL) has slashed prices for three 13" MacBook models. The price of the 13" retina MacBook Pro with 128GB SSD has been cut by $200 to $1,499, and the 256GB model by $300 to $1,699. Meanwhile, the 13" MacBook Air with 256GB SSD has been cut by $100 to $1,399. Apple's 15" retina MacBook Pro models remain priced at $2,199 and $2,799, but both have been given faster Intel Core i7 CPUs, and the costlier model now sports twice as much RAM. The moves follow a quarter where Mac shipments fell 22% Y/Y, and revenue 16%. (PR) [View news story]
$1699 was waaay too high for the entry price of 13" rMBP, considering how much cheaper the 13" MBA for nearly the same specs (sans screen) and how much more powerful the 15" rMBP is for barely more money.
I was very ready to upgrade from my late-2008 15" MBP to the 13" rMBP ... until I saw that unrealistic price tag. I ended up getting an entry level 11" MBA on sale at $699 instead.
MGM Resorts (MGM) files a petition with the state of New Jersey for a fully qualified casino license. The company is a 50% owner of the Borgata property in the state through a joint venture. MGM +1.0% premarket. [View news story]
This is excellent news, esp if MGM is planning to build in Atlantic City. That place desperately needs some revitalization, and a casino that uses the same mLife loyalty program would bring in lots of customers immediately.
Shares of US Airways (LCC) are 1.1% higher premarket after the company beats estimates with its Q1 report. Mainline passenger revenue was 3.8% higher during the quarter as the carrier improved its passenger revenue per available square mile. [View news story]
After grounding all flights this afternoon due to a computer problem, American Airlines (AAMRQ.PK) will resume flights in 45 minutes. (NBC) [View news story]
There will be 100K BB10 apps available when AT&T begins selling the BlackBerry Z10 (BBRY) on Friday, Thorsten Heins promises. Heins boasted of 70K apps at his company's Jan. 31 BB10 launch event. Heins also declares the iPhone's UI "five years old," states BlackBerry is in talks with major BB10 app holdouts such as Netflix and Instagram, and suggests a BB10 tablet won't be arriving in the near-term. "I think the [tablet] profit pool is very very thin. Kudos to Apple (AAPL), I think they really managed to own that space." [View news story]
7" is too big for a phone but too small to be a meaningful tablet.
Playbook's biggest mistake was its lack of native email (some stupid BB phone bridge ???). Email was Blackberry's only trump card and they f'ed it up.
More on Apple: KGI Securities' Ming-Chi Kuo, who has been pretty accurate with his iScoops, has become the latest to predict a cheaper iPhone is arriving this year. He claims the device will have a 4" display and rely on a "super-thin plastic casing mixed with glass fiber." Foxconn and Jabil (JBL) are among the companies reportedly contracted to make the phone. Sterne Agee's Shaw Wu, who has cut his PT to $630 from $715 on signs of iPhone build order cuts, also expects a less costly iPhone made of "composite material casing." (plastic iPhone patent) [View news story]
another brainless quote. a business is there to make a profit. a business with infinite sales and market share but no profit (like AMZN) is close to worthless - that's why i won't ever touch that stock.
you should long Samsung stock and simultaneously short AAPL if you believe their strategy is sustainable.
There will be 100K BB10 apps available when AT&T begins selling the BlackBerry Z10 (BBRY) on Friday, Thorsten Heins promises. Heins boasted of 70K apps at his company's Jan. 31 BB10 launch event. Heins also declares the iPhone's UI "five years old," states BlackBerry is in talks with major BB10 app holdouts such as Netflix and Instagram, and suggests a BB10 tablet won't be arriving in the near-term. "I think the [tablet] profit pool is very very thin. Kudos to Apple (AAPL), I think they really managed to own that space." [View news story]
More on Apple: KGI Securities' Ming-Chi Kuo, who has been pretty accurate with his iScoops, has become the latest to predict a cheaper iPhone is arriving this year. He claims the device will have a 4" display and rely on a "super-thin plastic casing mixed with glass fiber." Foxconn and Jabil (JBL) are among the companies reportedly contracted to make the phone. Sterne Agee's Shaw Wu, who has cut his PT to $630 from $715 on signs of iPhone build order cuts, also expects a less costly iPhone made of "composite material casing." (plastic iPhone patent) [View news story]
AAPL iPhone makes more than 2x profit of Samsung Electronics ... clearly Samsung's "innovation" is not about helping the company's bottom line
More on Apple: KGI Securities' Ming-Chi Kuo, who has been pretty accurate with his iScoops, has become the latest to predict a cheaper iPhone is arriving this year. He claims the device will have a 4" display and rely on a "super-thin plastic casing mixed with glass fiber." Foxconn and Jabil (JBL) are among the companies reportedly contracted to make the phone. Sterne Agee's Shaw Wu, who has cut his PT to $630 from $715 on signs of iPhone build order cuts, also expects a less costly iPhone made of "composite material casing." (plastic iPhone patent) [View news story]
when you look for travel it's "kayaking"
when you copy blatantly ruthlessly and classlessly it's "samsunging"
More on the Galaxy S IV: Samsung continues doing everything it can to differentiate itself via software, even as the OS and many of its core apps for its hardware are provided by Google (GOOG). The S IV features a text/speech translator (9 languages), the ability to transfer data from any phone witha PC's help, a health-tracking app that can leverage the phone's pedometer and sync with blood pressure monitors, and the ability to control home electronics via infrared. There's also Samsung's eye-tracking and touch-free gesture tech (as rumored). No kitchen sink just yet. (live blog) [View news story]
if batt life were great, they'd be thumping it at the show.
Live from New York, it's the Samsung (SSNLF.PK) Galaxy S IV. Mobile chief JK Shin has unveiled Samsung's new flagship device, which happens to look a lot like its predecessor. The S IV, said to support every 4G LTE band, will go on sale in late April (U.S. availability might take longer). The expected 5" 1080p display and 13MP camera are there, the next-gen 802.11ac Wi-Fi standard is supported (could be a positive for BRCM), and infrared, temperature, and humidity sensors are thrown in. A variety of camera tricks/gimmicks are provided, including the ability to simultaneously record video from both cameras. (live blog) (previous) [View news story]
Apple (AAPL +1.7%) rallies as the Street takes the launch of Samsung's (SSNLF.PK) Galaxy S IV, which has an impressive spec sheet but has seen mixed early reviews, in stride. Apple's sell-side fans are circling the wagons, with Gene Munster comparing the S IV to an 'S' iPhone launch. Nomura is less sanguine: noting the popularity of bigger displays and stating its checks indicate a bigger iPhone won't arrive in 2013, it thinks Samsung could overtake Apple in high-end smartphone shipments this year on the back of 35M-40M S IV and Note sales per quarter. [View news story]
Android phones finally account for a larger share of smartphone Web traffic than the iPhone, according to StatCounter. This development, which was arguably inevitable in light of the huge unit share lead Android has opened up, has big implications for Google's (GOOG) mobile search revenue, since the company pays a much larger search revenue cut to Apple than it does to Samsung and other Android OEMs. The iPad still has a big edge in tablet Web traffic over Android rivals. [View news story]
iOS gets a really respectable share in Japan despite not being available on the largest carrier - NTT DoCoMo.
And how convenient of them to leave out tablets, even though it's the other main pillar in the "post PC" computing world.
Apple (AAPL) has slashed prices for three 13" MacBook models. The price of the 13" retina MacBook Pro with 128GB SSD has been cut by $200 to $1,499, and the 256GB model by $300 to $1,699. Meanwhile, the 13" MacBook Air with 256GB SSD has been cut by $100 to $1,399. Apple's 15" retina MacBook Pro models remain priced at $2,199 and $2,799, but both have been given faster Intel Core i7 CPUs, and the costlier model now sports twice as much RAM. The moves follow a quarter where Mac shipments fell 22% Y/Y, and revenue 16%. (PR) [View news story]
did you REALLY expect AAPL to maintain historical margins while selling a $329 iPad mini ?
AAPL's entire product mix has profoundly shifted in the last 10 years (from all Mac plus a bit of iPod to all iOS), so it's obvious that absolute profit is the best measure, not some artificial "gross margin" metric that's meaningless when product mix shifts so drastically.
6 years ago, GOOG generates more profit than AAPL. Today, AAPL's profits are roughly in line with GOOG generates with revenue. Doesn't take a genius to figure out why GOOG is overpriced at P/E of 23 and AAPL is a huge bargain at P/E of 11.
Apple (AAPL) has slashed prices for three 13" MacBook models. The price of the 13" retina MacBook Pro with 128GB SSD has been cut by $200 to $1,499, and the 256GB model by $300 to $1,699. Meanwhile, the 13" MacBook Air with 256GB SSD has been cut by $100 to $1,399. Apple's 15" retina MacBook Pro models remain priced at $2,199 and $2,799, but both have been given faster Intel Core i7 CPUs, and the costlier model now sports twice as much RAM. The moves follow a quarter where Mac shipments fell 22% Y/Y, and revenue 16%. (PR) [View news story]
it's totally idiotic way of thinking that people expect Apple to have 80% market share, 80% YoY growth, and yet maintain 40+% GM ?? seriously ?
Apple (AAPL) has slashed prices for three 13" MacBook models. The price of the 13" retina MacBook Pro with 128GB SSD has been cut by $200 to $1,499, and the 256GB model by $300 to $1,699. Meanwhile, the 13" MacBook Air with 256GB SSD has been cut by $100 to $1,399. Apple's 15" retina MacBook Pro models remain priced at $2,199 and $2,799, but both have been given faster Intel Core i7 CPUs, and the costlier model now sports twice as much RAM. The moves follow a quarter where Mac shipments fell 22% Y/Y, and revenue 16%. (PR) [View news story]
I was very ready to upgrade from my late-2008 15" MBP to the 13" rMBP ... until I saw that unrealistic price tag. I ended up getting an entry level 11" MBA on sale at $699 instead.
MGM Resorts (MGM) files a petition with the state of New Jersey for a fully qualified casino license. The company is a 50% owner of the Borgata property in the state through a joint venture. MGM +1.0% premarket. [View news story]