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mogando

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  • Google (GOOG) has done a management shuffle for its Asia-Pac ops. Karim Temsamani, most recently the company's VP of  products and solutions for the Americas, is the new Asia-Pac chief. He replaces Daniel Alegre, who's now responsible for global business partner relationships. The change comes 13 days before Google delivers its Q4 report, and at a time when Asia-Pac is growing in strategic importance to Google, in spite of its China woes. [View news story]
    GOOG is totally dumb here. While AAPL is embracing Chinese consumer market and manufacturing capabilities with open arms, GOOG is fighting a losing battle against Beijing.

    China is the most populous nation, 2nd largest economy, and only super power that could rival the U.S. To cede that entire market must be a totally dumb decision.
    Jan 9 09:53 AM | Likes Like |Link to Comment
  • Samsung (SSNLF.PK) provides earnings guidance for Q4, saying it likely turned a profit of $8.3B with overall smartphone shipments for the quarter totaling around 63M units - around 500 every minute. Shipments of it's flagship Galaxy S III, which overtook the iPhone 4S in the third quarter to become the world's best-selling smartphone, are likely to have slipped to around 15M from 18M in July-September, but estimated sales of around 8M Galaxy Note II 'phablets', should more than make up for that - pushing the overall smartphone shipments number to around 63M. [View news story]
    23M S3 and N2 total ... not even HALF of their total smartphone shipments ... proving all along that the majority of Android's and Samsung's marketshare comes from mid-end and low-end phones
    Jan 7 09:41 PM | 1 Like Like |Link to Comment
  • Much like UBS and Raymond James, Evercore's Rob Chira is offering a mixed outlook for iPhone sales. He sees FQ1 (Dec. quarter) sales coming in at a strong 50M, but expects volumes to drop to 39M in FQ2. Estimating 49% of iPhone sales now involving existing customers (up from 32% a year ago), Chira is cutting his FY13 revenue forecast for Apple (AAPL -0.3%) to $182B (consensus is at $191.5B). He still sees 24M iPads being sold in FQ1, but now expects 10M of them to involve the Mini (up from a prior 8M). [View news story]
    Another idiot analyst ... LG / HTC / Moto would DIE for quarterly sales of 39mil at $650 ASP, but somehow AAPL must be graded on a curve, so 39M is a "mixed outlook", but Samsung selling cell phones at only $300-350 ASP (inc dumbphones) is a "winner".

    5-6 years ago GOOG makes more profit than AAPL. Today AAPL generates more profit per quarter than GOOG generates in revenue. According to all these analysts, GOOG is the winner.
    Jan 3 12:29 PM | 9 Likes Like |Link to Comment
  • Apple (AAPL) could begin migrating its app processor manufacturing from Samsung (SSNLF.PK) to TSMC (TSM) sooner rather than later: Taiwan's Commercial Times reports TSMC has been contracted to make Apple's A6X processor, which goes into the 4th-gen iPad, with trial production beginning in Q1. If the report is accurate, there's a good chance the next-gen iPhone and iPad will also rely on TSMC-built processors. (Bernstein) (new TSMC plant[View news story]
    get lost troll. all i see is you stalking my posts while i never bother reading any of yours.
    Jan 2 01:32 PM | Likes Like |Link to Comment
  • Apple (AAPL) could begin migrating its app processor manufacturing from Samsung (SSNLF.PK) to TSMC (TSM) sooner rather than later: Taiwan's Commercial Times reports TSMC has been contracted to make Apple's A6X processor, which goes into the 4th-gen iPad, with trial production beginning in Q1. If the report is accurate, there's a good chance the next-gen iPhone and iPad will also rely on TSMC-built processors. (Bernstein) (new TSMC plant[View news story]
    it's known that Samsung steals intellectual property, so it wouldn't surprise me if they "borrow" best practices into their exynos chip

    i know you're a blindly-anti-apple fandroid. stop wasting my time.
    Jan 2 11:26 AM | 2 Likes Like |Link to Comment
  • Apple (AAPL) could begin migrating its app processor manufacturing from Samsung (SSNLF.PK) to TSMC (TSM) sooner rather than later: Taiwan's Commercial Times reports TSMC has been contracted to make Apple's A6X processor, which goes into the 4th-gen iPad, with trial production beginning in Q1. If the report is accurate, there's a good chance the next-gen iPhone and iPad will also rely on TSMC-built processors. (Bernstein) (new TSMC plant[View news story]
    Bravo to AAPL. By letting Samsung fab those A5/A6 chips, Apple is letting Samsung pry on proprietary chip design skills (since A6 is not even standard ARM Cortex but Apple hand-optimized), which Samsung immediately use inside their Exynos chip line in phone/tablet products against Apple.
    Jan 2 10:36 AM | Likes Like |Link to Comment
  • More on Apple: Topeka's Brian White, he of the $1,111 PT, claims "an insatiable appetite" exists for the iPad Mini in mainland China and Hong Kong, with checks indicating nearly all models are sold out in Hong Kong stores. He also claims Chinese iPhone 5 availability has improved, and that local resellers are calling it the most popular high-end smartphone. (previous[View news story]
    the only thing android has "innovated" so far is a race to the pricing bottom - Google setting loss-leading prices in its nexus devices in order to gain market share and screwing OEM partners over. Heck, their flagship Nexus 4 doesn't even come with activated LTE.

    While Samsung rose, every other Android OEM is in deep s**** - Moto, LG, Sony .... HTC hanging onto dear life, while RIMM/NOK are on their death beds.

    Also, took at tablet marketshare. That's where the next war is, and Android is far far behind iPad (based on all measurable usage, not some unprovable "shipped" numbers).

    Just remember this metric : 5 years ago GOOG generates more profit than AAPL. Today, AAPL generates more profit than GOOG generates in revenue.
    Dec 28 03:13 PM | Likes Like |Link to Comment
  • More on Apple: Topeka's Brian White, he of the $1,111 PT, claims "an insatiable appetite" exists for the iPad Mini in mainland China and Hong Kong, with checks indicating nearly all models are sold out in Hong Kong stores. He also claims Chinese iPhone 5 availability has improved, and that local resellers are calling it the most popular high-end smartphone. (previous[View news story]
    *a growing company with zero debt, huge cash pile, and a healthy dividend i might add
    Dec 28 12:44 PM | 8 Likes Like |Link to Comment
  • More on Apple: Topeka's Brian White, he of the $1,111 PT, claims "an insatiable appetite" exists for the iPad Mini in mainland China and Hong Kong, with checks indicating nearly all models are sold out in Hong Kong stores. He also claims Chinese iPhone 5 availability has improved, and that local resellers are calling it the most popular high-end smartphone. (previous[View news story]
    A growing company (both top and bottom lines) with a trailing P/E of 12 and people are still considering shorting it ?
    Dec 28 12:44 PM | 6 Likes Like |Link to Comment
  • Samsung (SSNLF.PK) is currently aiming to sell 510M mobile phones next year, up from a 2012 tally of ~420M. A whopping 390M of the 2013 sales are expected to involve smartphones, with the company predicting demand for 4G connections will boost sales. Gartner is forecasting global smartphone sales will rise another 33% next year; they rose 47% Y/Y in Q3, a quarter in which Samsung was estimated by Strategy Analytics to have sold 56.9M smartphones[View news story]
    funny how Samsung flips through so many phones every quarter and barely makes half the profit that AAPL's iPhone division does.
    Dec 24 10:47 AM | 1 Like Like |Link to Comment
  • Nokia (NOK +4.7%) has cracked the $4 barrier today. Possibly helping is a Bloomberg report that HTC has shelved plans for a large-screen Windows Phone due to the fact WP8 doesn't currently support 1080p displays. HTC recently launched the Droid DNA, an Android phone with a 5" 1080p display. [View news story]
    As if the Lumia 920 is not heavy enough, they're discussing throwing a 5" screen into it?

    While AAPL is working hard to break below the 100g barrier soon, NOK is going the opposite direction trying to break *above* 200 !!
    Dec 17 02:45 PM | 1 Like Like |Link to Comment
  • Apple (AAPL -0.4%) is down just slightly in spite of Citi's downgrade: iPhone order cuts and soft regular iPad sales seem priced in with multiples soundly in value territory, and many analysts are making it clear they're still fans. Canaccord's Milke Walkley is the latest to slash estimates (though reiterating a Buy), citing "softer sales expectations in international markets, primarily in Europe." Included in the Citi downgrade is U.S./U.K. survey data noting a growing consumer preference for bigger displays: 47% of iPhone owners said their preferred screen size is 4.1"-4.5". [View news story]
    Consumer preference surveys are meaningless because consumers always think bigger / more powerful doesn't come with compromises.

    If you take those surveys at face value, consumers want 5.5" phablet with 3 day web surfing battery life and less than 100oz that can fit into jeans pockets.

    Actually I see Samsung setting themselves for eventual disappointment. Since they've constantly proclaimed "bigger screen is better" in their marketing message, they have no choice but to increase screen size with every new revision of the Galaxy S line. From 4.3 to 4.8 to the rumored 5" of the GS4. They've run themselves into a wall.
    Dec 17 10:20 AM | 8 Likes Like |Link to Comment
  • More on UBS's Apple (AAPL -2.9%) target cut: Analyst Steve Milunovich hasn't changed his FQ1 iPhone forecast much, but has lowered his estimates for each of the next 3 quarters by 5M. He claims Supply chain checks indicate the iPhone build rate will fall to 25M in the March quarter (his sales estimate for the quarter is still at 40M); that some Chinese sources don't expect the iPhone 5 to do as well as the 4S; and (like others) that the iPad Mini is cannibalizing its bigger peer.  On a more positive note, he thinks China Mobile could start selling the iPhone in a year. (Macquarie[View news story]
    iPad mini is cannibalizing Kindle Fire / Nexus 7 / cheapo netbooks FAR MORE than cannibalizing full-size iPad 4.

    Maybe UBS should come out with articles about how Google is too ashamed of Android tablet sales to release tablet-only activation figures.
    Dec 14 10:50 AM | 8 Likes Like |Link to Comment
  • Only one person was standing outside the Apple (AAPL) store in Shanghai's financial district today, when the iPhone 5 went on sale for the first time in China. That's in contrast to the frenzy that accompanied the launch of the iPhone 4S. And while the new device will probably sell strongly, the lack of a deal with China Mobile (CHL) continues to hamper Apple in the country. [View news story]
    "the lack of a deal with China Mobile (CHL) continues to hamper Apple in the country"

    another dumb statement. it's been proven that customers are leaving CHL for Unicom and Telecom in droves just for the iPhone.

    Like T-Mobile USA (and Sprint before), they're bleeding high-margin subs precisely due to lack of iPhone. The only base left at CHL out of the 700M are minimal-profit prepaid subs that barely text and talk.

    CHL needs iPhone more than the other way around.
    Dec 14 10:46 AM | Likes Like |Link to Comment
  • Though Verizon (VZ) has an edge on AT&T (T) when it comes to 4G LTE coverage, AT&T might soon open a lead in download speeds. Research firm TBR says it believes AT&T will launch 4G services based on the LTE Advanced standard, which supports 100 Mbps+ speeds (in lab environments anyway), in 2H13, citing recent executive comments. Verizon has said it will support LTE Advanced, but hasn't provided a timetable. Clearwire's (CLWR) LTE network will support the standard from the start. [View news story]
    it also really depends on where the Clearwire spectrum resides.

    With so many dozen approved LTE bands, nearly no single LTE phone could work globally (heck, even nationally). CLWR could own a few hundred MHz of silent spectrum and still won't help their position or cashflow at all.

    Just look at T-Mobile USA and China Mobile. One owns strange band and one uses strange 3G. Both get the crappiest smartphones.
    Dec 6 04:13 PM | Likes Like |Link to Comment
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