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  • More on Apple: 1) China Mobile's (CHL) CEO suggests his company's lack of an iPhone deal has to do with deal terms rather than its TD-SCDMA 3G network. 2) IDC claims Apple's Chinese smartphone rank fell to #6 in Q3. Samsung was first, followed by fast-growing local Android OEMs Lenovo and Coolpad. The iPhone 5 launches in China on Dec. 14. 3) As Tim Cook declares some iMacs are being made in the U.S., Foxconn says it will expand its North American production. [View news story]
    Apple should focus on getting access into NTT DoCoMo (which still maintains an iron fist on in-network phone branding) as opposed to CHL, which contains many low-loyalty prepaid accounts who would never pay USD650 unlocked for iPhone 5, or even USD 400 for iPhone 4 unlocked.

    Let Android be the next Symbian. Apple needs profit share, not market share.
    Dec 6, 2012. 03:49 PM | 3 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]
    AT&T has always had the advantage in download speeds. Wherever there's no LTE, they still fallback to HSPA+, which is mighty fast as a "super 3G" standard.

    Verizon, on the other hand, is still crawling along with EVDO.
    Dec 5, 2012. 03:05 PM | Likes Like |Link to Comment
  • AT&T (T) has bumped up its 2012 smartphone sales forecast to 26M from 25M, while adding 6.4M smartphones were sold over the first 2 months of Q4. For reference, Ma Bell sold 6M smartphones in the first 2 months of Q4 last year, and 6.1M in the whole of Q3. The disclosure is a modest positive for Apple (AAPL), given the iPhone accounted for 77% of AT&T's Q3 smartphone sales. And also for Synchronoss (SNCR), whose software provisions and activates AT&T's smartphones. [View news story]
    interesting how the early exclusive deal is still paying dividends - AT&T sells the most iPhones in the US even though Verizon is consistently ranked better in all categories (except 3G speeds)
    Dec 5, 2012. 11:26 AM | Likes Like |Link to Comment
  • Microsoft (MSFT) will charge a hefty $899 for the 64GB version of Surface Pro, and $999 for the 128GB version. Touch/type covers are sold separately. There's a good chance Surface Pro will be seen as just one name in a sea of Windows 8 Pro tablets and convertibles, especially since its use of an Intel (INTC) Core i5 CPU has made it a little thicker/heavier than models running on Intel's Clover Trail. Meanwhile, Digitimes is reporting Microsoft has cut its Q4 Surface RT orders in half to 2M  - that's a negative for NVDA. (NPD data[View news story]
    If you ever walk around town (say, the subway or Starbucks) or get on an airplane/airport, Android tablet market share is waaaay less than 50%. They must be all using in their basement (and not surfing the web).

    According to you, Android tablets are content consumption devices too, therefore, just as crap.

    Win 8 is a confusing mix of half tablet live-tile mode and half legacy desktop mode. Reviews have been mediocre to scathing. Goodluck to MSFT if all Windows tablets combined would even reach 10% market share by end of 2013.
    Nov 29, 2012. 03:08 PM | 2 Likes Like |Link to Comment
  • Microsoft (MSFT) will charge a hefty $899 for the 64GB version of Surface Pro, and $999 for the 128GB version. Touch/type covers are sold separately. There's a good chance Surface Pro will be seen as just one name in a sea of Windows 8 Pro tablets and convertibles, especially since its use of an Intel (INTC) Core i5 CPU has made it a little thicker/heavier than models running on Intel's Clover Trail. Meanwhile, Digitimes is reporting Microsoft has cut its Q4 Surface RT orders in half to 2M  - that's a negative for NVDA. (NPD data[View news story]
    you want to do serious productivity work on a 10.6" tablet screen ? The Surface Pro is the worst of both worlds - too thick/heavy/low-batt-life to be a full time tablet, and way too small to be a laptop.

    It's only saving grace is full-scale Office, which some people swear by. I'd much rather get a proper ultrabook.
    Nov 29, 2012. 03:02 PM | 1 Like Like |Link to Comment
  • Microsoft (MSFT) will charge a hefty $899 for the 64GB version of Surface Pro, and $999 for the 128GB version. Touch/type covers are sold separately. There's a good chance Surface Pro will be seen as just one name in a sea of Windows 8 Pro tablets and convertibles, especially since its use of an Intel (INTC) Core i5 CPU has made it a little thicker/heavier than models running on Intel's Clover Trail. Meanwhile, Digitimes is reporting Microsoft has cut its Q4 Surface RT orders in half to 2M  - that's a negative for NVDA. (NPD data[View news story]
    that line of logic was used to praise netbooks when iPad 1st gen was just launched

    2.5 years later, iPad is selling millions a month, while netbook has nearly disappeared as a computer category, and all netbook-centric vendors like Acer and Asus are scambling for a response

    If you need use Office-like productivity applications, nothing beats a laptop. For browsing, music, video, games, books, magazines, tablets (specifically, iPad) suffices for 95% of the population.
    Nov 29, 2012. 02:37 PM | Likes Like |Link to Comment
  • "Speculation is heightening" Deutsche Telekom (DTEGY.PK) will announce an iPhone (AAPL +1.3%) deal for T-Mobile USA at its Dec. 6-7 analyst day, writes Merrill's Scott Craig. T-Mobile's failure to provide the iPhone is a big reason for its dismal performance, but it was only last week its COO suggested Apple's terms don't make economic sense for the carrier, now set to merge with MetroPCS (PCS). If the Sprint deal is any guide, those terms include giant purchase requirements. Two days ago, UBS wrote T-Mobile may offer the iPhone in early 2013. [View news story]
    Phones will always sell if they salesmen are given the proper "incentives". Heck, even Nokia+WP8 has figured out how to get any market share in Italy.

    If a carrier is forced to purchase large sums of iPhones in bulk, then turn around and try to save on subsidy costs by incentivizing their salesforce to push Android, then it's their own fault of not meeting sales quotas.
    Nov 29, 2012. 12:41 PM | Likes Like |Link to Comment
  • Research In Motion (RIMM +6%) has given up some of the premarket gains it saw due to Goldman's upgrade, but is still sharply higher. Goldman only gives BlackBerry 10 a 30% chance of success, though it does see the OS delivering a 21% Y/Y increase in RIM's ASP in FY14 (ends in Feb.) to $270. It now expects RIM to earn $0.20/share in FY14, but foresees a $0.62/share loss for FY15, as declining emerging markets sales weigh on results. IDC recently estimated both iOS and Android are now seeing stronger business purchase activity than BlackBerry. [View news story]
    BB10 has a 30% chance of success in Indonesia and Canada, but would be DOA anywhere else.

    Even WP8, with all its flaws, is gradually surpassing RIMM. That's not so much as testatment to WP8's success to as to RIMM's collapse
    Nov 29, 2012. 12:03 PM | Likes Like |Link to Comment
  • The aussie and the loonie are about to enter the big leagues with the IMF considering breaking the two currencies out from the "other" category in its Cofer data. Less than 2% before the financial crisis, the reserves in the "other" is now over 5%, with much of that apparently flowing into those two units. This happening amidst rising official calls for a weaker aussie is - in a word - interesting. A chart of FXA and FXC vs. the dollar index since January 2009. [View news story]
    sad state of affairs that the Euro has fallen so far, but good news for CAD and AUD to finally be recognized as a major currency (instead of being afterthoughts from USD/EUR/JPY)

    just imagine the potential it would unleash if CNY ever free floats
    Nov 20, 2012. 03:17 PM | 2 Likes Like |Link to Comment
  • Amazon (AMZN) is losing $500M-$1B/year on its Prime Instant Video service, according to Netflix's (NFLX) Reed Hastings, who bases his (broad) estimate on the cost of content deals Amazon has won when competing against Netflix. Separately, Hastings has declared (in a clear message to Carl Icahn) Netflix will remain independent. Meanwhile, Amazon appears to have ended a test for a $7.99/month pricing option for Prime; its site is only showing the traditional $79/year option. (ChangeWave survey[View news story]
    So AMZN loses money on each KindleFire sale, then lose money on the Prime service ?? Do they make *any* money other than shipping books ?
    Nov 16, 2012. 04:28 PM | 1 Like Like |Link to Comment
  • When Apple (AAPL -2.2%) last traded at its current level of $514, MLB spring training hadn't started and the 3rd-gen iPad was still a mystery. Outside of the poor sales figures for Dell's PC business, which Mac/iPad sales are partly responsible for, there doesn't seem to be any major news to trigger today's sharp decline. Shares now trade at just a little over 7x FY13E EPS exc. cash - the Street seems to be pricing in expectations of limited growth and ongoing margin pressure. [View news story]
    Audi, Benz, BMW, and Leica all come from Germany. They really know quality.
    Nov 16, 2012. 04:26 PM | Likes Like |Link to Comment
  • When Apple (AAPL -2.2%) last traded at its current level of $514, MLB spring training hadn't started and the 3rd-gen iPad was still a mystery. Outside of the poor sales figures for Dell's PC business, which Mac/iPad sales are partly responsible for, there doesn't seem to be any major news to trigger today's sharp decline. Shares now trade at just a little over 7x FY13E EPS exc. cash - the Street seems to be pricing in expectations of limited growth and ongoing margin pressure. [View news story]
    You mean getting "stuck" with an ecosystem that has 700K apps, including 275K iPad-optimized apps ? What a limited selection.

    If Samsung/Android's experience is identical to iOS, the user satisfaction surveys would reflect that. I don't see any that proves your point.
    Nov 16, 2012. 04:25 PM | Likes Like |Link to Comment
  • When Apple (AAPL -2.2%) last traded at its current level of $514, MLB spring training hadn't started and the 3rd-gen iPad was still a mystery. Outside of the poor sales figures for Dell's PC business, which Mac/iPad sales are partly responsible for, there doesn't seem to be any major news to trigger today's sharp decline. Shares now trade at just a little over 7x FY13E EPS exc. cash - the Street seems to be pricing in expectations of limited growth and ongoing margin pressure. [View news story]
    So your solution is to ask Apple go down the same path as Dell, HP and Acer where they're all dying trying flip pennies while chasing "market share" ?

    You're also forgetting brand value and user experience. Apple *can* command price premiums through their strong brand and well known polished user experience. The others (Nokia, Moto, LG...) are competing on price not because they want to, but because they can't compete in any other dimension and metric.

    With 70% market share globally, you'd think Android should be absolutely dominating in terms of web browsing, ad impressions, app sales, and mobile commerce. And yet, there's absolutely zero evidence that Android overtakes iOS in any of those metrics.

    Therefore, the only logical conclusion is that a large chunk (if not outright majority) of Android sales are featurephone replacements. The user base is neither sticky nor loyal. In the long term, Android will become Symbian, and Samsung will become Nokia.
    Nov 16, 2012. 02:38 PM | Likes Like |Link to Comment
  • When Apple (AAPL -2.2%) last traded at its current level of $514, MLB spring training hadn't started and the 3rd-gen iPad was still a mystery. Outside of the poor sales figures for Dell's PC business, which Mac/iPad sales are partly responsible for, there doesn't seem to be any major news to trigger today's sharp decline. Shares now trade at just a little over 7x FY13E EPS exc. cash - the Street seems to be pricing in expectations of limited growth and ongoing margin pressure. [View news story]
    MSFT has been selling phones since what .... Windows CE era ? And they STILL haven't figured out how to correctly win mindshare, market share, or profit share. You think WP8 would change any of that ?

    And sorry, the only metric Android is winning is unit market share, the same way how Symbian was king (and totally worthless king). Android is in every single low end phone you can find at metroPCS and ChinaMobile. The ASP of an Android phone is less than half that of iPhone. Android is winning in the same way that Toyota Camry is "winning" Audi A8.

    If you're so confident, please long MSFT+GOOG while shorting AAPL. Put your money where your mouth is.
    Nov 16, 2012. 02:19 PM | Likes Like |Link to Comment
  • When Apple (AAPL -2.2%) last traded at its current level of $514, MLB spring training hadn't started and the 3rd-gen iPad was still a mystery. Outside of the poor sales figures for Dell's PC business, which Mac/iPad sales are partly responsible for, there doesn't seem to be any major news to trigger today's sharp decline. Shares now trade at just a little over 7x FY13E EPS exc. cash - the Street seems to be pricing in expectations of limited growth and ongoing margin pressure. [View news story]
    Mastercard? How is that relevant to AAPL vs. GOOG?
    Nov 16, 2012. 01:52 PM | 1 Like Like |Link to Comment
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