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mogando

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  • 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]
    just plot the 10-year graph of AAPL vs. GOOG and you'll see who's the real winner
    Nov 16, 2012. 12:06 PM | 3 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]
    then you should long MSFT .... you know, that company that creates Windows Phone with like 3% market share and the Surface that's totally incompatible with existing x86 software

    Or long GOOG, which generates less revenue than AAPL generates in profits despite being larger in profits as recent as 2007.

    Or long AMZN, whose KindleFire sales collapsed immediately after the previous holiday season and has a P/E north of 2000x.
    Nov 16, 2012. 12:05 PM | 4 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]
    I finally bought AAPL the first time in years. Haven't seen Apple went on 25% sale like this (without any actual collapse of businesses or earnings).

    P/E of 12x, dividend yield of 2%, stock price upside of at least 45% (based on concensus target), and the WIDEST gap between actual stock price and concensus target since at least Apr 2011, and a product line that's either dominating (iPod / iPad) or margin-unchallenged (Mac, iPhone).
    Nov 16, 2012. 11:57 AM | 6 Likes Like |Link to Comment
  • The frenzied trading in Supervalu (SVU +28.8%) is tied in part to a note out to clients from JPMorgan citing a 50% chance for a leveraged buyout. The firm's stance is that Supervalu sits as a relatively easy target with its low-cost debt and real estate assets as it upgrades the stock to Neutral from Underweight. [View news story]
    now that the stock has jumped 30%, the value of the LBO has diminished drastically all of a sudden

    it's as if JPM secretly wants to kill the LBO deal by pre-announcing it
    Oct 22, 2012. 11:46 AM | 1 Like Like |Link to Comment
  • Google (GOOG) has resumed trading after releasing an official Q3 report that largely matches its draft report. Shares are down 7.5%, a little above the levels they were at when shares were halted. Citi's Mark Mahaney, who was singing Google's praises last month, calls the report "negatral," and isn't happy with Motorola's performance. Piper notes revenue derived from Google-owned sites was up just 2.5% Q/Q after rising 8% the last two years. (more[View news story]
    MOTO acquisition would go down in history as one of the worst mergers ever, next to Sprint/Nextel, BoA/Countrywide, and HP/Palm

    $12.5B for "patents" ?? Give me a break.
    Oct 18, 2012. 04:03 PM | 2 Likes Like |Link to Comment
  • Those rumors about a $99 Google (GOOG) Nexus tablet won't go away. Sources tell Digitimes the device will arrive in Q4, be manufactured by Quanta, and feature a no-frills processor from China's WonderMedia. NPD's Richard Shim also recently claimed a $99 Nexus tablet is in the works, to go with a high-end Nexus model from Samsung. Google's losses on such a device would probably be significant, but it would also easily undercut the Kindle Fire and iPad Mini at a time when tablet penetration remains low in many emerging markets. [View news story]
    so true ... AAPL stock got blasted at P/E of 16 for selling products at 40% gross margin

    AMZN gets nearly P/E 100 for flipping pennies
    Oct 17, 2012. 03:48 PM | Likes Like |Link to Comment
  • Those rumors about a $99 Google (GOOG) Nexus tablet won't go away. Sources tell Digitimes the device will arrive in Q4, be manufactured by Quanta, and feature a no-frills processor from China's WonderMedia. NPD's Richard Shim also recently claimed a $99 Nexus tablet is in the works, to go with a high-end Nexus model from Samsung. Google's losses on such a device would probably be significant, but it would also easily undercut the Kindle Fire and iPad Mini at a time when tablet penetration remains low in many emerging markets. [View news story]
    totally ... these people spending $500 on a Samsung GTab 10.1 but can't afford coffee at a store

    if any android manufacturer is selling boatloads of Android tablets, you'd think they would announce actual sales numbers by now.
    Oct 17, 2012. 03:46 PM | 1 Like Like |Link to Comment
  • Those rumors about a $99 Google (GOOG) Nexus tablet won't go away. Sources tell Digitimes the device will arrive in Q4, be manufactured by Quanta, and feature a no-frills processor from China's WonderMedia. NPD's Richard Shim also recently claimed a $99 Nexus tablet is in the works, to go with a high-end Nexus model from Samsung. Google's losses on such a device would probably be significant, but it would also easily undercut the Kindle Fire and iPad Mini at a time when tablet penetration remains low in many emerging markets. [View news story]
    if those market shares are anywhere near the truth, i should roughly see 1 android tablet or kindle fire per iPad around town

    please show me ANYWHERE in the US that one could observe that, unless you're claiming that only iPad users bring their tablets to starbucks and airplanes while Android tablet users are explicitly home users
    Oct 17, 2012. 03:09 PM | Likes Like |Link to Comment
  • Those rumors about a $99 Google (GOOG) Nexus tablet won't go away. Sources tell Digitimes the device will arrive in Q4, be manufactured by Quanta, and feature a no-frills processor from China's WonderMedia. NPD's Richard Shim also recently claimed a $99 Nexus tablet is in the works, to go with a high-end Nexus model from Samsung. Google's losses on such a device would probably be significant, but it would also easily undercut the Kindle Fire and iPad Mini at a time when tablet penetration remains low in many emerging markets. [View news story]
    sorry, Google officially REFUSE to recognize Kindle Fire as Android, so it's a false market share chart

    even according to that chart, Android market share maxes at 27%, but based on real world usage statistics, those 27% are nowhere to be found.
    Oct 17, 2012. 02:32 PM | 2 Likes Like |Link to Comment
  • Those rumors about a $99 Google (GOOG) Nexus tablet won't go away. Sources tell Digitimes the device will arrive in Q4, be manufactured by Quanta, and feature a no-frills processor from China's WonderMedia. NPD's Richard Shim also recently claimed a $99 Nexus tablet is in the works, to go with a high-end Nexus model from Samsung. Google's losses on such a device would probably be significant, but it would also easily undercut the Kindle Fire and iPad Mini at a time when tablet penetration remains low in many emerging markets. [View news story]
    GOOG is digging a huge hole for themselves. For a discretionary gadget (not an essential item like phone), consumers value quality. The myriad of $200 android-based tablets (inc KFire) still hasn't brought total Android tablet market share to 50%, while AAPL commands 60-80% market share selling only high end ones.

    Open-ness is meaningless when you can count the number of tablet-optimized apps in 2 hands (properly scaling does NOT mean optimized). As long as GOOG keep price under-cutting its OEM partners, it would self-destruct its only chance in the tablet space.
    Oct 17, 2012. 09:49 AM | Likes Like |Link to Comment
  • The first iPhone 5 (AAPL) reviews mostly gush with praise. Walt Mossberg: "Apple has taken an already great product and made it better." Engadget: "An amazing performer with great battery life wrapped in a delicious shell." CNET: "You're going to be shocked at how light this phone is." David Pogue: "The camera is among the best ever put into a phone." Two features receiving a bit of criticism: the Maps app (some Google Maps features are missed) and the Lightning dock connector (backwards compatibility). [View news story]
    The rumored Samsung S4 would be a phablet size 5.0", and I could totally imagine Note 3 reaching 6". And that point they might as well cancel the Tab 7 line and lump them together.

    The only reason that *every* single Android manufacturer is putting in a big screen is that they know they would lose to Apple if they match the screen size (by way of batt life), so they're trying the hardest to use the ancient marketing hype that "bigger is better".

    They claim Android is "choice", but yet I can't find any state-of-the-art flagship top-of-the-line spec Android phone less than 4.3" screen. That doesn't sound like much choice to me.
    Sep 20, 2012. 02:41 PM | Likes Like |Link to Comment
  • U.K. retailers Carphone Warehouse and Phones 4U claim they've seen a 500% increase in iPhone 5 (AAPL) pre-orders relative to the iPhone 4S, with sales surpassing those of any other phone launch. The phone's bigger display could be a major selling point: Though its U.K. share held up relatively well, Apple lost share (on a Y/Y basis) in Europe in Q2 as consumers increasingly opted for Android phones with giant displays. (iPhone 5 pre-orders[View news story]
    those europeans are not opting for android's large display - they're opting for android's cheaper pricing

    how can $600 excellent compete with $300 "good enough" ?
    Sep 18, 2012. 01:50 PM | 3 Likes Like |Link to Comment
  • As expected, Apple's (AAPL +0.5%) iOS 6 will have built-in Facebook (FB +2.1%) integration. Features include the ability to "Like" iTunes content, post status updates from the notification menu, and directly share content from apps. Also announced (live blog) is Apple's new mapping solution (no more Google Maps), which features 3D models of cities and turn-by-turn navigation - the latter is leading to further weakness (previous) in Garmin (GRMN -7.6%).  [View news story]
    didn't Apple already block 3rd party iOS apps that duplicate built-in functionality ?

    i guess it's legal because unlike MSFT, Apple doesn't charge anything for iOS (the fact that iPhones command less than 30% of global smartphone share also helps the argument that AAPL is not abusing monopoly, unlike MSFT/IE)
    Sep 17, 2012. 10:12 AM | Likes Like |Link to Comment
  • An ITC administrative law judge (ALJ) declares Apple (AAPL) innocent of infringing 4 Samsung (SSNLF.PK) patents, but hasn't yet provided his reasons. Two of the patents are standards-essential, while another two are software-related. The decision, which comes ahead of an Oct. 19 ALJ ruling on an Apple complaint against Samsung, will probably be reviewed by the full commission. Apple and Samsung are facing off in 30 suits over 4 continents. (Apple-HTC[View news story]
    3 great news for AAPL

    1. winning CA court judgment of $1B against Samsung
    2. winning patent case in Munich against Moto
    3. this

    AAPL $1000 FTW
    Sep 14, 2012. 04:09 PM | 2 Likes Like |Link to Comment
  • A Goldman survey provides more proof of Apple's (AAPL) sky-high customer loyalty. 88% of survey respondents owning at least one iOS device said their next mobile device purchase is "likely" or "highly likely" to be an Apple product. In addition, over half of respondents said they would only abandon Apple if a rival product was at least 50% cheaper, and 21% claimed they wouldn't jump ship at any price. (ChangeWave survey)  [View news story]
    "21% claimed they wouldn't jump ship at any price."

    i.e. 79% potential ungrateful traitors
    Jul 2, 2012. 02:11 PM | 3 Likes Like |Link to Comment
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