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Ohdz

Ohdz
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  • TiVo: Near-Term Litigation Catalyst With Profitability On The Horizon [View article]
    Good god this call was off
    Jun 24, 2013. 10:48 AM | Likes Like |Link to Comment
  • TiVo: Near-Term Litigation Catalyst With Profitability On The Horizon [View article]
    -19.5%...
    Jun 7, 2013. 08:40 AM | Likes Like |Link to Comment
  • TiVo: Near-Term Litigation Catalyst With Profitability On The Horizon [View article]
    TIVO down 17.2%...
    Jun 7, 2013. 08:34 AM | Likes Like |Link to Comment
  • TiVo: Near-Term Litigation Catalyst With Profitability On The Horizon [View article]
    Wow this call just got crushed.
    Jun 7, 2013. 08:33 AM | Likes Like |Link to Comment
  • Enough About Apple [View article]
    Why do you suggest that margins are 'narrowing from here.' What would you list as causes for further margin compression?

    Historically, (given that your entire article is based on 'history'), Apple's margins are compressed during product releases. Q4 saw the highest number of products released for AAPL. History shows us that margins rebound in the following quarters after a product launch.
    Nov 27, 2012. 08:39 AM | 1 Like Like |Link to Comment
  • Apple After The Riot, Shortage, Strike, Etc.: Still A Buy? [View article]
    With regards to the below comment... Apple quoted via a press release that it sold 5mm phones. Is there somewhere that defines this figure as units shipped vs units sold? Just looking for clarification on this.

    Apple's share price has plummeted based on concerns Apple would sell fewer than expected units. If true, this would be a problem. Analysts apparently hoped that Apple's 5-million-iPhone opening weekend would be higher. In fact, it is: Apple can't book sales until delivery, so its massive backlog of pre-orders wasn't considered part of the opening-weekend sales. Until we see a quarterly number or obtain intelligence from channels regarding the number of units Apple ships per day, we don't even know how long Apple will be satisfying its backlog. We will certainly not know what Apple's post-backlog "regular" sales will look like.
    Oct 10, 2012. 09:09 AM | 1 Like Like |Link to Comment
  • Understanding Why I Was So Wrong About Apple [View article]
    One of their non-tangible assets is their Eco-system. I mean this in two respects:

    1. Hardware/software ecosystem- this one is discussed frequently. iPhone's interact w/ iPods, interact w iTunes, and MacBooks, and so on and so on. Each unit contributes to one another and is compatible in many functions.

    2. The more significant, In my opinion, the 'support' ecosystem. Whereas a Samsung unit is more likely to be purchased or repaired via a telco store (AT&T, VZ, etc), Apple has the benefit of the Apple store. They keep the product close to the brand. If you have issues w/ a product you take it to the genius bar. That level of interaction w/ the brand is more significant than I think is recognized.
    Aug 23, 2012. 09:10 PM | 1 Like Like |Link to Comment
  • Apple (AAPL) is paying a small fortune to prosecute its legal war against Android rivals: the company says it paid $32M in legal fees to handle just one ITC dispute with Motorola Mobility. Lawyers tell Bloomberg a typical patent case costs each side $10M-$15M, with costs reaching $25M in bigger/more complex disputes. Apple is involved in dozens of legal battles related to Android, which Steve Jobs said he was willing to pay $40B to wage "thermonuclear war" against. [View news story]
    In order to reach any result jury would require a unanimous verdict on a 700 question Jury questionnaire. No verdict will be reached 100%. Non-event. No one will receive compensation one way or another.
    Aug 23, 2012. 09:03 PM | 1 Like Like |Link to Comment
  • Apple (AAPL) is paying a small fortune to prosecute its legal war against Android rivals: the company says it paid $32M in legal fees to handle just one ITC dispute with Motorola Mobility. Lawyers tell Bloomberg a typical patent case costs each side $10M-$15M, with costs reaching $25M in bigger/more complex disputes. Apple is involved in dozens of legal battles related to Android, which Steve Jobs said he was willing to pay $40B to wage "thermonuclear war" against. [View news story]
    0.95 correlation between spelling and investment abilities
    Aug 23, 2012. 08:59 PM | 2 Likes Like |Link to Comment
  • Apple (AAPL +2.1%) has become the most valuable company ever traded: its current market cap of $620.8B eclipses Microsoft's peak market cap of $618.9B, reached on Dec. 30, 1999. The milestone comes as Apple and Samsung (SSNLF.PK) each propose lengthy verdict forms for jurors presiding over their California trial to fill out. Jurors will have to decide whether each of dozens of devices infringe on an Apple or Samsung patent, with unanimous decisions being needed for a guilty verdict. (earlier[View news story]
    somewhere between 50-70 ( various sources )


    http://bit.ly/Se9bJj
    http://bit.ly/OtfwOM
    Aug 20, 2012. 04:48 PM | Likes Like |Link to Comment
  • We've seen plenty of leaked pictures of components going into the next iPhone (AAPL). But as Jay Yarow points out, we haven't seen any yet of the widely-rumored iPad Mini. That's leading Yarow and others to think the Mini hasn't entered production and won't launch next month, as many rumors indicate the next iPhone will. Schematics indicate Apple is looking to make the Mini thinner than the regular iPad. [View news story]
    I addressed the point by mentioning that the leaked photos bear no value in the first place. If anything there could be an increased likelihood. As Tim Cook mentioned in the latest call, they were increasing security around their product launches. The fact that we are seeing as many leaked photos as we always have, it leads to me to think they are all 100% fake
    Aug 15, 2012. 12:36 PM | Likes Like |Link to Comment
  • We've seen plenty of leaked pictures of components going into the next iPhone (AAPL). But as Jay Yarow points out, we haven't seen any yet of the widely-rumored iPad Mini. That's leading Yarow and others to think the Mini hasn't entered production and won't launch next month, as many rumors indicate the next iPhone will. Schematics indicate Apple is looking to make the Mini thinner than the regular iPad. [View news story]
    Also a concern of mine regarding hype/expectation vs reality. Though with most launches there is some form of hiccup, whether iPhone 4 and antennae issues or the 3 w dropped calls and battery life. All in all while there is some doubt In my mind I believe that there is pent up demand for the 5 (evidenced by recent earnings and commentary regarding the issue), and that the customer refresh rate will be significantly higher than previous launches. In addition, if the launch is simultaneous in Europe and Asia I believe there is further reason for a good sales print. (All this being said we need the Sep 12 date to in fact be true.)
    Aug 15, 2012. 12:53 AM | Likes Like |Link to Comment
  • We've seen plenty of leaked pictures of components going into the next iPhone (AAPL). But as Jay Yarow points out, we haven't seen any yet of the widely-rumored iPad Mini. That's leading Yarow and others to think the Mini hasn't entered production and won't launch next month, as many rumors indicate the next iPhone will. Schematics indicate Apple is looking to make the Mini thinner than the regular iPad. [View news story]
    I don't think you can use the alleged leaked photos as indicators to the future launches. This image http://bit.ly/R0GH5M was widely circulated as a 'leaked photo' of the phone. If you look at the software on the screen, one of the home icons is YouTube. It has been officially confirmed YouTube will not come preinstalled on the iPhone 5. Any of the alleged leaked photos have obvious tells that they are in fact inaccurate and are just there to fuel hype.
    Aug 14, 2012. 03:43 PM | 1 Like Like |Link to Comment
  • Fusion-IO (FIO): Q1 EPS of $0.06 beats by $0.04. Revenue of $94.2M (+40% Y/Y) beats by $8.8M. Shares -10.2% AH. (PR)  [View news story]
    After hours movement makes no sense on this. Great numbers.
    Apr 26, 2012. 06:16 PM | Likes Like |Link to Comment
  • Who knows whether Apple (AAPL) is over- or underpriced - different investors can come to different valuations - but after the week it's had (down 6% in three days, and 10% off its high), maybe you should look at paring that position (and considering how much Apple moves major indexes, you may own a lot more than you think).  [View news story]
    Profit taking heading into earnings. Thats all
    Apr 21, 2012. 11:38 PM | 1 Like Like |Link to Comment
COMMENTS STATS
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