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css1971

css1971
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  • "It's not easy to make the iPhones. We are falling short of meeting the huge demand," says Foxconn (FXCOF.PK) chairman Terry Gou, suggesting iPhone 5 shortages aren't letting up. Another Foxconn exec made similar remarks last month. Analysts have reported Foxconn has enlisted a division that typically makes non-Apple (AAPL -2.8%) products to help address the shortfall. [View news story]
    Nokia Lumia 920 is being released this week in a bunch of places. Hence the Apple sell off.
    Nov 7 03:14 PM | Likes Like |Link to Comment
  • AT&T is offering Nokia's (NOK -5.4%) Lumia 920 for $450 without contract, a figure that suggests Nokia's unsubsidized pricing for the device is fairly aggressive - the 16GB iPhone 5, by comparison, goes for $649 without contract, and Samsung's Galaxy S III sells for $549. That pricing is a likely reason why AT&T is comfortable offering the 920 for $100 with a 2-year contract. [View news story]
    Huh? That's only €350.

    The thing is at the top of the pre-order charts already, they could have priced it higher with no difficulty. The question is are they going to be able to make them fast enough at that price?

    There will be a profit at that level but it's going to be pretty thin. Ooh, Samsung and Apples margins just got cut off at the knees. This a market share strategy, but it amounts to box shifting with no room for R&D if it continues for the longer term.

    It's going for €650 here contract free. AT&T must be getting it at near cost. The arbitrage opportunity is huge. With that cost difference, it'd pay to fly over to the US, fill suitcases with them and fly them back.
    Nov 7 02:06 PM | 1 Like Like |Link to Comment
  • Is It Time To Get On The Nokia Train? [View article]
    Just thought I'd say thanks. :)
    Nov 7 07:21 AM | Likes Like |Link to Comment
  • Is It Time To Get On The Nokia Train? [View article]
    You have no idea what you're talking about. Europe has had smartphones for 15 years as opposed to America's 5 years.

    http://bit.ly/RgVKYi

    Nokia had smartphones a *decade* before Apple. They knew it was important. I had a 9210, and a 9300. They also had touchscreens long before Apple.

    The problem is Nokia historically didn't manage to get into the US market due to the carrier structure and that gave Google, Apple and RIM 10 years and an empty space to move into.

    Now, the company which really blew it is Motorola. There's a company not to touch with a 10 foot pole. Oh wait, Google bought them. I'm just waiting for Google to catch cooties from that particular acquisition.
    Nov 7 06:56 AM | Likes Like |Link to Comment
  • AT&T (T) will sell Nokia's (NOK) Lumia 920 and 820 for $100 and $50 apiece with contracts. The 920's price (like that of the Lumia 900) undercuts the iPhone and many high-end Android models, but is only par with AT&T's pricing for HTC's Windows Phone 8X. Reviews for the 920 (I, II, III) have been positive, but not glowing. Much will come down to the extent consumers embrace a UI that's radically different from Android and iOS, and are willing to accept a smaller app ecosystem. [View news story]
    Nobody *wants* an HTC. Like Samsung their devices are clones but unlike Samsung they don't push the envelope *anywhere*. You would only buy an HTC anything (windows or android) on the following circumstances.

    1. It's the only thing offered.
    2. Your budget is tight and it's much cheaper.
    Nov 7 06:16 AM | Likes Like |Link to Comment
  • AT&T (T) will sell Nokia's (NOK) Lumia 920 and 820 for $100 and $50 apiece with contracts. The 920's price (like that of the Lumia 900) undercuts the iPhone and many high-end Android models, but is only par with AT&T's pricing for HTC's Windows Phone 8X. Reviews for the 920 (I, II, III) have been positive, but not glowing. Much will come down to the extent consumers embrace a UI that's radically different from Android and iOS, and are willing to accept a smaller app ecosystem. [View news story]
    It's 185 grams... The horror.

    Doesn't seem to be causing a problem in Europe. Pre-orders are at the top of the charts all over the place, so people are waiting for it in preference to the iPhone 5 or Samsung S3.

    I did mention to the Apple holders they were at the *top* of an earnings bubble. Oh well. Increased my meagre NOK holdings. God bless Saint Elop for the opportunity to pick up the stock at these prices. I'm sure the previous shareholders would have an entirely different view though.
    Nov 6 03:59 PM | 2 Likes Like |Link to Comment
  • AT&T (T) will sell Nokia's (NOK) Lumia 920 and 820 for $100 and $50 apiece with contracts. The 920's price (like that of the Lumia 900) undercuts the iPhone and many high-end Android models, but is only par with AT&T's pricing for HTC's Windows Phone 8X. Reviews for the 920 (I, II, III) have been positive, but not glowing. Much will come down to the extent consumers embrace a UI that's radically different from Android and iOS, and are willing to accept a smaller app ecosystem. [View news story]
    Eh... How did you get your hands on one?
    Nov 6 03:14 PM | Likes Like |Link to Comment
  • More on Microsoft's (MSFT) smartphone: Bloomberg reports Mister Softee views a home-grown smartphone as a backup plan in the event this quarter's Windows Phone 8 launches (headlined by Nokia, Samsung, and HTC) disappoint. That's in-line with an October report from The Verge. Also: a Microsoft exec says WP8 still lacks a notification center (a feature long available on Android/iOS) because Microsoft "ran out of time" ahead of its launch. (Lumia 920 review) (market share data[View news story]
    Exactly. A MSFT phone only makes sense to steal revenue from Nokia and HTC & Samsung. If MSFT do produce a phone they will almost certainly have to jump ship, you simply can't compete against the owner of the platform, they can kill you at any point.
    Nov 2 06:22 PM | 1 Like Like |Link to Comment
  • Good hardware only goes so far when its app ecosystem is deficient: that's the common argument found in The Verge's reviews of Nokia's (NOK) flagship Lumia 920 and Google/Samsung's Nexus 10 tablet. The 920's display, design, and (with some qualifications) camera get high marks, and so do the 10's display (considered on par with the iPad), performance, and battery life. But with Windows Phone and (as far as tablets go) Android still badly trailing the competition in terms of app support, neither product gets a resounding endorsement. (WP8 review) (app efforts: I, II[View news story]
    Apple apps have long passed the point where the increasing number simply makes it more difficult to find useful ones. Is it easier to find the one good app in 100 crap ones or 1 good app in 750,000 crap ones. The numbers make life harder not easier. Apple are going to need Google's search to find the good apps.

    It's the TV effect. The more channels the crapper they get.
    Nov 2 06:09 PM | 4 Likes Like |Link to Comment
  • With The New iPad, Apple Accelerates; With The iPad Mini, It's Pedal To The Metal [View article]
    It's an anything-mini. End of story. Why would anyone want a mini? It's almost like it's made of the scrag ends of the displays meant for the iPad. The bits left over which they couldn't fit anywhere else.

    Oh... and investing? This was a breathless adoration of anything Apple.
    Oct 31 10:29 PM | Likes Like |Link to Comment
  • Don't Count Apple Out Just Yet [View article]
    Best Buy sells out of 920 preorders in the US: http://bit.ly/Vc0y5d

    920 sells out in Italy. http://bit.ly/TtS4jS

    920 out sells iPhone in France & UK; http://bit.ly/R8Xr9E
    http://bit.ly/PFVtkg

    blah blah blah.

    My my... As a NOK holder it sounds like they might have a hit on their hands. I do hope they're beefing up their production lines & data centers to cope.

    Buy low, sell high. Sounds so easy but so many get it so wrong.

    Darn... Did I just sound smug there?
    Oct 31 10:12 PM | 2 Likes Like |Link to Comment
  • Don't Count Apple Out Just Yet [View article]
    "Apple will officially begin its $10B repurchase program in FY 2013"

    i.e. "we don't have any idea what to do with the money". Bad sign from management. Particularly with the maps fiasco, the quality and design problems with the iPhone 5 and the fact that an iPad "Mini" is the best they can do as the next big thing? Who-hoo.

    When a company comes out with anything-mini you know it's a sign of the end. Nokia N97-mini for example.

    Saibus are bleeding on this & simply trying to rally bag holders at this level. I did say back at 700 it was a bubble, on any long term chart it's blindingly obvious to all but the wilfully blind.

    It might be worth taking advantage of the next dead cat bounce.
    Oct 31 09:45 PM | Likes Like |Link to Comment
  • Though many pundits, analysts, and (reportedly) employees liked Apple's (AAPL -2.3%) big management shakeup (I, II), shares have fallen below the $600 threshold today. Scott Forstall had plenty of critics, but he also earned a lot of respect on account of iOS' success over the last 5 years. Today's decline comes as Chinese regulators give their approval to iPhone 5 models meant for China Unicom (CHU) and China Telecom's (CHA) 3G networks. [View news story]
    Maybe he's making lots of money that way.
    Oct 31 09:23 PM | Likes Like |Link to Comment
  • Though many pundits, analysts, and (reportedly) employees liked Apple's (AAPL -2.3%) big management shakeup (I, II), shares have fallen below the $600 threshold today. Scott Forstall had plenty of critics, but he also earned a lot of respect on account of iOS' success over the last 5 years. Today's decline comes as Chinese regulators give their approval to iPhone 5 models meant for China Unicom (CHU) and China Telecom's (CHA) 3G networks. [View news story]
    The hedge funds largest single holding is already AAPL, Google "hedge fund hotel" for goodness sake. How do you think it got to 700? They're the ones selling and they aren't selling because 2 VPs got fired, they're selling because earnings are not going to be as good as expected and whoever sells first makes the most.
    Oct 31 09:22 PM | Likes Like |Link to Comment
  • Apple Has Peaked: The Warning Signs Are Multiplying [View article]
    The telling point is that the Apple management have no idea what do do with the money. Yes they have been raking it in at the top for a couple of years now ... And then? The iPhone 5 ...


    Really?


    Really?


    The rest of the market just stepped past. You saw it live, Apple ended their growth story all by themselves. It'll become clear in a few quarters but I warn you the big boys will be keen to get out, long before clarity.
    Oct 28 04:38 PM | 7 Likes Like |Link to Comment
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