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  • Dr. Doom Has Gold Going Below $1,000: Why His Thesis Is Spot On  [View article]
    Gold to $1000 means oil to $60, and it indicates a pretty nasty recession.
    Jun 4, 2013. 03:00 PM | 1 Like Like |Link to Comment
  • What This Country Needs Is A Good $99 Smartphone.  [View article]
    The carriers however aren't spending $500 on your device. $250/year; $20/month. However from their point of view, if the bottom end devices are good enough, at least some of that saving goes to their bottom line, it becomes in their interest to push the cheaper device.

    This is why I'm bullish on Asha devices (though last quarter was disappointing). Particularly during poor economic times; i.e. Europe... I think the concept is right, they just need to get the details (design, UI, apps) right for the consumer and the message out to the mobile networks. Personally, the Asha 501 is a step in the right direction. Add 3G and it's going in my pocket, particularly with the long battery life.
    Jun 3, 2013. 05:26 PM | 1 Like Like |Link to Comment
  • Nokia's Growth Is Bound To Come  [View article]
    48 days standby?
    May 28, 2013. 10:45 AM | 4 Likes Like |Link to Comment
  • The Bank of Israel slashes its benchmark rate by 25 basis points to 1.25%, marking the second rate cut this month. (PR) (ETF: EIS[View news story]

    1.25% And they think they're getting with the programme? They need to be pumping billions of new shekels into the economy to keep up with the big dogs.

    Interest rates should be NEGATIVE. They should be giving money away!
    May 27, 2013. 12:01 PM | 1 Like Like |Link to Comment
  • Nokia Is Not Up For Sale  [View article]
    Missed the boat anyway. It left a year ago.
    May 27, 2013. 09:01 AM | 1 Like Like |Link to Comment
  • 6 Reasons Why The iPhone Will Soon Have Processors Built By Intel  [View article]
    No they won't.

    Apple use native code in their apps. They will remain ARM based. Windows Phone also uses native code in it's apps. That will also remain ARM based.

    Only Android uses overwhelmingly virtualised (Java) code in it's apps and that *can* make use of any CPUs. Of course the virtualisation overhead doesn't improve performance at all, and is why Samsung have to use quad and oct core Snapdragon CPUs to make the stuff run reasonably.
    May 22, 2013. 05:22 AM | 3 Likes Like |Link to Comment
  • Why Inflation Never Came  [View article]
    Eh, what?

    Um... The entire point of owning a *global* reserve currency is that it lets you *export your inflation to other countries*. There's been plenty of inflation. There have been demonstrations about it... There have been revolutions.

    In China. In the Middle East. By looking solely at the US you are only seeing a small part of the USD system.
    May 21, 2013. 06:59 AM | 11 Likes Like |Link to Comment
  • "There are only four sources of high-quality maps," Google, Waze, Navteq, and TomTom (TMOAF.PK), says Rolfe Winkler, and given Facebook's rumored $1B acquisition of Waze, TomTom may become an attractive takeover target for the likes of Apple (AAPL) and others who, while able to drive a hard bargain on map licensing fees, may prefer to bid for the Netherlands-based company rather than worry that a rival will acquire it. TomTom trades at an EV/EBITDA ratio of just 6x. (From December: Rabobank puts AAPL/TomTom odds at 30%)  [View news story]
    Waze? Indeed. Comprehensive they are not.

    In terms of companies, mapping is Google, Nokia and TomTom. That's it.

    Oh and Apple but they just use TomTom data.
    May 19, 2013. 05:49 PM | Likes Like |Link to Comment
  • Dump Nokia's Sad Ringtone, Buy BlackBerry  [View article]
    I bought NOK at an average of about $2.20 I think, backed up the 18 wheeler ~$1.80. I'm rather glad to be a shareholder of that particular company. Sure there are some frustrations but what they're doing makes sense. New strategy, products, designs, services. Looks to me like things are going the right direction.

    So... Waiting... Sure I could have been in and out of half a dozen trades since then but... This isn't a trade, it's an investment.
    May 19, 2013. 05:09 PM | 9 Likes Like |Link to Comment
  • Apple's Magic Is Broken  [View article]
    It's all about the fashion. Yesterday it was Apple. Today it's Samsung. Place your bets on who it'll be tomorrow.
    May 19, 2013. 04:49 PM | 1 Like Like |Link to Comment
  • Nokia Manufacturing Improving?  [View article]
    They're moving to the same tech for their high volume phones, the colour palette is the same across the ranges. Which is good it gives a brand identity that the others don't have. I'm thinking about the most recent Asha 501 release.


    Even if they were having capacity teething problems initially with the new shell technology, they've solved it to the extent that they're happy to use in their higher volume lower margin devices. Which is telling, it should improve margin on the high end too.

    The other thing they're showing more of with recent releases is snap on cases and releasing 3d printer specs. Using a snap on case they can produce identical phone modules and differentiate colourfully only on the snap on component, plus make it easy for a 3rd party market to arise.

    Colour is simple but is a strong differentiator, *everything* else out there is colourless.
    May 18, 2013. 10:24 AM | Likes Like |Link to Comment
  • iRadio (AAPL) is "still bogged down in licensing talks," music industry sources tell The Verge's Greg Sandoval. In addition to Sony (already reported to have rejected Apple's licensing terms), BMG is said to be holding out for a better deal; one has reportedly been signed with Universal. Apple's interest in offering on-demand options not found on Pandora (P) and other Web radio services has reportedly complicated talks. Past reports stated Apple is aiming for a summer launch.  [View news story]
    Nope. Nokia Music is a free service with all Nokia Lumias.
    Premium service based on a subscription.
    May 18, 2013. 09:45 AM | Likes Like |Link to Comment
  • Nokia's New Phone Announcement Leads To A Sell-Off  [View article]
    The 925 is just a 920 minus the big copper coil required for wireless charging. All you'd get by switching is a thinner/lighter phone.

    (long NOK)
    May 16, 2013. 02:58 PM | Likes Like |Link to Comment
  • Gold Going To $500?  [View article]
    Gold goes to $500 means oil's going to $30.

    And you know what that tells you about demand. I mean it might well do, but the S&P will be at ~500 right along with gold.
    May 16, 2013. 02:30 PM | 6 Likes Like |Link to Comment
  • Nokia's Asha 501 Proves The Company Still Is A Formidable Competitor  [View article]
    I agree about battery life. The single thing I hate about "smartphones" is being permanently attached to the charging cable... And I'm not just talking about Nokia. Samsung is notorious for short battery life, all it takes is for one app to go rogue and boom 3 hours & your phone is useless. Apple are marginally and not significantly better.

    (long NOK)
    May 15, 2013. 04:40 PM | Likes Like |Link to Comment