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mshadow

mshadow
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  • Is casino growth tapped out in the U.S? Documents filed in the bankruptcy case of Atlantic City's Revel estimates the casino property is now worth only $246M-$331M after costing close to $2.4B. The development follows other news from regional players across the U.S. of casino companies taking market share from each other as saturation becomes a factor. Another fly in the ointment for future brick-and-mortar growth is the tantalizing prospect for online gambling. [View news story]
    True. If sell-off happens, will add a lot on lows.
    Casno business is forever.
    Mar 22 01:38 PM | Likes Like |Link to Comment
  • Production of a cheaper iPhone will likely start in June, says Jefferies' Peter Misek in an afternoon note that's helping Apple (AAPL +0.7%) outperform. Foxconn and Jabil (JBL) are expected to provide plastic cases. Misek and other sell-side analysts have already predicted a less costly iPhone will arrive this year, though some claim its case will use a composite rather than plastic. Meanwhile, Apple received top marks in J.D. Power's U.S. smartphone satisfaction study for the 9th straight time - its score of 855 is slightly above a prior 849, and well above an average of 796. [View news story]
    This time it's not from Misek , it's from Ken Hui.
    Mar 22 04:32 AM | Likes Like |Link to Comment
  • Production of a cheaper iPhone will likely start in June, says Jefferies' Peter Misek in an afternoon note that's helping Apple (AAPL +0.7%) outperform. Foxconn and Jabil (JBL) are expected to provide plastic cases. Misek and other sell-side analysts have already predicted a less costly iPhone will arrive this year, though some claim its case will use a composite rather than plastic. Meanwhile, Apple received top marks in J.D. Power's U.S. smartphone satisfaction study for the 9th straight time - its score of 855 is slightly above a prior 849, and well above an average of 796. [View news story]
    Over the transom this afternoon came the Jefferies note, which, as it turns out, is not from Misek, but from his colleague, Ken Hui.
    Mar 22 04:31 AM | Likes Like |Link to Comment
  • Nokia Fights The Attack Of The Android Drones [View article]
    Good idea!
    Another good stuff could be forming temporary alliance between NOK/MSFT and AAPL to fight Samsung's copycats together. Android plague should be stopped at any price.
    Feb 22 01:50 AM | 1 Like Like |Link to Comment
  • If Apple Isn't Investing In Apple, Should You? [View article]
    My point is that it is not right to made such statements "Apple doesn't invest in itself".
    They are pretty good in investing in new, better products, so copycats can look for. I never saw any revolutionary thing from Samsung, besides.
    Dec 21 04:16 AM | 4 Likes Like |Link to Comment
  • If Apple Isn't Investing In Apple, Should You? [View article]
    Oh, yeah, copies of Japanese TV's, American PC's, etc.
    Dec 21 04:13 AM | 12 Likes Like |Link to Comment
  • If Apple Isn't Investing In Apple, Should You? [View article]
    What are you talking about? Appleā€™s R&D spending climbs $1 Billion to $3.4 Billion during FY 2012.
    "Apple could become the next Samsung" - whaaaat? Samsung is all about copycats, in all products.
    Dec 21 03:53 AM | 29 Likes Like |Link to Comment
  • Apple's Worst Day In Nearly 4 Years [View article]
    Patience, guys...
    Remember about 19th of January, when thousands of call options will expire. This stock needs to be below $550 before that day. We'll see performance afterwards.
    Dec 6 12:43 AM | Likes Like |Link to Comment
  • Chinese authorities are cracking down on possible corruption in Macau, the world's largest gambling hub, with police arresting employees from at least three of the island's largest junket operators, which extend credit to high-roller gamblers. Those detained include partners at David Star, a firm that has a presence at casinos owned by Wynn Resorts (WYNN) and Las Vegas Sands (LVS). [View news story]
    It's hitting MPEL also, there is no need for such buzz before X-Mas
    Dec 5 05:09 AM | Likes Like |Link to Comment
  • Nokia Up Double Digits, Lumia 920 Doing Well [View article]
    Now, the time is right to "try saying that out loud":

    5:45 PM Initial reports of sellouts for Nokia's (NOK) Windows Phone 8 Lumia hardware are "misleading," thinks Deutsche's Kai Korschelt, since they have much to do with supply issues. "Anecdotal evidence suggests that many stores have only received 5-20 devices/store with wider carrier distribution delayed in some countries," Korschelt writes, while speculating 28nm chip shortages are to blame. He also claims U.K. retail survey and Google search interest data for the Lumia line is underwhelming
    Nov 30 04:24 AM | Likes Like |Link to Comment
  • Nokia And Facebook: Accessible Social Mobility [View article]
    LOL :) Do you believe in just what you've said?
    Nov 27 08:42 AM | Likes Like |Link to Comment
  • Facebook's (FB) big run has made a believer of Bernstein's formerly bearish Carlos Kirjner, who upgrades the stock to Outperform with a $33 price target (from $23). "Monetization of mobile gives Facebook more time to address challenges," he writes, expecting a series of earnings beats (or upward revisions to estimates) over the next year. Shares +2.1% premarket. [View news story]
    I think there should be a way to technically detect such software before launch of application and ask users to switch it off, otherwise won't let 'em use a product.
    Nov 27 08:36 AM | Likes Like |Link to Comment
  • Facebook's (FB) big run has made a believer of Bernstein's formerly bearish Carlos Kirjner, who upgrades the stock to Outperform with a $33 price target (from $23). "Monetization of mobile gives Facebook more time to address challenges," he writes, expecting a series of earnings beats (or upward revisions to estimates) over the next year. Shares +2.1% premarket. [View news story]
    On Tuesday 27 November Eyeo, the company that has developed the popular software AdBlock Plus, will launch an Android application that blocks all ads displayed on mobile devices.
    Nov 26 07:48 AM | Likes Like |Link to Comment
  • Nokia Up Double Digits, Lumia 920 Doing Well [View article]
    First trully wise comment. You are absolutely right, there is a tremendous shortage in supply. It's about hundreds, not even thousands.
    Nov 23 03:06 PM | Likes Like |Link to Comment
  • Notable earnings before Wednesday’s open: AG, ANF, SPLS, TYC [View news story]
    MBT?
    Nov 14 01:47 AM | Likes Like |Link to Comment
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