provengers666's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/262912/comments http://seekingalpha.com/article/131569-how-much-is-dendreon-worth?source=feed#comment-469258 469258 Mon, 20 Apr 2009 04:13:28 -0400 http://seekingalpha.com/article/110665-u-s-handset-subsidies-to-be-replaced-by-something-worse?source=feed#comment-331446 331446 VOD) was giving away the most popular handset (the Blackberry STORM) for FREE. If that isn't "subsidization" I don't know what is. Note that NO ONE is doing that here.]]> Tue, 16 Dec 2008 18:53:03 -0500 VOD) was giving away the most popular handset (the Blackberry STORM) for FREE. If that isn't "subsidization" I don't know what is. Note that NO ONE is doing that here.]]> http://seekingalpha.com/article/105648-what-s-rimm-s-problem?source=feed#comment-304635 304635 Wed, 12 Nov 2008 20:43:06 -0500 http://seekingalpha.com/article/104779-apple-vs-rim-study-shows-iphone-more-reliable-than-blackberry?source=feed#comment-301325 301325
AND your post clearly indicates that you agree with me that comparing multiple phones versus a single model is not an accurate way to do a comparison....SO WHY NOT SIMPLY SAY THAT?? Answer: You are an Apple Fanboy and would never admit it.

Case closed.

On Nov 08 03:11 PM TimboM wrote:

> @anon123666: Yeah, let's compare the iPhone with the Storm. Does
> anyone know where we can find some Storms to compare? What's that?
> They're not shipping yet? Oh. Well, maybe we can check again in 3
> weeks? Possibly? Maybe?
>
> And although your reference to Lexus/Toyota/BMW seems to confound
> quality with reliability, you did backhandedly made the case for
> why more models and variations create a higher probability of quality
> defects. Toyota made limited model variation their bread and butter
> and look at their reputation for quality and reliability. While Oldsmobile
> could offer you literally 10 million combinations for paint, carpet,
> radio, Toyota gave less than 300 for the Camry.
>
> Do one thing and do it well and you will always have customers.]]> Sun, 09 Nov 2008 15:01:53 -0500
AND your post clearly indicates that you agree with me that comparing multiple phones versus a single model is not an accurate way to do a comparison....SO WHY NOT SIMPLY SAY THAT?? Answer: You are an Apple Fanboy and would never admit it.

Case closed.

On Nov 08 03:11 PM TimboM wrote:

> @anon123666: Yeah, let's compare the iPhone with the Storm. Does
> anyone know where we can find some Storms to compare? What's that?
> They're not shipping yet? Oh. Well, maybe we can check again in 3
> weeks? Possibly? Maybe?
>
> And although your reference to Lexus/Toyota/BMW seems to confound
> quality with reliability, you did backhandedly made the case for
> why more models and variations create a higher probability of quality
> defects. Toyota made limited model variation their bread and butter
> and look at their reputation for quality and reliability. While Oldsmobile
> could offer you literally 10 million combinations for paint, carpet,
> radio, Toyota gave less than 300 for the Camry.
>
> Do one thing and do it well and you will always have customers.]]> http://seekingalpha.com/article/104779-apple-vs-rim-study-shows-iphone-more-reliable-than-blackberry?source=feed#comment-300551 300551
Bottomline: Only and Apple fanboy would find this study of any value.]]> Fri, 07 Nov 2008 21:12:03 -0500
Bottomline: Only and Apple fanboy would find this study of any value.]]> http://seekingalpha.com/article/104212-citigroup-analyst-rimm-needs-to-launch-storm-by-holidays?source=feed#comment-298915 298915
And VZ is scheduled to release it by the 17th. So why would this make RIMMs results "mixed"??? They will sell thru all of the BOLDS and STORMS they can make. How is that "mixed"???
]]> Wed, 05 Nov 2008 16:22:12 -0500
And VZ is scheduled to release it by the 17th. So why would this make RIMMs results "mixed"??? They will sell thru all of the BOLDS and STORMS they can make. How is that "mixed"???
]]> http://seekingalpha.com/article/102383-rim-faces-a-critical-month-as-apple-gets-tough?source=feed#comment-294744 294744
So you have all of the above catalysts AND a company that is growing Earnings FASTER than Apple, with a PE that is at least below that of Apple by 50%. I'll let you figure out the rest....]]> Thu, 30 Oct 2008 20:39:43 -0400
So you have all of the above catalysts AND a company that is growing Earnings FASTER than Apple, with a PE that is at least below that of Apple by 50%. I'll let you figure out the rest....]]> http://seekingalpha.com/article/102914-is-apple-more-undervalued-than-other-tech-sector-stocks?source=feed#comment-294495 294495
Firs: A growth company is NOT valued on the amount of CASH it has lying in its coffers. Unless the company issues a dividend or buys back shares, there cash is nothing but a safeguard against going out of business.

Second: The valuation metrics used by the pros is always forward-looking! Your analysis is simply looking at the past.

The following is a copy of a previous post where I compared AAPL & RIMM:

VALUATION: RIMM's EPS for next year is conservatively expected to come in at $4.74 giving them a yr/yr earnings growth rate of 32%. Meanwhile, AAPL's earnings for next year are only expected to grow 24%. RIMM is trading at a fwd-PE of 10 versus AAPL's 15.7. That means RIMM would have to rise 50% just to match AAPL's fwd-P/E, even though they are expected to grow FASTER.

Now, AAPL's cash position is nice to have, but it doesn't really help an investor. Take a look at a company like OVTI that makes the lenses and cameras for the cell phone industry. It has a net cash position of nearly $5.50/share and it was trading at around $7.00! It is poised to earn nearly $1.00 next year, so why is it trading so low?? Because of the expected growth rate. There are many other examples, but the point is that when you are supposed to be a tech growth company, the cash position is an afterthought....unless you're a novice retail investor like Andy. ;o)
]]> Thu, 30 Oct 2008 14:00:47 -0400
Firs: A growth company is NOT valued on the amount of CASH it has lying in its coffers. Unless the company issues a dividend or buys back shares, there cash is nothing but a safeguard against going out of business.

Second: The valuation metrics used by the pros is always forward-looking! Your analysis is simply looking at the past.

The following is a copy of a previous post where I compared AAPL & RIMM:

VALUATION: RIMM's EPS for next year is conservatively expected to come in at $4.74 giving them a yr/yr earnings growth rate of 32%. Meanwhile, AAPL's earnings for next year are only expected to grow 24%. RIMM is trading at a fwd-PE of 10 versus AAPL's 15.7. That means RIMM would have to rise 50% just to match AAPL's fwd-P/E, even though they are expected to grow FASTER.

Now, AAPL's cash position is nice to have, but it doesn't really help an investor. Take a look at a company like OVTI that makes the lenses and cameras for the cell phone industry. It has a net cash position of nearly $5.50/share and it was trading at around $7.00! It is poised to earn nearly $1.00 next year, so why is it trading so low?? Because of the expected growth rate. There are many other examples, but the point is that when you are supposed to be a tech growth company, the cash position is an afterthought....unless you're a novice retail investor like Andy. ;o)
]]> http://seekingalpha.com/article/102383-rim-faces-a-critical-month-as-apple-gets-tough?source=feed#comment-294462 294462
Bottomline: Rimm already has the enterprise market where Apple-despite its best efforts--has made little progress. It is Apple who should be worried about RIMM targeting their Consumers, who are NOT protected by any barrier to entry.]]> Thu, 30 Oct 2008 13:28:03 -0400
Bottomline: Rimm already has the enterprise market where Apple-despite its best efforts--has made little progress. It is Apple who should be worried about RIMM targeting their Consumers, who are NOT protected by any barrier to entry.]]> http://seekingalpha.com/article/102383-rim-faces-a-critical-month-as-apple-gets-tough?source=feed#comment-294039 294039
The truth is that the number of handsets sold in that particular quarter is too narrow a view to glean anything about RIMMs Q4 because in Q3 the iPhone 3G was launched, while RIMM has yet to launch their most covetted handsets: namely the BOLD & STORM. It is like saying that the Sega Dreamcast video game system should have won the console war for that particular generation since it sold more units PRIOR to Sony releasing their original Playsation 2, which went on to kill the Dreamcast. It may not be the best analogy, but you cannot extrapolate a victory BEFORE the fight has even begun!

I bet that if you look back at RIMMs upcoming FY Q4 you will find that RIMM significantly outsold AAPL in the # of handsets.

Watch and learn....]]> Thu, 30 Oct 2008 03:58:02 -0400
The truth is that the number of handsets sold in that particular quarter is too narrow a view to glean anything about RIMMs Q4 because in Q3 the iPhone 3G was launched, while RIMM has yet to launch their most covetted handsets: namely the BOLD & STORM. It is like saying that the Sega Dreamcast video game system should have won the console war for that particular generation since it sold more units PRIOR to Sony releasing their original Playsation 2, which went on to kill the Dreamcast. It may not be the best analogy, but you cannot extrapolate a victory BEFORE the fight has even begun!

I bet that if you look back at RIMMs upcoming FY Q4 you will find that RIMM significantly outsold AAPL in the # of handsets.

Watch and learn....]]> http://seekingalpha.com/article/102383-rim-faces-a-critical-month-as-apple-gets-tough?source=feed#comment-293873 293873
Another point that seems to be continually glossed over is that most people doubted Apple's ability to take market share in the handset market, but yet they did so. Similiarly, the pundits are completely writing off RIMM's ability to take market share in the consumer market--where up until now they have not had much of a presence. Does anyone here really believe that the 100+ million subscribers that makeup Vodafone and Verizon Wireless and the business enterprise users whose employers don't allow iPhone on their exchanges would not look forward to a smartphone that offers the same, if not better features, than the iPhone?

VALUATION: If you look at current expectations, RIMM is projected to only get a 1mn handset bump from their new phones in the next quarter. By all accounts, the STORM and, to a slightly lesser extent, BOLD will be sold out on DAY ONE. Even so, RIMM's EPS for next year is still expected to come in at $4.74 giving them a growth rate of 32% versus AAPL's 24%. YET, RIMM is trading at a fwd-PE of 10 versus AAPL's 15.7. There is simply no rational reason for this other than the fact that the market is completely dismissing RIMM's ability to gain marketshare in the consumer market.

I think that at current valuations RIMM is the better investment.
]]> Wed, 29 Oct 2008 19:55:55 -0400
Another point that seems to be continually glossed over is that most people doubted Apple's ability to take market share in the handset market, but yet they did so. Similiarly, the pundits are completely writing off RIMM's ability to take market share in the consumer market--where up until now they have not had much of a presence. Does anyone here really believe that the 100+ million subscribers that makeup Vodafone and Verizon Wireless and the business enterprise users whose employers don't allow iPhone on their exchanges would not look forward to a smartphone that offers the same, if not better features, than the iPhone?

VALUATION: If you look at current expectations, RIMM is projected to only get a 1mn handset bump from their new phones in the next quarter. By all accounts, the STORM and, to a slightly lesser extent, BOLD will be sold out on DAY ONE. Even so, RIMM's EPS for next year is still expected to come in at $4.74 giving them a growth rate of 32% versus AAPL's 24%. YET, RIMM is trading at a fwd-PE of 10 versus AAPL's 15.7. There is simply no rational reason for this other than the fact that the market is completely dismissing RIMM's ability to gain marketshare in the consumer market.

I think that at current valuations RIMM is the better investment.
]]> http://seekingalpha.com/article/95480-why-it-s-time-to-buy-google-apple?source=feed#comment-255360 255360 Mon, 15 Sep 2008 19:20:49 -0400