provengers666

U.S. Handset Subsidies to Be Replaced by Something Worse?

Uhh, what are you smoking?? Last time I checked the largest carrier in the world (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.

Apple vs. RIM: Study Shows iPhone More Reliable than Blackberry

TImbo: How does my reference to Lexus/Toyota/BMW seem to confound quality with reliability??? Both the JD Powers car surveys and THIS survey compared reliability--not quality. Learn to read.

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.

Apple vs. RIM: Study Shows iPhone More Reliable than Blackberry

Sample size is fine, but the problem is that RIMM makes many models whereas Apple only has ONE 3G phone! It's like saying let's compare the reliability of the 2008 BMW 7 Series versus that of the entire Toyota car line! Sure, Toyota also makes the highly-rated Lexus LS series, but to compare one model against the entire stable of cars in their line-up would be ridiculous. I'd rather see the iPhone 3G compared directly to the Blackberry Bold or to the upcoming Storm.

Bottomline: Only and Apple fanboy would find this study of any value.

RIM Faces a Critical Month As Apple Gets Tough

According to your logic, any stock that has a delay in shipping a product is a loser. You may want to refresh you memory, because the original iPhone was delays a few times. As we speak, RIMM is shipping the BOLD to AT&T and it has already been getting rave reviews as the best Blackberry to date. Add to this the fact that AT&T is going to be providing free wi-fi for customers who buy this phone (just like the iPhone) and it isn't hard to see that RIMM is only NOW starting to compete. Looking back at Q3 and extrapolating AAPLs sales versus RIMM is completely--well, backward. Going forward, you have the STORM and according to every in-depth review so far it is an iPhone Killer.

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....

Is Apple More Undervalued Than Other Tech Sector Stocks?

This article is a perfect example of why retail investors are clearly at a disadvantage when investing: they simply don't understand how the big money values these companies.

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)

RIM Faces a Critical Month As Apple Gets Tough

If you know anything about how corporate IT decisions are made, you would realize that RIMM has a lock on this market and it is BY FAR more difficult to penetrate than the Consumer market, where the barrier to entry is pretty much non-existent. Why? Because the #1 corollary for corporate IT managers is "Cover Your A$$". That means if it ain't broke, don't fix it. And you would be hard-pressed to find any IT Manager who would change from Blackberry to Apple. This is a KEY point and it is clear that many on this board simply don't understand.

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.

RIM Faces a Critical Month As Apple Gets Tough

Timbo: It is clear to any objective reader that your analysis is based on nothing analytical. In fact, your entire post could be boiled down to "apple is better and will continue to take share simply because I they are more 'interesting' and have sold more handsets in 1 quarter."

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....

RIM Faces a Critical Month As Apple Gets Tough

I love analysis where the writer suggests he knows better than the market where a particular stock "should" be trading at. These same arguments could have been made months ago and yet the stocks are all down.

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.

Why It's Time to Buy Google, Apple

When everyone screams "the sky is falling" you are usually close to the bottom, or the end of the world. Either way, you can't go wrong by BUYING.