Seeking Alpha

Shaduc

Shaduc
Send Message
View as an RSS Feed
View Shaduc's Comments BY TICKER:
Latest  |  Highest rated
  • GT Advanced Technologies: Is A 40% Fall Reason To Buy? [View article]
    Components suppliers
    http://cnet.co/XgNY7C
    Winners: NXP, Corning, ARM, Qualcomm, Broadcom

    Loser: GT Advanced Technologies

    Chipmaker NXP may not be known by many US customers, but it's gaining a lot of attention as the company that's reportedly powering the iPhone 6's new mobile-payment system. The Netherlands-based company, which spun off Royal Philips in 2006, has become a major player in near-field communication, or NFC, a technology that allows for touchless, short-distance interaction between a mobile device and other electronic objects. NFC has been used to allow customers to pay for items at a register by waving their phones instead of swiping their cards, something that could be more of a habit after the iPhone 6 starts to sell.

    Also, glassmaker Corning appears to be the clear winner after months of rumors that Apple could be switching its display cover from Corning's Gorilla Glass to sapphire crystal, a more scratch-resistant though expensive and potentially more brittle material. No sapphire appeared in the iPhone 6 display cover, but it will be on some Apple Watches. That proved a disappointment for GT Advanced Technologies, the company Apple partnered with to create sapphire. Since Apple's announcement last week, shares of GT Advanced tumbled 31 percent, as of Monday's close.

    ARM Holdings, whose technology was likely the basis for Apple's new A8 microprocessor in the iPhone 6 and 6 Plus, will benefit from the new smartphone. So too will wireless chipmaker Qualcomm and Wi-Fi chipmaker Broadcom, which are also likely part of the new phones.
    Sep 17 07:31 AM | Likes Like |Link to Comment
  • iPhone 6 Release Delayed In China: Will The Launch Be A Bust? [View article]
    Reading through all these articles, news pieces and comments on the IPhone 6.

    Here are some theories for first going into HK:

    1)prove to the CCP that the price in the mainland is the same price in HK for the additional costs and "taxes" of doing business in the mainland.

    2) get a more accurate gauge of the consumers willing to pay for its EXPENSIVE Iphone, and set strategy accordingly.

    3) the China monopoly on 4g-LTE, is probably demanding more concessions from Apple, as international FDD-LTE has not been available to mainland consumers. Whereas 3g, six months after the Chinese 3g was offered to the masses, the 2 international standards were made available, even though TD-SCDMA, quality paled.

    Hong Kong also offers IPhone 5 and 6's with TD-LTE, so the mainland consumer just needs to take a day trip.
    Sep 15 11:29 PM | Likes Like |Link to Comment
  • BlackBerry Passport Beating iPhone 6 In A Recent Poll [View article]
    Samsung's products lack the quality and the after-sales service of Apple.

    That's why I got out of the frustration in Windows OS computers to be have 2 Macs. Total bliss!
    Sep 15 10:11 PM | 1 Like Like |Link to Comment
  • BlackBerry Passport Beating iPhone 6 In A Recent Poll [View article]
    "Apple = Yesterday's technology at tomorrow prices.
    iPhone and Mac are overrated and too expensive. For the money of your Mac I'll get a similar PC/laptop with specs that blows any Apple device out of the water. "

    It's about the experience and the superior, utterly superior after-sales service to Microsoft OS or Google OS hardware.
    Sep 15 10:08 PM | 2 Likes Like |Link to Comment
  • Apple Demand Explained By Thorstein Veblen [View article]
    Cao Nima:

    Try reading Michael Blair's other articles, they are more relevant and the subsequent discussion has true insights!
    Sep 15 10:01 PM | Likes Like |Link to Comment
  • Apple Demand Explained By Thorstein Veblen [View article]
    Jg2000:

    Lately my 17" Mac has been acting by my better performing Windows computers. Fortunately, now my secondary computer is a 13" Mac. I think the battery also needs to rest.

    But it seems to me, once a product goes out of warrantee (three year extended), the performance diminishes greatly.
    Sep 15 09:58 PM | Likes Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    The CCP shut down Google.cn, google.com.hk or anything google. for that monopoly.
    Sep 15 09:44 PM | Likes Like |Link to Comment
  • iPhone 6 Release Delayed In China: Will The Launch Be A Bust? [View article]
    "China isn't going to jerk Apple around here. Too many people are employed by Apple, and Apple alone could represent up to 1% of China's exports next year. China isn't stupid..."

    Any government can do stupid things. By the way, I have lived in Shanghai for almost 2 decades.
    Sep 15 09:42 PM | 1 Like Like |Link to Comment
  • Apple Demand Explained By Thorstein Veblen [View article]
    "US and Japanese mobile networks are among the world's slowest."

    "Demand for iPhones more likely "conspicuous consumption" than discerning customers."

    Concerning the 1st point, in the 3g realm, China Unicom using the EU standard was the fastest, meaning China's own and Qualcomm's lagged. The implications of the Chinese government not permitting China Unicom and China Telecom adopt FDD-LTE, imply that TD-LTE lags and/or is buggy.

    Concerning the second point, it will truly prove how many wealthy people are in Shanghai. With the raise of prices over $330 from the top-line IPhone to the new one, will eliminate the lower rungs of the consumer class.

    And those "wanna-bes" will go to Samsung as it is the other decently respected GLOBAL-brand (previous mainland favorites: Lenovo and Huawei no longer fit this ID), but not for the latest greatest, but for an older Galaxy/Note model.

    I wonder how the IPhone will do in Hong Kong as they seem to buy more Galaxies to IPhones there. But it will be difficult to tell as the IPhone 6's will first come out in HK only and not in the mainland.

    That would be a plus for the tourism industry in Hong Kong, as tourists have preferred Taiwan lately (if the IPhone 6's are sold there the LTE would be incompatible).
    Sep 15 09:34 PM | Likes Like |Link to Comment
  • iPhone 6 Release Delayed In China: Will The Launch Be A Bust? [View article]
    Another discussion:

    http://bit.ly/1m9Akzd
    Is Apple a dying company?
    Stock is clearly down, and the company is headed by a supply chain guy. New products are incremental -- look ma, new colors! new sizes!. Further, being married to an ex-apple employee, I was surprised by the constant anti-intellectual, anti-research culture of the company, and now it seems to have caught up. While Apple is still immensely profitable, they've yet to come out with a blockbuster product lately. Further, knowing Steve Jobs from a distance, I can see him being just the kind of egomaniac who will feel happy if Apple died after him, showing the world how important Steve Jobs was to the world. Did he design the organizational structure for 'planned demise'?
    Sep 15 08:41 PM | Likes Like |Link to Comment
  • Asian Growth Sends Strong Bull Message For Apple [View article]
    " as almost every other OS in Asia, attracts the bottom feeders."

    Apple is a strong premium brand in East Asia, why else can IPhones raise prices while top Androids lower their prices.

    As Peter Thiel doesn't totally endorse competition.
    Apple OS and quality permits it to raise prices. Also that is why Tim Cook has hired 5 "luxury" goods veterans to raise that cache.

    http://bit.ly/1oQ4e7o

    http://on.wsj.com/1oQ4frK
    Sep 15 12:09 PM | Likes Like |Link to Comment
  • Office Depot to move to Nasdaq [View news story]
    Why the move?
    Sep 15 10:30 AM | 1 Like Like |Link to Comment
  • BlackBerry Passport Beating iPhone 6 In A Recent Poll [View article]
    "mass production for the mass market."

    Tell the IPhone owners that. They are special.
    Sep 15 10:25 AM | 1 Like Like |Link to Comment
  • BlackBerry Passport Beating iPhone 6 In A Recent Poll [View article]
    Shanghainese have moved to the suburbs. 50% of the residents living within the inner ring road are national or international migrants.
    Sep 15 10:23 AM | Likes Like |Link to Comment
  • A Tale Of 2 Portfolios [View article]
    Back in October 2011, the guy I was interning for suggested if Tesla could make its shipments in 2012 the shares should do well. TSLA was in the teens back then, now it is upwards of $250. Tesla is diversified, but when would be indicators suggest a downward trend?
    Sep 15 07:56 AM | 1 Like Like |Link to Comment
COMMENTS STATS
1,126 Comments
588 Likes