Seeking Alpha

Sam Liu

Sam Liu
Send Message
View as an RSS Feed
View Sam Liu's Comments BY TICKER:
Latest  |  Highest rated
  • Where In The World Is Apple's Growth? [View article]
    I am totally against a lower-priced IPhone Apple will lose its globally-perceived affordable luxury perception.

    The USA must maintain its luxury products!

    Yes Samsung Galaxies 4.8"+ look cheap.

    Those that want an IPhone in Cn @ over $850 already have one (and there are those that earn as little as $475 or 3k RMB/month).

    I wonder how many current model IPhones sold there are in Shanghai compared to San Francisco south down the Peninsula to San Jose (urban-suburb to urban-suburb comparison).

    Sales are more concentrated here, less overhead.

    Build it and they will come!
    May 27 10:49 PM | Likes Like |Link to Comment
  • Where In The World Is Apple's Growth? [View article]
    seems like in comparison AAPL or for that matter GOOG prices can't maintain consistent astronomical growth in %age terms.

    Competent speedy wireless services are not available yet.
    May 27 10:37 PM | Likes Like |Link to Comment
  • Where In The World Is Apple's Growth? [View article]
    "owns a smart phone is low (1 billion smart phones only)."

    Low is actually high ... 1 out of 7 billion, globally where most places lack decent 3G or LTE wireless cellular services (when I was in the SF Bay Area in 2005-06 AT&T lacked adequate 2.5G coverage).

    I'm in Shanghai and I know even here that the 3G (no LTE yet) is deficient.

    Most people can't afford a decent smartphone (I might have a Nokia smartphone but then it would be a crappy one so I only use it for the phone services).

    Life is great with a, or rather 2, working IPod Touch(es) (at least Shanghai and Beijing have as many free wifi sites as San Francisco ... Starbucks, McDonalds-- not yet in KFC)!
    May 27 10:30 PM | Likes Like |Link to Comment
  • Where In The World Is Apple's Growth? [View article]
    "Apple doesn’t sell products. Apple creates customer relationships and these customer relationships sell Apple products. "

    Their wares work well. I bought a refurb HTC Evo last Spring, before it broke, it was not intuitive and did not work well, well like a ... an IPhone.

    Then I had to bring it to the USA and send it in for warrantee coverage and then I left ... (this also happens with Best Buy which cowboom.com is a part of that disfunction) ... over 3 weeks to repair stuff, when it takes no more than 3 days at the Apple Store.

    As my previous comment mentioned I am getting off the so-called cheaper not Apple path (though I might have to learn how bad Google wares are (after-sales service) when I buy a Nexus within 3 years).
    May 27 10:22 PM | Likes Like |Link to Comment
  • Where In The World Is Apple's Growth? [View article]
    My next purchase if not for an inexpensive Nokia not-so-smart mobile phone, is an under 14" Macbook.

    I am Microsoft disillusioned!

    Very Long: Msft, Intc, Csco, HPQ
    May 27 10:13 PM | Likes Like |Link to Comment
  • Where In The World Is Apple's Growth? [View article]
    Fool me once, fool me twice ....

    I bought 4 Windows Notebooks, and they got worse and worse ...

    I bought one Macbook, it was marvelous, then they GAVE me another one ...

    Where was the $3000 better spent for Windows PCs or the $3000 for Apple PCs?

    When I am getting my Mac serviced, usually in several hours. I am in a comfortable environment.

    When I get my Windows PC serviced, if less than 2 weeks, I am sweating and realizing how many hours it will take for me to restore my PC environment.

    No comparison.

    I also own 2 IPod Touches.

    Finally, Michael thanks for clearly stating the challenges and downward pressure of AAPL.
    May 27 10:10 PM | 2 Likes Like |Link to Comment
  • If BlackBerry 10 Fails, Can The Company Survive On Services And Software? [View article]
    I saw a decent share of Nokian QWERTY units in Shanghai back in the day (before IPhone).
    May 27 09:16 PM | Likes Like |Link to Comment
  • Lifting The Veil On Deutsche Bank's Flawed BlackBerry Study [View article]
    To differentiate itself, Lenovo should have considered buying an OS back in 07.
    May 27 09:09 PM | 2 Likes Like |Link to Comment
  • Tim Cook's Improbable Victory In Washington [View article]
    It is criminal in any country that it takes high paid attorneys to define and interpret the legal and tax code!
    May 27 09:00 PM | Likes Like |Link to Comment
  • HP Could Double... Again [View article]
    Dear Ashraf:

    Could you do a basic comparison between Apple and HPQ?

    Tim Cook seems much more competent.

    I don't understand why AAPL is caught below $450. But then I don't understand why INTC and CSCO are below $25.

    My bias is that my Apple (and Intel) wares work well. Whereas I view Meg Whitman as not exactly that competent at stabilizing EBAY and was a cartoonish character for CA governor.

    Thanks,
    May 27 08:54 PM | 1 Like Like |Link to Comment
  • Lack Of IBM-Lenovo Deal Implies Rapid Change In Server Market [View article]
    " IBM got rid of the commoditized PC unit at the right time "

    IBM actually tried to offload its PC unit to Lenovo or Legend Computer two years earlier, but the then new CEO Yang Yuanqing was not ready.
    May 27 02:36 PM | Likes Like |Link to Comment
  • Lack Of IBM-Lenovo Deal Implies Rapid Change In Server Market [View article]
    "The latest is smartphones and tablets."

    Lenovo has been making "smart"phones for well over a decade.
    May 27 02:34 PM | Likes Like |Link to Comment
  • Lack Of IBM-Lenovo Deal Implies Rapid Change In Server Market [View article]
    "there were high hopes of the deal going through. "

    Who hoped for this?


    With the 2 American CEOs of Lenovo, Senior Management realized the best way was to modify those positions to achieve supremacy!
    May 27 02:32 PM | Likes Like |Link to Comment
  • Lack Of IBM-Lenovo Deal Implies Rapid Change In Server Market [View article]
    "Lenovo doesn't compete directly with IBM"

    LENOVO sells lower end servers.

    IBM has higher or highest-quality servers
    May 27 02:29 PM | 1 Like Like |Link to Comment
  • Apple: It's Time To Move On [View article]


    Steve Jobs famously said that "People don't read anymore."
    May 27 01:35 PM | 1 Like Like |Link to Comment
COMMENTS STATS
3,864 Comments
1,627 Likes