Seeking Alpha

bocajoe

bocajoe
Send Message
View as an RSS Feed
View bocajoe's Comments BY TICKER:
Latest  |  Highest rated
  • BTIG: Verizon seeing less ARPU pressure than AT&T [View news story]
    There are millions of cell phones that are totally worthless without Att and vz. If you spend $600 for a phone do you really want to save some small monthly amount to get slower speed, dropped calls,lesser coverage by going to Sprint or thus?
    Jul 2 06:44 AM | Likes Like |Link to Comment
  • Why Apple's Margins Will Continue To Decline [View article]
    How do you reconcile the gross margin with Amazon which shows a big net loss on the bottom line? You could sell dollar bills for 95 cents and get revenues better than Amazon in one day. It is the bottom-line that is the most important. Apple beat the same quarter last year profit by 18%.
    Feb 5 11:14 AM | Likes Like |Link to Comment
  • The iPhone 5 (AAPL) accounted for 68% of iPhone sales in Oct. '12, estimates research firm CIRP. That's down from the 90% claimed by the iPhone 4S in Oct. '11, and indicates a mix shift towards cheaper/lower-margin iPhones. Also: only 9% of Oct. '12 iPhone 5 sales involved very high-margin 64GB models, compared with 23% of Oct. '11 4S sales. If those numbers are accurate, they might have something to do with Apple's light FQ1 gross margin guidance (along with other things). [View news story]
    I bought my wife an iPhone 4at AT&T for $100.00. Great product at a low price. Why not count those sales also?
    Dec 3 08:24 PM | Likes Like |Link to Comment
  • Two of Apple's (AAPL -0.7%) biggest sell-side fans - Gene Munster and Brian White - like the arrival dates provided in this morning's Chinese announcement. The iPhone 5 will be available a week before Munster expected, and White wasn't counting on the iPad Mini arriving this quarter. However, White thinks the iPhone 5 rollout is going "a bit slower than expected," given Apple's comment about it being available in 47 countries. The iPhone 5 is arriving at the end of a year where Android made huge share gains in China. [View news story]
    If you can sell all you can make,and each sale has a30 percent profit,then apple is a no brainer.
    Nov 30 02:51 PM | 3 Likes Like |Link to Comment
  • Samsung (SSNLF.PK), unsurprisingly, plans to appeal its harsh legal loss to Apple (AAPL). Apple's response to the jury's verdict: "We applaud the court for finding Samsung’s behavior willful and for sending a loud and clear message that stealing isn’t right." Samsung's response: "It is unfortunate that patent law can be manipulated to give one company a monopoly over rectangles with rounded corners, or technology that is being improved every day by Samsung and other companies." (more[View news story]
    Sure beats loosing!
    Aug 25 04:48 PM | Likes Like |Link to Comment
COMMENTS STATS
5 Comments
3 Likes