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WilScheung

WilScheung
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  • "High above the Alps my Gnome is hearing a rumor that Apple will announce a stock split at tomorrow's shareholder meeting," tweets Doug Kass. The rumor has led Apple (AAPL +1%) shares to spike higher. Update (2:24 PM): Kass is using the post-rumor spike to sell part of his trading position in Apple. [View news story]
    Well, I heard on good authority, that Tim Cook will triple the dividends, split the stock, then do a 10-1 buyback, bring all iPhone manufacturing to the US and include a 6 pack of Becks' with every Apple product purchase.
    Feb 26 03:45 PM | 8 Likes Like |Link to Comment
  • "A big part of Samsung's (SSNLF.PK) problem, in one chart," tweets Benedict Evans about a graphic showing Baidu's Android page view share by OEM. While Samsung's share fell slightly from Dec. '11 to Sep. '12, and the share of other top-6 OEMs collectively declined steeply, the share of "Other" OEMs doubled to ~40%. This happened while Chinese Android sales skyrocketed. Smartphone sales have shifted heavily to cheap emerging markets hardware, with much of it coming from second-tier and white-label OEMs. Samsung isn't fully immune, not when rivals can offer the same OS and core services. Apple (AAPL) can offer a differentiated OS, but is that enough to maintain growth while protecting unmatched ASPs and margins? (Samsung Q2[View news story]
    I'm afraid you have an inaccurate reading of the state of Android. A HUGE chunk of Android users are using an version of the OS that is at least 2 to 3 years old. That mean a large percentage of users are unable or unwilling to access the latest apps on the market as well as the hardware upgrade path for many handset users have stagnated. For many Android users, good enough means software and hardware revenues fall.

    Not so with iOS and iPhone. Over 90% of iPhone have the latest version which means that app developers have an easier chance to monetize their products more quickly. It also shows that iPhone users are more willing to follow an upgrade cycle as well as have more discretionary income.

    Lastly, security, security, security. Android has over 100,000+ pieces of malware. iOS - zero.
    Jul 5 11:19 PM | 7 Likes Like |Link to Comment
  • Samsung's (SSNLF.PK) Galaxy Note 8.0 might be the most serious rival the iPad Mini (AAPL) has seen thus far. The Note 8.0, which ships in Q2, sports a 1200x800 display, a 1.6GHz. quad-core Exynos CPU, split-screen app viewing support, and (like Note smartphones) an S Pen stylus and several apps built for it. No pricing details for now. IDC estimates Samsung's tablet share grew to 15.1% in Q4, though that's still well behind the 43.6% claimed by the iPad, which continues to offer far more tablet-specific apps than Android tablets. (next-gen Nexus 7[View news story]
    The iPad mini has been so popular from its short run that it has even started cannibalizing some of the regular iPad's sales.

    Once the iPad mini incorporates the Retina display and the faster specs, Apple will continue to solidify its position as the preeminent tablet maker.
    Feb 24 05:02 PM | 7 Likes Like |Link to Comment
  • More on Apple: iPhone and Mac sales below expectations, iPads roughly in-line. FQ1 gross margin was 38.6%, down 510 bps Y/Y but above guidance of 36% and responsible for EPS beat. FQ2 gross margin guidance of 37.5%-38.5%. Exc. retail, Americas sales +15% Y/Y (was +43% in FQ4), Europe +11% (+8% prior), Japan +25% (+113% prior), Greater China +67%, rest of Asia-Pac +10%. Retail +5%. Cash/investment balance at $137B. AAPL -4.8% AH. CC at 5PM ET (webcast). (PR[View news story]
    "The company won't be able to sustain the robust iPad sales, the iPhone is already beginning to decline, and margins will shrink all-around. "

    You have stats to back this up or do you just like posting unfounded, ridiculous comments?
    Jan 23 07:20 PM | 4 Likes Like |Link to Comment
  • iPad lost tablet share in Q2, firms disagree on how much [View news story]
    strategy analytics are a bunch of shills for Samsung. Their method for collecting data has been questioned and the hq in South Korea is literally below Samsungs.
    Aug 5 12:34 PM | 3 Likes Like |Link to Comment
  • Many of iOS 7's new icons were designed by Apple's (AAPL) marketing and communications unit rather than app design teams, and "there wasn’t a whole lot of communication between the various [app design] teams" The Next Web reports, while adding design work is still very much in progress. The report comes as software designers keep taking aim at iOS 7 - a parody blog titled Jony Ive Redesigns Things is one notable example. Many of those defending the revamp, such as Wired's Cliff Kuang and Quora's David Cole, argue iOS 7's "flatness" makes it well-suited for an era of interconnected apps, services, and devices, where what's going on behind the scenes matters as much as what's on a display at a given moment. (previous[View news story]
    The problem with people here at SA? Most of them don't anything about app development or design. All they care about making money. Hence they are easily manipulated by articles such as these.
    Jun 13 01:37 AM | 3 Likes Like |Link to Comment
  • Apple (AAPL) has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand, sources tell the WSJ; display orders are said to be cut by ~50%. The Nikkei also claims display orders have been halved, albeit from an elevated level of 65M. The articles back up analyst reports of iPhone production and component order cuts, and raise the question of whether Apple needs a cheaper iPhone and/or one with a larger display to bolster its international share. Suppliers on watch: LPL, CRUS, OVTI, QCOM, BRCM, SWKS, TQNT, AVGO[View news story]
    Rumors and half truths.
    Jan 14 02:34 AM | 3 Likes Like |Link to Comment
  • Music studios continue to balk at Apple's (AAPL +0.8%) royalty terms for its planned Web radio service, industry sources tell the NY Post. Whereas Pandora (P +2.8%) pays $0.12 per 100 streamed songs and iHeartRadio $0.22, Apple is said to have made an initial offer of $0.06. Is Apple playing hardball out of a belief the Internet Radio Fairness Act (something apparently on the minds of studios) gives it some leverage? The report could be helping Pandora rally ahead of today's FQ4 report. (previous) Update: The NYT reports stalled licensing talks have led Apple's service to be delayed at least until summer. [View news story]
    You've never dealt with execs in the music industry before, have you?
    Mar 7 02:40 PM | 2 Likes Like |Link to Comment
  • Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
    Harry, this isn't 1998. Apple is not in dire straits. The "solution" you're suggesting is what was proposed back then when Apple had a fraction of the PC market. Thank God Steve stuck to his guns and sold the idea that a Mac (just like the iPhone) is the whole widget: software and hardware are synergistic, as one.

    Apple is NOT losing the war. Not EVEN CLOSE. Right now Apple is number one is PROFITS. How come Apple with 21% marketshare is reaping 70% of the profits of the smartphone industry? How come Android's marketshare is equating to the same percentage of profit?

    How come the iPhone is number one in the US and Japan?

    You also ignore the fact that: Apple makes more money through its eco system and Google through Google Play,
    iOS is the preferred platform for developers when apps appear on iOS first then Android - or sometimes even not at all,
    App developers make more money through iOS than through Android.
    More business and enterprise customers are testing and choosing iPhone and iPad over Samsung or Nexus. The adoption rate for iPhone and iPad in enterprise is HUGE.

    You also neglect the fact that in actuality, only Samsung is making money on Android. The rest are not.

    Once Apple signs with China Mobile this year, you will start to see the momentum swing even greater.
    Mar 4 10:44 PM | 2 Likes Like |Link to Comment
  • Vringo soars after court makes royalty ruling [View news story]
    Excellent comment!
    Aug 16 06:08 PM | 1 Like Like |Link to Comment
  • Apple: Where Do Shareholders Go From Here? [View article]
    Apple just outsold Android in the US in the last reported quarterly. What on earth are you tslkimg about?
    Jan 17 02:17 PM | 1 Like Like |Link to Comment
  • Is There A Worm In The Apple? [View article]
    I'm sorry but the Surface is a failure. It will not catch on in the mainstream. And with the IOS application CloudOn, I have had access to full MS Office on my iPad. Enterprise and businesses have been testing the iPad for over a year and a half.
    Jan 16 12:52 AM | 1 Like Like |Link to Comment
  • One Tech Growth Pick You Can't Afford To Miss [View article]
    Microsoft is dead in five years.
    Oct 31 05:32 PM | 1 Like Like |Link to Comment
  • Vringo soars after court makes royalty ruling [View news story]
    I read the ruling. You evidently misunderstood it.
    Aug 11 05:49 PM | Likes Like |Link to Comment
  • Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
    http://bit.ly/169ijFV

    According to this, Apple's strategy is working fine, at least in the US.
    Mar 6 04:00 PM | Likes Like |Link to Comment
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