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Articuno

Articuno
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  • Ramping iPad Mini production is proving just as tough as ramping iPhone 5 production, claims Apple (AAPL) uber-bull Brian White. White thinks yield issues (ed: this could be related to the Mini's reported touchscreen tech) have put the tablet 4-6 weeks behind Apple's original launch schedule, but still thinks December quarter sales of 5M-7M units are possible. [View news story]
    Pirota, go visit stocks you like instead of always trolling here...we get it already that you hate Apple and everything about it....move on to a more useful topic.
    Oct 5 04:05 AM | 3 Likes Like |Link to Comment
  • Research In Motion's Latest Earnings Report Is Not A Reason To Buy [View article]
    Only Bryce, one single dissenting view who isn't ignoring all negative information. One person who is thinking, as opposed to just accepting because the story they were fed "feels" good. Don't you all know that it is their job to paint as optimistic picture as possible? You are just going to not question anything?

    I mainly see cheerleading going on, no balanced arguments, just trying to soothe each other about the terrible fall of their favorite stock.

    Great 30% rise. Yea, we are at 8$, after falling from $16, if we don't count the rest of the fall prior to this year.
    Oct 4 09:22 PM | Likes Like |Link to Comment
  • Apple Fell Flat On Its Face Last Week, But... [View article]
    "It will take years and billions of dollars if they are going their own route, much like the others had to go through."

    Like BB10? Taking years and billions? Fortunately, users can access many map programs, and even Google's if they desire....but one can hardly do without an operating system, can you? Whoops!
    Oct 3 07:25 PM | Likes Like |Link to Comment
  • One Risk To Apple's Business: The 'Cool' Factor [View article]
    Sock, Flash is fading away, and will become less and less common, as will the validity of such an argument. Want to tell us again about how crucial flash is, and how that has lead to explosive PlayBook sales?
    Oct 3 07:10 PM | Likes Like |Link to Comment
  • One Risk To Apple's Business: The 'Cool' Factor [View article]
    @pirota
    Who would want to come day after day to Apple threads just to talk trash about a company? Who would want to do that for a lifetime?

    The same kind of guy who considers it a challenge to wrestle with their phone, I suppose.
    Oct 3 06:26 AM | 2 Likes Like |Link to Comment
  • 'Weak' Apple iPhone 5 Sales Are A Glitch [View article]
    Seems to me that there is also an endless supply of arrogant fools that call people simpletons....just one more of those yokyok.....
    Sep 30 04:22 AM | 3 Likes Like |Link to Comment
  • Apple About To Crush RIM In Its Own Backyard [View article]
    Funny...your are going to restart the PlayBook promotion again? Good, nothing better for the shorts than for RIM to pour more resources into such a "profitable" business segment....
    Sep 29 07:29 PM | Likes Like |Link to Comment
  • Research In Motion At Waterloo: Prepare For Bankruptcy [View article]
    I've been giving the bulls a trading tour:

    http://seekingalpha.co...
    Aug 31 01:09 AM | 1 Like Like |Link to Comment
  • Research In Motion At Waterloo: Prepare For Bankruptcy [View article]
    Ok guys, well it has been more than three weeks....let's see how things are going....pull up the month and the 3 month RIMM chart....

    Ok, as you recall I was short RIMM via puts for a while after the 1st plunge to about 9 I got back into the short, there was a big plunge after that, so after it looked stable, I doubled the position...then things looked like RIMM was rallying so I exited about 7.50 at the beginning of the month.....the stock climbed on buyout rumors so I waited, then reentered at 8.17 on the 10th....after hitting support like I mentioned around the 17-19th, we did indeed proceed down....

    ...with some speed bumps were are here today at 6.71....

    ...my call: the chart looks like we are going lower from here....quite an adventure timing this one, huh?.....let's see what happens....
    Aug 30 09:53 PM | 2 Likes Like |Link to Comment
  • BlackBerry 10: RIM's Final Bet [View article]
    I probably would trade circles around you...

    You are one of those guys I am talking about, just come around thinking they know something, find themselves quickly underwater, then get all scared and try to defend their company by trolling...
    Aug 27 03:02 PM | Likes Like |Link to Comment
  • BlackBerry 10: RIM's Final Bet [View article]
    @ Outsider22

    Well, I have been sharing concepts that help keep me profitable, but my methodology and strategies are too different from Jakoba, except that I believe he still should consider my thoughts about what trajectory the business is on; and Porsche seems to lack a crucial exit strategy and would rather flame those with contrasting views....

    On this stock, PE and PEG goes negative since growth is negative and the Earnings are going along that path too....thus the valuation measures tend to be the tear down ones like BV, cash/debt, theoretical values of business segments, and IP....

    I have been recommending that these metrics can be unreliable themselves unless the business itself stabilizes, as RIMM is slipping into a stage where the cash flow may start to go negative as well. For several months going forward, their aging lines will likely to continue to experience lowering unit sales.

    All the while expenses associated with the BB10 release will begin to increase, they will need to maximize their engineering and development spending and begin their promotional campaign and advertising soon. I suspect there will be big changes to their cash position in the next few months, we may not see the full effect of what I am saying until the Qtr report after the upcoming one....what is that, Dec?
    Aug 26 10:03 PM | 1 Like Like |Link to Comment
  • BlackBerry 10: RIM's Final Bet [View article]
    Jakoba,

    My understanding is that they started to lose money on the phone side of the business already, and that the paid subscribers made that less obvious. Many were claiming that sales were good outside the US, but when I looked, it looked worse than I expected. I think RIM is claiming good sales in Africa, the Middle East, Indonesia, etc. Recall me eluding to problems with info coming from RIM leadership, regarding delay reasons. 37% loss of market share is rapid loss in a slightly shrinking global market, so something's not adding up again.

    They have less than 2B in cash. It seems that the sales are accelerating downward, they have to spend on advertising starting around now to work on the BB10 release, I would expect that to dwindle quickly by year end.

    Should they finally sell, say if BB10 sales is tepid and they need to, I dont expect them to have cash. They will have their network and patents, with business segments that might be difficult to get much for.

    I don't know your entry price. I imagine most RIM bulls came in a lot higher if you are talking .5 book. So what I said about them being trapped in a bad trade is more true for those sitting on bigger losses, and I wonder if they have given up figuring that they loss so much already that they might as well just hang on....

    If you are already aware if this business deterioration, and still find it a compelling buy, then perhaps you are correct. You said that you often invest this way, I readily admit that I never do. Some of our different perspectives is due to investment style. Perhaps it works for you. But you do understand what I was saying about it having this tendency to trap retail investors? They find that how they initially valued the company doesn't apply down the road as losses mount. They double down and get creamed...

    In any case, was good to be able to disagree without the usual hostility. For that, I credit you Jakoba. As you can see, usually people start flinging mud. Hopefully things are better for you guys that it looks to me....good luck with the investment.
    Aug 26 01:11 PM | Likes Like |Link to Comment
  • BlackBerry 10: RIM's Final Bet [View article]
    @Porsche
    Why am I a minion? I have always profitted making these judgments, even on this very stock. If you think I am the follower type, or conventional, then you have no idea what I'm about.

    I showed you guys data because I thought that it would be valued more than my opinion....I see that I was wrong, evidence is irrelevant if it doesn't fit what you want to hear, apparently.

    I first addressed you because I saw you name-calling and getting hostile, and I figured that you are in a bad situation gettin worse, so instead of being hostile back, I tried to reason with you....that was a mistake too?

    I never said bankruptcy, pieces will be sold off like they are already discussing, but I didn't say it will go bankrupt. The trajectory is plain for all to see, but really, it's fine if you can't see it.
    Aug 26 07:24 AM | Likes Like |Link to Comment
  • BlackBerry 10: RIM's Final Bet [View article]
    Yes, your house analogy was good, I would disagree regarding Apple, but that is another conversation. Now what if the house had this implied value, but like some of those California homes siting on giant sink holes, and as time passes, more and more of the house falls into the ground? What if RIM's financial health, initially still intact is a patient rapidly losing blood. No sales, no cash flow.

    Jakoba: "I cannot see a scenario where RIMM as a business will continue to deteriorate significantly."

    However, that deterioration is exactly what is occuring. BB sales are not only falling to single digit market share, but down all the way to 6.5%:

    http://engt.co/RcATlB

    In fact some report far worse:

    http://bit.ly/RcATlD

    Some RIM bulls readily admit the rapid deterioration in the US market, but say that it is okay because of robust International sales.

    However, Gartner reports a 37% slide yoy, instead of growth to compensate for US losses:

    http://bit.ly/RlZyZ3

    blackberry is rapidly declining both in the US and internationally.....
    No staff cuts will compensate for rapid decline...

    Like I was saying before, RIM is not the type of business that qualifies for a good value investing play, because things like book value won't be stable if cash burn is going to accelerate over time.....unfortunately, the sink hole is beginning to swallow your million dollar home.
    Aug 26 05:56 AM | Likes Like |Link to Comment
  • BlackBerry 10: RIM's Final Bet [View article]
    My turn: Porsche, what is yor exit strategy?
    Aug 26 12:12 AM | Likes Like |Link to Comment
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