Hayweed's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/36462/comments http://seekingalpha.com/article/170489-bailout-nation-mentality-ford-workers-reject-further-concessions?source=feed#comment-740459 740459 Mon, 02 Nov 2009 11:46:47 -0500 http://seekingalpha.com/article/169020-short-amazon-risky-investment-at-current-price?source=feed#comment-731965 731965 Tue, 27 Oct 2009 07:24:03 -0400 http://seekingalpha.com/article/167847-earnings-preview-amazon-com?source=feed#comment-724681 724681 Thu, 22 Oct 2009 01:22:41 -0400 http://seekingalpha.com/news/market_currents/post/34473?source=feed#comment-721225 721225 Mon, 19 Oct 2009 18:44:37 -0400 http://seekingalpha.com/article/167165-verizon-s-droid-is-the-real-deal?source=feed#comment-719363 719363
As for the phone, Motorola is old tech. Their moment in the sun is past, kind of like Palm. The real company that will hurt from this is Rimm which will see this phone be the number one pushed phone on Verizon instead of Rimm's blackberries. I would stay long AAPL while short Rimm as a good pair trade.]]> Sun, 18 Oct 2009 10:57:06 -0400
As for the phone, Motorola is old tech. Their moment in the sun is past, kind of like Palm. The real company that will hurt from this is Rimm which will see this phone be the number one pushed phone on Verizon instead of Rimm's blackberries. I would stay long AAPL while short Rimm as a good pair trade.]]> http://seekingalpha.com/article/166029-research-in-motion-valuation-wall-street-cannot-deny?source=feed#comment-713492 713492
Apple's nonGaap earnings for the past 12 months is $9.23 per share which gives Apple a nonGaap PE of 20. Since Apple is growing faster than Rimm and has over $30 a share in cash comparing the Gaap PE to Rimm's PE is wrong.

The accounting rule change means that Apple no longer has to defer the iPhone revenues over 2 years thus Apple will most likely report close to $10 a share in earnings this year thus a PE of 19. If Apple which is on fire gets a PE of 19 it is too low or Rimm's is way too high. Thus long Apple and short Rimm is a great pair trade.]]> Mon, 12 Oct 2009 23:41:22 -0400
Apple's nonGaap earnings for the past 12 months is $9.23 per share which gives Apple a nonGaap PE of 20. Since Apple is growing faster than Rimm and has over $30 a share in cash comparing the Gaap PE to Rimm's PE is wrong.

The accounting rule change means that Apple no longer has to defer the iPhone revenues over 2 years thus Apple will most likely report close to $10 a share in earnings this year thus a PE of 19. If Apple which is on fire gets a PE of 19 it is too low or Rimm's is way too high. Thus long Apple and short Rimm is a great pair trade.]]> http://seekingalpha.com/article/165655-can-amazon-kindle-long-term-returns?source=feed#comment-712557 712557 Sun, 11 Oct 2009 10:43:46 -0400 http://seekingalpha.com/article/163394-market-reaction-the-rim-lesson?source=feed#comment-690481 690481
Clearly this ramble shows that Rimm has realized that the iPhone is the converged device and that Rimm needs to have all the same features. Also you need to provide a great consumer experience and that is all about apps, which is not Rimm's strong suit.

Problem Rimm is having is that 80% of new customers are consumers which is not Rimm's strong area. Here Rimm is like a fish out of water but the fact that Verizon has such a lame phone lineup means Rimm gets pushed and pushed hard by the non-iPhone selling carriers. With all the new android phones coming it will be interesting to see if Rimm can keep the consumer interested in their phones when the phones are really business focused. Slapping an mp3 player, a video player and a facebook app in a phone does not make it a consumer device. If it did then why do you see so many blackberry users carrying ipods on planes.]]> Fri, 25 Sep 2009 07:50:52 -0400
Clearly this ramble shows that Rimm has realized that the iPhone is the converged device and that Rimm needs to have all the same features. Also you need to provide a great consumer experience and that is all about apps, which is not Rimm's strong suit.

Problem Rimm is having is that 80% of new customers are consumers which is not Rimm's strong area. Here Rimm is like a fish out of water but the fact that Verizon has such a lame phone lineup means Rimm gets pushed and pushed hard by the non-iPhone selling carriers. With all the new android phones coming it will be interesting to see if Rimm can keep the consumer interested in their phones when the phones are really business focused. Slapping an mp3 player, a video player and a facebook app in a phone does not make it a consumer device. If it did then why do you see so many blackberry users carrying ipods on planes.]]> http://seekingalpha.com/article/161958-finally-sold-my-position-in-dell?source=feed#comment-684888 684888 Mon, 21 Sep 2009 11:00:08 -0400 http://seekingalpha.com/article/159402-rim-set-to-storm-smartphone-market?source=feed#comment-657683 657683
RImm needs to get to one or 2 phone forms or the developers will never make anything good apps.]]> Tue, 01 Sep 2009 23:41:49 -0400
RImm needs to get to one or 2 phone forms or the developers will never make anything good apps.]]> http://seekingalpha.com/article/155731-dell-launching-a-smartphone-bad-idea-from-the-get-go?source=feed#comment-627422 627422 Wed, 12 Aug 2009 18:38:51 -0400 http://seekingalpha.com/article/153569-market-remains-bullish-but-at-a-price?source=feed#comment-614343 614343
I would pick Rimm and AMZN as better short canidates than Apple but all of these stocks have been too hot as of late. Heck even SBUX is up 80% recently. Is the coffee biz that good as of late. My wait or lack of wait at SBUX is unchanged so this move is not sustainable either.]]> Tue, 04 Aug 2009 09:30:36 -0400
I would pick Rimm and AMZN as better short canidates than Apple but all of these stocks have been too hot as of late. Heck even SBUX is up 80% recently. Is the coffee biz that good as of late. My wait or lack of wait at SBUX is unchanged so this move is not sustainable either.]]> http://seekingalpha.com/article/153029-at-t-apple-can-t-win-fight-against-voip?source=feed#comment-611084 611084 Sat, 01 Aug 2009 19:32:55 -0400 http://seekingalpha.com/article/150920-the-mac-vs-pc-debate-was-never-clearer?source=feed#comment-602285 602285
Dell $290 million
Apple $1.23 billion

Which company would you rather own.

Throw in Rimm which made $643 million

If Apple counted the iphone sales like Rimm did then Apple earnings would be 1.94 billion in one quarter

Hp only made 1.7 billion]]> Sun, 26 Jul 2009 00:39:50 -0400
Dell $290 million
Apple $1.23 billion

Which company would you rather own.

Throw in Rimm which made $643 million

If Apple counted the iphone sales like Rimm did then Apple earnings would be 1.94 billion in one quarter

Hp only made 1.7 billion]]> http://seekingalpha.com/article/150512-four-reasons-to-avoid-apple?source=feed#comment-598949 598949
Apple at least has an ecosystem of music players, phones and computers which all work together. What does Rimm and Nokia have - phones?]]> Thu, 23 Jul 2009 00:29:26 -0400
Apple at least has an ecosystem of music players, phones and computers which all work together. What does Rimm and Nokia have - phones?]]> http://seekingalpha.com/article/149076-microsoft-and-apple-to-become-neighbors?source=feed#comment-590215 590215 Thu, 16 Jul 2009 08:54:15 -0400 http://seekingalpha.com/article/148683-jobs-catch-the-app-store-if-you-can?source=feed#comment-588480 588480 Wed, 15 Jul 2009 00:14:00 -0400 http://seekingalpha.com/article/148021-rim-proceed-with-caution?source=feed#comment-585131 585131
Rimm may get the business market but over half of their sales are consumers (think soccer moms). Apple is slowly taking all the high end of the consumer space thus forcing Rimm to price their phones lower and lower.

I think Rimm will start losing sales to consumers to Apple and maybe the hasbeen Palm. Either way, a slow in growth means PE compression and a lower stock price. I am staying short Rimm as they don't have the know how or product to compete with Cupertino.]]> Sun, 12 Jul 2009 22:34:44 -0400
Rimm may get the business market but over half of their sales are consumers (think soccer moms). Apple is slowly taking all the high end of the consumer space thus forcing Rimm to price their phones lower and lower.

I think Rimm will start losing sales to consumers to Apple and maybe the hasbeen Palm. Either way, a slow in growth means PE compression and a lower stock price. I am staying short Rimm as they don't have the know how or product to compete with Cupertino.]]> http://seekingalpha.com/article/147628-google-s-new-operating-system-will-be-interesting-to-see?source=feed#comment-578794 578794 Wed, 08 Jul 2009 10:24:26 -0400 http://seekingalpha.com/article/147462-10-reasons-not-to-buy-apple?source=feed#comment-578293 578293 Wed, 08 Jul 2009 00:23:54 -0400 http://seekingalpha.com/article/146818-will-dell-succeed-with-new-device-doubtful?source=feed#comment-573660 573660
Ba-bye Michael Dell

From 1997

When it comes to the state of Apple Computer, everyone has an opinion.
And at the Gartner Symposium and ITxpo97 here today, the CEO of competitor Dell Computer added his voice to the chorus when asked what could be done to fix the Mac maker. His solution was a drastic one.
"What would I do? I'd shut it down and give the money back to the shareholders," Michael Dell said before a crowd of several thousand IT executives.

PS: Hay Mikey, Please give the money you currently have back to the shareholders as soon as possible. Steve Jobs must laugh at Michael Dell's half ass quote every day.]]> Sat, 04 Jul 2009 00:02:12 -0400
Ba-bye Michael Dell

From 1997

When it comes to the state of Apple Computer, everyone has an opinion.
And at the Gartner Symposium and ITxpo97 here today, the CEO of competitor Dell Computer added his voice to the chorus when asked what could be done to fix the Mac maker. His solution was a drastic one.
"What would I do? I'd shut it down and give the money back to the shareholders," Michael Dell said before a crowd of several thousand IT executives.

PS: Hay Mikey, Please give the money you currently have back to the shareholders as soon as possible. Steve Jobs must laugh at Michael Dell's half ass quote every day.]]> http://seekingalpha.com/article/146859-palm-pre-sales-tapering-off-roger-mcnamee-eating-crow-on-iphone-prediction?source=feed#comment-573163 573163
Apple - 1 form factor with 40 milliion iphones and ipod touches which means one consistent platform.]]> Fri, 03 Jul 2009 11:18:58 -0400
Apple - 1 form factor with 40 milliion iphones and ipod touches which means one consistent platform.]]> http://seekingalpha.com/article/145669-research-in-motion-so-where-are-the-cool-new-phones?source=feed#comment-565245 565245
Unless Rimm can migrate their phone into a mini computer like Apple they are soon to be roadkill.

I loved all the excitement that Rimm is moving into China. Apple has a touch keyboard that can adapt for use in China. Are the Chinese going to text in English on their blackberry and then translate it into Chinese. How do you text OMG and LMAO in Chinese. The answer on the blackberry is English only which means no penetration in China except multinational types.]]> Sat, 27 Jun 2009 22:46:54 -0400
Unless Rimm can migrate their phone into a mini computer like Apple they are soon to be roadkill.

I loved all the excitement that Rimm is moving into China. Apple has a touch keyboard that can adapt for use in China. Are the Chinese going to text in English on their blackberry and then translate it into Chinese. How do you text OMG and LMAO in Chinese. The answer on the blackberry is English only which means no penetration in China except multinational types.]]> http://seekingalpha.com/article/144106-research-in-motion-f1q10-qtr-end-5-30-09-earnings-call-transcript?source=feed#comment-556871 556871
Rimm is trading on borrowed time. Nokia and Palm will take some share from Rimm while Apple slowly takes all the upper end of the market leaving Rimm to battle with others for the bottom 60% of the cell market where no money exists.]]> Mon, 22 Jun 2009 00:12:19 -0400
Rimm is trading on borrowed time. Nokia and Palm will take some share from Rimm while Apple slowly takes all the upper end of the market leaving Rimm to battle with others for the bottom 60% of the cell market where no money exists.]]> http://seekingalpha.com/article/142933-will-dell-buy-palm?source=feed#comment-544672 544672
Dumb move of the year was jumping the gun and releasing the phone a week before Apple's WWDC. Apple comes out with a new OS, better phone and then drops the 3G to $99 versus Palms $299 - $100 rebate. 50,000 apps to 18 apps.

Dell please buy Palm so you are further distracted from computers.

Think about this, if Dell went out of business next week would anyone be that upset. You could still buy a generic PC from HP or Acer or any of the other computer makers.

No value add = no future. See ya Dell]]> Fri, 12 Jun 2009 18:42:14 -0400
Dumb move of the year was jumping the gun and releasing the phone a week before Apple's WWDC. Apple comes out with a new OS, better phone and then drops the 3G to $99 versus Palms $299 - $100 rebate. 50,000 apps to 18 apps.

Dell please buy Palm so you are further distracted from computers.

Think about this, if Dell went out of business next week would anyone be that upset. You could still buy a generic PC from HP or Acer or any of the other computer makers.

No value add = no future. See ya Dell]]> http://seekingalpha.com/article/142237-apple-steals-palm-s-thunder-rim-s-too?source=feed#comment-539942 539942 Wed, 10 Jun 2009 01:00:51 -0400 http://seekingalpha.com/article/141365-preview-of-palm-s-pre-being-good-is-not-always-good-enough?source=feed#comment-532978 532978
On another demo on another site a guy using the Pre was showing synergy and accidentally dialed a person's number and it took him almost 15 seconds to cancel the call and get back to where he used to be which is pretty laughable as well.]]> Fri, 05 Jun 2009 00:05:26 -0400
On another demo on another site a guy using the Pre was showing synergy and accidentally dialed a person's number and it took him almost 15 seconds to cancel the call and get back to where he used to be which is pretty laughable as well.]]> http://seekingalpha.com/article/141365-preview-of-palm-s-pre-being-good-is-not-always-good-enough?source=feed#comment-531979 531979
The swap out battery issue is such a joke. On the iPhone you buy a battery extender $50 which is quite small that you plug into the bottom of the phone which charges the phone while you use it. Just plug it in when you need it. Best part, no need to shut the phone down to replace a battery which is what you have to do with the Palm or a blackberry. So what is better, If we are all watching a movie on a phone, with iPhone just plug in the battery extender which charges your phone while the movie continues. On Rimm and Palm, shut off the movie, cut off the phone, remove the dead battery and install the fresh battery and wait 2-3 minutes for the phone to restart and then reopen the movie, find where you were in the movie and hit play. That is ridiculous]]> Thu, 04 Jun 2009 12:48:37 -0400
The swap out battery issue is such a joke. On the iPhone you buy a battery extender $50 which is quite small that you plug into the bottom of the phone which charges the phone while you use it. Just plug it in when you need it. Best part, no need to shut the phone down to replace a battery which is what you have to do with the Palm or a blackberry. So what is better, If we are all watching a movie on a phone, with iPhone just plug in the battery extender which charges your phone while the movie continues. On Rimm and Palm, shut off the movie, cut off the phone, remove the dead battery and install the fresh battery and wait 2-3 minutes for the phone to restart and then reopen the movie, find where you were in the movie and hit play. That is ridiculous]]> http://seekingalpha.com/article/141177-palm-pre-expected-to-be-cheaper-to-operate-than-the-iphone?source=feed#comment-531106 531106 40,000 from Apple
Sprint not many

Apple 30 billion in cash not going under still making phones at the end of your 2 year commitment

Sprint may be broke by Christmas and liquidated or sold to another company which may or may not support pre much less update your software or start any app store]]> Wed, 03 Jun 2009 21:11:02 -0400 40,000 from Apple
Sprint not many

Apple 30 billion in cash not going under still making phones at the end of your 2 year commitment

Sprint may be broke by Christmas and liquidated or sold to another company which may or may not support pre much less update your software or start any app store]]> http://seekingalpha.com/article/140208-microsoft-ceo-steve-ballmer-introduces-bing?source=feed#comment-522592 522592 From the Urban Dictionary

Bing = prison or jail, solitary confinement

This name is spot on.]]> Fri, 29 May 2009 08:24:58 -0400 From the Urban Dictionary

Bing = prison or jail, solitary confinement

This name is spot on.]]>