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  • BlackBerry: Very Attractive At These Levels [View article]
    Hi Kurt, do you have links to the news report that ex analysts have been slammed for being long on BB?

    Thanks in advance!
    Apr 1, 2015. 12:24 AM | Likes Like |Link to Comment
  • Deutsche: Twitter is like Facebook 2-3 years ago [View news story]
    Hi, I am no twitter expert but I read that many analysts still compare it with Facebook. Some twitter executives do give me the impression that they are comparing themselves with Facebook to some extent.
    Jan 24, 2015. 12:04 AM | 1 Like Like |Link to Comment
  • BlackBerry: John Chen Can Use Sybase Experience To Increase Enterprise Sales [View article]
    There is still very high risk in a long position for BBRY, losing a couple of hundreds of millions in each quarter. Thought it is best to adopt a wait and see attitude until they sort out the financial bleeds.
    Dec 12, 2013. 04:47 AM | 1 Like Like |Link to Comment
  • Key Areas To Watch At Sony [View article]
    Hi Yasir, I quite agreed with you. In fact, Ibuka and Akio envisioned content businesses such as music and pictures with hardware acting as conduits in the early 1990s which unfortunately was destroyed by Idei's management reorganisation and laying off experienced talented engineer, putting them on a silver platter to korean companies like LG and Samsung.
    Sep 30, 2013. 03:29 AM | Likes Like |Link to Comment
  • What Happened To Apple's Funeral? [View article]
    @Crimsoncap, part of the problem why Apple is losing market share is their distribution. Not sure how big this problem is, to be honest. Now, suppose the deal with China Mobile is done, it should alleviate this problem. I'm quite sceptical that Apple should build a phone for the low end market simply because of market share. Margins will be impacted, brand diluted.
    Sep 24, 2013. 04:55 AM | Likes Like |Link to Comment
  • Apple Continues To Innovate [View article]
    To be honest, I am guilty of faulting Apple for not releasing a cheaper phone. It doesn't make sense on hindsight, marginswise. Apple should never target the low end market and instead imho improve their distributions channels, especially in China.
    Sep 23, 2013. 10:07 AM | Likes Like |Link to Comment
  • Apple Can Recapture Old Magic By Looking To The East [View article]
    Spot on, User 357694. I always hear how people raved about Google's domination of the mobile space using Android and yet they made little profit from it. Even Microsoft makes money than them!

    Mar 8, 2013. 06:23 AM | 3 Likes Like |Link to Comment
  • Buffett Has The Solution For Apple [View article]
    Spot on, Brian! It's effective capital allocation using buybacks, especially at such low stock prices now. Buffett mentioned before, that many CEOs are great at management but not great at capital allocation.

    It makes perfect sense. I simply don't believe Apple needs so much cash for to operate business. The figure for share buyback is of course, debatable.
    Mar 6, 2013. 09:30 PM | 1 Like Like |Link to Comment
  • Why Steve Jobs' Big Blunder Is Starting To Cost Apple [View article]
    Slowing growth in the iPhone and iPad sales might have been a catalyst for the negativity surrounding Apple, it is to be expected since the developed markets are slowing saturating. Plus you do not expect tough competitors like Samsung to simply not do anything. Tim Cook has already initiated to counter competition with a cheaper version of iPhone, chiefly to enter emerging markets, smaller slates such as iPad Mini to cover other segments, which is a positive thing for me. He's focused on delivering great experience, for sure.

    Another big plus for me is the pipeline of new products such as the iWatch and iTV. I wouldn't be presumptous right now about their impact but clearly these are new markets reimagined. Hence, I still believe in their story.
    Feb 13, 2013. 10:14 PM | 3 Likes Like |Link to Comment
  • Why I Bought Apple At $460.68 And Why I Expect To Make Money On It [View article]
    Like many of you, I'm convinced that Apple is well equipped to innovate. One downside I could see right in the long term is that there might be no one to provide the business vision like Jobs do. Jon Ive might be an industrial engineering genius and well-known for his incredible aesthetic sense, I fear that his expertise would only be limited to products. For example, iTunes was borne out of Jobs's business vision which was to lock customers to iPod.

    Does anyone feel the same way as I do?

    Feb 6, 2013. 10:20 PM | Likes Like |Link to Comment
  • Why I Bought Apple At $460.68 And Why I Expect To Make Money On It [View article]
    Hi, I am expecting it would take 6-9 months to introduce the cheaper iPhone and the China Mobile tie up. Does anyone feel the same as I do?

    Feb 6, 2013. 08:33 AM | 1 Like Like |Link to Comment
  • How Much Should You Pay For Apple? [View article]
    Hi, I'm reiterating what I wrote just now. You have covered about almost all the points I have considered about the upside. Last but not the least, a cheaper iPhone that targets the emerging markets.
    Jan 31, 2013. 10:51 PM | Likes Like |Link to Comment
  • How Much Should You Pay For Apple? [View article]
    Hi, I saw that you considered a cheaper iphone but shouldn't you see consider it in the context of the emerging market? Considering Apple has not targeted this segment at all, clearly and possibly it's a big upside, isn't it?

    Of course if Apple continues only defending the high end phone market, it can only mean market erosion and slower revenue growth.
    Jan 31, 2013. 10:48 PM | 1 Like Like |Link to Comment
  • Facebook Remains A Short For 2 Prime Reasons [View article]
    I think it's reasonable to say that Facebook is investing heavily in developing new products. As a high growth young company, it's normal to do so. There's definitely more upside than downside.
    Jan 31, 2013. 03:50 PM | 1 Like Like |Link to Comment
  • Apple Is Now Cheaper Than Dell, Hewlett-Packard [View article]
    Hi, I would like to add on to what you have said. I'm a novice in the world of investment so please bear with me!

    I believed many hedge fund managers are dumping apple shares for the time being because it's likely the price will travel parallel or down in the near future. They need to keep their portfolio more profitable. The cheaper iPhone version will likely be ready in 6-9 months and this will give an uplift to iPhone sales in the emerging markets, not to mention the crown jewel market, China.
    Jan 28, 2013. 02:33 AM | 1 Like Like |Link to Comment