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Dantes_Will

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  • Apple Stabs BlackBerry In The Heart [View article]
    There is enough space for Apple and BBRY to both thrive in the enterprise and government markets.

    BBRY will continue to be used by foreign governments like Germany simply because BBRY is Canadian, and is not tainted by US's perceived spying problem.

    The loser in the corporate market will be fragmented and unsecure Android. Samsung is already thinking of abandoning Knox due to poor interest.
    Jul 23 10:53 PM | Likes Like |Link to Comment
  • Apple iOS Vs. Android: The Wealth Of Ecosystems [View article]
    As I've said before. The only reason Android dominates sales market share is because the vast majority of the developing world is still using feature phones. Cheap Android clones are able to grab market share from feature phones at a much faster rate than the more expensive iOS devices. But as you move up the food chain, iOS steals, and retains, Android users.

    Android steals feature phone customers, and iOS steals and retains Android customers. This is the profit food chain. This is why Apple is able to capture the VAST majority of smartphone profits while Droid manufacturers struggle to turn a profit despite their volume.

    iOS poaching Android customers will only accelerate as iOS gains market share in developing economies.

    On top of that, Android is becoming more fractured by Amazon and even Microsoft is coming out with their own Android that steers their customers towards Windows/Bing/WindowsApps. Samsung is heavily backing their own Tizen OS to replace Droid in Asian markets. Why give all that profit to Google when Samsung can generate their own revenue from Baidu and their own app store.

    Google sees the writing on the wall for Android fracturing, which is why they have invested so heavily on ChromeOS, as a safety, in case Android becomes completely fractured by every OEM that touches it and cripples its 'universal' usability and developer appeal.
    Jun 30 12:05 PM | 3 Likes Like |Link to Comment
  • Myths Of Apple's iPhone Market Share [View article]
    What Mark really means to say, that he couldn't quite figure out, is that Android phones gains market share from feature phones faster than Apple. But a little further up the food chain, iOS gains market share from Android users and retains them.

    Feature Phones are losing customers to cheap Android clones who are losing customers to iOS. That's the food chain. That's why Apple captures the vast majority of the smartphone profits at the top of the chain. Mark's view of market share is simplistic at best.
    Jun 24 10:51 AM | 7 Likes Like |Link to Comment
  • Myths Of Apple's iPhone Market Share [View article]
    You should read a few other Mark Hibben articles. Plenty of false comparisons and strawmen when he tries to bash a stock.

    What Mark really means to say, that he couldn't quite figure out, is that Android phones gains market share from feature phones faster than Apple. But a little further up the food chain, iOS gains market share from Android users and retains them.

    Feature Phones are losing customers to cheap Android clones who are losing customers to iOS. That's the food chain. That's why Apple captures the vast majority of the smartphone profits at the top of the chain. Mark's view of market share is simplistic at best.
    Jun 24 10:38 AM | 14 Likes Like |Link to Comment
  • Xiaomi Is A Big Threat To Apple [View article]
    Stop with the false comparisons of cheap Android clones with iOS products. The only thing Xiaomi is a threat to is Samsung and other cheap Android clones.

    Xiaomi , just like HTC, Huwawei, ZTE, LG, etc is a temporary success due to their ability to steal IP and sell at bargain bin prices. These copycat Android clones have shown over and over again, that without the ability to control their own ecosystem, they are left to compete on hardware only. And what little innovation they do come up with, is like throwing crap "features" against the wall to see what sticks.

    Without actual innovation, and the ability to control their own ecosystem, Xiaomi is just another 'me too' Android maker waiting to be out priced by the next Chinese clone.
    Jun 12 09:01 AM | 15 Likes Like |Link to Comment
  • Will Amazon's 3D Phone Slay Apple? [View article]
    Just stop with the "OMG Next iPhone killer!" crap. You just make yourself sound stupid.
    Jun 6 06:26 PM | 6 Likes Like |Link to Comment
  • No, Apple Hasn't Screwed Up [View article]
    "Ashraf has been wrong many times" - This is true.

    "but there is no need to question his integrity" - Do you not consider the source and motivation of all financial (blog pieces) posted on the internet? Or do you just blindly accept everything as fact? Take a look at Ashraft's article postings. Do your own DD and come to your own conclusion.

    "It is worse, IMHO than the alleged unproven conduct itself." - Yeah. I hate whistle blowers too. Just let the snake oil salesmen keep pawning their wares on the unsuspecting public.
    Jan 21 12:10 PM | 5 Likes Like |Link to Comment
  • No, Apple Hasn't Screwed Up [View article]
    There is no need to write an entire article to correct all the errors in Ashraf's article.

    Most of us here that have been on SA long enough are fully aware of Ashraf publishing bashing articles on stocks which he will later 'change his mind on' and pick up a position in.

    Does SA ever verify their authors' disclosures? Vetted their accounts & their friends' & families? If the SEC can barely enforce this, then how could SA?
    Jan 21 09:12 AM | 12 Likes Like |Link to Comment
  • Nobody Is Short Apple [View article]
    Correct.

    It's not the short interest. It's the massive number of calls sold each month that allows the writers to dump their old inventory (likely still at a profit) to keep the calls from cashing.
    Jan 9 11:52 AM | 2 Likes Like |Link to Comment
  • The Apparent End Of The BlackBerry Presents Incremental Opportunities For Apple And Google [View article]
    SVI -

    My number is 2x the number of subs as I am counting the devices being used without subs, counting overseas emerging market users, especially in SE Asia. Lots of people still use BB7 devices for basic voice, sms, apps, and physical keyboard. All those devices are pretty much near the end of their life.

    Granted, my number may be a bit optimistic.
    Sep 27 12:35 PM | Likes Like |Link to Comment
  • The Apparent End Of The BlackBerry Presents Incremental Opportunities For Apple And Google [View article]
    There are roughly still 135 million BB7 devices, not just subscribers, in use out there. Those devices are at the end of their lives and the bulk of that number needs to be switched within a year. We assume a good number of them were waiting for a clearer picture of Blackberry's survival before committing to BB10. Now that it looks like BBRY is, to consumers at least, dead. They all need to go somewhere.

    If we assume that BBRY users tend to be business users and value security, iOS and Win8 should benefit slightly more than Android in their split.
    Sep 27 10:11 AM | 2 Likes Like |Link to Comment
  • Apple Could Go To $625 [View article]
    This is my take as well. Alot of people are gambling here, instead of investing.
    Aug 16 01:44 PM | 1 Like Like |Link to Comment
  • Apple Could Go To $625 [View article]
    Eagles.

    You do realize that Aapl just ran up a staggering 30% from its recent low just a month ago.

    That is a significant runup by any standard. It won't peak at 700 again, but that just means the valley will be even lower.
    Aug 16 01:18 PM | Likes Like |Link to Comment
  • Apple Could Go To $625 [View article]
    Yes. by Apple standards, it was the inflection point for the "cool factor" of iPhones.

    Now with the i5Cheap, and a i5S that's the same as the i5, Apple is quickly losing it's sex appeal.

    Kids aren't impressed by iphones nowadays. They're looking for something different.
    Aug 16 01:14 PM | Likes Like |Link to Comment
  • Apple iOS 7: Hey Android, Copy This! [View article]
    Talked to any kids under the age of 25 lately?

    It's pretty clear that non-dynamic icon grid layout has gone out of favor and lost it's "cool" factor.

    Too bad BBRY just came out with their OS, and they copied the exact same Icon Grid that is now going out of style.

    Wish Thorston had the foresight to see coming trends, instead of copying last gen Droid and iOS.
    Jul 23 02:03 PM | 4 Likes Like |Link to Comment
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