2MuchDebt's Comments 2MuchDebt's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/392972/comments Apple (AAPL -1.3%) roundup: 1) Bloomberg reports Jony Ive's team is "racing to finish iOS 7," expected to feature a major UI overhaul, in time for a preview at June's WWDC. This meshes with what John Gruber reported hearing a month ago. Bloomberg also reports Ive has "met with makers of gesture [recognition] technology" - is Leap Motion among them? 2) Top Apple shareholder Fidelity Contrafund cut its stake by 12% in Q1; fund manager Will Danoff is worried about competition and margin pressure (previous). 3) Apple's collaboration with automakers has reportedly extended to creating in-car consoles that support iPhone docking and access to Maps/Siri. http://seekingalpha.com/currents/post/987561?source=feed#comment-18328811 18328811 Wed, 01 May 2013 15:47:55 -0400 Apple (AAPL) roundup: 1) 9to5 Mac reports iOS 7's Jony Ive-designed UI has shed "all signs of gloss, shine, and skeumorphism." The WSJ reported something similar in March. 9to5 also reports iOS 7 sports new icons, toolbars, and tab bars.  2) OS X 10.9 (Cabernet) will reportedly feature an improved Finder app and possibly iOS-like multitasking and app-pausing features. 3) ISI's Brian Marshall claims he "got cold feet" when going to buy a Galaxy S4, due to 6 years of relying on Apple's "flypaper-like" ecosystem. "In the tech industry, one of the most under-valued assets ... is the stickiness of an installed base." But he still considers a bigger iPhone a must. http://seekingalpha.com/currents/post/979771?source=feed#comment-18251401 18251401 Mon, 29 Apr 2013 21:49:41 -0400 Apple (AAPL): FQ2 EPS of $10.09 beats by $0.02. Revenue of $43.6B (+11% Y/Y) beats by $1.1B. 37.4M iPhones, 19.5M iPads, just under 4M Macs. Expects FQ3 revenue of $33.5B-$35.5B, below $39.3B consensus. Buyback increased by $50B. Shares halted. CC at 5PM ET (webcast). (PR) http://seekingalpha.com/currents/post/961171?source=feed#comment-18008921 18008921 Tue, 23 Apr 2013 20:57:21 -0400 A little more on Apple: Implied FQ2 iPhone ASP of $613, down from FQ1's $641 (was emerging markets discounting or a mix shift to older iPhones the culprit?). iPad ASP was $449, down from FQ1's $467 (shift to iPad Mini). Mac ASP of $1,378, up from FQ1's $1,359. iTunes/Software/Services revenue +30% Y/Y to $4.11B. Accessories +15% to $1.38B. R&D spend +33% Y/Y to $1.12B, SG&A +14% to $2.67B. Cash balance stood at $145B at quarter's end, up from prior $137B. AAPL resumes trading, shares are up 5.4% AH. http://seekingalpha.com/currents/post/961361?source=feed#comment-18002281 18002281 Tue, 23 Apr 2013 17:58:10 -0400 BlackBerry (BBRY +3.8%) is off its premarket highs, but still up following mixed FQ4 results. BB10 shipments were roughly in-line with consensus. Total BlackBerry shipments -13% Q/Q and -23% Y/Y (they fell 7% Q/Q and 51% Y/Y in FQ3), and the BlackBerry sub base fell by 3M Q/Q to 76M. However, gross margin rose 970 bps Q/Q and 660 bps Y/Y to 40.1%, fueling the EPS beat. Opex +3% Q/Q and -8% Y/Y (exc. last year's goodwill charge) vs. a 36% revenue drop. Cash balance unchanged Q/Q at $2.9B. A 50% Q/Q increase in marketing spend is forecast, but BlackBerry still expects FQ1 results to be near breakeven, above a -$0.12 EPS consensus. http://seekingalpha.com/currents/post/914941?source=feed#comment-16955221 16955221 Thu, 28 Mar 2013 17:28:09 -0400 BlackBerry (BBRY +3.8%) is off its premarket highs, but still up following mixed FQ4 results. BB10 shipments were roughly in-line with consensus. Total BlackBerry shipments -13% Q/Q and -23% Y/Y (they fell 7% Q/Q and 51% Y/Y in FQ3), and the BlackBerry sub base fell by 3M Q/Q to 76M. However, gross margin rose 970 bps Q/Q and 660 bps Y/Y to 40.1%, fueling the EPS beat. Opex +3% Q/Q and -8% Y/Y (exc. last year's goodwill charge) vs. a 36% revenue drop. Cash balance unchanged Q/Q at $2.9B. A 50% Q/Q increase in marketing spend is forecast, but BlackBerry still expects FQ1 results to be near breakeven, above a -$0.12 EPS consensus. http://seekingalpha.com/currents/post/914941?source=feed#comment-16952541 16952541 Thu, 28 Mar 2013 16:32:51 -0400 Samsung: A Whole New Galaxy http://seekingalpha.com/article/1289821/comments?source=feed#comment-16634541 16634541 Thu, 21 Mar 2013 21:34:43 -0400 More on the Galaxy S IV: Samsung continues doing everything it can to differentiate itself via software, even as the OS and many of its core apps for its hardware are provided by Google (GOOG). The S IV features a text/speech translator (9 languages), the ability to transfer data from any phone witha PC's help, a health-tracking app that can leverage the phone's pedometer and sync with blood pressure monitors, and the ability to control home electronics via infrared. There's also Samsung's eye-tracking and touch-free gesture tech (as rumored). No kitchen sink just yet. (live blog) http://seekingalpha.com/currents/post/890401?source=feed#comment-16344331 16344331 Fri, 15 Mar 2013 16:31:46 -0400 Live from New York, it's the Samsung (SSNLF.PK) Galaxy S IV. Mobile chief JK Shin has unveiled Samsung's new flagship device, which happens to look a lot like its predecessor. The S IV, said to support every 4G LTE band, will go on sale in late April (U.S. availability might take longer). The expected 5" 1080p display and 13MP camera are there, the next-gen 802.11ac Wi-Fi standard is supported (could be a positive for BRCM), and infrared, temperature, and humidity sensors are thrown in. A variety of camera tricks/gimmicks are provided, including the ability to simultaneously record video from both cameras. (live blog) (previous) http://seekingalpha.com/currents/post/890391?source=feed#comment-16336141 16336141 Fri, 15 Mar 2013 13:44:00 -0400 More on the Galaxy S IV: Samsung continues doing everything it can to differentiate itself via software, even as the OS and many of its core apps for its hardware are provided by Google (GOOG). The S IV features a text/speech translator (9 languages), the ability to transfer data from any phone witha PC's help, a health-tracking app that can leverage the phone's pedometer and sync with blood pressure monitors, and the ability to control home electronics via infrared. There's also Samsung's eye-tracking and touch-free gesture tech (as rumored). No kitchen sink just yet. (live blog) http://seekingalpha.com/currents/post/890401?source=feed#comment-16317581 16317581 Fri, 15 Mar 2013 08:05:20 -0400 More on the Galaxy S IV: Samsung continues doing everything it can to differentiate itself via software, even as the OS and many of its core apps for its hardware are provided by Google (GOOG). The S IV features a text/speech translator (9 languages), the ability to transfer data from any phone witha PC's help, a health-tracking app that can leverage the phone's pedometer and sync with blood pressure monitors, and the ability to control home electronics via infrared. There's also Samsung's eye-tracking and touch-free gesture tech (as rumored). No kitchen sink just yet. (live blog) http://seekingalpha.com/currents/post/890401?source=feed#comment-16308441 16308441 Thu, 14 Mar 2013 23:08:39 -0400 Live from New York, it's the Samsung (SSNLF.PK) Galaxy S IV. Mobile chief JK Shin has unveiled Samsung's new flagship device, which happens to look a lot like its predecessor. The S IV, said to support every 4G LTE band, will go on sale in late April (U.S. availability might take longer). The expected 5" 1080p display and 13MP camera are there, the next-gen 802.11ac Wi-Fi standard is supported (could be a positive for BRCM), and infrared, temperature, and humidity sensors are thrown in. A variety of camera tricks/gimmicks are provided, including the ability to simultaneously record video from both cameras. (live blog) (previous) http://seekingalpha.com/currents/post/890391?source=feed#comment-16308341 16308341 Thu, 14 Mar 2013 23:04:40 -0400 More on the Galaxy S IV: Samsung continues doing everything it can to differentiate itself via software, even as the OS and many of its core apps for its hardware are provided by Google (GOOG). The S IV features a text/speech translator (9 languages), the ability to transfer data from any phone witha PC's help, a health-tracking app that can leverage the phone's pedometer and sync with blood pressure monitors, and the ability to control home electronics via infrared. There's also Samsung's eye-tracking and touch-free gesture tech (as rumored). No kitchen sink just yet. (live blog) http://seekingalpha.com/currents/post/890401?source=feed#comment-16307641 16307641
Why are you in denial of recognizing or potentially utilizing other great smartphone devices? Are you that stubborn?

The S4 release will certainly spell trouble for Apple in the near future.]]> Thu, 14 Mar 2013 22:30:42 -0400
Why are you in denial of recognizing or potentially utilizing other great smartphone devices? Are you that stubborn?

The S4 release will certainly spell trouble for Apple in the near future.]]> Samsung's (SSNLF.PK) Galaxy S IV will indeed use green OLED host emitter materials, SamMobile reports, while adding their use will make the S IV's display 25% more power-efficient. Universal Display (PANL +2%) is higher, though it looks as if the news was partly priced in following Cowen's Feb. 6 report. The S IV, due to be unveiled on Thursday, is also said to feature "floating touch" technology that allows a user's finger to act as a cursor when hovering above a screen. (previous) http://seekingalpha.com/currents/post/877831?source=feed#comment-16051521 16051521 Fri, 08 Mar 2013 16:29:41 -0500 The BlackBerry Z10 (BBRY +1.4%) will hit AT&T store shelves on March 22, says Bloomberg - N4BB previously reported of a March 15 launch. Separately, Jefferies' Peter Misek, who upgraded shares on Jan. 18, says his checks indicate no Z10 inventory buildup, and that any price cuts are normal for a new smartphone. Pac Crest had reported different findings. http://seekingalpha.com/currents/post/877231?source=feed#comment-16028221 16028221 Fri, 08 Mar 2013 09:42:17 -0500 Pres. Obama confirms three new cabinet nominations: Sylvia Burwell, currently leading Wal-Mart's charitable organization, as director of the Office of Management and Budget; Ernest Moniz, an MIT physicist and former energy undersecretary, as head of the Energy Department; and Gina McCarthy, who runs the EPA's air quality office, to direct the EPA. http://seekingalpha.com/currents/post/865081?source=feed#comment-15807141 15807141 Mon, 04 Mar 2013 12:50:05 -0500 Apple Is Not Worth $460 http://seekingalpha.com/article/1205471/comments?source=feed#comment-15263761 15263761 Wed, 20 Feb 2013 13:11:23 -0500 Apple Is Not Worth $460 http://seekingalpha.com/article/1205471/comments?source=feed#comment-15262701 15262701
About visibility: I meant Apple investors have little visibility into the future. How do you have any idea what's going to drive Apple's earnings in 5 years, let alone 3 years?

Clearly you disagree with me and that's fine.]]> Wed, 20 Feb 2013 12:53:08 -0500
About visibility: I meant Apple investors have little visibility into the future. How do you have any idea what's going to drive Apple's earnings in 5 years, let alone 3 years?

Clearly you disagree with me and that's fine.]]> Apple Is Not Worth $460 http://seekingalpha.com/article/1205471/comments?source=feed#comment-15251801 15251801 Wed, 20 Feb 2013 09:53:56 -0500 Apple Is Not Worth $460 http://seekingalpha.com/article/1205471/comments?source=feed#comment-15251271 15251271 Wed, 20 Feb 2013 09:41:27 -0500 Apple Is Not Worth $460 http://seekingalpha.com/article/1205471/comments?source=feed#comment-15246731 15246731 Wed, 20 Feb 2013 08:27:03 -0500 HTC's new One Android phone is its latest bid to stay relevant ... and it might just do the job. Sporting a unibody design that borrows a page or three from the iPhone 5, the One comes with a 4.7" 1080p display, front stereo speakers, a quad-core Qualcomm (QCOM) Snapdragon 600 processor, and a camera that boasts strong low-light performance (but only a 4MP sensor). Initial hands-on impressions are mostly positive. The device's launch comes a month ahead of an expected Samsung (SSNLF.PK) Galaxy S IV event. http://seekingalpha.com/currents/post/835701?source=feed#comment-15234911 15234911 Tue, 19 Feb 2013 22:26:20 -0500 Apple (AAPL) has slashed prices for three 13" MacBook models. The price of the 13" retina MacBook Pro with 128GB SSD has been cut by $200 to $1,499, and the 256GB model by $300 to $1,699. Meanwhile, the 13" MacBook Air with 256GB SSD has been cut by $100 to $1,399. Apple's 15" retina MacBook Pro models remain priced at $2,199 and $2,799, but both have been given faster Intel Core i7 CPUs, and the costlier model now sports twice as much RAM. The moves follow a quarter where Mac shipments fell 22% Y/Y, and revenue 16%. (PR) http://seekingalpha.com/currents/post/824201?source=feed#comment-14944891 14944891 Wed, 13 Feb 2013 14:04:32 -0500 Apple (AAPL) has slashed prices for three 13" MacBook models. The price of the 13" retina MacBook Pro with 128GB SSD has been cut by $200 to $1,499, and the 256GB model by $300 to $1,699. Meanwhile, the 13" MacBook Air with 256GB SSD has been cut by $100 to $1,399. Apple's 15" retina MacBook Pro models remain priced at $2,199 and $2,799, but both have been given faster Intel Core i7 CPUs, and the costlier model now sports twice as much RAM. The moves follow a quarter where Mac shipments fell 22% Y/Y, and revenue 16%. (PR) http://seekingalpha.com/currents/post/824201?source=feed#comment-14930081 14930081 Wed, 13 Feb 2013 09:46:20 -0500 Apple (AAPL) has slashed prices for three 13" MacBook models. The price of the 13" retina MacBook Pro with 128GB SSD has been cut by $200 to $1,499, and the 256GB model by $300 to $1,699. Meanwhile, the 13" MacBook Air with 256GB SSD has been cut by $100 to $1,399. Apple's 15" retina MacBook Pro models remain priced at $2,199 and $2,799, but both have been given faster Intel Core i7 CPUs, and the costlier model now sports twice as much RAM. The moves follow a quarter where Mac shipments fell 22% Y/Y, and revenue 16%. (PR) http://seekingalpha.com/currents/post/824201?source=feed#comment-14929521 14929521 Wed, 13 Feb 2013 09:32:15 -0500 Will Apple Get Its Mojo Back? http://seekingalpha.com/article/1160531/comments?source=feed#comment-14661751 14661751 Wed, 06 Feb 2013 15:41:20 -0500 Will Apple Get Its Mojo Back? http://seekingalpha.com/article/1160531/comments?source=feed#comment-14656591 14656591 Wed, 06 Feb 2013 13:49:24 -0500 Will Apple Get Its Mojo Back? http://seekingalpha.com/article/1160531/comments?source=feed#comment-14654771 14654771
I'm in the camp that thinks the iPhone 5 is inferior to the Galaxy S3 and will likely be switching to a Samsung phone upon upgrade (currently an iPhone user). My brother recently upgraded to an S3 and it is incredible! More features, bigger/more colorful screen, and I like the customization factor.]]> Wed, 06 Feb 2013 13:14:09 -0500
I'm in the camp that thinks the iPhone 5 is inferior to the Galaxy S3 and will likely be switching to a Samsung phone upon upgrade (currently an iPhone user). My brother recently upgraded to an S3 and it is incredible! More features, bigger/more colorful screen, and I like the customization factor.]]> January Nonfarm Payrolls: +157K vs. consensus +160K, 196K previous (revised from 155K). Unemployment rate 7.9% vs. consensus 7.8%, 7.8% previous. http://seekingalpha.com/currents/post/798471?source=feed#comment-14443551 14443551
"The change in total nonfarm payroll employment for November was revised from +161,000 to +247,000, and the change for December was revised from +155,000 to +196,000."]]> Fri, 01 Feb 2013 08:39:48 -0500
"The change in total nonfarm payroll employment for November was revised from +161,000 to +247,000, and the change for December was revised from +155,000 to +196,000."]]> 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) http://seekingalpha.com/currents/post/777531?source=feed#comment-14079871 14079871 Wed, 23 Jan 2013 22:18:56 -0500