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2MuchDebt

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  • 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[View news story]
    Good point Herr. Keep in mind though the screen size of the S4 is larger than the S3, but the phone size hasn't changed. The trend with Samsung is bigger though, but how much bigger can a phone get without making it too big. I don't find the S3 phone size to be too big and therefore the S4, but the Note is pushing it!
    Mar 14 11:04 PM | Likes Like |Link to Comment
  • 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[View news story]
    @Jack: You're delusional. Clearly you're an Apple fanboy invested in Apple stock and will dislike any non-Apple product no matter how great it may be because it's not Apple. Yes, it's that obvious. Unfortunately you're going to miss out; the S4 will be better than the iPhone 5 and likely the iPhone 5s. Competition in the smartphone market should be viewed as a positive for the consumer because ultimately it will yield improved products. What would be needed to wow Jack Baker? That's the real question. I don't dislike Apple products, but it's amazing how defensive some Apple fans can become when a competitor releases a product that potentially matches or is potentially better than a current Apple product. There are other smartphones on the market now that are just as good as the iPhone.

    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.
    Mar 14 10:30 PM | 5 Likes Like |Link to Comment
  • 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[View news story]
    As a smartphone user, I'm glad to see all the competition in the smartphone market. The result is a better end-product for the consumer. I think the S IV will be a big success. Look forward to the unveiling event next Thursday.
    Mar 8 04:29 PM | Likes Like |Link to Comment
  • 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. [View news story]
    I'm excited to try out the new Z10. Should be a good addition to the U.S. smartphone market.
    Mar 8 09:42 AM | 6 Likes Like |Link to Comment
  • 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. [View news story]
    I think it's funny that Obama nominated Wal-Mart's charitable organization leader to director of the Office of Management and Budget. That can't be a coincidence.
    Mar 4 12:50 PM | Likes Like |Link to Comment
  • Apple Is Not Worth $460 [View article]
    @Ryche: You're missing the point, but this conversation will go on forever if we continue... EPS growth rate declined substantially and for the most recent quarter turned negative. This should be of some concern to investors... Obviously they're not going bankrupt per your sarcastic comment, but it is a concern. P/E doesn't look as good if negative EPS growth ensues; still relatively low, but not as strong. I figured some of you readers would understand this. FYI, I'm not an Apple bear and I enjoy / like the company's products.
    Feb 20 01:11 PM | 2 Likes Like |Link to Comment
  • Apple Is Not Worth $460 [View article]
    @red: One definition of "contraction" means shrinking. How is Apple's EPS not shrinking when you compare Q1 of this year to Q1 of last year? Diluted EPS of $13.81/share for quarter ended 12/29/12 and diluted EPS of $13.87/share for the quarter ended 12/31/11. That's considered negative growth.

    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.
    Feb 20 12:53 PM | 1 Like Like |Link to Comment
  • Apple Is Not Worth $460 [View article]
    @red: You're right. There are no other great investments out there. In fact everyone should just put 100% of their portfolio in Apple because it's "guaranteed" to make money. In the meantime, you've been losing money on Apple and others have been making money either in an index fund, many other stock picks, preferreds, even currencies. The problem is Apple is a tech company with lots of competition and very little visibility into the future. You can do all the arithmetic you want but Apple is still going down... Don't be mad because you're losing money and you don't understand it.
    Feb 20 09:53 AM | 3 Likes Like |Link to Comment
  • Apple Is Not Worth $460 [View article]
    EPS contraction in the most recent quarter compared to prior year comparable quarter. Say what you like but the market thinks that Apple's growth days are over. That's not too far fetched. If zero or negative growth ensues Apple's "extremely" low P/E ratio looks more reasonable. Competition and supply chain constraints are two serious issues here. Nothing I say will change your mind though bgold. Good luck with your investments.
    Feb 20 09:41 AM | 3 Likes Like |Link to Comment
  • Apple Is Not Worth $460 [View article]
    It doesn't matter what you think Apple is worth; it only matters at what price Apple trades. You can kick and scream all you want, but Apple is $457/share and the technicals are still negative. Growth will likely slow significantly and margins will likely contract from here unless Apple releases another new, high margin product no one else will offer. A great company isn't necessarily a great investment. Too many people have fallen in love with Apple stock. There are plenty of other great investments out there.
    Feb 20 08:27 AM | 13 Likes Like |Link to Comment
  • 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[View news story]
    Looks like a great phone with cool features. If HTC plays it right it looks like this phone could be a winner. S IV release may overshadow this phone's release though.
    Feb 19 10:26 PM | Likes Like |Link to Comment
  • 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[View news story]
    Well said GaltMachine
    Feb 13 02:04 PM | Likes Like |Link to Comment
  • 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[View news story]
    Mac unit sales fell 22% and revenue 16% from Q1 2012 to Q1 2013 and you think Apple is coming out with a new model for Mac? Doubtful...
    Feb 13 09:46 AM | Likes Like |Link to Comment
  • 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[View news story]
    Margin compression for the investor and a few extra dollars in the pocket for the consumer.
    Feb 13 09:32 AM | 1 Like Like |Link to Comment
  • Will Apple Get Its Mojo Back? [View article]
    @JUDOKA: I'm not sure what you're getting at, but I'm referring to the concept that a fundamental analysis of Apple yields an undervalued stock. However, this has been the case for quite some time. Maybe "manipulation" was the incorrect word choice, but the point is that Apple is not being recognized by the market for the market leader it is and the significant cash flow generation Apple achieves. I exited out of Apple because it appears that fundamental analysis achieves little in determining expected return in AAPL.
    Feb 6 03:41 PM | Likes Like |Link to Comment
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