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2MuchDebt

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  • Microsoft (MSFT) has reportedly beat out Apple and Google to acquire R2 Studios, a home automation/media-sharing startup launched by Sling Media founder Blake Kirkorian. Kirkorian's recent resignation from Amazon's board had heightened M&A speculation. R2 has released a costly Android app for managing home automation systems and has been awarded patents for controlling electronic devices, but has been quiet about its broader plans. Look for Microsoft to bundle R2's tech with the Xbox, Windows 8/RT, and Windows Phone. (previous[View news story]
    I wonder what the purchase price was... If Microsoft beat out Apple and Google on offer price, my guess is a significant premium was paid.
    Jan 3 10:46 AM | Likes Like |Link to Comment
  • There are now over 35K apps in the Windows 8 Store, per tracking site MetroStore Scanner. That figure represents an increase of 15.6K in the last 35 days, and suggests many developers (though not Google) are coming around due to the size of the global Windows (MSFT) base. But early demand remains light: Fujitsu just said it could miss its FY13 PC shipment forecast (set in October) due to "weak" Win. 8 demand. [View news story]
    haha, that's great
    Dec 28 01:35 PM | Likes Like |Link to Comment
  • Apple And Microsoft: A Holiday Retail Study [View article]
    You're partially right. Investing is about profits and growth rate of profits. Last time I checked Apple's profits and profit growth rates are substantially larger than Microsoft's... Holiday sales tend to be the biggest top line and bottom line contributor for tech products so holiday sales/profits are important for investing. Don't be fooled.

    Apple's R&D expense is 1/3 of Microsoft's and look at Apple's profitability and sales compared to Microsoft. Sorry, but not much of a comparison! Apple is much more efficient with each R&D dollar spent.
    Dec 21 04:58 PM | Likes Like |Link to Comment
  • Apple And Microsoft: A Holiday Retail Study [View article]
    Innovation spurs long-term profitable growth in the technology sector. Clearly Microsoft has lost its innovative touch. It's just copying other products/business models from here on out. Good luck.
    Dec 21 08:40 AM | 1 Like Like |Link to Comment
  • Apple And Microsoft: A Holiday Retail Study [View article]
    The technology sector changes so quickly, your statement of Microsoft being larger than Apple in 5 years is nothing but a hope and a guess. However, if recent history is of any relevance, that certainly will not be the case.

    Put it this way, I don't know of any of my friends, co-workers or acquaintances clamoring for a Microsoft product. Do you?
    Dec 21 08:35 AM | 2 Likes Like |Link to Comment
  • Apple And Microsoft: A Holiday Retail Study [View article]
    @dannydyn: you beat me to the punch! I couldn't agree with you more, especially on the store design and store concept. Apple is so successful that Microsoft has to "fall in line" and copy Apple just to try to stay competitive.
    Dec 21 08:32 AM | 3 Likes Like |Link to Comment
  • Pac Crest's Chad Bartley is taking a hammer to his Kindle Fire estimates after supply chain checks indicate poor demand: his Q4 sales forecast has been lowered to 6M from 8M, and his 2013 forecast to 10.5M from 12.5M. For reference, IDC expects 172.4M tablet shipments in 2013. A silver lining: since the Fire line is sold at a loss, Bartley's 2013 Amazon (AMZN +3.1%) EPS forecast has risen by $0.10 to $2.70. Reviews (I, II) for the latest Fire models were lukewarm. Is the iPad Mini hurting sales? [View news story]
    The 16GB Wi-Fi only iPad Mini's gross margin is supposedly 43%.... No need to cut price as Apple sells every Mini produced.
    Dec 18 02:18 PM | 5 Likes Like |Link to Comment
  • The Google Maps (GOOG) iPhone app was downloaded over 10M times in its first 48 hours of availability, claims division chief Jeff Huber. Separately, Google has launched YouTube Capture, an iOS app meant to increase mobile upload activity for the video site. The app allows users to start shooting video immediately after launching, and begins uploading a file as soon as recording is finished. (previous[View news story]
    So management is never allowed to fumble, even once? They corrected the issue, apologized publicly and all is well. This was a lesson that will be good for the company because they will not want to put themselves in a similar position again.

    By the way good luck shorting Apple. Let me know how that goes. Your price target is ludicrous and you haven't provided any note-worthy analysis to back it up. Why is 300s more likely than 400s now? What ground-breaking news came out in the last day or so that would lend you to believe this?
    Dec 17 04:23 PM | 1 Like Like |Link to Comment
  • Apple (AAPL -0.4%) is down just slightly in spite of Citi's downgrade: iPhone order cuts and soft regular iPad sales seem priced in with multiples soundly in value territory, and many analysts are making it clear they're still fans. Canaccord's Milke Walkley is the latest to slash estimates (though reiterating a Buy), citing "softer sales expectations in international markets, primarily in Europe." Included in the Citi downgrade is U.S./U.K. survey data noting a growing consumer preference for bigger displays: 47% of iPhone owners said their preferred screen size is 4.1"-4.5". [View news story]
    I wonder if Matthew Lynn and Charles Golvin still have a job. Nice post rperson.
    Dec 17 12:58 PM | Likes Like |Link to Comment
  • Apple (AAPL) is taking it on the chin again this morning as chatter about weak iPhone 5 demand in China, and UBS taking its price target on the stock down to $700 from $780 has the shares off 2.2% premarket. [View news story]
    So you're short Apple I take it?
    Dec 14 09:10 AM | Likes Like |Link to Comment
  • J.C. Penney Liquidity Concerns Are Overblown; Q4 Likely To Squeeze Shorts [View article]
    Thank you for the article. I appreciated the liquidity analysis.
    Dec 11 01:45 PM | Likes Like |Link to Comment
  • Look Out Below: Apple's Unit Profits Are Falling [View article]
    Thanks Stephen. I disagree with you on the price target for a number of reasons, but I appreciate the article. Interesting to see trends on unit profitability. Happy investing.
    Dec 11 01:35 PM | 3 Likes Like |Link to Comment
  • Look Out Below: Apple's Unit Profits Are Falling [View article]
    "Back in March, I called for a $700 share price. Apple hit that price in September. It's time to set a new Apple price target of $480."

    Is $480/share your 1-year price target? And this is based solely on the assumptions of supply/demand constraints and diminishing unit profits?

    If you're so confident Apple will decline to $480 why not short the stock? That's a quick and easy 12% gain from its current trading price. Your user profile states "I put my money where my mouth is". I find it rather comical how so many "investment professionals" are quick to disseminate investment ideas, but don't back up the investment thesis with personal/professional funds. It's one thing to write a negative article, but it's entirely different to invest according to your recommendations. Generally speaking, if a person is not going to invest according to his/her analysis, the analysis is baseless.

    Just one observers opinion.
    Dec 11 01:13 PM | 14 Likes Like |Link to Comment
  • Topeka's Brian White says the Apple-dependent Taiwanese suppliers in his "Apple Monitor" collectively saw a 15% M/M sales increase in November. That's well above the 4% averaged over the last 7 years, something White attributes to the strength of Apple's (AAPL -0.6%) fall product refresh. The Apple uber-bull reiterates a Buy and $1,111 PT. (previous[View news story]
    I don't know if it's going to be a blowout, but it will certainly be another strong quarter for Apple. Technicals and fear factor are driving the recent decline. Should be a good investment over the next year at these levels as the drivel is washed away.
    Dec 10 05:28 PM | 4 Likes Like |Link to Comment
  • Apple's Improbable Math [View article]
    Apple's product appeal is not contingent upon movements in the stock price. If anything it would be the other way around. However, stock price movements are determined by profits and cash flow and have no bearing on the "coolness" of a product. Last time I checked Apple has experienced and will likely continue to experience significant revenue and profitability growth.

    Apple makes reliable, easy to use and innovative products. Apple has such strong demand that it can barely produce enough iPhone 5s and iPad minis to satisfy consumers worldwide. It has created an interconnected product ecosystem that yields greater results for consumers who own multiple Apple devices, which has helped increase its brand loyalty. Apple has a strong following from its current customers/users and strong interest from a lot of non-users.

    For someone who is the Executive Vice President and Director of Research for America First Investment Advisors, LLC I would think your analysis would be of much higher quality.
    Dec 6 10:11 PM | 3 Likes Like |Link to Comment
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