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2MuchDebt

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  • The Sole Apple-Beater: Samsung Electronics [View article]
    Bingo
    Jan 4, 2013. 02:11 PM | Likes Like |Link to Comment
  • The Sole Apple-Beater: Samsung Electronics [View article]
    This bickering will continue on endlessly. Those who don't believe in Apple as a good investment will come up with a few explanations (potentially plausible) and those who do believe that Apple is a good investment will provide stats and best guess of expectations (also plausible). Some people like Samsung devices, some like Apple devices. Generally speaking they are both good devices. I happen to prefer Apple devices over Samsung or other Android devices.
    Jan 4, 2013. 02:01 PM | Likes Like |Link to Comment
  • The Sole Apple-Beater: Samsung Electronics [View article]
    Great post and I agree with you.
    Jan 4, 2013. 12:38 PM | Likes Like |Link to Comment
  • The Sole Apple-Beater: Samsung Electronics [View article]
    No, I was talking about Article #3 from Shindoesca's post. Relax...
    Jan 4, 2013. 12:08 PM | 2 Likes Like |Link to Comment
  • The Sole Apple-Beater: Samsung Electronics [View article]
    Article #1 - CNET: 8.7/10 - Excellent Rating (hardly mixed!)

    Article #2 - Reuters: Comparing Q3 unit sales of Galaxy S3 to Apple's iPhone 4s (that's 4s, not 5). From the analyst Neil Mawston "...adding the new iPhone 5 would likely reclaim the top spot for Apple in the current quarter." Once the iPhone 5 was rolled out, sales increased significantly. Hardly mixed!

    Article #3 - Northern Voices Online????!: Very reputable source... Not powerful enough? Has the author ever used an iPhone 5? If so, he would not have written such an ignorant statement. No data to back up speed/processing power of each phone. The Maps fiasco was a minor setback, but Apple fixed the issue. Also that's a negligible software/app issue that didn't last long. Not a drawback on the phone.

    Nice try!
    Jan 4, 2013. 11:27 AM | 4 Likes Like |Link to Comment
  • The Sole Apple-Beater: Samsung Electronics [View article]
    "But if we compare Apple's recently released 4-inch iPhone 5, which has received mixed responses from industry experts and consumers for lacking in revolutionary features, with Samsung's new 5.5-inch Galaxy Note II, with an improved S-pen and many new features, it seems there is little doubt about Samsung innovative strength."

    So Samsung made a bigger phone and added a stylus and because of this you think Samsung's innovation is strong?! Paalease. You will need many more examples than the weak one you just presented to justify Samsung's innovative strength and you don't need to go deep into Apple's product lines to justify its innovative strength. Btw, the iPhone 5 has received great reviews. I would appreciate sources to justify the "mixed responses". Since the reviews I've seen have been positive, I would like to see you post reviews that are negative from a reputable and respected source. Consumer response to the iPhone 5 is overwhelmingly strong too.
    Jan 4, 2013. 10:25 AM | 7 Likes Like |Link to Comment
  • 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, 2013. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 12:58 PM | Likes Like |Link to Comment
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