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  • Apple closes lower following iPhone event; 5C to start at $735 in China [View news story]
    Clarification:
    http://bit.ly/18O8ywz

    "But it looks like the one carrier everyone was holding their breath for, China Mobile will have to wait. Ironically, while the new iPhones will support the carrier’s forthcoming LTE networks, it doesn’t support the unique Chinese flavor of CDMA China Mobile uses for 3G. Unless Apple plans on unveiling a new device specifically for China Mobile tomorrow at its separately planned Chinese media event, it looks like this is one iPhone rumor that turned out false."
    Sep 10, 2013. 10:05 PM | Likes Like |Link to Comment
  • Apple closes lower following iPhone event; 5C to start at $735 in China [View news story]
    An article from FierceWireless (http://bit.ly/1e0h15G) states:

    "Apple's (NASDAQ:AAPL) newest iPhones, the iPhone 5S and 5C, don't support TD-LTE in the 2.5 GHz band, although that could eventually change if Apple strikes a deal with China Mobile or Sprint."
    Sep 10, 2013. 09:41 PM | Likes Like |Link to Comment
  • Salesforce.com Results Impress The Street! Insiders Seem Less So Based On Recent Sales [View article]
    You wrote:
    "Sales growth that exceeds expense growth rarely produces long term benefits."

    Did you mean: "Expense growth that exceeds sales growth..."?
    Aug 30, 2013. 10:16 AM | 1 Like Like |Link to Comment
  • Amazon kicks warehouse-building efforts into high gear [View news story]
    The $13.9B total represents Fulfillment operating expenses, which includes a lot more than just depreciation on fulfillment centers.

    Total capital expenditures between 2010 - 2013, according to the Amazon 10-K, were about $6.6B (see below):

    "Capital expenditures were $3.8 billion, $1.8 billion, and $979 million in 2012, 2011, and 2010, with the increases primarily reflecting the purchase of property in 2012, and additional investments in support of continued business growth due to investments in technology infrastructure, including AWS, and additional capacity to support our fulfillment"
    Aug 21, 2013. 02:50 PM | Likes Like |Link to Comment
  • Apple's Tim Cook meets China Mobile Chairman Xi Guohua [View news story]
    rkadari: According to Apple's F3Q12 Summary Data at: http://bit.ly/18CVLxY, Greater China Revenue was about $4.6 billion in F3Q13 and was $5.4B in F3Q12, so revenue was -14% , year over year.
    Jul 31, 2013. 02:14 PM | Likes Like |Link to Comment
  • Apple's Tim Cook meets China Mobile Chairman Xi Guohua [View news story]
    Sam - the 43% refers to revenue.

    See Apple web site: http://bit.ly/18CVLxY
    Jul 31, 2013. 10:44 AM | 1 Like Like |Link to Comment
  • Global smartphone shipments grew 47% on year to a record 230M units in Q2, research firm Strategy Analytics estimates, with the devices accounting for 59% of all phones sold as the industry benefited from surging demand for 4G models in developed regions and 3G devices in emerging markets. Samsung (SSNLF.PK) held its position as sector leader as its shipments grew 56% to 76M devices, giving it a market share of 33.1%. Apple's (AAPL) sales rose 20% to 31.2M, leaving it with a lower share of 13.6%. (PR[View news story]
    Strategy Analytics reported that Samsung is estimated to have the largest share of mobile phone operating profits in 2Q13:

    "We estimate Samsung's operating profit for its handset division stood at US$5.2 billion in the second quarter of 2013. Samsung overtook Apple for the first time, which recorded an estimated iPhone operating profit of US$4.6 billion. "

    http://prn.to/12p8YLu
    Jul 26, 2013. 09:12 AM | 1 Like Like |Link to Comment
  • Netflix: Red Is The New Black? [View article]
    Rappenco:
    Call and Put spreads can be used to create both bullish and bearish positions.

    A credit call spread, where you sell a call and then buy one at a higher strike price, is a short/bearish position. It is an income generating strategy that uses the purchase of the higher strike Call to limit losses.

    A debit call spread is a bullish position, where you buy a call and sell another at a higher strike in order to reduce the net cost of the position. A debit call spread's gain is limited by sale of the higher strike call.

    A credit put spread is a bullish position, where you sell a put (bullish) and buy another put at a lower strike to limit your losses. This is another income generating trade.

    A debit put spread is a bearish position, where a put is purchased and a lower strike put is sold to reduce the net cost of the bearish position. So, like the bullish debit call spread, the trade's gain is capped by the short put option.
    Jul 22, 2013. 02:59 PM | 3 Likes Like |Link to Comment
  • Amazon's Reward Could Be Worth The Risks [View article]
    The 157% year over year tablet growth reported by IDC represented a year over year market share gain of only 10 basis points for Amazon, since the overall tablet market grew 142% year over year. So, Amazon tablets basically maintained share.

    Also, Kindle Tablet shipments have not resulted in accelerating the growth of Amazon's media sales, since total consolidated 1Q13 media sales grew 7% year over year, which is 1200 basis points lower than the 1Q12 growth rate of 19%.
    Jul 9, 2013. 09:28 AM | 2 Likes Like |Link to Comment
  • Netflix (NFLX) renews Orange is the New Black for a second season to be aired in 2014. The comedic drama debuts next week with 13 episodes slated to be released. [View news story]
    You are correct; other companies are actually producing some of the original content that is showing up on Netflix , see: http://yhoo.it/112RKmz -
    "Orange is the New Black is being produced by Jenji Kohan of Weeds fame...Hemlock Grove...produced by Gaumont International Television."
    Jun 28, 2013. 03:02 PM | 1 Like Like |Link to Comment
  • Netflix (NFLX) renews Orange is the New Black for a second season to be aired in 2014. The comedic drama debuts next week with 13 episodes slated to be released. [View news story]
    According to Netflix's blog (http://nflx.it/Xzc0uh), they did not produce, nor do they own House of Cards.

    Here's an excerpt:
    “House of Cards” is unique, as it is the first exclusive TV series to originate on Netflix...“House of Cards” represents a slightly more risky approach; while we aren’t producing the show and don’t own it, we are agreeing to license it before it is successfully produced.
    Jun 28, 2013. 01:55 PM | Likes Like |Link to Comment
  • On the hour: Dow +0.26%. 10-yr -0.24%. Euro -0.63% vs. dollar. Crude -1.31% to $93.89. Gold +0.47% to $1292.25. [View news story]
    Please include the results for the S&P 500, since it is a better reflection of the U.S. economy than the narrowly focused Dow 30. In addition, most institutional money managers are measured against the S&P 500, not the Dow. Also, the S&P 500 is market value weighted and gives a better representation of the impact of any individual stocks move, versus the price-weighted Dow. Lastly, the often quoted volatility index, the VIX, is based on S&P 500 options.
    Jun 21, 2013. 11:47 AM | Likes Like |Link to Comment
  • Amazon (AMZN +1.5%) is launching a $299/year same-day shipping tier for Amazon Prime, says Bloomberg's Brad Stone. The news follows a strings of remarks from Amazon in which it downplayed its same-day ambitions. eBay (EBAY +2.8%), by contrast, has been quite vocal about wanting to create a national same-day infrastructure; Google is also targeting this space. Also: As expected, Amazon is expanding its grocery delivery business to L.A.. AmazonFresh, available in Seattle since '07, will (for now) be available for free on a trial basis to Prime subs in several L.A. zip codes; its offerings include local gourmet items. [View news story]
    @Thalidomide Baby
    Actually, the details of the expansion into L.A. are listed on the Amazon web site:
    http://bit.ly/16XHbUy
    Jun 10, 2013. 03:58 PM | Likes Like |Link to Comment
  • Forget Apple, Google Is The Tax Avoidance Elephant In The Room [View article]
    You wrote:
    "According to a story in Bloomberg a while ago, Google's total tax rate was just 2.4%,..."

    Actually, the Bloomberg article stated that Google's overseas tax rate was 2.4 percent (see below:):

    "Google’s income shifting -- involving strategies known to lawyers as the “Double Irish” and the “Dutch Sandwich” -- helped reduce its overseas tax rate to 2.4 percent,..."
    May 22, 2013. 03:31 PM | 1 Like Like |Link to Comment
  • Netflix: Is Reality Starting To Set In? [View article]
    Regarding the sale of House of Cards DVDs, Netflix may not receive any royalties, since they have stated the following (see Netflix blog - http://nflx.it/Xzc0uh):

    ... “House of Cards” represents a slightly more risky approach; while we aren’t producing the show and don’t own it, we are agreeing to license it before it is successfully produced.
    Apr 8, 2013. 10:50 AM | Likes Like |Link to Comment
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