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Silvy H

Silvy H
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  • Tablet shipments rose an eye-popping 117% Y/Y in Q1 to 40.6M, estimates Strategy Analytics after digesting Apple's (AAPL) iPad data. For reference, IDC estimates PC shipments fell 13.9% Y/Y in Q1 to 76.9M, which indicates the PC/tablet sales ratio is now below 2:1. The iPad is estimated to have 48.2% of the market, and Android (GOOG) tablets 43.4%. Windows 8/RT (MSFT) is believed to have a 7.4% share, but that only amounts to 3M units. In March, IDC raised its 2013 tablet forecast to 190.9M units, while estimating Android would have 48.8% of the market and the iPad 46%. [View news story]
    Note to the Author of this article:.....please explain why you haven't added the fact that Apple market share of ipad sales has fallen from 63% last year to 48.2% this quarter. In addition Android market share grew 9% and Microsoft took 7.5% of the market, although they didnt have a tablet in the forst quarter of 2012, etc, but surely a drop of 15% for Apple is a massive fall, so shouldn't you have reported that?......I guess we cant let the actual facts get in the way of a good story can we!
    Apr 25, 2013. 09:58 PM | 1 Like Like |Link to Comment
  • Samsung Electronics (SSNLF.PK) says its Q1 profit rose 42% to a record high on strong smartphone sales. Net profit rose to a record KRW7.15T ($6.4B), up from KRW5.05T a year earlier. Operating profit rose 54% to KRW8.8T from KRW5.7T. Sales rose 16.8% to KRW52.9T from KRW45.3T, coming in in line with the company's guidance of KRW51T to KRW53T. The results stand in stark contrast those of Apple (AAPL), which earlier this week reported its first profit drop in a decade and forecast margins to decline in the current quarter ending in June. [View news story]
    " What happens if people's taste come to expect hands free and mobile assistant like Siri."..........Err, I have had hands free on phones for the last 15 years, long before the iphone came out and there is Google Now which is just like SIRI, so not sure what you are on about here?......Samsung are also bringing out their own operating system as well and they also make chips, so maybe doing a bit of research before posting comments on here might be a good idea!
    Apr 25, 2013. 09:35 PM | 5 Likes Like |Link to Comment
  • Go Long Apple, Short The Eurozone [View article]
    Apple make a lot of money in Europe on both iphone and ipad sales and without a deal with China Mobile, which may never come about with the way the Chinese government is slagging Apple off ( China Mobile is a state run enterprise ), china may not begin to pay off until next year or beyond. Companies like Mercedes and BMW, not to mention a few more global businesses based in Europe are still very, very viable as investment vehicles ( excuse the pun ), so I just wondered why he would suggest increasing expose in Apple when its still highly volatile.
    Mar 25, 2013. 05:36 PM | 1 Like Like |Link to Comment
  • Apple Exorcises Map Demons By Purchasing WiFiSlam [View article]
    Yes I know its a tracking device, however, to get that to work, you need an App or software and WifiSlam are building an App which is why Apple bought/invested in them. And if you are going to quote things, dont bother using WSJ who know nothing. Why dont you try looking it up WiFiSlam themselves.

    http://bit.ly/16bdrzl
    Mar 25, 2013. 05:29 PM | 1 Like Like |Link to Comment
  • Go Long Apple, Short The Eurozone [View article]
    One question.......the Euro Zone is a recession disaster.....many smaller countries are in fact technically bankrupt and their populations are seeing a huge squeeze on available spending power, so given that a reasonable percentage of Apples income comes from Europe and the EU Zone in particular, I am wondering why you would recommending investing in Apple when their sales are bound to suffer?
    Mar 25, 2013. 05:17 PM | 2 Likes Like |Link to Comment
  • Apple Exorcises Map Demons By Purchasing WiFiSlam [View article]
    Afraid not?....The company I was referring to is Skyhook, the leader in this field, so perhaps you would like to explain?
    Mar 25, 2013. 05:05 PM | Likes Like |Link to Comment
  • Apple Exorcises Map Demons By Purchasing WiFiSlam [View article]
    I think you may be getting ahead of yourselves here a bit. An internal wifi locational system has no bearing on external maps. GPS systems are unable to see into buildings, except those that have a lot of windows and where you are standing by the window. GPS satellites cannot see through a buildings fabric, etc. What this company does is use wifi connections to establish a receivers location, but as it needs at least three wifi transmitters to accurately establish the receivers location, it doesnt work very well outside. There are also issues with different wifi signal strengths and speeds, etc, so whilst it is a good company for them to purchase, dont expect to see major differences in the Map App just yet..
    Mar 25, 2013. 04:43 PM | Likes Like |Link to Comment
  • Apple Exorcises Map Demons By Purchasing WiFiSlam [View article]
    You have been able to do that on Android for over a year now!
    Mar 25, 2013. 04:35 PM | Likes Like |Link to Comment
  • Has Samsung Dethroned Apple? [View article]
    So people buy an Android phone and just stick it in the draw do they?... what you dont realise is that all these statistics about who's OS gets the most web traffic or is used the most is flawed because many telco's are set up in such a way that it is impossible to record what machine/product is accessing the internet. You only have to look at the way these alleged statistical companies collect data to see how flawed it is. I have a financial interest in two statistical/research companies and we conduct similar research ourselves so I just take these figures with a pinch of salt. You only have to look at the number of Android powered phone sold last year to know that they are BS. Samsung sold 230 million smart phones alone, without the others, so do you really think all those people are not using their phones?
    Mar 10, 2013. 02:44 PM | Likes Like |Link to Comment
  • With companies looking to avoid paying taxes on their profits, 83 of the largest firms kept $1.46T overseas in 2012, up 14.4% from the previous year, Bloomberg calculates. GE (GE) again had the most with $108B held offshore, up from $102B in 2011; Pfizer was second with $73B, after which came Microsoft (MSFT), Merck (MRK), Johnson & Johnson (JNJ) and IBM (IBM). [View news story]
    " The US doesn't have a tax collection problem"...hmmmm....well it clearly does otherwise Carl Levin wouldn't be looking at how to close the various tax loop holes would he?
    Mar 10, 2013. 09:20 AM | 2 Likes Like |Link to Comment
  • With companies looking to avoid paying taxes on their profits, 83 of the largest firms kept $1.46T overseas in 2012, up 14.4% from the previous year, Bloomberg calculates. GE (GE) again had the most with $108B held offshore, up from $102B in 2011; Pfizer was second with $73B, after which came Microsoft (MSFT), Merck (MRK), Johnson & Johnson (JNJ) and IBM (IBM). [View news story]
    No it would be enough to cover all if it, but it would help. And in the UK, if all the corps pay their tax, and our corporation tax is a lot lower than in the US, we would have been able to pay a lot more of our deficit off and wouldnt be in the dire situation we are in at the moment. No one likes paying taxes, however, with corporations, its the price of doing business, so they should pay their taxes instead of trying to avoid them. But the loop holes look as though they are going to be closed as every European government is looking at them as indeed are the US, so whilst it isn't going to happen over night, I suspect that within the next decade, things will change dramatically. As to Maggy Thatcher, amongst other things, she introduced the boom and bust cycle to the UK, which we are still paying for, so she isn't exactly the most popular person here and neither are the current Conservatives ( Maggies crowd ) who took an economy that was growing at 2.8% and totally destroyed it.
    Mar 10, 2013. 09:02 AM | 3 Likes Like |Link to Comment
  • iWatch? iTV? Apple's Innovation Death A Media Construct [View article]
    Why are you bringing Samsung into this?....We are talking about Apple. And perhaps if you learned to read properly you would see that I was asking the author question, not criticising.
    Mar 10, 2013. 07:50 AM | Likes Like |Link to Comment
  • With companies looking to avoid paying taxes on their profits, 83 of the largest firms kept $1.46T overseas in 2012, up 14.4% from the previous year, Bloomberg calculates. GE (GE) again had the most with $108B held offshore, up from $102B in 2011; Pfizer was second with $73B, after which came Microsoft (MSFT), Merck (MRK), Johnson & Johnson (JNJ) and IBM (IBM). [View news story]
    Of course there is another school of thought that says if these corps actually paid the tax on their profits that they should have, your deficit would be lower. Here in the UK, when you have the likes of Starbucks paying zero tax on the billions they have earned in here over the years, then something is very clearly wrong. They have now relented and paid £20m, but they is still far short of what they actually should have paid. If everyone in the US operated the same tax avoidance schemes, the US economy would collapse.
    Mar 10, 2013. 07:45 AM | 7 Likes Like |Link to Comment
  • More on Apple: Raymond James reports many iPhone suppliers have "recently indicated an expectation of earlier seasonality," and takes it as evidence of a pending refresh. A big drop in shipments is expected for the June quarter, followed by Sep. quarter growth. The big question for Apple is whether an iPhone 5S that keeps a 4" display (as has been reported) will lead to a major sales pickup in the face of growing demand for larger displays, and the upcoming launch of Samsung's Galaxy S IV. However, an early 5S release would suggest an accelerated launch for an iPhone 6 rumored to have a bigger display. [View news story]
    Its an old trick Applecrat, you feed some small bits of " positive " news with some slightly " negative " news to hide you activities. If you look at some of the " negative " news, most that originates from Apple also finishes with some positive news, so it kind of says " Apple are in trouble, but dont worry, they are on top of it and will fix it and come out on top again ". Then there is the reverse negative where you throw a fox amongst your competitors chickens. The story about Google allegedly wanting to dump Samsung was one such example. Of course whoever spread it knew it would be countered so its impact would only last a few days, but it was picked up by a few media players and put out an element of doubt when Apple's shares were dropping. It happens all the time and a lot of the stuff flying around now is from the companies themselves. And of course, it isn't just Apple, they are all at it.
    Mar 8, 2013. 02:26 PM | Likes Like |Link to Comment
  • iWatch? iTV? Apple's Innovation Death A Media Construct [View article]
    Yes, but its all irrelevant really because someone else will bring out something that's faster and more powerful, etc. Just look at the high performance car sector, a few years back 500 bhp was considered the top end of the world, now Ferrari are bringing out a 790 bhp car along with a 170 bhp electric motor, so we are talking about over 1000 hp. Can you use it in anger on the road, no. I drive a Mercedes SL63 AMG with the upgraded turbo installation which puts out just under 600 bhp. I can leave most things for dead including a few of the bigger bikes, but I dont really use it at full throttle other than in Germany and after a while, driving at 160 mph plus becomes boring. Its the same with phones. So what if I can shave a few milli seconds off opening an App or a website. Does it improve my life?....no. So when we get to phones that open things before you have even thought about it, life will become boring...again.
    Mar 8, 2013. 02:05 PM | Likes Like |Link to Comment
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