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Silvy H

Silvy H
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  • If Apple Isn't Investing In Apple, Should You? [View article]
    One of the flaws in this article is related to the $121 billion Apple have in the bank. They only have around $40 billion ( at the moment ) in the US, the bulk of their money is offshore. As soon as they bring this back to the US, they are hit with a 35% tax bill, less any domestic tax payments, but as they are only paying 1.8% in Europe for example, it will be more or less 35%. So are they really going to bring it in and lose just over a third of it in tax or leave it where it is?
    Dec 21, 2012. 12:21 PM | 1 Like Like |Link to Comment
  • If Apple Isn't Investing In Apple, Should You? [View article]
    So iRobot could become a reality then.
    Dec 21, 2012. 12:17 PM | Likes Like |Link to Comment
  • The iPhone's (AAPL) U.S. share soared to 53.3% in the 12 weeks ending Nov. 25, per Kantar ComTech - that's up from 48.1% in the 12 weeks ending Oct. 28, and far above the 35.8% seen in the year-ago period. Android's (GOOG) U.S. share fell to 41.9% (down 1090 bps Y/Y). But again, the roles are switched in Europe, and then some: Android had a 61% share in the EU5 (up 920 bps Y/Y), and the iPhone 25.3% (up 250 bps). Do European sales have something to do with iPhone order cut reports? Android had 72.2% of "Urban China," and 60.7% of Brazil. (tables - PDF) [View news story]
    So, the US has an overt love affair with the iphone and the rest of the world doesn't. Tell us something we dont know.
    Dec 21, 2012. 11:39 AM | 1 Like Like |Link to Comment
  • If Apple Isn't Investing In Apple, Should You? [View article]
    Personally rperson, I think the article the other day that said Android is dead wins the most absurd article of the year.
    Dec 21, 2012. 11:35 AM | 1 Like Like |Link to Comment
  • Only one person was standing outside the Apple (AAPL) store in Shanghai's financial district today, when the iPhone 5 went on sale for the first time in China. That's in contrast to the frenzy that accompanied the launch of the iPhone 4S. And while the new device will probably sell strongly, the lack of a deal with China Mobile (CHL) continues to hamper Apple in the country. [View news story]
    No, I think its more likely that they read about the chinese woman who was tazered in the US when she went to buy some iphones in an Apple store....shocking news.
    Dec 14, 2012. 06:38 AM | 1 Like Like |Link to Comment
  • The Market Is Missing Apple's Potential [View article]
    The article was meant to show that some of the oversea's growth markets investors may be relying on to boost share prices are not necessarily all they are made out to be. But if you look at what is between the lines, which I was hoping someone would, instead of the usual overly hyped responses, you can see that the subsidy issue will play a part in the future for Apple's growth. But you know what, its your money so do what you want. Being long apple doesnt mean you should shut your eyes to what is happening in the world. Investing is about looking at the future and whilst we dont have crystal balls, we can at least predict where things are going ( if we want to that is ) and as telco subsidies are a major part of Apple's business, if there is a potential long term threat there, then just maybe you should be looking at that. But hey, its your money so what do I know..
    Dec 12, 2012. 01:19 PM | Likes Like |Link to Comment
  • The Market Is Missing Apple's Potential [View article]
    And how many people were paying those amounts for an iphone 5?...the article also makes it very clear that the subsidies are the issue. This is fact, not spin, so whether there is no demand or whether there is a huge demand but no product availability, it is a factor in the growth potential. All telco's in China have a government element, so not sure what your saying there? and given that China Mobile has 700 million plus subscribers, do you really seriously think that 300,000 iphones are chipping away at them?

    And If they could they would....no one is disputing that, but we are talking about actual factual information here, not some fantasy world, and the fact is that for whatever reason, they cant supply the iphone, so how is the article wrong?
    Dec 12, 2012. 01:00 PM | Likes Like |Link to Comment
  • The Market Is Missing Apple's Potential [View article]
    Yes I agree pacdecimal. China is very much a domestic first market and given the Chinese governments overt control of the internet and social networks, lower cost domestic products and others from Asia are set to rule there. If Apple do bring out a sub $200 iphone, then they can increase growth, but it all comes down to the products actual offering and the margins of course.
    Dec 12, 2012. 12:28 PM | Likes Like |Link to Comment
  • The Market Is Missing Apple's Potential [View article]
    To be honest with you, I was not impressed with the 300,000 pre-orders in China. China Unicom has somewhere around 60 million users, so 300,000 orders isn't that good to me at least. Had it been a million plus, then yes. But you are correct on the tablets side, and that is one area that is continuing to grow.
    Dec 12, 2012. 12:21 PM | 1 Like Like |Link to Comment
  • The Market Is Missing Apple's Potential [View article]
    The problem is that there is not a massive and steady worldwide growth. Large potential markets like China and Russia are not producing the goods due mainly to the standard subsidies up front Apple business model. When a countries mobile providers can't or wont provide subsidised iphones, the sales volumes are virtually non-existent. Read this article below as this shows you what is really happening out in the world.

    http://bloom.bg/128ab6M
    Dec 12, 2012. 12:00 PM | 2 Likes Like |Link to Comment
  • Will Apple Miss Its Estimates - And Every One After That? [View article]
    At last, someone has asked the very obvious $64 million question....we wont know the answer until mid jan when the figures are released.
    Dec 7, 2012. 02:37 PM | 2 Likes Like |Link to Comment
  • Will Apple Miss Its Estimates - And Every One After That? [View article]
    So you dont have a car at the moment then?
    Dec 7, 2012. 02:35 PM | Likes Like |Link to Comment
  • Will Apple Miss Its Estimates - And Every One After That? [View article]
    Absolutely gary and whats more very few of them put their own money where their mouths are. I got into an argument with one the other day who told me Apple shares will be over $800 in jan, so i said, if you are that sure, I have 4500 shares you can buy right now at the current price.....he virtually had a heart attack. And that is why analysts opinion are totally worthless. Its all predictions, estimates, etc, and people buy into it. Its madness, all that matters is the actual figures which come quarterly.
    Dec 7, 2012. 02:33 PM | Likes Like |Link to Comment
  • Will Apple Miss Its Estimates - And Every One After That? [View article]
    Err...Samsung never assembled Apple products, they only made parts for them......its not like this isnt common information.
    Dec 7, 2012. 02:25 PM | 3 Likes Like |Link to Comment
  • Will Apple Miss Its Estimates - And Every One After That? [View article]
    You wont, because they didnt say that
    Dec 7, 2012. 02:22 PM | Likes Like |Link to Comment
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