Seeking Alpha

faramarz

faramarz
Send Message
View as an RSS Feed
View faramarz's Comments BY TICKER:
Latest  |  Highest rated
  • Apple's Incredible 10 Million Unit Sales On Launch Weekend - Fact Or Fiction? [View article]
    @jj1937. And why there is 3/4 weaks delivery ?
    Sep 29, 2014. 04:16 AM | 1 Like Like |Link to Comment
  • Why Apple Has To Take Bendgate Seriously [View article]
    This article is a pure nonsense. the calculation of 9 phones per 10M on 6 days doesn't mean anything. there were 9 phones having a slight bending over the 10M sold. In how many days is irrelevant. Either a phone has a weakness and bends no matter in how many days or it is strong enough not to bend and again how many working days is irrelevant.
    Physics of the Aluminium foil thickness is Thickness +/- delta thickness.
    Physics of the dimension of home button's width cutting is Width+/-delta width.
    Physics of Titanium coating layer is Layer+/-delta layer

    in some cases when each parameter is at - delta value, there might be some weakness in a specific area. That is why there is only 9 phones over the 10M sold & the number of days is irrelevant. 99.999.991 phones out of 10.000.000 are without problem. So if Apple sells 100M phones in one year, there will be 90 phones & not 5.475 phones with problem.
    Sep 26, 2014. 01:58 PM | Likes Like |Link to Comment
  • Apple -2.8% as Bendgate, iOS 8.01 get more publicity [View news story]
    The bending test is a forgery. the guy applies a very strong force during a long period & repeatedly concentrated on the weakest section of the IP6.
    In real life, even if you seat on your phone, the force applied to the phone is homogenous. You may break the display of your phone but you will not bend it.

    The test is ordered either by Samsung or the big boys who have shorted APPL on tuesday & wednesday.

    The sell off was an amplification of the market correction.

    Retail stock owners shall not look at the daily price change. They must enter a stock with a certain strategy (price & time). During the period they are in the stock, they have to analyze the fundamentals & see if those fit in their strategy & then decide to change or maintain the duration of their investment.
    Sep 25, 2014. 07:03 PM | 3 Likes Like |Link to Comment
  • Apple -2.8% as Bendgate, iOS 8.01 get more publicity [View news story]
    @ Davidoff. Up to now, only 9 persons have complained about the bending phone problem. WHERE ARE THE THOUSANDS OF CASES AROUND THE WORLD. From whom are you getting your data. To my knowledge, this problem has only been mentioned in US.
    Sep 25, 2014. 06:07 PM | 5 Likes Like |Link to Comment
  • Apple Will Do A Television Set [View article]
    This article was about Apple TV but the discussion was on Bendgate.
    1. the bending problem occurs when a strong for is applied for a long time, repeatedly (for mor than 10 minutes) & concentrated on a specific section.
    2. Very few people, if any at all, have claimed their IP6 bending. We don't know the using conditions of those bended IP6.
    3. In the comparison test, the tester doesn't apply the same force the same way & for the same period of time to other phones. As soon as the other phones show a problem he stops applying the force.

    Conclusion. It is obvious that the tester tries hard to incriminate IP6 & praise Samsung Galaxy. He must be paid by Samsung to conduct such a test.
    Sep 25, 2014. 05:56 PM | 2 Likes Like |Link to Comment
  • Apple's iPhone 6+ Isn't Indestructible, But Who Cares? [View article]
    @Exposethetruth. This is the same post to many Articles. I don't think that you the read the article which demonstrates mathematically that there is no a bendgate issue.
    Sep 25, 2014. 08:50 AM | 1 Like Like |Link to Comment
  • Apple roundup: Bendgate, iOS 8.01, iPhone 6 mix, Mac sales [View news story]
    I fully agree with you. I saw the video. It need a very strong force to be applied and for a long time before it starts to bend. In real life the Phone is not submitted to such force for so long.
    The phone doesn't receive any big bending force when in a front pocket & nobody puts his phone on his back pocket sitting on that.
    The Samsung gang had to find something & this is what they figured out.
    Sep 24, 2014. 05:22 PM | 7 Likes Like |Link to Comment
  • Do The Math: Apple's Fiscal 2015 EPS To Rise (At Least) 25% [View article]
    It was difficult to find something negative abt IP6 so they invented the bend test.
    If the IP6 doesn't suit you, you sre free to buy one of those plastic ones. Irt is called freedom of choice.
    Sep 24, 2014. 08:00 AM | 2 Likes Like |Link to Comment
  • Apple's iPhone 6 First Weekend Sales Record: What It Means For Investors [View article]
    @NicZ. What you are saying is 100% untrue. here is the availabilities in UK:
    - IP6 16 = 7-10 days shipping
    - IP6 64 & 128 = 3/4 weeks
    - IP6+ 16/64 & 128 = 3/4 weeks
    This is so easily verifiable.
    Sep 22, 2014. 10:19 AM | 19 Likes Like |Link to Comment
  • Apple Pay - Nice But Not A Big Deal [View article]
    @MB. Your conclusions are as always 1/2 true. You are using those 1/2 numbers to establish your facts. Many bloggers like Anthony have pointed out more accurate numbers.
    You can short or long any stock you chose. That is your right but you are not allowed to misguide investors with wromg & falsified numbers.
    Sep 14, 2014. 01:49 PM | 6 Likes Like |Link to Comment
  • Apple Pay will contribute little to profit, Nomura analyst says [View news story]
    400M to 1.2B is more than Amazon's bottom line most of then years.
    My calculations are $12B transactions per day * 20% thru Apple Pay * 0.15% apple's cut * 365 day = 1.314B almost net profit.
    If the volume of transaction Thru Apple increases or Apple's cut increases, then the bottom line increases dramatically. A net profit of 1.314B more than Amazon's net profit for an entire year.
    Sep 13, 2014. 10:36 AM | 1 Like Like |Link to Comment
  • Apple: Pay And Watch Offerings Unlikely To Move The Needle [View article]
    @author. Your conclusions are far to short sighted.
    a) Apple will sell far more watches that those surveys are cited by you are pretending. TC said there are already over 200M Iphone 5, 5C & 5S on the market & can be coupled with the watch. Probably 70M Iphone 5c, 5S, 6 & 6+ will be added to that number before the launch of the watch. That makes a total number of 270B iphones that can be coupled to the watch. Only 20% of those will most probably buy a watch within the 12 month after the watch's launch. That is 54M watches & IMHO it is a conservative number. The ASP will be above 400$ & the GM must be as other Apple products +/- 35-40%.
    Do the math: Net Rev. = 54M*400*35%= 7.56B which is about 1.3 $/share.
    Sep 11, 2014. 05:22 PM | 1 Like Like |Link to Comment
  • Apple: Pay And Watch Offerings Unlikely To Move The Needle [View article]
    @richbar. The 41.3B net rev of 2012 was very high & unusual. Apple will resume rev & EPS growth as of 2014 (compared to 2013, 2011, etc..). The rev growth rate will not be as high as it used to be before 2012 but this is the law of big numbers. One has to take into account the dividend (return of capital to share holders) & the buyback program which improves the EPS & pushes the stock price higher rewarding shareholders.
    A company like Apple has to put it's cash into action.
    IMHO. Apple is the safest long term stock of this bull market.
    Sep 11, 2014. 05:07 PM | 1 Like Like |Link to Comment
  • Apple Watch Is Out... Investors Should Watch Out [View article]
    @Pimust. Iphone makes more than 50% of high end smart phone's segment & Iphone owners spend more money than Android smart phone owners. The combination of these 2 statistical is that facts = more than 50% of mobile payment will go thru iphones. You add this to the fact that, to date, there is no secure process of payment on Android smart phones (those phones have mostly the NFC chip but not the safety protocol such as secure chip or touch ID. Calculate by yourself.
    I don't say that the adoption will be instantaneous. It will take time. But $12B payments per day x 30% going via Iphone x 0.5% fee x 365 days = $6.57B G.Rev. If Apple Share 50% of the Gross Rev giving back as incentives to the merchants & customers, Apple will have 1/2 of that revenue = 3.235B as almost net revenue. Not bad for an NFC chip, a touch ID & a secure payment protocol in an Iphone. Amazon doesn't have that profit for their total operation in an entire year.
    Sep 11, 2014. 06:54 AM | Likes Like |Link to Comment
  • Apple's Competitive Edge: Apple As Market Regulator [View article]
    @ Pimust.
    We will see who want a watch on their wrist when Apple launch a so called one . If Apple launch a watch at all.
    By the way, before Ipod, Iphone & Ipad, people like you were saying the exact same thing: Even Steve Balmer said "who would want such an expensive phone".
    Aug 22, 2014. 09:43 AM | 1 Like Like |Link to Comment
COMMENTS STATS
291 Comments
565 Likes