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  • Analysis: China Mobile Deal With Apple [View article]
    A small nich player making more than 70% of the profit.
    Dec 25 06:44 AM | 1 Like Like |Link to Comment
  • Analysis: China Mobile Deal With Apple [View article]
    CM didn't hâve 4g capacity 18 month ago
    Dec 25 06:36 AM | 1 Like Like |Link to Comment
  • Apple strikes iPhone deal with China Mobile, sales start on Jan. 17 [View news story]
    Ashraf. I sens immense frustration in your coment especially after your last article about this issue. Aren't you tired of being wrong. By the way, are you still waiting the low 300s to get in ?
    Dec 23 05:49 AM | 2 Likes Like |Link to Comment
  • Smartphone Subsidies May End; Apple Might Suffer Withdrawal Symptoms [View article]
    @MB. Thé charte shows %age of new cellphone sub subscribers & not smart phone subscribers. Your article is about smart phone subsidies. Wrong again
    Dec 21 06:13 AM | Likes Like |Link to Comment
  • Apple: Not Out Of The Woods Yet [View article]
    @ Ashraf Eassa. I remember many of your articles claiming that you will start a long position in Apple when in mid or low 300's. At that time i told you that you should jump on the leaving train & don't wait the next bottom. Apple was trading @ 425. it then bottomed at 395 & i suppose that you waited the mid or low 300's & you are still waiting.
    Again, i recommend you to jump on the train & enjoy the upcoming raise.
    Personally I'm in since 2003. Bought from 7 to 350 each time i could. Never sold. Instead, i bought some more @ 500, 440 & 425.
    I could have made good money selling @ 700 & re buying @ 400 but how could i know ?
    One thing is sure, with a company like Apple you will certainly win good money if you have enough patience.
    Dec 2 06:52 PM | 8 Likes Like |Link to Comment
  • Microsoft Once Again Apple's Biggest Threat [View article]
    @ Greg E. you nicely & simply showed how much the author's math is wrong. I don't think that the author has a clue of how the market cap is related to stock's price.
    Nov 28 11:38 AM | Likes Like |Link to Comment
  • Apple Should Reduce Outstanding Shares: Here Is Why The Opposition Is Wrong [View article]
    @ Pim Keulen. I don't see (as many others) how capital repayment can be combined with a revers splitting can have any benefit to share holders.
    A capital repayment reduced directly the value of the company & the stock price is reduced by the same percentage.
    Any kind of split's effect is just zero. A revers split which increases the unit price reduces the affordability & has a negative impact.

    None of your articles explains clearly how this action can increase shareholder's (the stock) value. You are only calculating the buyback effect on the P/E.
    Nov 28 10:44 AM | Likes Like |Link to Comment
  • Is Apple's iPhone 5C/5S Strategy All Wrong? [View article]
    @ rw1270. You are mixing MC eastern europeans with chinese. Europeans & specially eastern europeans are not brand conscious & show offs as the chinese, indians, etc.. are. There, it is a matter of social failure if you don't have branded items.
    Nov 15 05:32 AM | Likes Like |Link to Comment
  • Is Apple's iPhone 5C/5S Strategy All Wrong? [View article]
    @ boisterousbob. You seem to have the same problem that many analysts.
    The income spectrum of the chinese population is roughly : 20% of the chinese population has 80% of the total income.
    Apple aims this 80% income spectrum. So only 20% of chinese population are marketed by Apple. Out of this 20% of +/- wealthy chinese, 80% is brand conscious. Apple's pricing may be even to expensive for the low end of this 20% but the brand consciousness drives them to consider to buying apple products.
    Even an older Iphone is more appealing to them that a GS3.
    Nov 15 05:21 AM | Likes Like |Link to Comment
  • Samsung extends smartphone crown [View news story]
    Samsung is making most of it's profit by its' hi end smart phones. The crappy ones are +/- breaking even.
    If we isolate the high end smart phone market, then Apple has almost 50% of the this segment's market share & more than 70% of this segment's profits share.
    Google, FB & Twitter are the big winners of the global mobile market. But there again, more than 50% of their mobile ad revenue is coming from IOS devices from which Apple gets its' share of profit. Not bad.

    Apple lets the other dispute the market share war concentrating itself where it matters : $
    Nov 15 04:37 AM | 4 Likes Like |Link to Comment
  • Apple: Another Problem With The Bears' Logic [View article]
    @marklihsu. The link gives a personal opinion which is globally positive, certainly not negative. The analyst contradicts himself in many occasions specially when talking about the speed.
    Nothing really impressive.
    Nov 14 02:43 PM | Likes Like |Link to Comment
  • Apple: Another Problem With The Bears' Logic [View article]
    @ techy46. Moto G 4.5"is not comparable to Iphones. Pls compare Apple vs Apple.
    Nov 14 02:13 PM | 3 Likes Like |Link to Comment
  • Emerging Competition Threatens Apple In 2014 [View article]
    @ AlphaNeria. the reverse is also true: To deny every point/fact brought up by Apple defenders is also a sign of "diehard Apple basher" .
    Nov 5 08:36 AM | Likes Like |Link to Comment
  • Emerging Competition Threatens Apple In 2014 [View article]
    @Alphaneria. lets assume that Apple's earnings stay stagnant. With the share count going down to mid 800M, EPS will be up 10 to 15%.
    That makes 41$/share. Give it a 14 multiple. That is 575.
    So Stagnant earning (no growth), with shares count dropping give higher EPS & higher share price.

    By the way, Apple's 2012 earnings were unusually high. Also Apple's 2013 product line lacked upgrades & refreshing. That's why there were no growth in 2013.
    2014 will be another story. Many catalysts are foreseen & comparison will be made to 2013.
    Nov 1 01:09 PM | Likes Like |Link to Comment
  • Apple's Earnings Mediocrity [View article]
    @ petergreyhill: A7 is not a Samsung chip. It is designed by Apple. samsumg is the foundry.
    Oct 30 05:38 PM | 1 Like Like |Link to Comment