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faramarz

faramarz
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  • Apple $700: Don't Get Burned Again [View article]
    Ashraf is anti Apple & thinks that an eventual technically superior product is better. He has no idea about the value of UI & friendly & secure ecosystem.
    When Apple traded at 400 he advised to sell. He mentioned several time that he would but in mid 300. He is still waiting this to happen.
    To me, Ashraf is frustrated that he never gets it right with Apple. He is long Intel & MS & wrote many articles favorable to these 2 companies.
    He is a poor investor & thinks that unnecessary gadgets are innovations.
    Aug 19 06:38 PM | 6 Likes Like |Link to Comment
  • Apple $700: Don't Get Burned Again [View article]
    Agree 100%. As a printing co CEO, we had +/- 30 Macs on the production section & 20 computers/laptops using window. Never spent a penny for Macs but spent almost 3x the Windows computer/laptops price on maintenance & side software.
    Android devices are good but have the same problems that window devices. A non tech enjoys much more IOD devices because it is so easy to use, no malware & much better ecosystem & finally cheaper if you consider the resale price or the life of the device.
    Am writing this post from my Macbook that i bought 5 years ago. The battery life is still 90% of the original battery life & no extra expense during these 5 years. & it is worth +/- &300 on the 2nd hand market. try to sell a windows PC after 5 years.
    Aug 19 06:28 PM | 3 Likes Like |Link to Comment
  • Lower-Cost iPhone Does Not Move Apple Closer To Commodity Status [View article]
    @ Canadian Red Neck.
    I too have travelled a lot to China. What i have seen is much different to what you pretend. Chinese people like luxury brands & they purchase one when they can +/- afford it. this means, they cut on their other expenses in order to buy a luxury item. Apple is for sure a luxury item & they will buy one at 300-450 range even if they hardly afford it.
    By the way, have you seen all those Apple fake devices. They will jump on a real one if they afford it.
    Apple sell more 4 & 4S in China than 5. This means chinese prefer an old 4 to a new GS3.
    Aug 17 10:54 AM | Likes Like |Link to Comment
  • Lower-Cost iPhone Does Not Move Apple Closer To Commodity Status [View article]
    @Michael Blair.
    You seem to pretend that the army of Apple marketers, after almost 2 years that the low price Iphone is rumored, will not know how to position the 5C while you know this better. Ridiculous.

    Before the Ipad mini release people like you were pretending that any price above $200 will be a failure. When Apple positioned the mini at $329 people like you said that Apple will not sell much. Look at the results, Ipad min is a great success.

    IMHO Apple knows better how to position 5C or any other of their products than you.
    In fact you want Apple to go wrong for sone evident reason. Stay short. Only your money is at stake.
    Aug 17 10:27 AM | 2 Likes Like |Link to Comment
  • Apple Could Go To $625 [View article]
    @ Michael Blair. Finger print reader is not an innovation as MP3 reader, Smart phone, or tablets were not innovations. They existed before Apple brought Ipod, Iphone or Ipad. Still Ipod, Iphone or Ipad were perceived as innovations which they were. adopting an existing technology is not innovation in itself but if one adopts it in such a nice & efficient ways that Apple does, it becomes innovation.
    By the way, i don't see any competitor bringing in a real innovation to the existing devices and not for sure a game changer new device.

    Stay short, you decide it. But don't try to manipulate people here by your biaised reasons
    Aug 16 05:31 AM | 1 Like Like |Link to Comment
  • How Moto X Will Change The Smartphone Industry [View article]
    @ AdamCB1' But it is so UGLY & the apps may never catch up because developers can't make enough money developing apps form Nokia.
    Aug 5 11:34 AM | 2 Likes Like |Link to Comment
  • Why An Apple/China Mobile Deal Is Imminent [View article]
    @ Skomes : My numbers are from AT&T 7 T-Mobile site. Ranchr's numbers must be from the same source.
    What you are saying is equivalent to AT&T & Verizon losing $450 on each high end smart. If this was true T-Mobile wouldn't sell a single Iphone or any other similar phone because no one would buy such phone from T-Mobile while having the same $450 cheaper. By the way, Managements of AT&T, Verizon, etc. must be foolish to accept such deals from Apple. Do you think they are ?
    Aug 4 08:33 AM | Likes Like |Link to Comment
  • Hey, Apple Longs, Don't Sweat The Mediocre Moto X [View article]
    @Dagger55555
    You seem not (or most probably not willing) to understand what really counts: "positive profit margin". High end (& probably middle segment) smart phone market spectrum is where the market share translates itself to "good positive profit margin".
    One must also take into account the profit margin from side products sales (apps, music, casings, etc..). Then you have the real profit margin generated by a phone.
    Iphone is the only smart phone generating a good positive profit margin by selling the Iphone itself & the side products.
    Apple's CEO said many times that Apple is not chasing the market share in general. Apple's products owners connect to internet more often & use much more frequently the online services (& purchases) than it's competitors product owners.
    Google gets more mobile ad income from IOS users than Android users.
    Google needs more Apple than otherwise.
    If Apple could eject Google search & Google Maps from IOS devices, then Google ad income will seriously be reduced while Apple's ad income will soar.
    Apple is the only mobile device producer that Google pays for ad clicks on IOS devices.
    Aug 3 10:06 AM | Likes Like |Link to Comment
  • Why An Apple/China Mobile Deal Is Imminent [View article]
    @Ranchr. Very true. In Europe a locked phone with a given data plan cost finally more than an unlocked phone with the same data plan. The difference is 3,3% interest rate pocketed by the carrier. Your example of T-mobile and AT&T explains perfectly. Only people not able adding up numbers may claim that AT&T subsidizes phones.

    @Schomes. Every where in the world, the price of a plan is different with an unlocked phone versus a locked phone. This difference, after 2 years, covers more than the original difference between the phone's price. T-mobile is not willing to finance smart phones. AT&T, Verizon, etc. are willing to do so because it is a stronger incentive to offer a phone at $199 with a monthly 40 plan (Total payment after 2 years = $1159) than a phone at $649 with a monthly $20 plan (Total payment after 2 years = $1129). The difference is $30 which is the 3,3% interest per year.
    Aug 3 08:32 AM | Likes Like |Link to Comment
  • Apple's Plastic 4 Inch iPhone 5C Has Lots Of Hidden Value [View article]
    @ keep It Simple & others. Same is true with Audi releasing Audi 2 & 6 which together with Audi 3 & 4 cover the entire segment. Audi 2 is a high quality car destined to it's own segment (Golf, etc..).
    apple with 5C (or whatever name given to cheaper but still high quality phone) will take a big stake of the medium price segment.

    And last but not least (ONE MORE THING), after each new release the older model will bite on the low end segment. That is how Apple plans to cover the entire segment with quality phone.
    Aug 3 07:35 AM | Likes Like |Link to Comment
  • Apple (AAPL) roundup: 1) Russia's top 3 carriers - MTS (MBT), VimpelCom (VIP), and Megafon - have decided to stop carrying the iPhone, citing Apple's purchase, subsidy, and marketing requirements. MTS and VimpelCom have 300M+ subs between them in various emerging markets. 2) Fingerprint sensor and LCD driver chip yield issues will lead ~3M iPhone 5S units to be delayed from calendar Q3 to Q4, Digitimes reports. 3) Frost & Sullivan estimates Apple TV had a 56.1% share of the 2012 IP streaming device market. 4) Evercore observes rumored M&A target PrimeSense has developed tech that's applicable to gaming and smart TV controllers, as well as a sensor chip for notebooks/tablets. (iOS 7/game controllers: I, II[View news story]
    The volume will shift to other countries from where russian resellers will import the iphone. No worry.
    Jul 17 03:47 AM | Likes Like |Link to Comment
  • Apple (AAPL) roundup: 1) Russia's top 3 carriers - MTS (MBT), VimpelCom (VIP), and Megafon - have decided to stop carrying the iPhone, citing Apple's purchase, subsidy, and marketing requirements. MTS and VimpelCom have 300M+ subs between them in various emerging markets. 2) Fingerprint sensor and LCD driver chip yield issues will lead ~3M iPhone 5S units to be delayed from calendar Q3 to Q4, Digitimes reports. 3) Frost & Sullivan estimates Apple TV had a 56.1% share of the 2012 IP streaming device market. 4) Evercore observes rumored M&A target PrimeSense has developed tech that's applicable to gaming and smart TV controllers, as well as a sensor chip for notebooks/tablets. (iOS 7/game controllers: I, II[View news story]
    @ Michael Blair " Interesting thesis. Would the demand be infinite if they stopped producing them all together? ".
    The absurdity is your question. Have you ever followed some maths courses: if they stop producing them all together, even the demand of one unit becomes infinite compared to the zero production (1 divided by 0 = infinite).
    More absurd in your statement is that you extend some shortness of the supply to Zero supply.
    Jul 17 03:43 AM | Likes Like |Link to Comment
  • Even With Negative FCF, Apple Still Undervalued [View article]
    @ fallingskies. If we could predict the future ... But as we can not. So we must put our money in solid companies when their price looks like being cheap. This is the case for Apple now & IMHO by at least 30%.
    My advice, just forget your investments for a year or 2. You will be rewarded.
    Jul 11 04:41 AM | Likes Like |Link to Comment
  • Apple: iOS7 Might Be Another Shot In The Foot [View article]
    @ Paulo Santos.
    I'm so sorry for your bad vieYou jumped too fast on a conclusion & your conclusions are so personal. You want to destroy something that hasn't been yet launched for your use.
    I suppose that you know what Beta version means. Then wait for the product to be released for customer's use.
    the flatness of the design was only one of the many major changes. According to specialists many of the futures weren't even talked about during the keynote.
    By the way, i'm so sorry for your eyesight. Do you know that this can be cured ?
    Jun 14 06:42 AM | Likes Like |Link to Comment
  • On top of reporting of iPad Mini production cuts, Citi's Glen Yeung says checks indicate iPhone 5S (AAPL) production has been "delayed by 2-4 weeks, likely due to display issues," and that the retina iPad Mini has been delayed until late Q4 or early Q1 2014. Yeung doesn't see the 5S production delay stopping a Sep. launch, but thinks it could limit supply. On a more encouraging note, he still expects a 4.8" iPhone 6 to launch in Q1. Also: Apple has filed a patent application for an end-to-end mobile payments platform (USPTO filing). Speculation Apple will leverage iTunes credit card data (now 500M accounts strong) and AuthenTec's fingerprint tech to delve into mobile payments has been running high for a while. (Jefferies[View news story]
    @ Michael Blair. It is too late for shorts. You are may be right but IMHO being short is more risky than being long.
    One main reason is the 60B buyback plan.
    Another reason is the long awaited new versions of existing products which will hit the market soon & the very probable new product(s). IMHO, Apple, by its long time silence, has prepared the ground for the launch (in the fall) of a revolutionary version(s) of existing product(s) being hardware or software or both.

    Your argumentation on the market share & the competition is without real value because Apple is just present in the high segment of the market & shall be compared to it's equivalents.
    BMW does not compete with Toyota kind & does not have Toyota's market share but, at the end, sell as many car as it can produce & make much more money than Toyota can never make.
    There are other examples of such companies in other fields. Apple is the only such company in High tech.
    Apple's stock price decline is a temporary too exaggerated over reaction to a too exaggerated enthusiastic price increase.

    If you are a trader & didn't make money during this period, then you must stop trading because you certainly lost a lot & will continue to lose a lot more.

    If you are an investor, your time frame is different. By nature, an investor never takes a short position. An investor invests on fundamentals. P/E, P/E/G & other metrics have some meanings.

    FYI, Apple's market share in the high segment is growing faster than the high segment's growth itself. IOS market share is also increasing faster than Android market share in high segment of the market.
    Samsung is present in all 3 segments (high, middle & low) of the market.
    Most of the Android market share is in the low or middle segments of the market & almost 100% of use obsolete Android versions which have never been updated.
    Apple's next move will probably be in the middle segment of the market where Apple will sell a lower cost but still a high quality item exactly as BMW or other companies of the kind have done.
    After some time WS will look back again to the bottom line: Who makes money & who doesn't make.
    Apple will become MS if it brings MS kind of innovative products to the market. But, who believes this. To me, this is not in Apple's gene.

    I have bought Apple from 50 to 420 on the way up. I just sold once (late 2007) & bought early 2009. Then never sold. I could have won a lot of money if i knew when to sell & when buy again.
    Every time i look on my Apple line i see double digit green figures. I compare the actual value to my initial investment not to what it was at a certain time. One day, i will sell but then i will sell all my potfolio & put my money in much less risky bond market. In the mean time, i enjoy my dividend & the probable terme price increase.

    Jun 9 08:28 PM | Likes Like |Link to Comment
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