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faramarz

faramarz
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  • Apple: The Party Is Over; Initiating With A Bearish View [View article]
    @ author. Your problem, a complete misundestanding of what a real market share means.
    A) apple is not competing with low & middle segment of the market. There is no money to be made there.
    B) on the high price segment, Apple is not racing for non usefull innovations. Those features that nobody uses are irrelevant. People use Apple's innovations. Others just load the handset with unfinished useless features.
    C) Apple bring a total solution to end users. Remember, every one is not a techy. One has to be able to use a feature without knowing how it works. Apple brings to us a complete fusion of soft & hardware.

    The stock's price follows the degree of users satisfaction. Apple's low growth margins are not even accessible to others. Look at Samsung's growth margins which are the highest of the Android herd.

    Go short if you feel so but don't try to ruin others.
    Jul 10, 2014. 04:40 AM | 6 Likes Like |Link to Comment
  • Myths Of Apple's iPhone Market Share [View article]
    @ author. I have never seen authors like you @ MB to so deliberately distort bloguers statements.
    A) Apple care about the market share but not where you & MB are so stuburnly look for. Apple care about the market share of the segment they are willing to be in. This is the segment where profit can be made. After all, the main goal of a company is to sell with profit. Selling with a loss is not a sain strategy.
    B) Bloguers do not pretend that the market share data is distorted but what they say is that, for these kind of data to have a sens it must compare apples with apples.

    You are certainly a clever man but you have to learn not to biais your opponents arguments by taking part of the argument and chabging it's sens to your advantage. Here, we are in a court where every move is permitted.
    Jun 25, 2014. 04:33 AM | Likes Like |Link to Comment
  • Apple: Worth More Than $130 Per Share [View article]
    Wow. Nelson's theory ! from where do you get your theory ? Another ignorant's assumption ?
    Which stage are Dior, Versace, Porsche, Mercedes benz, Audi, Ferrari, Hermes, Chanel, cartier, Rolex, Tag Huer, Omega, etc.. etc..
    Brands life is much longer than what nelson suggests depending how Brands are managed.
    Jun 17, 2014. 05:31 PM | 11 Likes Like |Link to Comment
  • Apple: Worth More Than $130 Per Share [View article]
    @ TS nelson. The so called iFan just showed how ignorant you are about legally tax avoidance structures. Apple as Google, etc. is acting legally. Europeans and specially the Irish need to change their laws in order to be able to tax more. The irish are reluctant because Apple, Google, etc.. create lots of jobs in Ireland. Please don't spread your ignorance.
    Jun 17, 2014. 05:19 PM | 18 Likes Like |Link to Comment
  • Dow Is Waiting To 'Buy The Dip' In Apple, But Will It Get The Chance? [View article]
    There is a scientific reason for such law when total size of a market is stagnant. If the total size of a market increases for ever for whatever reason, the law is a none sense and has no scientific basis.
    For any given product category, the limit is the market size. The growth will slow but can be sustained if the market size allows it. An increase of 2b represents 20% when a company's revenue of the product category is 10b. The same revenue increase represents only 10 or 5 or 2% if the revenues become 20 or 40 or 100b.
    The overall growth is the weighted average of each product growth.
    A new product increases the total market size and brings additional growth by creating a new market. So as long as a company innovates and brings a completely new product to the market and creates a new market it can grow.
    Jun 11, 2014. 06:50 PM | 1 Like Like |Link to Comment
  • I Was Wrong About Apple [View article]
    @MB. Again wrong assumptions : 4S has never been discounte. When the 5S was launched the 4 was discounted and a couple of month later was again put on sales in emerging countries.
    For the rest of your article, allways same wrong conclusions of the market share figures.
    Jun 9, 2014. 04:40 AM | 1 Like Like |Link to Comment
  • Apple: Value On The Way Station To Growth [View article]
    "Today (6/2/14) it announced iOS8 which has some cool features, but nothing amazing. It talked about Yosemite, its new operating system, and about the synchronicity among devices. But there is nothing that will really drive growth here.""
    This author must be coming from the new discovered planet about 250 light years distant from ours. I think that either he didn't listen well or he didn't understand well the keynote. This was the first time I saw developers so enthusiastic about new possibilities offered by IOS8 & OS10 Josemite.
    Todays comments techies are all very positive & IOS8 and OS10 Josemite are both perceived as being huge releases.
    New apps Healthkit and Homekit are both clearly preparing the ground for new hardware(s).
    Jun 3, 2014. 01:31 PM | 3 Likes Like |Link to Comment
  • Apple: It's Show Time, Baby! [View article]
    Correction: As always this author says nothing new. He gathers infos from other analysts/authors and gives his opinion about the past performances. He is NOT capable of weighting the importance of possible announcements & from there try to give a plausible guideline. We blogers will not follow any given guideline before a due diligence of our own and, an educated "punto di vista" from SA contributers is what we expect for a contructive debate.
    Jun 2, 2014. 04:08 AM | 4 Likes Like |Link to Comment
  • Apple: It's Show Time, Baby! [View article]
    As always this author says nothing new. He gathers infos from other analysts/authors and gives his opinion about the past performances. He is capable of weighting the importance of possible announcements & from there try to give a plausible guideline. We blogers will not follow any given guideline before a due diligence of our own and, an educated "punto di vista" from SA contributers is what we expect for a contructive debate.
    Jun 2, 2014. 04:06 AM | 4 Likes Like |Link to Comment
  • Apple buying Beats for $3B [View news story]
    Apple pays 2.6b for a company with 1.3b revenue with high margin comparable to iphone's. If the gross margin is comparable to Apple's (+/-38%) the beats revenue will add a net 0.286b (22%) to Apple's bottom line. 2.6b cash would have earned 2% for Apple. That is 0.046b or 5 times less than the earning from Beats.
    May 28, 2014. 07:03 PM | 5 Likes Like |Link to Comment
  • iPhone 6 Expected To See Robust Demand [View article]
    @MB. Wrong assumptions lead to wrong conclusions.
    I have read all your articles since 2 years. All the same. Nothing new.
    You are an intelligent man but to stubborn to admit that unit market share is less important than profit market share.
    Here you assume that I6 will massively cannibalize the combination of Iphone + Ipad Mini or Air. This assumption may be partially true for Mini owners but IMHO & according to my checks not true at all for Air owners.
    May 24, 2014. 03:58 PM | 2 Likes Like |Link to Comment
  • Report: Apple/Beats slowed down by financial details, fit concerns [View news story]
    B Apple buys beats for 3.2b using money sitting on the balance sheet earning +/- 2% annualy. Apple adds a minimum of 1.3b to their top figure with probably 55% GM. The net income will be +/- 25% in line with Apple's average net income. That is 0.325b or 325M. 2% annual income from 3.2b cash is only 0.064b or 64M.
    Conclusion. Buying beats and putting 3.2b at work is equivant to making annualy 260M more earning. This is not taking into account the synergy of the deal or the profit that Apple can have from streaming business or any further technical developments.
    Apple is certainly seeing some future like applying some of their patented innovations to the allready existing line of business.
    I would like to remind everyone that Google bought Nest which had only 800M revenu for 3b a few month ago. Everyone claimed this to be a very good deal and Google's stock gained almost 5% the next week.
    May 24, 2014. 11:30 AM | 1 Like Like |Link to Comment
  • Apple Caught Stealing Beats [View article]
    Apple buys beats for 3.2b using money sitting on the balance sheet earning +/- 2% annualy. Apple adds a minimum of 1.3b to their top figure with probably 55% GM. The net income will be +/- 25% in line with Apple's average net income. That is 0.325b or 325M. 2% annual income from 3.2b cash is only 0.064b or 64M.
    Conclusion. Buying beats and putting 3.2b at work is equivant to making annualy 260M more earning. This is not taking into account the synergy of the deal or the profit that Apple can have from streaming business or any further technical developments.
    Apple is certainly seeing some future like applying some of their patented innovations to the allready existing line of business.
    I would like to remind everyone that Google bought Nest which had only 800M revenu for 3b a few month ago. Everyone claimed this to be a very good deal and Google's stock gained almost 5% the next week.
    May 24, 2014. 11:25 AM | Likes Like |Link to Comment
  • Why Buying Beats Audio Is A Good Deal For Apple [View article]
    @rsbduff.. Can you for once imagine that other people (I am talking of Apple's experts) are smarter than you & me and most of those analysts that will never be poached by a company like apple.
    watchone here-below gives a very rational reason as to the price with a very simple analysis. Please read it carefully
    May 13, 2014. 07:54 AM | 2 Likes Like |Link to Comment
  • Apple's Curious Acquisition [View article]
    @exposethetruth. The naysayers reasoning was exactly what you stated with the same wording. Nothing new in your post.
    According to you, TC & Apple's army of specialists in every aspect of analysing a target MA company & the board did not see that Apple can do alone for a fraction of the price what Beats can bring to them. According to you Apple's people is blind & incompetant but analysts & WS pundits or the kind of us, bloguers, have more competance in MA & know better what Apple needs or doesn't need.
    IMHO, we must wait to see what Beats can bring to Apple and/or which kind of profit Apple can take out of Beats. We don't know Apple's strategy behind this aquisition. As far as Apple is concerned, analysts & people like us see only the visible part of the icebeg before Apple shows us the rest of it.
    I don't say that Apple's move to buy Beats is right. I just say that Apple knows better than us.
    May 12, 2014. 06:41 AM | 10 Likes Like |Link to Comment
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