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faramarz

faramarz
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  • 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
  • Apple looks to raise $17B in bond sale [View news story]
    @ WAVhiz. You may not be concerned with "going green" but many others are. Going green is preserving thé future and this is a big concern for many and Apple. Please look a bit farrer than your nose.
    Apr 28, 2014. 01:04 PM | Likes Like |Link to Comment
  • Apple: Very Strong Demand For Mac Pro 2014 [View article]
    such as ?
    Apr 2, 2014. 10:38 AM | 2 Likes Like |Link to Comment
  • iPhones 80% Of China's Premium Smartphone Market? Don't Believe It [View article]
    Mr Blair. You are right to point out the inacuracy of the Umeng report at least the way it could have been concieved by some. Iphone doesnt account for 80% of that 27% as sales figures but as internet usage. Iphone's sales share are more or less 40% of those 27% which is still a lot & could become even higher with the CN deal. There is sure not any reason to short Apple based on this report & your article.
    In the past i have seen you using most unproven & inacurate statistics in many ocasions in order to inforce your bearish stand.
    Mar 24, 2014. 11:37 AM | 3 Likes Like |Link to Comment
  • Apple Introduces Cheaper iPhone 5C Targeting LTE Growth In International Markets [View article]
    @MB. How stupid of Apple's marketting team @ management to not have noticed your point. They are so stupid. But, wait a minute. Up to now hasn't Apple sold those unsalable idevices (according to the marketting expert Mr Michael Blair) at the prices they decided which, according to MB were far above what customers could afford. Why should it be different this time.
    Mr Blair, either you don't understand Apple's marketting & pricing strategy or you do understand but think Apple is doing wrong. Apple's balance sheet proves that you are wrong. So one must conclude that you dont understand.
    By suggesting that Apple should follow your pricing strategy (which consists of Apple alligning it's prices to cheap android item's prices) you just want that Apple become like the kind of HTC, etc who never made a penny on sales of their devices.
    Apple long term investors are not agreeing with you. Your trading strategy consists of shorting Apple. You are trading not investing.
    Mar 21, 2014. 05:39 AM | 4 Likes Like |Link to Comment
  • Leaked docs point to cheaper iPhone 5C [View news story]
    Apple's 5c is not there for only a year. It is a long term strategie.
    1) to take some of the middle price market share. That is why the 8gb may be launched in near future. After the Iphone6 launch the 5c's 8 & 16 gb official price will be that of 4s now. And, Apple after the 6s launch in 2015 will again lower the price to what the 4 is sold now. This way, apple will effectively get some market share in middle price segment giving those people access to high quality iphones at reasonable price.
    2) Apple's 5c strategie described above will almost not canibalize it's flagship device's sales. This is proven with the sales figures of Q1 2014. The ASP of $637 shows a mixtes towards 5s.
    3) tge one year old 5s will sell as good as 4s in it's time when the 5 was launched. This will fill the gap between the high end (the flag ship) & the middle end (the 5c generation).

    If this is true ( i firmly beleive that it is the strategie behind 5c) then we can say that Apple has found the best way to occupy a bigger market segment without much sacrificing the gross margin.
    Mar 18, 2014. 05:01 AM | Likes Like |Link to Comment
  • Sifting The Apple Rumors: iPhone 6 [View article]
    Dreaming is the starting point of every innovation.
    Mar 9, 2014. 06:26 AM | Likes Like |Link to Comment
  • Apple: Time For A Dividend Raise [View article]
    At author. Apple can buy it's own shares by it's foreign subsidiaries but cannot offset those shares. Those shares have to sit on the balance sheet as any other investment. But Apple can decide not to pay dividends to it's holder (Apple's subdiary co).
    Mar 5, 2014. 05:03 AM | Likes Like |Link to Comment
  • If Tim Cook Does Not Care About The 'Bloody ROI', Does He Care About The 'Bloody Stock Price'? [View article]
    TC's answer was to those stupid questions was the best. The fellow who asked those question should be very stupid to think that Apple's environmental expenses do have some significant effect on ROI. Apple's bottom line is hardly affected by such expenses.
    Mar 3, 2014. 06:25 AM | 11 Likes Like |Link to Comment
  • Apple's Haunted Empire [View news story]
    There is nothing original in this book & i cannot understand how the judgment of an obscur writer about the management of such a company like Apple can have any value. SJ's failures are all forgotten. Siri is SJ's baby. Apple map was a SJ time product & was the responsibility of one of SJ' protegee who would have never survived at Apple et SJ was not that authoratrian CEO.
    People have their own judgement & from what i have read i think the people will very quickly realise how irrelevant is this book. I don't think that it would be worth spending a penny on it
    Mar 2, 2014. 10:49 AM | 1 Like Like |Link to Comment
COMMENTS STATS
308 Comments
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