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MAdeelA

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  • Nokia (NOK) soars 20% premarket on Q4 guidance, saying it "exceeded expectations and achieved underlying profitability." Both phones and Nokia Siemens Networks results are better than expected. (PR[View news story]
    It's better than expected for the Lumia. It is a pretty good phone. I would like to know how much profit can NOK possibly make per phone when they are so heavily subsidized. They need more volume IMO.
    Jan 10 08:59 AM | Likes Like |Link to Comment
  • Apple's Cheaper iPhone: Don't Panic! [View article]
    So how does this China Mobile deal help with last quarters earnings? Unless you mean the current quarter starting Jan. I can see that, but then it wouldn't be last minute or desperate.
    Jan 10 08:15 AM | 3 Likes Like |Link to Comment
  • Over 40B apps have now been downloaded from the App Store, and nearly 20B were downloaded last year, Apple (AAPL) declares. The company adds developer payouts have topped $7B, and that there are over 500M active iTunes accounts (very useful for a mobile payments solution if Apple ever wants to launch one). The App Store still has a big edge on Google Play when it comes to app monetization, though the latter has been growing faster lately. [View news story]
    I agree with SS and nothingtosay here. I too have noticed the slight negative tone in positive AAPL news. It's ok, everyone (bull or bears) will be found out after earnings.
    Jan 9 02:28 PM | Likes Like |Link to Comment
  • Verizon Wireless (VZ, VOD) says it expect to report 9.8M smartphone activations, "with a higher mix of Apple smartphones," for Q4. That figure is up 29% from the 7.7M smartphones activated a year ago, and 44% from the 6.8M activated in Q3 (46% of them were iPhones). Verizon's Y/Y growth rate is easily above that of AT&T (T - previous), which is more iPhone-dependent, but its Q/Q rate is slower. The smartphone sales, together with strong indirect channel growth, will lead to a slight Y/Y drop in EBITDA service margin. VZ -0.5%. AAPL -0.7%. (CEO remarks: I, II) Update: Verizon PR tells Seeking Alpha the iPhone mix was higher relative to both Q3 (46% of smartphone sales) and Q4 2011 (56%). [View news story]
    Blow out quarter may be coming. I am not holding my breath for any rush to buy the stock by anyone.
    Jan 9 11:06 AM | 1 Like Like |Link to Comment
  • Apple (AAPL) is working on a cheaper iPhone that could launch later this year, the WSJ reports. One source says the device could resemble the regular iPhone, but "with a different, less-expensive body." The cheapest iPhone currently sold (the 8GB iPhone 4) goes for $450 unlocked, putting it out of the reach of many emerging markets buyers, as well as some prepaid buyers in developed markets. The fact low-end Android phones sell for much less (sometimes less than $150 unlocked) has done wonders for Android's international share. [View news story]
    I don't understand why all the AAPL haters are getting so excited.

    APPL offered their bread and butter iPod at all price points to compete in the MP3 player market.

    Even the MacBook Pro which used to retail at astronomical levels have eventually come down to competitive price point.

    The cheap iPhone will be specced like the iPhone 3G(maybe 3GS) and could retail for $249 unlocked. Still a higher price than the competing Andriod. Just like the iPad mini.

    Customers who want the latest and greatest will still get the iPhone 5. This is definately not catered to that user market. People who go out to buy a BMW don't come home with a Corolla.
    Jan 8 07:37 PM | 4 Likes Like |Link to Comment
  • AT&T announces the sale of more than 10M smartphones in Q4 vs. 9.4M a year ago. "This included best-ever quarterly sales of Android and Apple smartphones." This would suggest Q4 iPhone sales in the 7M-8M range, says BI's Jay Yarow. AAPL +1%, T -1.3% premarket. (PR[View news story]
    AAPL needs more than just 1 good news amidst all kinds of negatives. You need a string of postiive news coming at regular intervals to change the sentiment.
    Jan 8 10:51 AM | Likes Like |Link to Comment
  • AT&T announces the sale of more than 10M smartphones in Q4 vs. 9.4M a year ago. "This included best-ever quarterly sales of Android and Apple smartphones." This would suggest Q4 iPhone sales in the 7M-8M range, says BI's Jay Yarow. AAPL +1%, T -1.3% premarket. (PR[View news story]
    It'll be interesting to see the breakdown between the various iPhone models.
    Jan 8 09:26 AM | Likes Like |Link to Comment
  • Samsung (SSNLF.PK) provides earnings guidance for Q4, saying it likely turned a profit of $8.3B with overall smartphone shipments for the quarter totaling around 63M units - around 500 every minute. Shipments of it's flagship Galaxy S III, which overtook the iPhone 4S in the third quarter to become the world's best-selling smartphone, are likely to have slipped to around 15M from 18M in July-September, but estimated sales of around 8M Galaxy Note II 'phablets', should more than make up for that - pushing the overall smartphone shipments number to around 63M. [View news story]
    I will not be surprised to see AAPL sell close to 23M of iPhone 5 alone for the quarter.
    Jan 7 10:31 PM | Likes Like |Link to Comment
  • Over 40B apps have now been downloaded from the App Store, and nearly 20B were downloaded last year, Apple (AAPL) declares. The company adds developer payouts have topped $7B, and that there are over 500M active iTunes accounts (very useful for a mobile payments solution if Apple ever wants to launch one). The App Store still has a big edge on Google Play when it comes to app monetization, though the latter has been growing faster lately. [View news story]
    Yet, iOS owns 65% of web traffic vs 35% of andriod as of November 2012.

    http://goo.gl/1UUcW
    Jan 7 01:22 PM | Likes Like |Link to Comment
  • A little more on Deutsche/Apple: The firm notes Japanese analyst Yasuo Nakane has long been cautious about FQ2 (March quarter) iPhone builds, and thinks the consensus for FQ2 iPhone sales has fallen to around 37M. The U.S. team thinks Nakane's estimates (45M builds in FQ1, 28M-30M in FQ2) implies upside to his FQ1 sales forecast, and downside to his FQ2 forecast. Meanwhile, his forecast for 17M-19M FQ2 iPad builds implies upside to an FQ2 forecast for sales of 15M. [View news story]
    And how exactly does the number of andriod OS in sold smart phones affect google? From what i've read, GOOG doesn't really make anything significant (if anything) off of Andriod yet. I believe GOOG valuation currently is based more on potential than actual results for Andriod.
    Jan 5 08:29 AM | Likes Like |Link to Comment
  • A little more on Deutsche/Apple: The firm notes Japanese analyst Yasuo Nakane has long been cautious about FQ2 (March quarter) iPhone builds, and thinks the consensus for FQ2 iPhone sales has fallen to around 37M. The U.S. team thinks Nakane's estimates (45M builds in FQ1, 28M-30M in FQ2) implies upside to his FQ1 sales forecast, and downside to his FQ2 forecast. Meanwhile, his forecast for 17M-19M FQ2 iPad builds implies upside to an FQ2 forecast for sales of 15M. [View news story]
    That's because GOOG main business is not hardware, therefore not everyone can pull out random numbers for # of units sold. It's much more difficult to do their "supply" checks.
    Jan 4 09:02 PM | 2 Likes Like |Link to Comment
  • Apple (AAPL) -1% after Deutsche's Japanese team writes supply chain activity suggests a 30%+ Q/Q drop in iPhone 5 production for the March quarter. UBS, Jefferies, and others have already cautioned iPhone production is set to fall sharply this quarter, thus some bad news on this front appears to be baked in. CRUS -1.2%[View news story]
    If the stock hovers around this level (low 500's) till earnings..I don't see it going any higher than 590-600 after a strong beat. Seems like the market is pricing that in. Don't want to know where it will be if they miss.
    Jan 4 10:31 AM | 1 Like Like |Link to Comment
  • As Apple (AAPL +2.7%) delivers another strong performance, Topeka's Brian White predicts the next iPhone will arrive in the May-June timeframe, and says checks indicate it will be offered in multiple screen sizes. Additional colors are also seen as a possibility. Steve Wozniak and others have been calling on Apple to offer a bigger iPhone, as the popularity of 4.5"+ Android devices such as Samsung's Galaxy S III contribute to its huge international share gains. References to a new iPhone are already turning up in Apple developer logs. [View news story]
    I think AAPL has already shown it is not interested in screen size wars. They will increase the size once they find the right implementation with the form factor and the APPL way to market it.
    Jan 2 12:33 PM | 3 Likes Like |Link to Comment
  • As Apple (AAPL +2.7%) delivers another strong performance, Topeka's Brian White predicts the next iPhone will arrive in the May-June timeframe, and says checks indicate it will be offered in multiple screen sizes. Additional colors are also seen as a possibility. Steve Wozniak and others have been calling on Apple to offer a bigger iPhone, as the popularity of 4.5"+ Android devices such as Samsung's Galaxy S III contribute to its huge international share gains. References to a new iPhone are already turning up in Apple developer logs. [View news story]
    They may still keep the width more or less the same and just increase it the height. Kind of like that funny iphone 10 spoof that came out around launch of iphone 5.
    They could also just move the home button to the other side of the volume buttons and gain enough space to just increase the screen size that way. Then, they can still claim that this is the perfect form factor.
    I like how comfortable it is to hold the iphone 5 personally. Hopefully they don't make it obese like the SIII.
    Jan 2 11:51 AM | 1 Like Like |Link to Comment
  • Putting Apple's (AAPL -1.4%) recent moves in perspective: the company entered 2012 with a P/E of 11.53 (not counting its cash balance), and is leaving with a P/E of 11.69. But shares are still up 25% YTD, thanks to the earnings growth seen over the interim. Earnings are expected to rise 17% in FY13 (ends in September), and revenue 22%. [View news story]
    Why not wait for under 200? Better yet, under 100? Are people running a random number generator to come to these numbers?
    Dec 26 08:42 PM | 4 Likes Like |Link to Comment
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62 Comments
71 Likes