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tom434

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  • Samsung (SSNLF.PK) has won the latest round in its global IP battle with Apple (AAPL) after Judge Lucy Koh ruled that the Korean company didn't willfully breach some  Apple patents and therefore left last summer's $1.05B jury verdict intact. Koh could have tripled the amount Samsung would have had to pay if she had found Samsung's actions to be willful, as the jury actually did. Koh also denied Apple and Samsung requests for a new trial. [View news story]
    No new trial. Samsung will have to pay $1.05B. Everything as expected...
    Jan 30 06:07 AM | 3 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]
    Bit by bit I´m getting tired of this analysts but of this stock, too. The public relations department of Apple is doing a terrible job...
    Jan 4 10:32 AM | Likes Like |Link to Comment
  • 11 analysts have lowered their Apple (AAPL -0.4%) targets in recent weeks, Fortune observes. Many of them attributed their cuts (I, II) to reports of iPhone order reductions, but the recent drop in Apple shares is probably playing a role as well. Topeka's Brian White maintains the highest target ($1,111), and ACI Research's Ed Zabisky the lowest ($270). The average target is still at $740, 44% above current levels. [View news story]
    Eric, my critics go to Fortune, not to SA. Please apologize...
    Dec 28 11:54 AM | Likes Like |Link to Comment
  • 11 analysts have lowered their Apple (AAPL -0.4%) targets in recent weeks, Fortune observes. Many of them attributed their cuts (I, II) to reports of iPhone order reductions, but the recent drop in Apple shares is probably playing a role as well. Topeka's Brian White maintains the highest target ($1,111), and ACI Research's Ed Zabisky the lowest ($270). The average target is still at $740, 44% above current levels. [View news story]
    Instead of repeating old data please bring some new information, e.g. the data on iOS and Android activation during December and Christmas from Flurry Analysis , showing a tremendous increase of smartphone and tablet activations year-over-year from 6.8 Mio (2011) to 17.4 Mio (2012)! There are clear signs of keeping AAPL down by bringing manipulated informations...
    Dec 28 11:39 AM | 11 Likes Like |Link to Comment
  • Christmas Cheer To Apple's iOS, Google's Android And Amazon [View article]
    This data indicate for ca. 130 Mio "smartphone + tablet" and ca. 30 Mio "tablet" activations in December 2012.
    Furthermore, if Apple has a market share of ca. 50% in the tablet sector, these numbers indicate for ca. 15 Mio iPad devices in December 2012 and for ca. 22-25 Mio iPads in Q1-2013 compared to 15.4 Mio iPads in Q1-2012. This is an increase of 43-62% YOY ;- )
    Dec 28 04:16 AM | Likes Like |Link to Comment
  • Christmas Cheer To Apple's iOS, Google's Android And Amazon [View article]
    To say it in Apple´s words: These numbers are earth-shattering.... ;- )

    But one question is remaining: 3.5 times more activations, but "only" 328 Mio vs. 240 Mio app downloads? Reason for this?
    Dec 28 03:40 AM | Likes Like |Link to Comment
  • Though its P/E is now well into the single digits after backing out cash, Apple (AAPL -1.3%) is having another tough day. Digitimes reported this morning Taiwanese supply chain sources expect Dec. quarter iPad Mini shipments to total just 8M due to continued touch panel shortages (previous); it sees shipments rising to 13M next quarter as panel yields improve. NPD recently reported Apple had raised its Mini display orders to 12M+. [View news story]
    This is a "simple" non-retina display. Why to expect supply chain problems?
    Dec 26 12:13 PM | 4 Likes Like |Link to Comment
  • Ignore The Noise: 3 More Reasons Apple Might Beat Estimates [View article]
    "Ignore the noise" ??? 200$ loss per share = noise?
    Dec 26 10:53 AM | Likes Like |Link to Comment
  • JPMorgan's Mark Moskowitz tries to put a positive spin on reports of iPhone order cuts (I, II), arguing they're due to improving production yields and suggest Apple's (AAPL -0.7%) gross margin could rebound to 40% - Apple guided for an FQ1 gross margin of 36% in October. However, Moskowitz does admit "there are indications the supply chain has seen 20% order cuts related to iPhone 5." He respectively sees 48M and 45M iPhone sales for FQ1 and FQ2. (yesterday[View news story]
    60 million iphones in Q1 2013 vs. 37 million in Q1 2012? No. Data from Asia indicates for an increase of about 10-20%. 48 million is an absolutely realistic number...
    Dec 19 05:56 PM | Likes Like |Link to Comment
  • While RBC and Wells Fargo talk up Apple's (AAPL +2.9%) Chinese sales, Wedge Partners and Merrill try to soothe concerns about iPhone order cuts (I, II). Wedge claims Apple has raised its FQ2 iPhone 5 production forecast by 10%-15% from conservative levels. Merrill suggests order cuts talk largely relates to displays, and that checks with other suppliers indicate only a seasonal drop. Still, the firm is lowering its FY13 iPhone forecast to 162M units from 170.5M, citing "a tepid US/Europe consumer and aggressive promotions [presumably for rival products] at US retailers." [View news story]
    "Apple did not cut the iPhone price. The retailers did."

    I´m pretty sure that you have no source to verify this?
    Correct?
    Dec 19 04:14 AM | Likes Like |Link to Comment
  • iPhone 5 Sets Sales Record In China - Why Is The Stock Down? [View article]
    Please correct your title. AAPL is not down. AAPL is green. AAPL is bouncing...
    Dec 17 12:26 PM | Likes Like |Link to Comment
  • Catch The Turn In Apple [View article]
    Nice article. I completely agree....
    Dec 17 12:19 PM | 1 Like Like |Link to Comment
  • Apple (AAPL -0.4%) is down just slightly in spite of Citi's downgrade: iPhone order cuts and soft regular iPad sales seem priced in with multiples soundly in value territory, and many analysts are making it clear they're still fans. Canaccord's Milke Walkley is the latest to slash estimates (though reiterating a Buy), citing "softer sales expectations in international markets, primarily in Europe." Included in the Citi downgrade is U.S./U.K. survey data noting a growing consumer preference for bigger displays: 47% of iPhone owners said their preferred screen size is 4.1"-4.5". [View news story]
    Correct. Tim Cook seems not to be very interested in his stockholders and public relations. His crisis management is lousy...
    Dec 17 11:25 AM | Likes Like |Link to Comment
  • Apple's (AAPL) FQ1 sales could get a bump from Wal-Mart (WMT), which has begun selling the 16GB iPhone 5 at a subsidized $127 at thousands of U.S. stores. The retail giant is also selling the 16GB 3rd-gen iPad for $399 (a $30 iTunes card is thrown in), and the 16GB iPhone 4S for $47. The size of the price cuts, good for the next 4 weeks, are eye-opening in light of Apple's history of limiting retailer discounts. They come as multiple analysts (I, II, III) strike a cautious tone on iPhone sales thanks to supply chain data. [View news story]
    They should sell the iPhone for subsidized 127$ in China. This would have a huge impact on the market share and would bring Android and WP under pressure...
    Dec 17 07:12 AM | Likes Like |Link to Comment
  • Apple's (AAPL) FQ1 sales could get a bump from Wal-Mart (WMT), which has begun selling the 16GB iPhone 5 at a subsidized $127 at thousands of U.S. stores. The retail giant is also selling the 16GB 3rd-gen iPad for $399 (a $30 iTunes card is thrown in), and the 16GB iPhone 4S for $47. The size of the price cuts, good for the next 4 weeks, are eye-opening in light of Apple's history of limiting retailer discounts. They come as multiple analysts (I, II, III) strike a cautious tone on iPhone sales thanks to supply chain data. [View news story]
    Correct. Could be some kind of gift for stop selling the products from one big competitor... may be a deal made some weeks ago. Supply chain issues and price reductions don´t fit together.
    Dec 17 07:08 AM | Likes Like |Link to Comment
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