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cfvaughnii

cfvaughnii
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  • Sarepta Therapeutics Still Looks Ridiculously Undervalued [View article]
    A petition with 106k e-signatures

    http://1.usa.gov/1czsJzJ
    Apr 30 06:37 PM | Likes Like |Link to Comment
  • Apple's iPad Problem [View article]
    The kernel is the important part. The java runtime just needs to support the 64 bit, and then all apps would effectively be 64 bit. However, the java interpreter is still a big issue for performance on many levels.
    Apr 30 11:44 AM | Likes Like |Link to Comment
  • Vringo Warrants Offer An Amazing Asymmetrical Trade [View article]
    Still feels like the warrants are lagging a great deal. Last time $VRNG went to $5, they were closer to $3. Anyone have any ideas as to why this would occur, or are we just seeing an arbitrage opportunity?
    Jan 29 09:56 AM | Likes Like |Link to Comment
  • Vringo flies higher, Google workaround proposal rejected [View news story]
    The reason is the current atmosphere against 'trolls'. In fact, Ken Lang was the original patent holder. Very few people know this.
    Jan 28 08:05 PM | Likes Like |Link to Comment
  • Vringo flies higher, Google workaround proposal rejected [View news story]
    Thanks to @MarkmanAdvisors, here is the document on Running Royalty Rate for $VRNG: http://bit.ly/1fus7O5
    Jan 28 08:02 PM | Likes Like |Link to Comment
  • Vringo Warrants Offer An Amazing Asymmetrical Trade [View article]
    Are you still following VRNG?
    Jan 22 02:41 PM | Likes Like |Link to Comment
  • My 2 Bits On 64-Bits And Apple's Strong Q1 Outlook [View article]
    @michael

    "breakthrough: "An act of overcoming or penetrating an obstacle or restriction."

    Apple took the next step in the evolution of the smartphone, and that is a "breakthrough".

    The challenge for the smartphone engineer is to increase performance while keeping power usage constant.

    The iPhone5s performance is substantially faster than the iPhone5, and the battery life is improved. Not all of this is due to the A7, but it is a major part of the video performance gain.

    As for marketing the 64-bit A7 as an exciting "breakthrough", good for Apple. I hear they are pretty good at marketing.
    Jan 20 12:12 PM | Likes Like |Link to Comment
  • Apple Is Just 1 Year Away From Becoming A 'Boring' Dividend Income Stock [View article]
    Define 'soon'... I love it when people make these vague predictions...
    Dec 26 03:17 PM | 1 Like Like |Link to Comment
  • Vringo: Could It Be Worth $2 Billion? [View article]
    They didn't sell them outright. They get 30% (or was it 35%?) of any proceeds.
    Mar 30 08:20 PM | Likes Like |Link to Comment
  • IPad: 25 Million Activations In December? [View instapost]
    Well, we finally get to see the actual results today. We'll get to see how accurate the Flurry data was, and be able to apply a new metric in the future.
    Jan 23 09:18 AM | Likes Like |Link to Comment
  • IPad: 25 Million Activations In December? [View instapost]
    It isn't sales, it is activations. Those could carry-over from October and November, so it is difficult to draw a precise conclusion on actual sales.
    Jan 6 11:49 PM | Likes Like |Link to Comment
  • IPad: 25 Million Activations In December? [View instapost]
    The data was from Dec 1-20. Eliminating the 4 days doesn't push the activation number much lower.

    Dec 1-20 => 20 days * 4 million / day = 80 million devices * 20% =16M tablets
    Dec 21-24 => 4 days * 2 million / day = 8 million devices * 20% =1.6M tablets
    Dec 25 => 17.4 Million devices * 51% tablets / device = 8.9M tablets
    Dec 26-31 => 32.6 million devices * 20% tablets / device = 6.5M tablets
    December => 33M tablets * 78.5% iPad / tablets = 25.9M iPads activated
    Jan 6 07:42 PM | Likes Like |Link to Comment
  • IPad: 25 Million Activations In December? [View instapost]
    The Chitka data is only US and Canada. We need some worldwide numbers on tablets.
    Jan 6 07:41 PM | Likes Like |Link to Comment
  • IPad: 25 Million Activations In December? [View instapost]
    According to their website, it is worldwide data:

    http://bit.ly/RABMKJ.

    There is a country breakdown in the article.
    Jan 6 07:38 PM | Likes Like |Link to Comment
  • IPad: 25 Million Activations In December? [View instapost]
    Some new data from Flurry : http://bit.ly/VL68HH

    Basically, 50 Million new devices from Dec 25-31. This pushes the total devices to 146 million.
    Dec 1-24 => 24 days *4 million / day = 96 million devices * 20% =19.2M tablets
    Dec 25 => 17.4 Million devices * 51% tablets / device = 8.9M tablets
    Dec 26-31 => 32.6 million devices * 20% tablets / device = 6.5M tablets
    December => 33.6M tablets * 78.5% iPad / tablets = 26.4M iPads activated

    Horace Dediu feels the twitter data may be too U.S.-centric so we need a better international proxy for the 78% iPad tablet share.
    Jan 5 07:48 PM | Likes Like |Link to Comment
COMMENTS STATS
55 Comments
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