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  • Google's Solid Competitive Advantage Is Not Threatened By Social Media [View article]
    Also to echo GaryDMN - Google's future growth relies completely on platforms it does not control.

    First, mobile search is 15% of the company's revenue. If Android really dominates 80% of install base (phone, tablets, etc...) then mobile search revenue should be a lot higher versus desktop share. Fact is Android does not contribute to the company's bottom line. Instead, mobile search revenue is mainly coming from iOS devices.

    Second, Apps economy - users are continually bypassing browser and going directly to Apps for ecommerce, social media, games, etc... these platforms are sometimes completely closed off to Google's ability to syndicate ads.

    To conclude, I don't think Google is going away. But the moat widening is an illusion. Competition will pick up as consumer/user habits shifts to closed eco-systems.
    Apr 11 12:30 PM | Likes Like |Link to Comment
  • Crimean And South China Sea Crises Causing Spike In These 5 Metals [View article]
    This has like no impact on US Equity markets so far... Its like business as usual. At some point US Equity markets got to reflect the geopolitical risk of these events on the US economy... Yay or nay?
    Mar 6 06:30 PM | Likes Like |Link to Comment
  • Apple: This Is Ridiculous [View article]
    Please explain which one of the items you listed for $GOOG above actually makes money?

    On the other hand iTunes & AppStore alone makes $25 billion in revenue.
    Feb 14 06:37 PM | Likes Like |Link to Comment
  • Yelp And Pandora Earnings Sneak Peek [View article]
    Waiting for the Mr. Market to realize $P is in a pissing war with $AAPL's iRadio is frustrating. The day will come though, when $P is headed toward zero. I just don't know how I should play this in the mean time, if Mr. Market keeps pushing up $P.
    Feb 5 01:39 PM | Likes Like |Link to Comment
  • Earnings Preview: Google Q4 2013 [View article]
    How does it justify a $375 billion market cap with $60ish billion in annual revenue? Mr. Market is amazing.
    Jan 28 07:31 PM | 2 Likes Like |Link to Comment
  • Apple's China Mobile Problem [View article]
    your post is pretty misguided. there are some pretty good insightful comments on this thread on why you are wrong, so I won't repeat those.

    1. if you have the chance, you should go to a chinese city and take a look around at the people that uses Apple products, and you'll see why China Mobile needs Apple, more than the other way around. You paint the China picture with a broad stroke, but I seriously doubt you understand the way Chinese people think.

    2. you don't need to be dominant to make money. but for the sake of argument, Apple is pretty dominant with China Unicom & China Telecom - both of which combine has more 3G & 4G users than China Mobile.

    3. Apple really doesn't have competition. You can cite Samsung, but in a big picture way it is like BMW being measured to General Motors. It really is an apples to orange comparison.
    Dec 18 04:15 PM | Likes Like |Link to Comment
  • Pandora's Active Users Under Pressure From Competition [View article]
    Forgot to mention that iTunes = international music. Pandora is mostly US labels. I don't know the technicalities, but it has to do with the company's licensing. Apple is a global retailer and it has the global licensing. Pandora has to do country by country. There is no way, Pandora can compete with Apple on offerings.
    Nov 21 01:21 PM | Likes Like |Link to Comment
  • Icahn would "test the waters" on Apple proxy fight if buyback plans spurned [View news story]
    Borrow $500bn. And with Cash pay off debt, it'll be in a 70/30 D/E. Apple should have the cash flow to satisfy interest payments on $350bn debt - $10.5bn / year on 3% int rate - effectively $7.5bn on tax adjusted basis. Apple currently generates $50bn from CFO with net income of $41.7bn. It has more than enough capacity to go private.
    Oct 24 02:14 PM | Likes Like |Link to Comment
  • Icahn would "test the waters" on Apple proxy fight if buyback plans spurned [View news story]
    Is this MF serious? Man people like him is what makes being a public company horrible. Apple should do buyback like 100% of its outstanding shares and put most tech analysts, market makers, news reporters out of work.
    Oct 24 12:28 PM | 5 Likes Like |Link to Comment
  • Bill Bishop On Apple: We Need More Mojo [View article]
    uh... So Samsung got crew to film Apple crowds to "figure out" what makes them go cray for AAPL products = no AAPL mojo ?
    Sep 24 12:30 AM | Likes Like |Link to Comment
  • Pandora investors take profits, initial iTunes Radio reviews decent [View news story]
    first thing i did after installing iOS 7 was to delete Pandora. Why would i use Pandora when I have integrated solution with iTunes? Makes no sense.
    Sep 20 03:30 PM | 1 Like Like |Link to Comment
  • Apple: Reality Bites, So Time To Sell [View article]
    another one of these "market share" driven investment thesis.
    Aug 9 04:53 PM | 22 Likes Like |Link to Comment
  • Google's Roadmap To $1000 [View article]
    Your comment on:
    " A pipeline of lucrative opportunities: Android; YouTube; Maps; Motorola; Chrome; Google+. "

    1. these are not pipelines. they are cost centers.

    2. Apple will destroy them on mobile advertising. Currently per MoPub 75% of each mobile ad dollar originates from iOS. per Velti, ad impressions is now 64% iOS versus 36% Android. When iAd ramps up with iTunes Radio, it'll be even more lopsided - especially if marketers can integrate across medias with iAd.

    3. Mobile cpc is even lower than desktop. And Google's mobile strategy is completely reliant on iOS, which is why they released a better Maps App for iOS. But as Apple App qualities catches up: Maps, Siri (as overall conductor of search), Google will find it even more challenging to monetize mobile.

    4. Mobile search is increasing moving towards vertical search like Yelp, Twitter, Facebook etc... Google+ is playing catch-up with very little usage.

    5. Motorola - Moto X will cost them $500M in just advertising. The thing is probably already DOA. And, Samsung is still taking down all Android related profits, with no signs of slowing down.

    6. Youtube - okay I give you this one, kinda. Hopefully they can scale this into revenue driver.
    Jul 12 12:25 PM | Likes Like |Link to Comment
  • Apple (AAPL -1.1%) is cutting iPhone build orders by 20% thanks to "slowing demand for high-end handsets globally," says Wedge Partners' Brian Blair; he now expects 2H builds of 90M-100M vs. a prior 115M-120M. Blair's comments come two weeks after Jefferies' Peter Misek reported of elevated channel inventories and FQ3 (June quarter) build order cuts, and Oppenheimer's Ittai Kidron cut his FQ3 and FQ4 estimates thanks to "mixed" iPhone 5 sales checks. FQ3 results arrive on July 23. (Samsung forecast) (Citi on high-end phones[View news story]
    These no name firms likes to pile on rumors started by their bigger brethren. $AAPL then goes on roller coaster ride.
    Jul 8 02:26 PM | 4 Likes Like |Link to Comment
  • Android (GOOG) refuses to slow down, Windows Phone (MSFT, NOK) continues making modest progress, and the gap between the iPhone's (AAPL) U.S. and European numbers continues to widen. Those are some of the takeaways from Kantar's latest smartphone share data. For the March-May period, Android's U.S. share is pegged at 52% (+10 bps Y/Y), its EU5 share at 70.4% (+1010 bps), and its Chinese share at 71.5% (no Y/Y data). The iPhone's U.S. share is at 41.9% (+350 bps), its EU5 share at 17.8% (-140 bps), and its Chinese share at 23.6%. Windows Phone's U.S. share is at 4.6% (+90 bps), its EU5 share at 6.8% (+250 bps), and its Chinese share at 2.9%. IDC estimated Android (stronger in emerging markets) had a 75% global share in Q1, the iPhone 17.3%, and Windows Phone 3.2%. [View news story]
    Pointless ass numbers. Let me know when Android starts making money for Google and Samsung is not going fracture it some more with Tizen.
    Jul 1 06:17 PM | 2 Likes Like |Link to Comment