Seeking Alpha

GMSo

GMSo
Send Message
View as an RSS Feed
View GMSo's Comments BY TICKER:
Latest  |  Highest rated
  • BlackBerry 10 Sales Estimates Are A Joke [View article]
    HP grossly overpaid for Palm. BBRY will need excellent fortune to find another patsy.
    Mar 24, 2013. 01:18 PM | 4 Likes Like |Link to Comment
  • Nokia Fights The Attack Of The Android Drones [View article]
    This is incorrect. Aside from the Nexus 4, Android LOSES against Windows Phone every time when comparing price and specs. The Android phones that are competitive in price are usually old models with outdated OSes.

    Show me a current Android model with comparable specs and competitive price to the Lumia 620 or 820. You won't find any. Actually, even the Lumia 710 was competitive in price and specs before and this is the reason for its relative success and dominance in Windows Phone.

    If Nokia wins against Android, it will be from its phenomenal value. The popularity of the Lumia 710 is reason to believe Nokia may reclaim Android in the mid-end market and I believe the 820 and 620 will be even bigger than the 710.
    Feb 20, 2013. 06:50 PM | 7 Likes Like |Link to Comment
  • Apple, Google, Microsoft - Only 1 Winner Here [View article]
    Google is not going to chip away at Microsoft in enterprise. Also, Microsoft has largely secured its dominance in cloud computing. The reception of Outlook.com is indicative of this.
    Feb 19, 2013. 04:41 PM | 1 Like Like |Link to Comment
  • Bedeviled BlackBerry Bears Keep Wary Eye On Supply Of Shares And Z10 SmartPhone [View article]
    I have no position in BBRY; but comments such as these are those that will make me unsympathetic when BBRY stock crashes. The bullish investor sentiment regarding BBRY is simply baffling and is completely disjunct with actual public perception.

    I am not implying BBRY will bankrupt or anything; but, shares are grossly overvalued given the current state of the company.
    Feb 7, 2013. 07:01 AM | Likes Like |Link to Comment
  • Apple's Brand-Image Matters More Than Innovation [View article]
    Apple was always about brand image over innovation. Before the iPod, this has always been the case. This is a company with a track record of making one MAJOR innovation in a decade(s) so everyone eying it so closely is silly.

    As for innovativeness, I'm not concerned. The bar used to measure Apple is absolutely ridiculous and all fanboy talk. What does Samsung do every year? Increase the size of their phone and make it a little faster. Samsung is less innovative than Apple in every objective means available and its a success story!
    Jan 28, 2013. 11:06 AM | Likes Like |Link to Comment
  • Research In Motion: The Party Is Over... Sell Now [View article]
    This looks to be a classic head and shoulders reversal forming. There should be one last shoulder, though, in case anyone missed the peak of the head. (I am unsure whether we reached the peak.)
    Jan 17, 2013. 09:10 AM | Likes Like |Link to Comment
  • Samsung Tizen: Announcing The Death Of Mobile For Microsoft And RIM? [View article]
    Benchmarks such as Sunspider dictate Android is the slowest OS. Furthermore, there is speculation that the A6 processor in iDevices are significantly less powerful than processors in Android phones which compound the weakness of Android. The A6 is a dual core 1.3 GHz processor which was last based on the ARM Cortex A9. Android has quad core ARM Cortex A15s. If that is not compelling enough evidence, consider Windows Phone 8, which shares the antiquated Snapdragon S4 (non-pro) chipset with various Android devices. Despite Androids using S4 Pro, Windows Phone is still MULTIPLE times faster on Sunspider.

    Based on these observations, astute industry watchers are under the impression that Android is slower than competing OSes and the margin is not insignificant.
    Jan 11, 2013. 01:56 PM | Likes Like |Link to Comment
  • Samsung Tizen: Announcing The Death Of Mobile For Microsoft And RIM? [View article]
    This optimism for Tizen is irrational. Tizen is Intel's third try at smartphone OSes: Moblin, Meego, and Tizen. It is Samsung's second try: Bada and Tizen. History dictates Tizen will fail and the obstacles faced by Tizen is the same as the other OSes. As a matter of fact, Samsung and Intel are rather whimsical and will abandon Tizen at the slightest misstep. Neither Samsung nor Intel will invest the capital into Tizen that Microsoft invests into Windows Phone based on precedence, individual objectives, and finances. Furthermore, Tizen isn't even the only Linux OS floating around! Disregarding Android's loose association, Ubuntu is ready to launch for the smartphone as well.

    The bottom line is this: Before you doomsay competing OSes, give us a long, compelling reason why you believe Tizen will attain meaningful marketshare. Your failure to feel the need to explain this makes you appear a layman.
    Jan 11, 2013. 01:41 PM | 1 Like Like |Link to Comment
  • Intel: The Chess Game In Mobile Semiconductors [View article]
    I believe instant obsolescence may be triggered as soon as competitive Intel chips (as in merely on par with ARM chips) show up on Windows Phone 8.

    The capability to finally run desktop applications on a smartphone will quickly fend off an ARM threat. It also conveniently comes at a time when mobile chips will once again be able to take full advantage of their newfound processing power, unlike on iOS and Android.

    The obstacle, of course, is when Microsoft will have WP ready for x86, of course. Microsoft has been slow to act from multicores to 1080p. Intel isn't quite ready with its mobile chips either, though.
    Jan 8, 2013. 12:29 PM | 2 Likes Like |Link to Comment
  • Buy Sony Hand Over Fist [View article]
    We are currently on S4 Pro (HTC Butterfly, Nexus 4, Optimus G, etc.). S4 Pro is quad core while S4 is dual core. I consider S4 last Gen.

    The distinction is rather notable on Android devices since they are in heavy competition with each other and the OS is technologically behind iOS or Windows Phone, which benchmark significantly better than Android counterparts on Sunspider.

    Another issue is Sony's NovaThor SoC brand. These are severely dated chips and Sony's insistence on using these on many of its devices have created a technological lag.
    Jan 6, 2013. 11:48 AM | Likes Like |Link to Comment
  • Buy Sony Hand Over Fist [View article]
    Oh please. Pointing fingers at others and making overarching generalizations, such as those comments regarding investor sentiment in Apple, just because they disagree with your analysis is childish.

    If your argument had been compelling, you would be raining with praise. The problem is that you have failed to explain how Sony can strengthen it position in any of the areas you claim:

    1) Digital Imaging: I will admit I know little about this area.
    2) Gaming: Apple has been a major force in this area. Roughly half, if not more, of the gaming industry's sales is now through digital media. Sony is a major laggard in this area so there is no reason to believe it will excel in the future. As a matter of fact, this is a direct threat to its Playstation gaming hardware business model.
    3) Mobile: Sony's devices are far from compelling. Nay, they are terrible. Glossing over the exorbitant prices entirely, the displays are too small and their CPU/GPUs are last generation. The bulk of the profits in mobile are from sales of high end devices and to call Sony's Xperia "high end" in any sense of the word is stretching it.

    Furthermore, Sony continues to invest in its money losing television division. This is an area which is deeply commoditized and no longer lucrative.

    Even if the stars for the Japanese currency and economy aligned perfectly, Sony has many problems ahead.
    Jan 4, 2013. 04:27 PM | 1 Like Like |Link to Comment
  • Buy Sony Hand Over Fist [View article]
    Any speculation regarding PlayStation 4 performance at this point is premature. We currently have no information regarding the upcoming device. The PS3's failure (relative to the PS2's performance) was due to a high price point.
    Jan 4, 2013. 02:49 PM | 1 Like Like |Link to Comment
  • Buy Sony Hand Over Fist [View article]
    The problem with the yen bear is that I don't believe that inflation of the yen will be either be beneficial or gradual to Japanese corporations. The fundamentals behind the value of the Japanese Yen have been so warped that any notable exchange ratio corrections will trigger a panic and ensuing hyperinflation.
    Jan 4, 2013. 02:43 PM | Likes Like |Link to Comment
  • Why Phone Subsidies Are Here To Stay In The U.S. [View article]
    The problem is that Virgin Mobile is a low cost provider and the service is awful. It is a Sprint subsidiary; but, Sprint limits the number of cell phone towers its devices have access to and phones it offers often have gimped radios. The quality of Virgin Mobile is below that of many consumers' tolerance level.

    The first major provider with tolerable service to offer subsidy-free is T-Mobile so, before everyone dismisses subsidy-free for being around for a while, I do believe that subsidy-free has potential to take off.
    Dec 25, 2012. 10:16 PM | Likes Like |Link to Comment
  • AOL: The Hail Mary Pass Of 2013 [View article]
    Is that triangle symmetrical? I see a right triangle.
    Dec 25, 2012. 06:56 PM | Likes Like |Link to Comment
COMMENTS STATS
27 Comments
23 Likes