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rajesha13

rajesha13
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  • Some Apple (AAPL) commentary: 1) Horace Dediu estimates the iPhone and iPad's component costs respectively rose 29% and 65% Y/Y in FQ2, well above rev. growth of 3% and 40%. This, along with a mix shift towards iPads, is mostly responsible for Apple's gross margin drop (rather than price pressure). 2) Tero Kuittinen sees similarities between 2013 Apple and 2007 Nokia. "The strongest parallel is in the weird way both companies started fighting the consumer preference for larger displays … and then dug in as margins began eroding rapidly." Tim Cook may have just hinted a bigger iPhone will eventually arrive. But how long will it take? (yesterday[View news story]
    Good point! Even I'd prefer a slightly large screen but to compromise on overall usability, device weight, interoperatiblity, backup options and apps that iPhone offers is just impossible for me. Phones like Galaxy Note are probably good for women who can keep them in their purse, for me, I always prefer something that is easy to carry in a jeans' front pocket. Anyways, the need for a large screen is overhyped and to think that a financial analyst would compare Apple to Nokia just because of this feature is irrational and irresponsible.
    Apr 28, 2013. 02:09 PM | Likes Like |Link to Comment
  • Some Apple (AAPL) commentary: 1) Horace Dediu estimates the iPhone and iPad's component costs respectively rose 29% and 65% Y/Y in FQ2, well above rev. growth of 3% and 40%. This, along with a mix shift towards iPads, is mostly responsible for Apple's gross margin drop (rather than price pressure). 2) Tero Kuittinen sees similarities between 2013 Apple and 2007 Nokia. "The strongest parallel is in the weird way both companies started fighting the consumer preference for larger displays … and then dug in as margins began eroding rapidly." Tim Cook may have just hinted a bigger iPhone will eventually arrive. But how long will it take? (yesterday[View news story]
    Seriously? Leaving aside the fact that Asians love cheap products and "big" sizes, can you or anybody tell me a single innovation that Samsung has done in the mobile device (phones, tablets) space? Samsung can create multiple size tablets and large screen phones but they are dependent on Android OS and an ecosystem they don't control. I don't see any innovative feature in their phones that is revolutionary! Other than iphone 5, Apple's previous phones had significant hardware and software changes backed by hundreds of patents. I feel like Samsung is acting more like Nokia in that they are bombarding the market with mobile devices with incremental features (dual sim OR large screen) to appease the consumers in US or Asia. These consumers will the first one to switch their brand if the next thing that comes out is sexy or shiny. Its what they did to Nokia! Unlike Nokia, Samsung has been quick in playing catch up but to think that they can beat Apple in the long-term in revenue is not rational, unless, Apple completely stops innovating.
    Disclaimer: I am long in AAPL.
    Apr 28, 2013. 02:01 PM | Likes Like |Link to Comment
  • Stratasys To Drop On Selling Shareholders, Unrealistic Expectations [View article]
    There has been a slew of articles bashing 3D printing companies and this is just one of them which was proved wrong by SSYS hands down! Agreed the 3D printing market has slowed down but expect to pick up in the second half. Unless there is something fundamentally wrong in a company's strategy or management, I'd buy its shares if the market is growing. There are still not too many competitors in the industrial additive manufacturing space so I expect SSYS to do well in the next few quarters. Of course, the uncertainty in the economy at the global scale will have some impact on the stock in the short term which will only get worsened by reports from short sellers like Citron Research.
    Mar 6, 2013. 02:12 AM | Likes Like |Link to Comment
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