Seeking Alpha

gensearch2

gensearch2
Send Message
View as an RSS Feed
View gensearch2's Comments BY TICKER:
Latest  |  Highest rated
  • Apple (AAPL) will ask Judge Koh to impose treble damages (over $3B) on Samsung (SSNLF.PK) in response to last month's huge jury win, "legal sources" (Samsung lawyers?) tell the Korea Times. A hearing regarding Apple's request could took place on Friday - Judge Koh has proven willing to grant many of Apple's requests before, during, and after the trial. [View news story]
    No. It is called "trade dress". And that is one of the legal points that Apple won. The jury understood that, you don't.

    Maybe there is something to be said for sitting through the entire trial and then making a decision. What exactly have you reviewed of the entire trial?
    Sep 19 09:03 PM | 2 Likes Like |Link to Comment
  • Apple (AAPL) will ask Judge Koh to impose treble damages (over $3B) on Samsung (SSNLF.PK) in response to last month's huge jury win, "legal sources" (Samsung lawyers?) tell the Korea Times. A hearing regarding Apple's request could took place on Friday - Judge Koh has proven willing to grant many of Apple's requests before, during, and after the trial. [View news story]
    The judge went to extremes to try to get the two parties to settle before the case went to the jury. She wasn't going to be sympathetic to whoever lost. The jury determined that Samsung was knowingly and willfully violating Apple's IP. I would be surprised if she doesn't treble damages.
    Sep 19 08:53 PM | Likes Like |Link to Comment
  • Apple (AAPL) will ask Judge Koh to impose treble damages (over $3B) on Samsung (SSNLF.PK) in response to last month's huge jury win, "legal sources" (Samsung lawyers?) tell the Korea Times. A hearing regarding Apple's request could took place on Friday - Judge Koh has proven willing to grant many of Apple's requests before, during, and after the trial. [View news story]
    Apple has gone after HTC and Motorola. And HTC, Samsung and Motorola have gone after Apple. So let's not pretend Apple is the only one doing the filings. In Germany Apple just won a suit where Motorola has to recall all the products they sold that infringe on Apple's IP. Some of the same IP that was in the CA case.

    Are you people going to claim the German courts were bribed also?

    Apple has a fiduciary responsibility to their shareholders to defend their IP.

    As far as suing Google , Apple could not sue Google until recently because they were giving away Android for free; hence not profiting from Apple's IP.
    Sep 19 08:48 PM | 2 Likes Like |Link to Comment
  • Some of the iPhone 5's (AAPL) finer details are getting criticized. Among the issues: 1) The iPhone 5 won't support simultaneous voice and data on Verizon and Sprint's 4G LTE networks, unlike many other LTE phones. 2) A $29 adapter meant to link the iPhone 5's new dock connector with older accessories won't work with some speakers. 3) Until they're rewritten, existing iPhone apps will display black borders on the iPhone 5, due to its larger display and new aspect ratio. [View news story]
    4G is hardly ubiquitous in the US let alone other countries. If you're in a relatively high population density are, you're likely fine.
    Sep 19 04:47 PM | Likes Like |Link to Comment
  • Some of the iPhone 5's (AAPL) finer details are getting criticized. Among the issues: 1) The iPhone 5 won't support simultaneous voice and data on Verizon and Sprint's 4G LTE networks, unlike many other LTE phones. 2) A $29 adapter meant to link the iPhone 5's new dock connector with older accessories won't work with some speakers. 3) Until they're rewritten, existing iPhone apps will display black borders on the iPhone 5, due to its larger display and new aspect ratio. [View news story]
    I just talked to someone with a Lumia 900. He thinks it's great, other than the battery won't last all day. He said he's on the internet a lot, not sure how much streaming that included. But not being able to last one full day is not good.

    Your mileage may vary.
    Sep 19 04:45 PM | Likes Like |Link to Comment
  • The first iPhone 5 (AAPL) reviews mostly gush with praise. Walt Mossberg: "Apple has taken an already great product and made it better." Engadget: "An amazing performer with great battery life wrapped in a delicious shell." CNET: "You're going to be shocked at how light this phone is." David Pogue: "The camera is among the best ever put into a phone." Two features receiving a bit of criticism: the Maps app (some Google Maps features are missed) and the Lightning dock connector (backwards compatibility). [View news story]
    Other than having a cheap feel to it with the plastic, the h/w seemed fine. Good voice quality. If you're inclined towards a larger screen you would be attracted to it.

    Doing some initial setup tasks such as setting up e-mail and calendars didn't seem as intuitive as Apple, but you do it once so no big deal.

    Next. I downloaded a couple of apps I thought my wife would like. One was Zite. Going through the play store wasn't anywhere near as friendly as with the Apple's app store. You really had to know what you were looking for on the play story. There were some subtle differences between the Android Zite and iOS Zite. Again, not a big deal but I found it disappointing. If you never experienced iOS you would be oblivious to it.

    I looked for another App I use "Pocket". I even plugged in Pocket into the search window and it didn't show up. I know it's there somewhere, I've read it is; but why it didn't show up on a simple search is inexplicable ... and yes, I checked spelling. So I decided to put that aside for the time being and get itunes synced.

    The real nightmare came with trying to sync iTunes to the Galaxy 3s. The Samsung app, didn't work; then I tried Easy Sync and Double Twist ... allegedly Double Twist is supposed to the be best app from what I read. You need to download an application to your desktop as well as an app for your S3 [This is starting to sound like "work"]. One app told me to update my Windows XP Media 10. I might not mine doing that but I'm running Windows 7 Ultimate. The other app told me it didn't like the USB mode of my S3. WTF? Fine. Click on the help file and it smarts with a well ... which verision of Android are you using and which Samsung phone are you using. Different settings/procedures depending on your situation. As you might guess, they had the Galaxy S2, but not the S3. Being the optimist that I was, I assumed the S2 would probably get me to the right place in the S3. It didn't.

    I paused. Leaned back in my chair and said .... Is this how I want to spend my time with a smart phone? I'm sure, I could Google and figure this out, but is that really what I want to do to my wife and inevitably me? No way.

    It's one thing to hear about the problems Android presents with all the different versions of Android in the wild. It's another thing to experience it. It's not an experience I want to repeat.

    You can go down the check list of specs and features .... but that doesn't tell you anything about the experience.

    Does Apple have to worry? The S3 is a hot selling smartphone. So yes.

    In the long run, watch customer satisfaction ratings. As long as Apple holds the #1 slot in customer satisfaction, it doesn't matter what the specs tell you. Apple is selling you the experience. They sell you what you're going to use and their ecosystem.
    Sep 19 04:39 PM | 6 Likes Like |Link to Comment
  • Time Warner Cable's (TWC) COO says his company is comfortable "giving up control of the [user] interface" for hardware using its services, a comment that could be a green light for a deal with Apple (AAPL). However, he adds TWC wants to control the customer relationship while doing so - would that rule out Apple Store sales? Bloomberg recently reported Apple is "furthest along" in its set-top box talks with Time Warner. If/when it arrives, Apple's box could feature a novel cloud-based DVR. (WSJ report[View news story]
    I doubt this is an issue. The cable providers have never mutli-sourced set-top boxes. The provide is going to be supplying customer service. They would want there to be one box,
    Sep 19 02:38 PM | Likes Like |Link to Comment
  • Apple: $700 Done. $800 When? [View article]
    It's not expensive, it's cheap by any measure of it's fundamentals.

    You need to spend some time over at Motley Fool and educate yourself on evaluating equities.
    Sep 19 07:20 AM | Likes Like |Link to Comment
  • Apple: $700 Done. $800 When? [View article]
    Even more striking is the PEG comparison

    Apple is at 0.69
    AMZN is at 9.91

    You don't see a PEG on a stock kissing 10 very often. I assume others must exist, but I don't know of another one beside AMZN. Someone should interview Peter Lynch and ask him what he thinks of AMZN with a PEG of nearly 10. I'd bet that would send AMZN share price screaming down the charts.
    Sep 19 07:14 AM | Likes Like |Link to Comment
  • Apple: $700 Done. $800 When? [View article]
    Agreed. But it happens over and over. What I find even more astounding is the phenomena applies to indices. 13,000 on the DOW or 1400 on the S&P. 500 stocks on the S&P and the index will oscillate around each 100 point increment like it's a single stock.

    If Apple were to split say 6-1 right now [they aren't going to split]. The share price would be 116 and no one would notice until it hit 200.

    I am surprised at how much CNBC is making out of the 700 number. I don't think they made it such a big deal when GOOG crossed over.
    Sep 19 07:09 AM | Likes Like |Link to Comment
  • The first iPhone 5 (AAPL) reviews mostly gush with praise. Walt Mossberg: "Apple has taken an already great product and made it better." Engadget: "An amazing performer with great battery life wrapped in a delicious shell." CNET: "You're going to be shocked at how light this phone is." David Pogue: "The camera is among the best ever put into a phone." Two features receiving a bit of criticism: the Maps app (some Google Maps features are missed) and the Lightning dock connector (backwards compatibility). [View news story]
    The new Maps functionality in iOS 6 is a concern. But since Google wouldn't include turn by turn on iOS, Apple had to go to something else.

    I returned a Galaxy S3 that my wife picked out last Friday and ordered a 5 yesterday. 2-3 weeks delivery.
    Sep 19 06:56 AM | 2 Likes Like |Link to Comment
  • Apple's (AAPL +1.2%) iPhone 5 pre-order announcement helped shares close within a hair's breadth of $700 today, and touch the figure for the first time in AH trading. It has also boosted the Street's confidence the company will sell ~10M iPhone 5 units before its September quarter closes. Canaccord's Mike Walkley says checks indicate demand is strong at U.S. carriers not only for the iPhone 5, but also for older models that just received price cuts[View news story]
    People do arbitrary value pricing. There's a significant psychological difference between a 2 digit price and a 3 digit price. You would think that $99 isn't any different than $100 ... but it is in marketing.

    I recall a TED presentation that showed that people like to pick mid-range price.

    Free
    $99
    $199.

    Therefore. $99 is the "right price"

    If the buyer isn't considering anything other than a 5 than the pricing they're considering would be:

    $199
    $299
    $399

    Many people will drift towards the middle pricing, $299. If you pick the $199 your cheap, if you pick the $399 your extravagant. In your own mind.

    There was a particular example the presenter used on beer. Their highest priced beer wasn't selling. So the retailer introduced a higher priced beer and sales on the previously highest beer skyrocketed [without changing the price].

    The rational human being ... not as rational as we would like to believe.

    I went for the iPhone 5 32G. I think I did it for good reasons, sic I need the room for my music collection. But did I use logic to make the pick or did I rationalize the pick? More often than not, we rationalize and don't know it.
    Sep 18 08:59 AM | Likes Like |Link to Comment
  • Amazon.com: No Impact From Sales Taxes? [View article]
    I've run into several instances where the prices at another on-line store are lower than at Amazon. Not shocking, but there have been some interesting cases.

    Product x @ Amazon sold by company xyz is $36, free shipping
    Product x sold by the same company at their web site was $24, free shipping.

    I've seen that happen several times. Amazon claims to price match, but in this instance why would I want to? Company xyz inevitably would get screwed if I told Amazon.

    We'll almost certainly see a bump in CA sales reflected in this quarter's AMZN numbers. I'm sure AMZN won't break that out but it will be buried in there somewhere. But is Amazon expecting to see the same sales level out of CA for the next quarter? I would expect it to drop. Partly, some products will be bought locally if they can be found for the same price. Partly, CA buyers were stocking up before the sales tax went into effect. CA is a big market.

    Assuming AMZN hits the estimate of losing $.08 share, their trailing P/E will be in the 400 range on or about 22 Oct.

    If I could have one wish this year it would be that AMZN and AAPL reported earnings the same day after hours. The contrast would be striking.
    Sep 17 05:35 PM | 1 Like Like |Link to Comment
  • Apple's (AAPL +1.2%) iPhone 5 pre-order announcement helped shares close within a hair's breadth of $700 today, and touch the figure for the first time in AH trading. It has also boosted the Street's confidence the company will sell ~10M iPhone 5 units before its September quarter closes. Canaccord's Mike Walkley says checks indicate demand is strong at U.S. carriers not only for the iPhone 5, but also for older models that just received price cuts[View news story]
    I was in AT&T today [returning a POS Galaxy s3] and noticed a woman next to me getting a 4s. I thought to ask how the 4 and 4s models were selling in addition to the 5.

    He said quite well. They expected to sell more of the 4 than the 4s but it turns out they're selling a lot more of the 4s. People want Siri.

    Your location may vary. This wasn't a high end mall, but it was serving a more upwardly healthy demographic.
    Sep 17 05:09 PM | 1 Like Like |Link to Comment
  • Some of the iPhone 5's (AAPL) finer details are getting criticized. Among the issues: 1) The iPhone 5 won't support simultaneous voice and data on Verizon and Sprint's 4G LTE networks, unlike many other LTE phones. 2) A $29 adapter meant to link the iPhone 5's new dock connector with older accessories won't work with some speakers. 3) Until they're rewritten, existing iPhone apps will display black borders on the iPhone 5, due to its larger display and new aspect ratio. [View news story]
    Does anyone think it's possibly bad news?

    It seemed to be the world view that there was unprecedented demand for the iPhone. Presumably, Apple was aware of that and presumably so were the carriers.

    It's hard to imagine that Apple planned for less demand than they had for the 4s.

    Based on history, Apple is expected to announce some time today the preorder numbers. Though I'm not sure whether that will include carrier numbers.

    We can do this again next week. Apple releases in 8 more countries on Friday ....
    Sep 17 09:17 AM | Likes Like |Link to Comment
COMMENTS STATS
1,443 Comments
2,287 Likes