C. Guivi

C. Guivi
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  • Icahn sent letter to Tim Cook, reportedly makes "pledge"  [View news story]
    he's my friend...
    Oct 23, 2013. 06:12 PM | Likes Like |Link to Comment
  • Is Apple's Real Intrinsic Value Approaching $1000 A Share?  [View article]
    Spot on! Thank you!
    Oct 22, 2013. 07:04 AM | 3 Likes Like |Link to Comment
  • Short Netflix After Q3 Results: Fair Value $70 Per Share, 80% Downside Potential  [View article]
    Just move your money to $AAPL for a similar profit after earnings release. Then you have both value AND momentum!
    Oct 22, 2013. 06:25 AM | 1 Like Like |Link to Comment
  • Cashin sees bubble in cloud/mobile tech names  [View news story]
    Short $GOOG since Friday. The implied perpetual growth for the prices of many tech stocks is simply not sustainable. There is too much competition, changes are fast and disruptions can occur every day.
    Oct 20, 2013. 05:34 AM | 2 Likes Like |Link to Comment
  • Microsoft And Intel Are Getting Desperate  [View article]
    IE is sooo fast now on my old Surface RT, ROCKS!!! :-)
    Oct 18, 2013. 09:50 PM | 6 Likes Like |Link to Comment
  • Google highlights mobile growth on CC; Page will skip some future calls  [View news story]
    EPS was also boosted year over year because Q3 2012 EPS was DOWN (-21.6%)!

    Sept. 30, 2013 34.00% -> super, until you know how bad Sept. 2012 was
    June 30, 2013 13.30%
    March 31, 2013 13.60%
    Dec. 31, 2012 17.06%
    Sept. 30, 2012 -21.61% !!!

    Oct 18, 2013. 08:52 PM | Likes Like |Link to Comment
  • Gold Fails To Obey Script  [View article]
    Makes perfect sense!
    Oct 18, 2013. 07:08 PM | 3 Likes Like |Link to Comment
  • Apple's 64 Bit A7 - What It Really Means  [View article]
    Beam this iPhone display to a tv near you!
    Oct 16, 2013. 11:29 AM | 4 Likes Like |Link to Comment
  • Apple's Loser Strategy  [View article]
    Sep 12, 2013. 08:19 AM | 18 Likes Like |Link to Comment
  • NTT DoCoMo deal to sell iPhone near?  [View news story]
    Apple has done A LOT for improved support of Chinese and Japanese in iOS7!
    Aug 26, 2013. 10:03 AM | 1 Like Like |Link to Comment
  • Consider Apple: A Gold iPhone 5S Will Save The Day  [View article]
    This article is IMO a lengthy attempt to talk down the innovations in iOS7, iCloud and the unparalleled quality of Apples ecosystems altogether.

    For anyone who wants to get a clearer picture I recommend to watch Apples 2013 WWDC presentation of what's new and what to expect in September: http://bit.ly/1dIcSBD

    Lots of awesomeness, only rivalled perhaps by Nokia PureView technology in sophistication.
    Aug 26, 2013. 09:40 AM | 2 Likes Like |Link to Comment
  • Apple: A New Era Begins, What Will Happen To Its Earnings?  [View article]
    The new looks of iOS7 plus the new shiny models are really a reason to go iPhone again. There is much more growth in AAPL than the pundits have anticipated.
    Aug 25, 2013. 02:49 PM | Likes Like |Link to Comment
  • Apple: A New Era Begins, What Will Happen To Its Earnings?  [View article]
    They will!
    Aug 23, 2013. 12:34 PM | Likes Like |Link to Comment
  • Does Apple Really Need The Aluminum Cover For Its iPhones?  [View article]
    It's the software, stupid!

    Steve Jobs
    Aug 23, 2013. 11:02 AM | 7 Likes Like |Link to Comment
  • Apple: A New Era Begins, What Will Happen To Its Earnings?  [View article]
    There's profit from sales of the devices and profit from services, like app sales, music sales, advertising and other deals where the owner of the ecosystem is the gatekeeper, e.g. Apple. Maybe there is a future where the devices will be sold at cost or even subsidized by the owner of the ecosystem.

    Examples are Amazon or Chinese manufacturer Xiaomei (see e.g. here http://onforb.es/16nxh7P)

    These approaches do not emphasize ASP or margin on a device, but customer-relationship-... instead.

    I think Apple can compete in an environment like this and the less expensive they give their devices away the more their customer can spend for services. That's good for the customers and good for Apples profits.
    Aug 23, 2013. 10:32 AM | Likes Like |Link to Comment