MishaF

MishaF
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  • Apple Shares Are In The Reign Of Uncertainty  [View article]
    I agree with the sentiment that Apple will surely have to move beyond the iPhone. I very much doubt that the iPhone will be so much at the center of attention on 10 years, it'll probably be a very different landscape then.

    My comment was poorly worded, what I meant was (as you pointed out), that the mac reaps 50% of the profits.
    Jun 23, 2013. 08:08 AM | 2 Likes Like |Link to Comment
  • Apple Shares Are In The Reign Of Uncertainty  [View article]
    Apple's competitors are surely interested in bashing someone who has shown he's capable of retaining Apple's greatness.
    Jun 23, 2013. 08:03 AM | 3 Likes Like |Link to Comment
  • Apple Shares Are In The Reign Of Uncertainty  [View article]
    I generally liked the article, one comment though. What do you mean by: " for the Galaxy S4 will the iPhone still grant the same amount of profit, or will it go the way of the Mac?"

    Go the way of the mac - reap 50% of pc sales is bad?
    Jun 23, 2013. 06:00 AM | Likes Like |Link to Comment
  • Apple Shares Are In The Reign Of Uncertainty  [View article]
    You don't get Apple at all, consequently you don't get why Cook is awesome for Apple. That's fine.

    But please stop spewing nonsense.
    Jun 23, 2013. 05:58 AM | 19 Likes Like |Link to Comment
  • Why Apple Will Repeat History And Plunge Into The Abyss: Time To Call It Quits  [View article]
    And the structure of Apple.

    I think that it is quite silly to point to Tim Cook and say that he will doom Apple by virtue of not being Jobs. I actually think he'll prove, and has proven, that he is quite capable. But time will tell, and there really is not enough data to say either yay or nay.
    May 28, 2013. 04:36 PM | Likes Like |Link to Comment
  • Why Apple Will Repeat History And Plunge Into The Abyss: Time To Call It Quits  [View article]
    Put those money where that mouth is, short it!
    May 28, 2013. 04:07 PM | 1 Like Like |Link to Comment
  • Apple Getting Crushed In Most Important Battle  [View article]
    LOL
    Go join a religion.
    May 25, 2013. 04:43 AM | 8 Likes Like |Link to Comment
  • JA Solar (JASO +34.4%) is now skying higher following its Q1 beat and full-year shipment guidance reiteration, and is providing fresh fuel for the colossal solar stock rally that started last fall (TAN +4.4%). TSL +13.3%. DQ +20%. LDK +9.9%. JKS +10.3%. SCTY +11.6%. SOL +9.4%. CSUN +8.9%. SPWR +4.9%. ASTI +9.4%. YGE +8.4%. CSIQ +6.6%. The fact 38% of JA's Q1 module shipments went to Japan (a market with higher ASPs/margins than China) is likely going over well with investors.  [View news story]
    Tulips!
    May 20, 2013. 10:59 AM | Likes Like |Link to Comment
  • Tesla-Learning From History  [View article]
    I think you meant to say that "It sold its car fuel cell assets in 2007 to focus on fuel cells for other uses.", not 1997
    May 20, 2013. 09:41 AM | 3 Likes Like |Link to Comment
  • Tesla Motors (TSLA) prices its offering of 3.393M shares of common stock at $92.24 per share.  [View news story]
    Dilution + no discount to these already insane prices.

    What.
    May 17, 2013. 07:30 AM | 2 Likes Like |Link to Comment
  • Shares of Tesla Motors (TSLA) rip 12.9% higher premarket to $95.75 after the company files its mixed shelf and Elon Musk pours in some more capital. Reality check: Tesla now trades with a market cap just under 20% of Ford's valuation while selling only a fraction of the cars Ford sells indicating investors are betting either Tesla will become a "major" automaker or claim the highest margins in the industry.  [View news story]
    This is just silly.
    May 16, 2013. 08:55 AM | 2 Likes Like |Link to Comment
  • More on Tesla Motors' (TSLA) Q1: The company says it produced over 5K Model S vehicles during the period to beat its early production estimate. As production rose, efficiencies kicked in and helped gross margin double Q/Q to 17%. In Q2, Tesla sees delivering just over 4.5K vehicles in North America and thinks it will beat its full year 20K vehicle delivery estimate. The next quarter will also see a moderate pickup in operational expenses and R&D expenses. TSLA +15.2% AH. (shareholder letter .pdf)  [View news story]
    Drop NOK and FB.
    / TSLA long.
    May 8, 2013. 05:21 PM | 5 Likes Like |Link to Comment
  • Why Apple Is Becoming Irrelevant  [View article]
    Another property of Apple is the sifter effect: If you know anything about the company, then you can easily sift through the commenters on the company and expose dumb commenters and corrupt journalist.
    Apr 30, 2013. 06:16 AM | 1 Like 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]
    Bahh
    Apr 27, 2013. 05:33 PM | 1 Like 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]
    Yeah, because Nokia started to erode because they didn't ship larger display phones.

    Shee shee shee sheeep.
    Apr 27, 2013. 05:32 PM | 1 Like Like |Link to Comment
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