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VeryCurious

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  • Apple (AAPL) "will introduce the first 64-bit ARM-based chip this year," writes Evercore's Patrick Wang. Wang doesn't state which Apple products the chip will go into, but does note the adoption of 64-bit parts will lift ARM's (ARMH +3.4%) royalty rates. He also sees a 2H ramp in chips using ARM's big.LITTLE architecture boosting rates, and talks up the potential of ARM server CPUs from Applied Micro (AMCC -1.5%) and Cavium (CAVM -0.5%) - Wang sees AMCC's X-Gene CPU cementing its early lead in the market. ARM announced its 64-bit Cortex-A50 cores in October. (previous: I, II[View news story]
    DEC 64 bit Alpha workstations in 1992.
    Mar 25, 2013. 10:18 PM | Likes Like |Link to Comment
  • The Apple (AAPL) rumor mill is in full swing: 1) Bloomberg and The Verge report Apple is hoping to release an iWatch this year. Sources tell The Verge Jony Ive is spearheading the project, that a modified version of iOS will be used, and that battery life remains a challenge. Bloomberg reports the device will allow users to make calls and feature health sensors, while pointing out the watch industry is worth $60B and has a 60% gross margin. 2) iMore reports an iPhone 5S with a design similar to the iPhone 5 is slated for August, and a 5th-gen regular iPad might arrive in April. [View news story]
    Like my most of my old fart cohorts, I'd need a magnifying glass to read gps, etc, from a watch face. As it is, I struggle with iPhone screen. Used the gps once in an absolute emergency ( avoiding a small tornado in Penn. last year). Not saying people who don't need reading glasses won't buy it though. Still, how big a revenue slice will it ever contribute ? Me thinks small.
    Mar 6, 2013. 11:08 AM | 1 Like Like |Link to Comment
  • The Apple (AAPL) rumor mill is in full swing: 1) Bloomberg and The Verge report Apple is hoping to release an iWatch this year. Sources tell The Verge Jony Ive is spearheading the project, that a modified version of iOS will be used, and that battery life remains a challenge. Bloomberg reports the device will allow users to make calls and feature health sensors, while pointing out the watch industry is worth $60B and has a 60% gross margin. 2) iMore reports an iPhone 5S with a design similar to the iPhone 5 is slated for August, and a 5th-gen regular iPad might arrive in April. [View news story]
    Geez. Still sadly long Apple. And yes they make great stuff. But how many people are going to walk around with another gadget on their wrist. I know, there are those who will have to have it, I'm having trouble imagining who. As a former triathlete, now lazy old guy, I still can wear my Timex Ironman to exercise, swim, and in the shower. I have several really nice watches that sit it a drawer. Again, sorry, but I see this latest item as cute and sexy, but I don't see Apple grabbing much of billion dollar watch market. Where's that TV ???
    Mar 5, 2013. 10:17 AM | 2 Likes Like |Link to Comment
  • Foxconn has frozen hiring at almost all its factories in China, as the company is reportedly slowing production in response to reduced orders for Apple's (AAPL) iPhone 5. With workers' staying at the company for less than 13 months on average, Foxconn's headcount could fall by tens of thousands. [View news story]
    One source

    http://on.ft.com/Ymptzd
    Feb 20, 2013. 07:50 AM | Likes Like |Link to Comment
  • Sell Apple And Buy...What Exactly? [View article]
    Lots of good stocks to buy. My wife works for TMO. check 'em out. Nice annual gain. The money is not just in high profile techs. Signed, sadly long AAPL.
    Feb 5, 2013. 04:06 PM | Likes Like |Link to Comment
  • Apple's (AAPL +3.4%) sell-side fans are beginning to insist the company needs a bigger iPhone. Barclays' Ben Reitzes sees the market for smartphones with 5"+ displays growing to 230M units in 2015 from 27M in 2012, and thinks a large iPhone could boost ASPs by ~5% and 2014 EPS by $7. Sterne Agee's Shaw Wu offers a similar take. "We believe AAPL is leaving money on the table by not participating in larger touchscreen form factors." Wu adds he's seeing evidence of a strategy change in supplier checks. (Blodget) (Wozniak[View news story]
    Dinner with 3 tech friends Saturday. Discussed smartphones. All 3 moving to big screen Android. 2 are old guys like me who want to see more without squinting. One guy is the power supply guy for a server farm in three buildings. Needs interoperability. Sure, Apple is slick and cute, but the buyers vote with their bucks. I'm long Apple, and concerned.
    Feb 5, 2013. 03:29 PM | Likes Like |Link to Comment
  • Lessons Learned From An Apple Bull [View article]
    Excellent article. More than worth sharing with my sons and my poor brother who bought Apple at MY suggestion at 525 :-(. Poor guy. As soon as he bought it he said it'll probably tank like the last stock he bought, Penn-Central. Anybody remember that one ? He bought tons of it at 2.00, figuring it couldn't possibly go lower. They went bankrupt. Hope he still has a sense of humor.
    Jan 25, 2013. 08:45 AM | 4 Likes Like |Link to Comment
  • Apple (AAPL): FQ1 EPS of $13.81 beats by $0.37. Revenue of $54.51B (+18% Y/Y) misses by $220M. 47.8M iPhones, 22.9M iPads, 4.1M Macs, 12.7M iPods. Expects FQ2 revenue of $41B-$43B, below $45.6B consensus. Shares -4.3% AH. (PR[View news story]
    Its getting crushed now in aftermarket. Tomorrow will suck even more. As I said, "drop your socks ..." Apple is just subject to too much overanalysis, gibberish, and manipulation. Not a stock for little people (like me). Too much crap going on that just doesn't compute.
    Jan 23, 2013. 05:31 PM | 3 Likes Like |Link to Comment
  • Apple iPhone 5: What Are The Implications From AT&T And Verizon? [View article]
    Even if it beats estimates it will be a weak rebound. The market is tired of the Apple game. Me too.
    Jan 22, 2013. 06:11 PM | Likes Like |Link to Comment
  • Apple iPhone 5: What Are The Implications From AT&T And Verizon? [View article]
    Greatly agree.
    Jan 22, 2013. 06:09 PM | 3 Likes Like |Link to Comment
  • Apple iPhone 5: What Are The Implications From AT&T And Verizon? [View article]
    Aapl is overanalyzed. All the gibberish and seemlingly astute models posted here I suspect will fall flat tomorrow. i'm long aapl, sadly, but as we said in high school, "drop your socks and grab your -ocks", here comes the earnings report. You could have made 3%+ today on Nokia.
    Jan 22, 2013. 06:08 PM | 2 Likes Like |Link to Comment
  • Apple's Slipping Grasp [View article]
    As for Karl, isn't it beneficial to read something contrarian every once in a while to perform one's own reality check ? How's the Cloud doing these days ? How about the serious computer users who can't stand Apple's "walled garden," ( they do exist), and believe it or not, young people who think Apple's apps suck (I do college application interviews, such people exist). And people who love the NOK 920 ?
    Jan 11, 2013. 04:48 PM | Likes Like |Link to Comment
  • Apple's Slipping Grasp [View article]
    I'm long AAPL, :-( , long NOK :-). I'm a speculative, take the money and run, short term small investor. Apple's stock price makes no sense. NOK is cheap and easy to make gains. It has a wonderful product. Even if Apple has a giant quarter (doubtful) why should the price jump to $800-$1000 like the geniuses predict ? Hasn't everyone's highly scientific observations of the lines at Apple stores already been priced in ? Why should a small investor pay $500+ for a stock/company sitting on $100B+ in cash that it doesn't seem to know what to do with ? Wouldn't it make sense for Apple to share it with the stockholders and reduce their share price to make the stock more liquid ? The price seems to be predicated on ever exponential revenues gains which provide the stockholder with nothing more than speculative gains. To me, that's a bubble. The bubble may have already broken, and we don't see it. If I ever get to see $650 again, I'm out for good, and back to cheaper stocks, larger share purchases, and faster gains. Go Nokia.
    Jan 11, 2013. 04:43 PM | Likes Like |Link to Comment
  • Apple Needs Product Diversification [View article]
    First, I am sadly still long AAPL. Long NOK also. I recently bought the Nokia 920 and it is wonderful. Replaced my iPhone. I have no need for an ecosystem, games, music, etc. The premium for me is a rip-off entrance fee to the "walled garden" as someone once put it. Please do not interpret this as Apple bashing. I agree with the writer. And as for what are all those Nokia features worth ? A lot to me obviously.
    Jan 6, 2013. 10:18 AM | 5 Likes Like |Link to Comment
  • Consider Selling Apple Stock [View article]
    Seems like two weeks ago was the time to load up on Nokia. Who cares about ecosystems when there is easier money to be made.
    Dec 18, 2012. 04:29 PM | Likes Like |Link to Comment
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