vitaminc's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/74924/comments http://seekingalpha.com/article/110283-electronic-arts-sell-siders-flee-on-lowered-2009-guidance?source=feed#comment-327150 327150 Fri, 12 Dec 2008 08:46:08 -0500 http://seekingalpha.com/article/99356-just-how-late-is-nokia-with-hsupa-devices?source=feed#comment-279376 279376 Fri, 10 Oct 2008 17:13:27 -0400 http://seekingalpha.com/article/94359-an-sim-free-option-for-lte-should-exist?source=feed#comment-248855 248855 Mon, 08 Sep 2008 20:02:38 -0400 http://seekingalpha.com/article/91155-inside-npd-s-july-08-gaming-report?source=feed#comment-232188 232188
Transaction based PC game sales are declining rapidly compare to their console counterparts.]]> Sun, 17 Aug 2008 02:16:58 -0400
Transaction based PC game sales are declining rapidly compare to their console counterparts.]]> http://seekingalpha.com/article/89109-electronic-arts-growth-is-coming?source=feed#comment-223506 223506 Tue, 05 Aug 2008 17:46:34 -0400 http://seekingalpha.com/article/89124-the-video-game-industry-an-18-billion-entertainment-juggernaut?source=feed#comment-223504 223504 Tue, 05 Aug 2008 17:45:52 -0400 http://seekingalpha.com/article/87061-nvidia-s-long-term-prospects-mean-it-s-currently-undervalued?source=feed#comment-215333 215333
Sorta like SIRF story, where GPS was the trend for mobile devices over the past several years and now the trend is shifting towards multi-touch and software applications...]]> Sat, 26 Jul 2008 22:48:36 -0400
Sorta like SIRF story, where GPS was the trend for mobile devices over the past several years and now the trend is shifting towards multi-touch and software applications...]]> http://seekingalpha.com/article/87061-nvidia-s-long-term-prospects-mean-it-s-currently-undervalued?source=feed#comment-215188 215188
1) F*cked up GPU designs as Nvidia repeating Intel's Pentium 4 footstep; overheating and underperformance with a higher price that cant be saved until a complete redesign.
2) Increased competitive pressure from Intel at its core GPU marke in addition to non-performing GPGPU and mobile GPU markets. Slowing down of high end mobile devices this year will not help.
3) GPU market is shrinking as PC gaming transforms from the FPS dominated platform to much less graphics intensive MMORPG. A decaying market. ]]> Sat, 26 Jul 2008 15:19:11 -0400
1) F*cked up GPU designs as Nvidia repeating Intel's Pentium 4 footstep; overheating and underperformance with a higher price that cant be saved until a complete redesign.
2) Increased competitive pressure from Intel at its core GPU marke in addition to non-performing GPGPU and mobile GPU markets. Slowing down of high end mobile devices this year will not help.
3) GPU market is shrinking as PC gaming transforms from the FPS dominated platform to much less graphics intensive MMORPG. A decaying market. ]]> http://seekingalpha.com/article/86306-higher-food-prices-bane-of-farmers-boon-to-agriculture-etfs?source=feed#comment-212688 212688
But given the inflation and limited production of grain based products in other countries, I think food price will continue to go up in the intermediate run.]]> Wed, 23 Jul 2008 17:05:57 -0400
But given the inflation and limited production of grain based products in other countries, I think food price will continue to go up in the intermediate run.]]> http://seekingalpha.com/article/85179-game-on-for-activision-blizzard?source=feed#comment-206894 206894
Do you even play any videogames or even remotely understand the industry at all...]]> Wed, 16 Jul 2008 11:24:04 -0400
Do you even play any videogames or even remotely understand the industry at all...]]> http://seekingalpha.com/article/84068-international-etf-update-single-country-etfs-latin-america-poland-and-china-taiwan-relations?source=feed#comment-201026 201026 Tue, 08 Jul 2008 20:29:48 -0400 http://seekingalpha.com/article/84061-nextwave-wireless-benefiting-from-blackberry-enabling-html-in-emails?source=feed#comment-201019 201019
There are just not enough buyer for WAVE to sell its spectrum holdings and all those ACS/WCS spectrums are actually worth a lot less than you estimated for mobile devices due to the extremely limited transceiver supply.]]> Tue, 08 Jul 2008 20:17:03 -0400
There are just not enough buyer for WAVE to sell its spectrum holdings and all those ACS/WCS spectrums are actually worth a lot less than you estimated for mobile devices due to the extremely limited transceiver supply.]]> http://seekingalpha.com/article/84053-made-in-taiwan-3-funds-for-the-next-asian-market-bubble?source=feed#comment-201009 201009
But long-term speaking, Taiwan will greatly benefit from taking a more open stance on globalization.]]> Tue, 08 Jul 2008 20:02:24 -0400
But long-term speaking, Taiwan will greatly benefit from taking a more open stance on globalization.]]> http://seekingalpha.com/article/83640-beware-of-crumbling-brics?source=feed#comment-198289 198289
Higher RMB => more expensive goods made in China => higher inflation in US

Blue collar jobs complained most about China's RMB but now they are getting burned because of a richer RMB.]]> Thu, 03 Jul 2008 18:38:06 -0400
Higher RMB => more expensive goods made in China => higher inflation in US

Blue collar jobs complained most about China's RMB but now they are getting burned because of a richer RMB.]]> http://seekingalpha.com/article/83209-nextwave-wireless-the-most-leveraged-play-on-iphone-3g?source=feed#comment-196875 196875
1) that there is only two buyers of WAVE's spectrum
2) base station routers poses more limitation on wireless traffic congestion than airwave utilization.
3) WAVE's WiMax business aren't getting traction and
4) its TDD broadcasting technology only has limited users in Europe]]> Tue, 01 Jul 2008 20:04:15 -0400
1) that there is only two buyers of WAVE's spectrum
2) base station routers poses more limitation on wireless traffic congestion than airwave utilization.
3) WAVE's WiMax business aren't getting traction and
4) its TDD broadcasting technology only has limited users in Europe]]> http://seekingalpha.com/article/82270-a-real-iphone-challenger-barron-s?source=feed#comment-190811 190811
So how many of you Apple fanboys are posting here using iPhone while lining up for July 11th release?]]> Mon, 23 Jun 2008 09:35:30 -0400
So how many of you Apple fanboys are posting here using iPhone while lining up for July 11th release?]]> http://seekingalpha.com/article/81961-apple-stalls-but-shorting-is-risky?source=feed#comment-188924 188924
Apple is a long term story, but that doesn't prevent the stock from short-term dips. All the fan-fare build into the expectations of Apple makes it a very good short target.

Shorted Apple two weeks ahead of MacWorld at around $190. Everything regarding iPhone 3G, besides the $199 price tag, was expected from the blogsphere and firmware hacking group, it could only surprise on the downside. And it did. Covered two week after when the stock drop below $170. Made a quick 10%+ in a week and half. :)

Probably I will short it again into earnings if it go above $195-$200. 2Q results will very likely to be ugly with iPhone sales completely stalled and iPhone 3G eating into the iPod market. Computers are not going to be doing well either given Foxconn's comment on a soft 2Q/3Q orders.

OP is right. Sell the news.]]> Fri, 20 Jun 2008 05:11:39 -0400
Apple is a long term story, but that doesn't prevent the stock from short-term dips. All the fan-fare build into the expectations of Apple makes it a very good short target.

Shorted Apple two weeks ahead of MacWorld at around $190. Everything regarding iPhone 3G, besides the $199 price tag, was expected from the blogsphere and firmware hacking group, it could only surprise on the downside. And it did. Covered two week after when the stock drop below $170. Made a quick 10%+ in a week and half. :)

Probably I will short it again into earnings if it go above $195-$200. 2Q results will very likely to be ugly with iPhone sales completely stalled and iPhone 3G eating into the iPod market. Computers are not going to be doing well either given Foxconn's comment on a soft 2Q/3Q orders.

OP is right. Sell the news.]]> http://seekingalpha.com/article/80673-3g-iphone-what-has-apple-got-against-cameras?source=feed#comment-182858 182858
In the countries I travel to, including Western Europe and East Asia, people have long replaced their camera with their cell-phone cameras for casual usage. Of course they still have a big SLR DC when they take pictures at weddings or traveling, but for most of their pictures taken on a daily basis it is cell phone camera.

I personally only uses my N95 for pictures since my brother has his SLR. My friends uses their iPhone only for pictures most of the time. Honestly speaking the picture quality of iPhone is not bad at all considering the lack of flash.]]> Tue, 10 Jun 2008 18:04:27 -0400
In the countries I travel to, including Western Europe and East Asia, people have long replaced their camera with their cell-phone cameras for casual usage. Of course they still have a big SLR DC when they take pictures at weddings or traveling, but for most of their pictures taken on a daily basis it is cell phone camera.

I personally only uses my N95 for pictures since my brother has his SLR. My friends uses their iPhone only for pictures most of the time. Honestly speaking the picture quality of iPhone is not bad at all considering the lack of flash.]]> http://seekingalpha.com/article/80376-apple-s-ichat-and-china-the-perfect-marriage?source=feed#comment-180638 180638
1. iChat is not compatible with QQ so people will not exactly transfer their IM accounts.
2. China Mobile is very highly likely to carry TDS-CDMA and Apple's 3G iPhone is highly unlikely to have TDS.]]> Fri, 06 Jun 2008 19:01:10 -0400
1. iChat is not compatible with QQ so people will not exactly transfer their IM accounts.
2. China Mobile is very highly likely to carry TDS-CDMA and Apple's 3G iPhone is highly unlikely to have TDS.]]> http://seekingalpha.com/article/78722-goldman-raises-apple-s-price-target-on-3g-iphone-launch?source=feed#comment-176828 176828
Agreements with carriers such as Vodafone or France Telecom adds a huge number to TAM but doesn't translate to Apple iPhone's TAM. Or do you really believe all 60M of Vodafone Essar's subscribers can afford iPhone? Or all 31M of Claro's subscribers have access to 3G towers?

Reality check please. Not all markets mimics the structure, buying power and behavior of the good-o-homogeneous-USA... Western Europe didn't and chances of Turkey, Egypt, India or Brazil of behaving like US is pretty low.

Don't get me wrong; signing agreements with more carriers is good for Apple and the carriers, but it is certainly not going to pump up the TAM to some ridiculous number like 600M.]]> Fri, 30 May 2008 12:57:50 -0400
Agreements with carriers such as Vodafone or France Telecom adds a huge number to TAM but doesn't translate to Apple iPhone's TAM. Or do you really believe all 60M of Vodafone Essar's subscribers can afford iPhone? Or all 31M of Claro's subscribers have access to 3G towers?

Reality check please. Not all markets mimics the structure, buying power and behavior of the good-o-homogeneous-USA... Western Europe didn't and chances of Turkey, Egypt, India or Brazil of behaving like US is pretty low.

Don't get me wrong; signing agreements with more carriers is good for Apple and the carriers, but it is certainly not going to pump up the TAM to some ridiculous number like 600M.]]> http://seekingalpha.com/article/79285-qualcomm-s-inflection-point?source=feed#comment-176104 176104 Thu, 29 May 2008 12:57:18 -0400 http://seekingalpha.com/article/79094-chinese-lessons?source=feed#comment-175595 175595
China Mobile, after the restructuring, will still have around 70% of the current subscriber share with their network/towers in-tact.

On the other hand China Netcom/Telecom will be forced (happily) to dash out billions to build-out/augment their own complete wireless network before they can gain traction with subscribers.]]> Wed, 28 May 2008 19:51:15 -0400
China Mobile, after the restructuring, will still have around 70% of the current subscriber share with their network/towers in-tact.

On the other hand China Netcom/Telecom will be forced (happily) to dash out billions to build-out/augment their own complete wireless network before they can gain traction with subscribers.]]> http://seekingalpha.com/article/78722-goldman-raises-apple-s-price-target-on-3g-iphone-launch?source=feed#comment-173579 173579
The high end cell phone market (smart phone if you are American) leads the mainstream cell phone market by 2 years, which itself leads the mass market (i.e., $50 handsets) by another 2 years.

iPhone is a great product (again, for Americans who are lagging seriously behind in high end cell phone adoptions), but it will not be a dominating force; usage model and life cycle differ greatly on a country-by-country basis. What has worked great in America will not translate to success in other countries especially for gadgets and gaming devices.]]> Sun, 25 May 2008 12:58:13 -0400
The high end cell phone market (smart phone if you are American) leads the mainstream cell phone market by 2 years, which itself leads the mass market (i.e., $50 handsets) by another 2 years.

iPhone is a great product (again, for Americans who are lagging seriously behind in high end cell phone adoptions), but it will not be a dominating force; usage model and life cycle differ greatly on a country-by-country basis. What has worked great in America will not translate to success in other countries especially for gadgets and gaming devices.]]> http://seekingalpha.com/article/78722-goldman-raises-apple-s-price-target-on-3g-iphone-launch?source=feed#comment-173578 173578
The high end cell phone market (smart phone if you are American) leads the mainstream cell phone market by 2 years, which itself leads the mass market (i.e., $50 handsets) by another 2 years.

iPhone is a great product (again, for Americans who are lagging seriously behind in high end cell phone adoptions), but it will not be a dominating force; usage model and life cycle differ greatly on a country-by-country basis. What has worked great in America will not translate to success in other countries especially for gadgets and gaming devices.]]> Sun, 25 May 2008 12:58:09 -0400
The high end cell phone market (smart phone if you are American) leads the mainstream cell phone market by 2 years, which itself leads the mass market (i.e., $50 handsets) by another 2 years.

iPhone is a great product (again, for Americans who are lagging seriously behind in high end cell phone adoptions), but it will not be a dominating force; usage model and life cycle differ greatly on a country-by-country basis. What has worked great in America will not translate to success in other countries especially for gadgets and gaming devices.]]> http://seekingalpha.com/article/66799-time-to-short-financial-stocks-starting-with-bofa?source=feed#comment-121674 121674
Unless you have convictions that BAC's dividend would be cut - which I don't believe it will be true. BAC is a commercial bank and their debt security values on the books does not have to be marked to market every quarter (compare to investment/mega banks that do). Correct me if I am wrong though.]]> Mon, 03 Mar 2008 16:22:46 -0500
Unless you have convictions that BAC's dividend would be cut - which I don't believe it will be true. BAC is a commercial bank and their debt security values on the books does not have to be marked to market every quarter (compare to investment/mega banks that do). Correct me if I am wrong though.]]> http://seekingalpha.com/article/66642-what-happens-to-wimax-with-sprint-on-the-ropes?source=feed#comment-120825 120825 Fri, 29 Feb 2008 18:48:05 -0500 http://seekingalpha.com/article/66092-wifi-vs-3g-and-session-based-mobile-broadband?source=feed#comment-119861 119861
While the consensus believes in the convergence of mobile data and mobile voice, the usage model is not yet clearly defined. Mobile/wireless data users are situated to a very different usage and payment model vs. the mobile voice users.

Perhaps the convergence of the usage/payment model will happen with release of an Amazon-Kindle-like USB dongle.]]> Wed, 27 Feb 2008 15:34:36 -0500
While the consensus believes in the convergence of mobile data and mobile voice, the usage model is not yet clearly defined. Mobile/wireless data users are situated to a very different usage and payment model vs. the mobile voice users.

Perhaps the convergence of the usage/payment model will happen with release of an Amazon-Kindle-like USB dongle.]]> http://seekingalpha.com/article/66076-zoran-riding-the-consumer-electronics-wave?source=feed#comment-119854 119854
Why would anyone invest in a technology laggard besides its Israeli ancestry?]]> Wed, 27 Feb 2008 15:25:00 -0500
Why would anyone invest in a technology laggard besides its Israeli ancestry?]]> http://seekingalpha.com/article/64728-on-millicom-cellular-s-mixed-results?source=feed#comment-116626 116626 Sat, 16 Feb 2008 11:39:41 -0500 http://seekingalpha.com/article/64669-active-vs-passive-investing-there-s-no-real-choice?source=feed#comment-116620 116620
By your logic, GOOG is a perfect short in the Internet space. And yet instead you been pumping GOOG in the whole article.]]> Sat, 16 Feb 2008 11:14:24 -0500
By your logic, GOOG is a perfect short in the Internet space. And yet instead you been pumping GOOG in the whole article.]]>