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A Real iPhone Challenger - Barron's

Long Apple short RIMM, NOK and HTC because iPhone will dominate the smart phone world! Everybody and their grandma will be using an iPhone!

So how many of you Apple fanboys are posting here using iPhone while lining up for July 11th release?

Apple Stalls, but Shorting Is Risky

All investments have inherent risks above treasury and long/short Apple isn't any different.

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.

3G iPhone: What Has Apple Got Against Cameras?

IMO, the responses marks the grossly different usage and behavior model of cellular phones in the US and the rest of the world.

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.

Apple's iChat and China: The Perfect Marriage

Ignorant OP.

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.

Goldman Raises Apple's Price Target on 3G iPhone Launch

One of the reason I don't typically touch Apple stock is the emotions and its household name.

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.

Qualcomm's Inflection Point

Short the sucker then; its business model of collecting royalty checks is faltering and is now transforming into a chip business...

Chinese Lessons

Why are you panicking?

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.

Goldman Raises Apple's Price Target on 3G iPhone Launch

Thompson, that's a very naive argument.

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.

Goldman Raises Apple's Price Target on 3G iPhone Launch

Thompson, that's a very naive argument.

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.

Time to Short Financial Stocks - Starting with BofA

BAC is a bad short because of the dividend factor as stated above.

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.

What Happens to WiMax with Sprint on the Ropes?

It's ridiculous when people takes on a US centric view on WiMax deployment...

WiFi vs. 3G and Session Based Mobile Broadband

I find this article to be vastly interesting.

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.

Zoran: Riding the Consumer Electronics Wave

Zoran is a dog that lags in most of its 'growth' catalysts. The design win list of its DTV chips shows a ridiculously unpromising tier 3 losers. If history repeats itself, Zoran will get wipe out again in the HD/BR battle by MediaTek just like in CD and DVD days. And this time is a sure loss when its HD/BR announcements trail behind both MediaTek and Broadcom.

Why would anyone invest in a technology laggard besides its Israeli ancestry?

On Millicom Cellular's Mixed Results

MICC's business is too geographically diverse across the world and lacks the economic of scale of certain regional maga powers, such as AMX @ Latin America, Vodacom @ Sub Saharan Africa, Orascom at North Africa, Telenor and Singapore Telecom @ South Asia, etc.

Active vs. Passive Investing: There's No Real Choice

"Today's up and comer no brainer buy is tomorrow's short sell. "

By your logic, GOOG is a perfect short in the Internet space. And yet instead you been pumping GOOG in the whole article.