samij's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/82761/comments http://seekingalpha.com/article/94252-nokia-is-the-smart-phone-bet-barron-s?source=feed#comment-248570 248570
and in case of nokia, high market share does equal high profits. nokias profit margins are in fact higher than apples.]]> Mon, 08 Sep 2008 13:39:45 -0400
and in case of nokia, high market share does equal high profits. nokias profit margins are in fact higher than apples.]]> http://seekingalpha.com/article/93447-is-nokia-removing-voip-capability-from-n-series-phones?source=feed#comment-243691 243691 conversations.nokia.co...]]> Tue, 02 Sep 2008 06:50:32 -0400 conversations.nokia.co...]]> http://seekingalpha.com/article/92757-3g-iphones-already-outnumber-first-generation?source=feed#comment-239530 239530 Tue, 26 Aug 2008 15:46:54 -0400 http://seekingalpha.com/article/92376-apple-an-antidote-to-iphone-complacency?source=feed#comment-237840 237840
and in the us, the competition is getting tougher every day.

further, apple pace of iphone innovation is lacking: iphone 3g didn't bring any significant new features besides 3g and slightly better location functionality. what's worse, the introduction has been plagued by difficulties because everyone at apple, as steve j. pointed out, has more than enough in their hands.]]> Sun, 24 Aug 2008 15:05:49 -0400
and in the us, the competition is getting tougher every day.

further, apple pace of iphone innovation is lacking: iphone 3g didn't bring any significant new features besides 3g and slightly better location functionality. what's worse, the introduction has been plagued by difficulties because everyone at apple, as steve j. pointed out, has more than enough in their hands.]]> http://seekingalpha.com/article/91341-russia-s-too-risky-barron-s?source=feed#comment-232857 232857 Mon, 18 Aug 2008 06:55:34 -0400 http://seekingalpha.com/article/90201-a-microsoft-break-up-could-unlock-its-true-value-barron-s?source=feed#comment-227502 227502
I agree, MSFT would do best by shutting down them, but that seems unlikely under the current management, as they have too much pride invested in these operations.

Not to mention that spinning them off would signal complete failure on MSFT part to find any real growth opportunities outside it's old core businesses. Would that really be signal encouraging to buy this stock?]]> Mon, 11 Aug 2008 04:48:21 -0400
I agree, MSFT would do best by shutting down them, but that seems unlikely under the current management, as they have too much pride invested in these operations.

Not to mention that spinning them off would signal complete failure on MSFT part to find any real growth opportunities outside it's old core businesses. Would that really be signal encouraging to buy this stock?]]> http://seekingalpha.com/article/88465-how-doha-failed-the-world-s-poor-again?source=feed#comment-219888 219888
of course on the balancing side there's new opportunities created in agriculture in these economies. the outcome as a whole is probably going to be positive for everybody, but with problematic transition phase and, as mentioned in the blog entry, we're talking about feeding people with lives on the threshold as it is, so causes actions are called for as well as mechanisms that can be used in case of emergency.]]> Fri, 01 Aug 2008 05:11:11 -0400
of course on the balancing side there's new opportunities created in agriculture in these economies. the outcome as a whole is probably going to be positive for everybody, but with problematic transition phase and, as mentioned in the blog entry, we're talking about feeding people with lives on the threshold as it is, so causes actions are called for as well as mechanisms that can be used in case of emergency.]]> http://seekingalpha.com/article/88230-replacing-p-e-in-valuing-apple-stock?source=feed#comment-219885 219885 Fri, 01 Aug 2008 04:57:19 -0400 http://seekingalpha.com/article/88218-has-garmin-lost-its-direction?source=feed#comment-219883 219883
in this light garmins' nuviphone seems like a wrong bet, they'd do better strengthening their pro offerings and investing expanding in new markets, eg making solutions for emerging markets.]]> Fri, 01 Aug 2008 04:50:07 -0400
in this light garmins' nuviphone seems like a wrong bet, they'd do better strengthening their pro offerings and investing expanding in new markets, eg making solutions for emerging markets.]]> http://seekingalpha.com/article/87556-it-s-raining-brics?source=feed#comment-217283 217283
your own picture shows that three out of four bric countries developed better than the us starting from year ago.

it just hasn't been good period to be long in stock, but even if you were all cash, you'd have done way better holding bric currencies than the $.]]> Tue, 29 Jul 2008 09:36:46 -0400
your own picture shows that three out of four bric countries developed better than the us starting from year ago.

it just hasn't been good period to be long in stock, but even if you were all cash, you'd have done way better holding bric currencies than the $.]]> http://seekingalpha.com/article/86407-despite-uncertain-market-analysts-still-bullish-on-research-in-motion?source=feed#comment-212632 212632
in a nutshell, rimm has nice presence in the first mentioned market and next to no presence in the other markets. most of the carriers in the world don't even bother to sell any rimm devices!

the market rimm has outside of the north america is mostly local branches of us companies that dont want to support variety of communication standards.

i never seen an bb "live" outside the us, i happen to live and travel a lot outside the us, no-one who doesn't follow tech sector closely knows what the heck rimm or bb is. the brand is not known, it is never mentioned in media.

ok, there is one thing rimm could do to build something resembling presence outside the north america: buy mot, shut down mot r&d, kill mot product lines and use their distribution network.]]> Wed, 23 Jul 2008 15:39:31 -0400
in a nutshell, rimm has nice presence in the first mentioned market and next to no presence in the other markets. most of the carriers in the world don't even bother to sell any rimm devices!

the market rimm has outside of the north america is mostly local branches of us companies that dont want to support variety of communication standards.

i never seen an bb "live" outside the us, i happen to live and travel a lot outside the us, no-one who doesn't follow tech sector closely knows what the heck rimm or bb is. the brand is not known, it is never mentioned in media.

ok, there is one thing rimm could do to build something resembling presence outside the north america: buy mot, shut down mot r&d, kill mot product lines and use their distribution network.]]> http://seekingalpha.com/article/86407-despite-uncertain-market-analysts-still-bullish-on-research-in-motion?source=feed#comment-212091 212091 Wed, 23 Jul 2008 04:47:48 -0400 http://seekingalpha.com/article/86190-emerging-markets-more-like-submerging?source=feed#comment-211632 211632 Tue, 22 Jul 2008 13:12:22 -0400 http://seekingalpha.com/article/84694-rbc-analyst-expect-1-million-3g-iphones-to-sell-on-launch?source=feed#comment-204126 204126
he also estimated apple to sell 1m during the first two week, milestone apple didn't achieve until september, or two months later.

considering he didn't get it nowhere near correct with only one market to take into account, predicting the sales this time around is pure guesswork on his part.]]> Sun, 13 Jul 2008 08:42:35 -0400
he also estimated apple to sell 1m during the first two week, milestone apple didn't achieve until september, or two months later.

considering he didn't get it nowhere near correct with only one market to take into account, predicting the sales this time around is pure guesswork on his part.]]> http://seekingalpha.com/article/84629-assessing-the-wild-card-in-the-iphone-rollout?source=feed#comment-203310 203310 Fri, 11 Jul 2008 16:53:48 -0400 http://seekingalpha.com/article/84287-apple-s-iphone-to-capture-chinese-internet-market?source=feed#comment-201473 201473
firstly, chinese 3g networks will only begin to emerge in 2009, and even then in some central areas of the few largest cities.

secondly, dont let the $199 hype distract you, iphone with $70/month subscription is nothing near affordable for the mass of chinese population.

apple may sell a few iphones in china in 2009 but nothing in the amounts that would be needed to have any significant effect on the stock price.]]> Wed, 09 Jul 2008 11:49:15 -0400
firstly, chinese 3g networks will only begin to emerge in 2009, and even then in some central areas of the few largest cities.

secondly, dont let the $199 hype distract you, iphone with $70/month subscription is nothing near affordable for the mass of chinese population.

apple may sell a few iphones in china in 2009 but nothing in the amounts that would be needed to have any significant effect on the stock price.]]> http://seekingalpha.com/article/84098-apple-store-goes-offline-new-macbook-or-iphone-app-store?source=feed#comment-200480 200480 Tue, 08 Jul 2008 08:50:48 -0400 http://seekingalpha.com/article/84108-iphone-3g-plans-around-the-globe?source=feed#comment-200479 200479 Tue, 08 Jul 2008 08:49:44 -0400 http://seekingalpha.com/article/83763-china-mobile-working-toward-iphone-deal?source=feed#comment-198363 198363 Fri, 04 Jul 2008 01:17:35 -0400 http://seekingalpha.com/article/82509-prescient-nokia-analyst-turns-bullish-on-the-stock?source=feed#comment-191922 191922 > Nokia’s European heartland.

could you provide link pointing to nokia's market share erosion in europe other than teros speculation? according to gartner: "Nokia is especially strong in Europe", they also note that it was sonyericsson whose market share eroded.]]> Tue, 24 Jun 2008 13:24:34 -0400 > Nokia’s European heartland.

could you provide link pointing to nokia's market share erosion in europe other than teros speculation? according to gartner: "Nokia is especially strong in Europe", they also note that it was sonyericsson whose market share eroded.]]> http://seekingalpha.com/article/82030-apple-confusion-reigns-over-iphone-sales-projections?source=feed#comment-188933 188933
BTW, it's good to note that the iphone numbers reported for iphone 3g now are not directly comperable to those from the previous quarters. Bulk of iphone 2g sales were made directly from Apple to customers and unit number reported were therefore mostly end-user sales.

Iphone 3g will be sold increasingly through operators so the numbers reported will not be end-user sales, but iphones the operators have ordered. Given the large number of operators Apple FQ4 and FQ1 iphone sales numbers are likely to be very good, no matter how well the device is received by the public.]]> Fri, 20 Jun 2008 06:32:53 -0400
BTW, it's good to note that the iphone numbers reported for iphone 3g now are not directly comperable to those from the previous quarters. Bulk of iphone 2g sales were made directly from Apple to customers and unit number reported were therefore mostly end-user sales.

Iphone 3g will be sold increasingly through operators so the numbers reported will not be end-user sales, but iphones the operators have ordered. Given the large number of operators Apple FQ4 and FQ1 iphone sales numbers are likely to be very good, no matter how well the device is received by the public.]]> http://seekingalpha.com/article/81852-apple-analysts-still-diverge-on-iphone?source=feed#comment-188197 188197 Thu, 19 Jun 2008 02:10:10 -0400 http://seekingalpha.com/article/81479-here-s-what-will-happen-to-apple-s-rivals?source=feed#comment-186566 186566
nice round number :) what about you make an alternative estimations based on the market share iphone achieved in france, germany and the uk. that way you might get an blog post resemling something other than fanboy rambling.]]> Mon, 16 Jun 2008 14:23:01 -0400
nice round number :) what about you make an alternative estimations based on the market share iphone achieved in france, germany and the uk. that way you might get an blog post resemling something other than fanboy rambling.]]> http://seekingalpha.com/article/81138-apple-s-iphone-3g-who-needs-carrier-subsidies?source=feed#comment-184692 184692
well they lowered the price to $399 and another 5m, but then the demand dried up, so what to do?

cut the price to $199, what the heck, the production costs had decreased and they sold another 10m, then they dropped the price to $99 and sold 20m more. finally they started throwing the device out for free! and "sold" some 30m more. nice business plan.]]> Fri, 13 Jun 2008 03:16:22 -0400
well they lowered the price to $399 and another 5m, but then the demand dried up, so what to do?

cut the price to $199, what the heck, the production costs had decreased and they sold another 10m, then they dropped the price to $99 and sold 20m more. finally they started throwing the device out for free! and "sold" some 30m more. nice business plan.]]> http://seekingalpha.com/article/81020-iphone-in-china-what-it-will-mean?source=feed#comment-184186 184186 Thu, 12 Jun 2008 11:08:51 -0400 http://seekingalpha.com/article/80863-3g-iphone-going-for-market-share?source=feed#comment-183478 183478 Wed, 11 Jun 2008 12:58:31 -0400 http://seekingalpha.com/article/80863-3g-iphone-going-for-market-share?source=feed#comment-183303 183303 Wed, 11 Jun 2008 10:35:31 -0400 http://seekingalpha.com/article/80851-apple-s-new-revenue-sharing-agreement-impresses-analysts?source=feed#comment-183299 183299
1. $199 iphone will seriously hurt ipod sales.

2. q2 iphone sales were 1.7m, now estimation for q3 is 0.7m and q4 2-3m, total of 4.4m-5.4m. apple would have to sell 4.6m-5.6m during first fiscal quarter to achieve their goal of 10m iphones sold 2008, or 7.6m-8.6m to achieve their goal of market share of 1% of global cell phone sales. the US economy better start recovering soon!]]> Wed, 11 Jun 2008 10:33:12 -0400
1. $199 iphone will seriously hurt ipod sales.

2. q2 iphone sales were 1.7m, now estimation for q3 is 0.7m and q4 2-3m, total of 4.4m-5.4m. apple would have to sell 4.6m-5.6m during first fiscal quarter to achieve their goal of 10m iphones sold 2008, or 7.6m-8.6m to achieve their goal of market share of 1% of global cell phone sales. the US economy better start recovering soon!]]> http://seekingalpha.com/article/80012-can-apple-double-its-iphone-sales-goal?source=feed#comment-179508 179508 Thu, 05 Jun 2008 04:45:02 -0400 http://seekingalpha.com/article/79908-apple-how-big-is-the-potential-iphone-market?source=feed#comment-178914 178914
you got it partially right, apple has lowered profit margin by giving up its revenue sharing model to get agreements with the operators having those 520m customers. with the current prices they can sell about 4m iphones/year to those customers.

to increase the sales from that, they need to lower the price of the unit. this not only decreases iphone profits, but also start eating their ipod sales. if they offer iphone for 299, very few will buy touch for the same price.

bottom line being, the profit potential is much much lower than you'd expect from the numbers given in the article. ]]> Wed, 04 Jun 2008 01:45:54 -0400
you got it partially right, apple has lowered profit margin by giving up its revenue sharing model to get agreements with the operators having those 520m customers. with the current prices they can sell about 4m iphones/year to those customers.

to increase the sales from that, they need to lower the price of the unit. this not only decreases iphone profits, but also start eating their ipod sales. if they offer iphone for 299, very few will buy touch for the same price.

bottom line being, the profit potential is much much lower than you'd expect from the numbers given in the article. ]]>