scott trader's Comments scott trader's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/877982/comments Facebook's (FB) monthly active advertiser base is now above 1M, the social networking giant boasts. Though impressive, that figure still suggests only a small portion of the 16M local businesses that have set up Facebook pages are buying ads. Facebook is hoping to reel in more clients in part by streamlining its ad offerings, creating more mobile-friendly business pages, and giving advertisers more data on its users' non-Facebook activity. BIA Kelsey estimates over half of U.S. small businesses promote themselves via Facebook, and 16% buy ads. http://seekingalpha.com/currents/post/1092402?source=feed#comment-20118762 20118762 Tue, 18 Jun 2013 17:51:33 -0400 Will Facebook Ever Make It? http://seekingalpha.com/article/1507622/comments?source=feed#comment-20118312 20118312 Tue, 18 Jun 2013 17:43:47 -0400 Will Facebook Ever Make It? http://seekingalpha.com/article/1507622/comments?source=feed#comment-20106312 20106312 Tue, 18 Jun 2013 13:31:34 -0400 5 Reasons Apple Should Just Buy Sirius Already http://seekingalpha.com/article/1507932/comments?source=feed#comment-20102742 20102742 Tue, 18 Jun 2013 12:25:39 -0400 Out with the old. The Netflix-DreamWorks Animation deal signals an important change in the way content is distributed, according to industry watchers The most important part of the deal is that it focus on exclusive fresh content for Netflix (NFLX +6.8%) from DreamWorks (DWA +4%) - instead of just filling up a library with older titles. The big picture: A bidding war for new films from Hollywood studios (LGF, SNE, VIA, CMCSA, DIS) could help the industry maximize profits. George Lucas and Steven Spielberg called it (I, II) last week when they predicted giant upheaval for the film industry. http://seekingalpha.com/currents/post/1088842?source=feed#comment-20085482 20085482 Tue, 18 Jun 2013 00:51:51 -0400 Out with the old. The Netflix-DreamWorks Animation deal signals an important change in the way content is distributed, according to industry watchers The most important part of the deal is that it focus on exclusive fresh content for Netflix (NFLX +6.8%) from DreamWorks (DWA +4%) - instead of just filling up a library with older titles. The big picture: A bidding war for new films from Hollywood studios (LGF, SNE, VIA, CMCSA, DIS) could help the industry maximize profits. George Lucas and Steven Spielberg called it (I, II) last week when they predicted giant upheaval for the film industry. http://seekingalpha.com/currents/post/1088842?source=feed#comment-20084772 20084772 Tue, 18 Jun 2013 00:14:50 -0400 BlackBerry: A Successful Turnaround? http://seekingalpha.com/article/1505242/comments?source=feed#comment-20081032 20081032 Mon, 17 Jun 2013 22:07:42 -0400 Apple Doubles Down On Ecosystem As Differentiator http://seekingalpha.com/article/1505892/comments?source=feed#comment-20065682 20065682 Mon, 17 Jun 2013 13:34:54 -0400 Apple (AAPL) comments on government data inquiries, saying it received 4K-5K requests from law enforcement over the 6 months ended May 1, with most stemming from local police matters. "Regardless of the circumstances, our legal team conducts an evaluation ... only if appropriate, we retrieve and deliver the narrowest possible set of information to the authorities." Also noted: Conversations over iMesssage and FaceTime are encrypted and not even Apple can decrypt the data. http://seekingalpha.com/currents/post/1087142?source=feed#comment-20065592 20065592 Mon, 17 Jun 2013 13:32:16 -0400 Apple (AAPL -1.3%) roundup: 1) Digitimes reports Pegatron will start low-cost iPhone and next-gen (retina?) iPad Mini shipments in August. The WSJ recently reported Pegatron had taken iOrders from Foxconn, and the Commrcial Times just reported parts shipments for a cheaper iPhone are underway. 2) Horace Dediu estimates Apple has been adding an average of 500K iTunes accounts/day (180M+/year) since '09, and puts Apple's annual revenue/account at ~$300 (down from $400+ in 2010). 3) Apple's Japanese smartphone share has fallen to 25% from 40% over the last 4 weeks, per local research firm BCN. Sony's (SNE) share is believed to have more than doubled to 36%, thanks in part to the Xperia Z. IDC gave Apple a 40% share for Q1 as well. http://seekingalpha.com/currents/post/1085602?source=feed#comment-20018682 20018682 Sat, 15 Jun 2013 14:13:08 -0400 Why Is The Market Not Buying Apple? http://seekingalpha.com/article/1503012/comments?source=feed#comment-20018422 20018422 Sat, 15 Jun 2013 13:55:56 -0400 Why Is The Market Not Buying Apple? http://seekingalpha.com/article/1503012/comments?source=feed#comment-20018352 20018352 Sat, 15 Jun 2013 13:52:54 -0400 Any Hope In Facebook? http://seekingalpha.com/article/1443491/comments?source=feed#comment-20006332 20006332 Fri, 14 Jun 2013 23:59:09 -0400 Any Hope In Facebook? http://seekingalpha.com/article/1443491/comments?source=feed#comment-20006312 20006312 Fri, 14 Jun 2013 23:58:29 -0400 "I can say sales of the Galaxy S4 smartphone are fine," says Samsung (SSNLF.PK) co-CEO Shin Jong-kyun in response to a JPMorgan report that did a number on Samsung shares. But he doesn't appear to refute the report's claim (based on checks) that Samsung has significantly cut S4 build orders; others have issued similar reports since. Jong-kyun also reiterates (previous) Samsung has no intention of joining HTC in settling with Apple (AAPL -1.5%). "Patent disputes against Apple will be [continued]." http://seekingalpha.com/currents/post/1085742?source=feed#comment-20006302 20006302 Fri, 14 Jun 2013 23:55:49 -0400 iOS 7 (AAPL) comes with specs enabling game controllers to interact with iDevices, according to a developer doc seen by the WSJ. Though the doc says controllers "must not be required" for a game to work, it's still likely music to the ears of game developers (EA, ATVI, TTWO, GLUU), who have both been trying to profit from tremendous mobile gameplay growth, and struggling to get users to pay up-front (as opposed to downloading free-to-play titles). The report comes a month after Tim Cook said Apple will give developers more options to customize iOS, and days after IDC and App Annie predicted mobile game revenue will top $12B this year. Nvidia (NVDA) is trying to kick-start controller-based Android gaming via its Shield console. http://seekingalpha.com/currents/post/1086272?source=feed#comment-20002312 20002312 Fri, 14 Jun 2013 19:53:48 -0400 Apple (AAPL -1.3%) roundup: 1) Digitimes reports Pegatron will start low-cost iPhone and next-gen (retina?) iPad Mini shipments in August. The WSJ recently reported Pegatron had taken iOrders from Foxconn, and the Commrcial Times just reported parts shipments for a cheaper iPhone are underway. 2) Horace Dediu estimates Apple has been adding an average of 500K iTunes accounts/day (180M+/year) since '09, and puts Apple's annual revenue/account at ~$300 (down from $400+ in 2010). 3) Apple's Japanese smartphone share has fallen to 25% from 40% over the last 4 weeks, per local research firm BCN. Sony's (SNE) share is believed to have more than doubled to 36%, thanks in part to the Xperia Z. IDC gave Apple a 40% share for Q1 as well. http://seekingalpha.com/currents/post/1085602?source=feed#comment-20002232 20002232 http://bit.ly/11LFyVa]]> Fri, 14 Jun 2013 19:50:09 -0400 http://bit.ly/11LFyVa]]> WWDC Confirms Apple's Shift From Growth To Income http://seekingalpha.com/article/1493682/comments?source=feed#comment-19988812 19988812 Tim Cook has been quote multiple times as saying they have looked at making some large acquisitions but very few were tempting...]]> Fri, 14 Jun 2013 13:44:27 -0400 Tim Cook has been quote multiple times as saying they have looked at making some large acquisitions but very few were tempting...]]> More Apple (AAPL) news: 1) The USPTO has reaffirmed the validity of a claim in Apple's "rubber-banding" patent (used against Samsung and others), after invalidating the claim in an initial ruling. Also the ITC's staff has recommended an import ban against Samsung products ruled ruled to be infringing by an administrative judge. The commission's ruling is due by Aug. 1. 2) Engadget's review of the new 13" MacBook Air praises its "phenomenal battery life" and fast PCIe SSD. But it thinks a lack of a retina display is turning into a "handicap," given how rivals are embracing high-res displays. 3) iOS 7 features much better Bluetooth support for smartwatches, fitness trackers, and other peripherals. iWatch preparation? http://seekingalpha.com/currents/post/1084082?source=feed#comment-19965502 19965502 Fri, 14 Jun 2013 00:26:18 -0400 More Apple (AAPL) news: 1) The USPTO has reaffirmed the validity of a claim in Apple's "rubber-banding" patent (used against Samsung and others), after invalidating the claim in an initial ruling. Also the ITC's staff has recommended an import ban against Samsung products ruled ruled to be infringing by an administrative judge. The commission's ruling is due by Aug. 1. 2) Engadget's review of the new 13" MacBook Air praises its "phenomenal battery life" and fast PCIe SSD. But it thinks a lack of a retina display is turning into a "handicap," given how rivals are embracing high-res displays. 3) iOS 7 features much better Bluetooth support for smartwatches, fitness trackers, and other peripherals. iWatch preparation? http://seekingalpha.com/currents/post/1084082?source=feed#comment-19959002 19959002 Thu, 13 Jun 2013 18:43:09 -0400 The glass half full: George Lucas and Steven Spielberg weren't sounding the death knell for the movie industry when they warned of an implosion but a paradigm shift away from multiplex theaters (CKEC, CNK, IMAX, RGC). When the day comes when mega-budget films from top studios (CMCSA, DIS, TWX, LGF, SNE, DWA) bomb at the box office, look for new mediums at home to emerge as first-run options. "There has never been more exciting potential," notes Spielberg. (video) http://seekingalpha.com/currents/post/1083532?source=feed#comment-19951882 19951882 Thu, 13 Jun 2013 15:52:53 -0400 Apple (AAPL +0.4%) roundup: 1) Suppliers are shipping a "large number" of parts for a cheaper iPhone, says Taiwan's Commercial Times. A 28nm app processor made by TSMC (TSM) is said to be among them. 2) iBookstore chief Keith Moerer says Apple's e-book sales doubled last year, and thinks its e-book share is at ~20%. John Paczkowski notes Amazon (AMZN) and Barnes & Noble (BKS) have been assigned shares of 65% and 25% in the past. 3) The minimum purchase needed for an iAd campaign is now only $50. It once stood at $1M. 4) Reuters' report about Apple mulling a $99 price for its low-cost iPhone is raising eyebrows, given the cheapest iPhone now goes for $450 unsubsidized. Was a subsidized price being discussed? http://seekingalpha.com/currents/post/1083352?source=feed#comment-19951072 19951072 Thu, 13 Jun 2013 15:37:58 -0400 Feeling the pressure from Samsung, Apple (AAPL) is mulling the launch over the next year of so-called phablets - iPhones with 4.7" and 5.7" screens - reports Reuters, whose sources include those in the Asian supply chain. Also on the agenda are cheaper iPhone models, perhaps in the $99 range. "They constantly change product specifications almost to the final moment," cautions one of the sources. http://seekingalpha.com/currents/post/1081852?source=feed#comment-19939952 19939952 Thu, 13 Jun 2013 12:33:43 -0400 WWDC Confirms Apple's Shift From Growth To Income http://seekingalpha.com/article/1493682/comments?source=feed#comment-19916972 19916972 Thu, 13 Jun 2013 00:07:52 -0400 Apple's 2013 WWDC: 3 Surprising Studs, 2 Overhyped Duds http://seekingalpha.com/article/1494542/comments?source=feed#comment-19870942 19870942 Tue, 11 Jun 2013 22:33:30 -0400 Apple's Most Innovative Products Have Intel Inside http://seekingalpha.com/article/1492352/comments?source=feed#comment-19870672 19870672 Tue, 11 Jun 2013 22:23:09 -0400 Apple's Most Innovative Products Have Intel Inside http://seekingalpha.com/article/1492352/comments?source=feed#comment-19870642 19870642 Tue, 11 Jun 2013 22:20:34 -0400 SodaStream: When Will The Madness End? http://seekingalpha.com/article/1493352/comments?source=feed#comment-19870572 19870572 Tue, 11 Jun 2013 22:15:58 -0400 Apple's 2013 WWDC: 3 Surprising Studs, 2 Overhyped Duds http://seekingalpha.com/article/1494542/comments?source=feed#comment-19855322 19855322 Tue, 11 Jun 2013 15:13:06 -0400 WWDC Confirms Apple's Shift From Growth To Income http://seekingalpha.com/article/1493682/comments?source=feed#comment-19854152 19854152 The stock has clearly been devalued as of late...... but growth and value are always a good combination for successful investing as a longer term strategy........
Samsung has clearly been the winner with the younger generation with the larger screen handset.....eating into aapl's sales....... I believe aapl will increase the iPhone screen size marginally in the future ....they are well aware.....the iPads are of such greater quality than all the others I have tried all of them...no contest....

This is speculation but The next battleground is the automobile not the liv room....minis will find themselves in dashboards by 2014

Long aapl Miami heat]]> Tue, 11 Jun 2013 14:45:03 -0400 The stock has clearly been devalued as of late...... but growth and value are always a good combination for successful investing as a longer term strategy........
Samsung has clearly been the winner with the younger generation with the larger screen handset.....eating into aapl's sales....... I believe aapl will increase the iPhone screen size marginally in the future ....they are well aware.....the iPads are of such greater quality than all the others I have tried all of them...no contest....

This is speculation but The next battleground is the automobile not the liv room....minis will find themselves in dashboards by 2014

Long aapl Miami heat]]>