Seeking Alpha

krames

krames
Send Message
View as an RSS Feed
View krames' Comments BY TICKER:
Latest  |  Highest rated
  • 3 Ways Apple Just Flexed Major Muscle [View article]
    This author has a I complex and did he just call his readers that buy a 5s snobs.. How can you take this guy serious.
    Sep 24 06:07 PM | Likes Like |Link to Comment
  • Apple refreshes iMacs; IHS estimates 5S costs $199 to make [View news story]
    I bet when CHM gets on board apple will lower the price on 5c but, for now I think apple is selling them above their 37% average margin, So the so called profit margin everybody is worried about I think will be on the very high side on earning report, especially with the 5c & 5s and the 32 and 64 phones that are sold out with the high margin..
    Sep 24 06:02 PM | 1 Like Like |Link to Comment
  • Why Apple's 5c Phone Pricing Makes Perfect Sense [View article]
    I do agree with the comment above that a company HAS to have a good reason to hold $160 billion in cash But, I do not agree with changing management at ALL!! These guys a re the smartest people in the room.. They are the guys that PUT $160 billion in the bank.. Wow, can you spend $160 billion ?
    Sep 24 10:32 AM | Likes Like |Link to Comment
  • Apple's Big Opportunity: China's Not Going Anywhere [View article]
    I Think the reason that the 5c is priced so high is because china mobile is not ready for what ever reason. Apple does not have a problem selling products in the markets it's in. They do not want the 5c to cannibalize its 5s sales. When the CHM deal goes threw 5c will drop to $300 -$350 and then they should fly off the shelves....
    Sep 16 03:42 PM | Likes Like |Link to Comment
  • Apple's Big Opportunity: China's Not Going Anywhere [View article]
    I Think the reason that the 5c is priced so high is because china mobile is not ready for what ever reason. Apple does not have a problem selling products in the markets it's in. They do not want the 5c to cannibalize its 5s sales. When the CHM deal goes threw 5c will drop to $300 -$350 and then they should fly off the shelves
    Sep 16 03:42 PM | 1 Like Like |Link to Comment
  • Why Apple's 5c Phone Pricing Makes Perfect Sense [View article]
    China Mobile I do not believe is ready for The 5c yet. They might not be ready for the 5c until November or December, is because CHM is not ready to roll out there new operating system maybe not until 1st of the year. I am using lot of maybe's. I believe the reason why Apple priced the phone so high. If Apple priced the phone competitive ( or to low) the wrong people would have purchased the 5c that would have purchased the 5s and their would have been serious canalization. Let's face it the 5c was for China Mobile and lower income people in emerging markets. So Apple for once is early to the party . China mobile has not rolled out their new system yet . I think Apple will lower the price when CHL is ready to announce their new platform and promote the 5c. It is a lot easier lowering their prices than to raise them. I would think that CHM is wanting to get a move on it because they do not want to get to far behind the 2 other carriers in china that already have the 4g and 3g I would make a bet at the price Apple has listed the 5c at right now is probably close to 45% to 50 % because they planned on listing it at a lower rate at a lower %.. When the CHL is ready they will lower to what ever price and they will then make a fair margin or what they planned on, they planned on. The Chinese holiday is 1st of the year this would be perfect, there will be some 5c on the streets that were sold at the higher margin( this is just my opinion)and hopefully they will be hot and when Apple lowers the price $200.00.. Katy bar the doors , The Chinese are going to think this is the deal of a life time. This a theory but I really do think I am not far off. Now the other good thing is that carrier in Japan with 60 million customers they have good incomes, I think they will be able to afford the 5s and the 5c is for the lower income.. Just a thought . I am hoping for a blow out 1st quarter and then we have the refresh om i pad . Who knows about the watch & TV
    but when we start hearing about these crazy numbers of phones coming out of China. 50 million 60 million . The hell with the percentage %margin $$$$$ PROFIT & EARNINGS'S..
    Sep 13 12:19 AM | Likes Like |Link to Comment
  • Apple roundup: 5S fingerprint sensor confirmed, big marketing push on tap? [View news story]
    I was saying the announcement of China Mobile deal would have been at $25 to $50 pop!! I guess I was wrong..I sold a Oct $445 call for $25 not sure if I should take the money and run..Hate being a pig
    Sep 10 12:52 PM | 1 Like Like |Link to Comment
  • Nikkei: NTT DoCoMo to offer iPhone as soon as this fall [View news story]
    I think the reason apple is not surging is because it is not sure what the Margin is going to be. The CM was announced after hours on friday. Yes Friday , after hours but would have thought the stock would have been up more than $2:00.. I think the stock will pop $7 to $10 maybe more.. If it goes down I am selling buts or maybe buying calls or both to pay for the call..
    Sep 7 05:30 PM | Likes Like |Link to Comment
  • Apple's iPhone Trade-In Program... Desperate Or Brilliant? [View article]
    There is a tremendous amount of $ made in the refurbished and used i phone market.. Apple is smart to capitalize on this.
    Sep 1 04:23 PM | 2 Likes Like |Link to Comment
  • An iPhablet Would Be Popular But Would Very Likely Reduce Apple's Profits [View article]
    Add phone to i pad mini @ $700 if people want it they will pay for it and it will be in the stable of products, they could lower the price in the future.
    Sep 1 04:16 PM | 1 Like Like |Link to Comment
  • Can Apple Get Back To $700? [View article]
    I do not think any target is to high, being I am long Apple stock & calls. I do like the fact that the author took booth sides. The climb to the top is fun and accelerating and the drop or fall well, we experienced it last year... Apple has some positive tail winds # 1 cheaper phone , this should open the emerging markets and brings me too #2 China Mobile. These two excite me. will the get to $700 maybe but, A new product, Watch, TV, A lot of bells a whistles on IOS.If this is all successful. $700 or above no problem.. 1 or 2 dudes or problems could cause us a problem. This is why I like the article. The author is a'' realist'' he looks from both ends of scenarios..

    Do your home work, I read as much as possible.. Just don't think there can't be a bump in the road. I would love to see $1000 but, would be happy with $700.. Good luck and good article..
    Aug 28 03:43 AM | Likes Like |Link to Comment
  • Does Apple Really Need The Aluminum Cover For Its iPhones? [View article]
    The aluminum cover is in important if it sways away from the identity to the phone. Regardless of the price of the phone, people want you to know they have a Apple phone..
    Aug 24 12:19 PM | Likes Like |Link to Comment
  • Apple roundup: China hiring ramps, "television product" in November? [View news story]
    bjnflicks, buy your girl friend a i phone ...
    Aug 22 02:10 PM | Likes Like |Link to Comment
  • Apple Could Shake Up Popular Buyback ETF [View article]
    Good information. I like buybacks but,a lot insiders at Apple seem to be selling their stock..I wonder why..
    Aug 22 01:42 PM | Likes Like |Link to Comment
  • Apple - The Most Important Variable [View article]
    Pricing is important but, I think Apple will want to maintain that 38 to 40% margin.... I am looking forward to see if Apple generates that mania that happens in the states when a new phone comes out in the rest of the WORLD!!! China Mobile deal will astronomic.. I have sold some shares after announcements and luckily bought back at a lower cost.. I don't think I will selling anything this go around, to many huge announcements to come..
    Aug 22 01:36 PM | Likes Like |Link to Comment
COMMENTS STATS
175 Comments
70 Likes