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mman

mman
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  • Wall Street Breakfast: Must-Know News [View article]
    In Russia there's a HUGE gray market, that's why Apple recently opened brand internet shop. Every one has iphone and it's bought in US/EU/China/etc. So no worry here, problems in innovation.
    Jul 17 08:18 AM | 3 Likes Like |Link to Comment
  • Heins' Mobile End Computing Vision Comes To An End; So Must He [View article]
    Looks like we should listen to analyst with good history, when Bernsteins Ferragu downgraded to 15$ then to 10$ it was a reg flag sighn. Bullishness in all stock sites create I false feeling. What we shoud do is too look at the chart and short interest, market is always right and knows it all.
    Jul 1 05:45 PM | 1 Like Like |Link to Comment
  • BlackBerry Short Sellers, I Salute You [View article]
    Greed, blindness and illusion hope make us hold through earnings. That was 100% gambling for us, even technicals showed that simmtric triangle where two way out with huge move. Greed told you not to hit sell @11.50.

    It was a good trap, a can only make trade after 8am, so 7-8am I just watched it plunge. It's gone 1$ down ($12.5 - $11.5) in a 10 mins before I could make a trade. But glad I did it.

    I suppose no one should hold through earnings, especially early premarket when you can't make a trade.

    We were blind and stupid hopeful - stock was not rising like $TSLA or $NFLX and short interest was rising. And the stok failed broke all the resistance even in the last day of trading before earnings.

    Greed and dreams won't make you money, lesson learned, teachers got hefty payment day.
    Jun 30 07:50 AM | Likes Like |Link to Comment
  • Samsung's (SSNLF.PK) shares plummeted 6.2% in Seoul and wiped $12B off the company's market value, although it's still worth $188B. The plunge followed bearish analyst reports, with JP Morgan writing that Q3 Galaxy S4 shipments will probably disappoint and lead to lower-than-expected margins. JPM's supply chain checks show that Samsung has cut monthly orders by 20-30% to 7-8M units from 10M starting from July, due to weak demand in Europe and South Korea. (previously[View news story]
    Who's selling those missing handsets? HTC, Blackberry, Nokia?
    Jun 7 08:06 AM | Likes Like |Link to Comment
  • Blackberry (BBRY) is downgraded to Hold by Bernstein's Pierre Ferragu, who lowers his price target to $15 from $22. "We dislike the risk/reward of our BB10 trade," he writes. "With Blackberry Live behind us, we see few additional positive catalysts coming through in the next 6 months." Shares -2.3% premarket. [View news story]
    Also Q10 US release, BES 10.1 adoption, DoD, Q5
    May 15 08:17 AM | 7 Likes Like |Link to Comment
  • Tesla: An Idea, A Dream, A Concept [View article]
    I like Tesla and Musk but the real problem is plastic pollution, I suppose there's no answer yet.
    May 14 04:11 PM | 5 Likes Like |Link to Comment
  • Groupon (GRPN): Q1 EPS of -$0.03 in-line. Revenue of $601.4M (+8% Y/Y) beats by $12.5M. Expects Q2 revenue of $575M-$625M vs. $616.1M consensus. Expects Q2 operating income of $20M-$40M, reaffirms 2013 GAAP operating income guidance of $100M+. Shares +12.2% AH. (PR[View news story]
    No miss, consesus was exactly EPS 0.03$
    May 8 04:38 PM | Likes Like |Link to Comment
  • Early feedback on U.K./Canadian BlackBerry Q10 (BBRY -4%) sales indicate volumes below expectations, says Cleveland Research. The firm also thinks Z10 sell-thru is likely half of what it was around launch time, and believes BB10 build targets for the next few quarters could fall to 6M-8M from 10M-12M. Likewise, Pac Crest remains bearish, and calls the U.K./Canadian Q10 launches a "mess." The remarks follow a pessimistic note about BB10 sales on Monday from Canaccord, and one on April 25 from Wedge Partners. Jefferies has been more positive. [View news story]
    May 10 Puts @14.50 strike soared today
    May 7 07:26 PM | Likes Like |Link to Comment
  • Early feedback on U.K./Canadian BlackBerry Q10 (BBRY -4%) sales indicate volumes below expectations, says Cleveland Research. The firm also thinks Z10 sell-thru is likely half of what it was around launch time, and believes BB10 build targets for the next few quarters could fall to 6M-8M from 10M-12M. Likewise, Pac Crest remains bearish, and calls the U.K./Canadian Q10 launches a "mess." The remarks follow a pessimistic note about BB10 sales on Monday from Canaccord, and one on April 25 from Wedge Partners. Jefferies has been more positive. [View news story]
    First we have to break out through symmetrical triangle forming on highs and lows since BB10 release date.
    May 7 12:16 PM | Likes Like |Link to Comment
  • Tim Cook (AAPL) on the five-inch smartphone: "Our competitors have made some significant trade-offs in many of these areas in order to ship a larger display. We would not ship a larger display iPhone while these trade-offs exist." He adds that if IDC's right, the smartphone market declined 30% since December, so Apple's decline of 15% beat the market. [View news story]
    Thats what I'm talking about
    Apr 29 03:33 PM | Likes Like |Link to Comment
  • Facebook (FB) Chief Executive Mark Zuckerberg has cut his annual pay to $1, according to an SEC filing. Zuckerberg’s compensation, excluding stock grants, was $2M in 2012. His base pay was $503K. At the time of the IPO last year, Zuckerberg exercised options on 60M shares, then sold about 30M shares to cover taxes on the gains. [View news story]
    FBIbook
    Apr 27 04:14 AM | Likes Like |Link to Comment
  • Samsung (SSNLF.PK) strengthened its lead as the world's top vendor of mobile phones and of smartphones in Q1, IDC estimates. The South Korean giant increased its market share in the latter category to 32.7% from 28.8 a year earlier and shipped more smartphones than the next four providers combined. Apple's (AAPL) share slipped to 17.3% from 23%. The global cellular phone market grew 4% on year to 418.6M devices, with smartphones outshipping feature phones for the first time. [View news story]
    I want bigger screen, I want to get rid of home button (that thoughts come to me after iPhone 4, not after Z10 release). I want more customization, I want easy quick setting access, I want normal message center, not dissappearing one, I want more and cool stuff.

    Nothing here is in iPhone 5, they deserve what had happened.
    Apr 26 06:58 PM | 1 Like Like |Link to Comment
  • Tim Cook (AAPL) on the five-inch smartphone: "Our competitors have made some significant trade-offs in many of these areas in order to ship a larger display. We would not ship a larger display iPhone while these trade-offs exist." He adds that if IDC's right, the smartphone market declined 30% since December, so Apple's decline of 15% beat the market. [View news story]
    Hm, I suppose there's only 5s in the production cycle, so they can look, but apple users will look too, in another direction,
    Apr 23 06:48 PM | 3 Likes Like |Link to Comment
  • Tim Cook (AAPL) on the five-inch smartphone: "Our competitors have made some significant trade-offs in many of these areas in order to ship a larger display. We would not ship a larger display iPhone while these trade-offs exist." He adds that if IDC's right, the smartphone market declined 30% since December, so Apple's decline of 15% beat the market. [View news story]
    Mistake IMO, I cranked up my eyes reading seeking alpha on iPhone 5. Need something 4+ inches, but not Android.
    Apr 23 06:21 PM | 4 Likes Like |Link to Comment
  • Apple (AAPL): FQ2 EPS of $10.09 beats by $0.02. Revenue of $43.6B (+11% Y/Y) beats by $1.1B. 37.4M iPhones, 19.5M iPads, just under 4M Macs. Expects FQ3 revenue of $33.5B-$35.5B, below $39.3B consensus. Buyback increased by $50B. Shares halted. CC at 5PM ET (webcast). (PR[View news story]
    u01, yeah, but those who liked new products and growth will not shut up. They will sell now.
    Apr 23 04:54 PM | Likes Like |Link to Comment
COMMENTS STATS
37 Comments
37 Likes