Seeking Alpha

lordmorgul

lordmorgul
Send Message
View as an RSS Feed
View lordmorgul's Comments BY TICKER:
Latest  |  Highest rated
  • Solar Slides In October, According To History [View article]
    Uhm... because solar is going to change gas prices? Nope. Supply and demand and taxation change gas prices, and right now all three are working against the consumer to create shortage and high prices.
    Oct 7, 2012. 12:24 AM | Likes Like |Link to Comment
  • New iPhone Release: Avoid This Supplier [View article]
    That is certainly possible, but their forecast might have also been in regard to other phone releases. I have not seen anything about which cameras are used in the new Nokia's yet, so maybe Lumia devices are part of that forecast?
    Sep 15, 2012. 05:28 PM | Likes Like |Link to Comment
  • Things Left Unsaid At The Apple Announcement: More Significant Than What Was Revealed [View article]
    2G/Edge certainly is usable with an iPhone... in my area my 3GS does not get good 3G coverage on ATT (my wife's 4 gets great coverage on 3G, so it is an old phone issue)... but I use mine on Edge all the time. Its ready for an update (5!!) but still quite usable.
    Sep 15, 2012. 05:26 PM | 1 Like Like |Link to Comment
  • Is the iPhone (AAPL) losing its hold on China? Android has been rapidly gaining followers in the country, and not just among low-end users who can't afford Apple's newest model. "China has had a series of love affairs with one phone manufacturer after another," notes one local consultant. Two reasons not to count Apple out: we're just a few months removed from a blowout quarter for Chinese sales, and the iPhone 4 price cut means Apple can now go after mid-range users with a phone sporting a retina display. (also[View news story]
    This brief article is going to look really foolish and poorly timed when iPhone 5 sales numbers flow in... and when discounted 4 and 4s numbers increase.

    The situation is this... people have not been buying iPhones in the last two months because the rumor mill has been foaming at the mouth non-stop about a new iPhone release... so it is not only logical, but entirely expected... that Android device sales would have been gaining ground. It would have been highly suspicious if they had not been.

    So, expected thing occurs, and in no way demonstrates that Android devices are somehow making Apple lose its market position.
    Sep 15, 2012. 05:19 PM | 5 Likes Like |Link to Comment
  • Things Left Unsaid At The Apple Announcement: More Significant Than What Was Revealed [View article]
    I like my home button just where it is thanks.
    Sep 13, 2012. 09:46 PM | 4 Likes Like |Link to Comment
  • Things Left Unsaid At The Apple Announcement: More Significant Than What Was Revealed [View article]
    While the vast majority of Chinese customers may not be able to afford the iPhone, they also live in a society with siginificant cultural pressure to look like they can afford it (much like the U.S. really). A huge number of those customers will sacrifice other areas to get an iPhone, as clearly seen by the recent glut at Apple stores when smaller carriers picked up the iPhone. Also, note that even if 1/6th of China Mobile's customers was the maximum penetration the iPhone could achieve that would still be an enormous pile of cash.
    Sep 13, 2012. 09:45 PM | 1 Like Like |Link to Comment
  • Western Digital Is A Better Buy Than Seagate [View article]
    Interesting. My State Street Global Markets account has had several reinvested Seagate dividends, so it definitely depends on your broker. I'd be more than a little frustrated if any broker wouldn't reinvest a dividend... probably frustrated enough to leave them actually.
    Sep 13, 2012. 07:25 PM | Likes Like |Link to Comment
  • The iPhone 5 Technology Rabbit Hole [View article]
    Well, Apple is known to push suppliers to achieve reliability and supply rates right up to product releases while carrying multiple designs through until the critical decision deadline. It is quite possible they could be betting the entire farm on it... and still play it safe in a moments notice.
    Sep 11, 2012. 12:48 AM | 1 Like Like |Link to Comment
  • What Happens If The iPhone 5 Flops? [View article]
    So agreed... the iPhone is becoming the 'wearable' computer of science fiction that interacts with you... not just requires your input to generate output. Those clamoring about how Android surpasses iOS due to openness and freedom are missing the entire purpose of controlled environment.

    While my iPhone is jailbroken, it does not need to be to accomplish what I do with it hundreds of times each day, and my wife's is not jailbroken and will probably never be. The advantages hardly outweigh the negatives of doing so, and at a great cost in TIME and opportunity. What you begin to realize after hacking, tweaking, and modifying an iPhone is that the vast majority need nothing... that is not already there.

    The ultraportable computer is arriving during our generation and is truly stunning... and clever... that it pretends to be a phone.
    Sep 11, 2012. 12:42 AM | 1 Like Like |Link to Comment
  • New iPhone Release: Avoid This Supplier [View article]
    Nuance also does not have moat and Omnivision does, so while both moves have risk it seems to me that neither is scary enough to make investors (with moderate risk tolerance) run away.
    Sep 11, 2012. 12:16 AM | 1 Like Like |Link to Comment
  • The iPhone 5 Technology Rabbit Hole [View article]
    Very interesting read, not that I entirely buy into the speculation... but as a computer engineer I appreciate the potential disruption.

    However, as an investor, I cannot see how Micron or Intel is the best capitalization on this disruption... AAPL will kill the market share of other phones if this is true (particularly if Samsung cannot bring its own phones to market without IP issues) making it a better investment than it currently is, and AAPL will also squeeze life-giving-margin out of any producer of this memory just like any previous memory technology. So this is basically like betting on licensing fees being the big gain... ala RAMBUS style... which I won't be doing any time soon.
    Sep 10, 2012. 05:49 PM | Likes Like |Link to Comment
  • How To Position For President Obama's Second Term [View article]
    Correlation != Causation.
    Enough said.
    Sep 10, 2012. 05:36 PM | 1 Like Like |Link to Comment
  • How To Position For President Obama's Second Term [View article]
    Don't you mean working to dig deeper into?? What sort of reverse logic explains an increasing national debt as digging out?
    Sep 10, 2012. 05:33 PM | 6 Likes Like |Link to Comment
  • Vale's Shares Are Too Cheap To Ignore With A Near 7% Yield [View article]
    And do not forget to include foreign taxes if you're investing for this dividend from anywhere but Brazil... I forgot to take that into consideration when buying VALE rather than CLF and comparing their dividends as a US investor. I would be getting a significantly better dividend from CLF because of the foreign taxes (nearly 1/3 of the dividend payout, making the actual yield closer to 2% than 6%).
    Aug 29, 2012. 04:02 PM | 1 Like Like |Link to Comment
  • The Wages Of Sin Are ... Wealth? [View article]
    I never said the tobacco stocks are not historically good performers, I said (something entirely different...) that they have long term risk AS OF TODAY and going forward. Note, that since I said it today... the last part is clearly implied. If I meant they have had risk since 1925... I would have said so.

    The risk involves increasing awareness of the health risk of smoking, and the sharply decreasing tobacco use among youth. That is very different from 1925... or 2007. So whether you would have done well for the last 90 years is not really the question.
    Jul 10, 2012. 10:32 PM | Likes Like |Link to Comment
COMMENTS STATS
39 Comments
52 Likes