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stevesko

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  • Did Apple Bully GT Advanced Technologies? [View article]
    I think SR mgt, also knew and acted to sell shares, and should and will be investigated, very interesting observation about Blackrock
    Nov 13, 2014. 09:21 AM | Likes Like |Link to Comment
  • Did Apple Bully GT Advanced Technologies? [View article]
    and sold their shares while screwing the investors.
    Nov 13, 2014. 09:15 AM | 1 Like Like |Link to Comment
  • Did Apple Bully GT Advanced Technologies? [View article]
    They stated previously that the finishing eqt was off site at another factory, my point was if this is where the problem was - that would be classified first as a sale (shipping boule to finisher) and then a credit for defective material. There is no indication of anything other than low yield, which means they shipped very little.
    Nov 13, 2014. 09:13 AM | Likes Like |Link to Comment
  • Did Apple Bully GT Advanced Technologies? [View article]
    As someone who has been on the supplier end of negotiations with Home Depot and Wal Mart, let me tell you, not only are they tough negotiators - but they would never loan you money or build you a factory so you can sell them - thats your problem, and they still want the lowest price. Some, so desperate for the sale, have agreed to below cost agreements that have put their company in bankruptcy.

    This looks more like a salesman over promising to get the sale, and later finding out they can't deliver. Reading between the lines, it appears that Apple became worried they could not deliver and started hedging their bets. Corning does not just deliver all of that Gorilla Glass on the fly.

    It is also very telling that Apple did not just buy the company. It's certainly cheap, and pocket change for Apple, especially if this is the game changing technology everyone claims it is.

    Also, from a supplier standpoint, how can the finishing eqt be the issue, finishing is done off site, which means they pack up and ship it to the finisher. That is a sale when it leaves the door, it may come back as return if defective, but there is no indication thats what happened, looks like very little acceptable was created from those furnaces.

    I would not hold my breath for anything good to come from this management, and I fully expect a SEC investigation for insider trading of management.

    DISCLAIMER: I am LONG AAPL, and have no long or short interest in GTAT.
    Nov 11, 2014. 10:12 AM | 12 Likes Like |Link to Comment
  • How Apple Pay Reveals Apple's M.O. [View article]
    Good article but I think you math is off, you said 150 million when you should have said 1.5 billion in revenue, which I thinks is do able.
    Oct 27, 2014. 02:19 PM | Likes Like |Link to Comment
  • The GT Advanced Technologies Debacle: Where Does Apple Go From Here? [View article]
    Imho the GTAT CEO should be going to jail for insider trading, it was reported that he sold all of his shares the day before the iPhone announcement. Yes it was previously scheduled but what did he know before it was scheduled.
    Oct 11, 2014. 09:21 AM | Likes Like |Link to Comment
  • The GT Advanced Technologies Debacle: Where Does Apple Go From Here? [View article]
    GTAT is around 100 mill currently. AAPL should just buy the company and fire management. This will get them the furnace operation and patent portfolio for the sapphire and sell off the solar business - or use the solar business to outfit their solar farms, either way its worth 100 mill to AAPL to get this off the front page and ensure sapphire production for iPhones iPads (current camera and touch id) production, and for the watch rollout.
    Oct 10, 2014. 03:55 PM | 6 Likes Like |Link to Comment
  • A Seriously Siri-Less Apple [View article]
    Like other commenters have implied, you are an idiot. Siri is APPLE technology, with some licensed tech from Nuance, Apple will not lose Siri if Samsung bought it.

    I'm also confident that even if Siri depended on Nuance tech (which it does not), that AAPL would have a long term license to that tech, like they do with liquid metal. If what Nuance was supplying was so critical, they would have bought it long ago - like Authentec.
    Oct 1, 2014. 09:36 AM | 7 Likes Like |Link to Comment
  • Bill And Chuck's Incredible Journey - Apple's Blowout Launch Weekend Revisited [View article]
    While I couldnt quickly find a 5s preorder number, when the 5 launched it had similar pent-up demand for a larger screen, and the pre-order number was 2 million, so 100% growth, not bad.

    http://bit.ly/1DZEm2T
    Oct 1, 2014. 09:03 AM | Likes Like |Link to Comment
  • China Falls Off iPhone 6 Launch Map [View article]
    I would assume the reason for China not being on the launch list was the plethora of secrets they wanted kept secret. There were no credible leaks of Apple Pay because they demanded secrecy, if they handed over a iPhone 6 or 6 plus, I'm sure there are one or two government workers that would have leaked everything for money, so to keep their secrets they needed to wait to show their hand to the Chinese govt.
    Sep 16, 2014. 02:11 PM | Likes Like |Link to Comment
  • Apple Pay will contribute little to profit, Nomura analyst says [View news story]
    Pin and Chip is indeed more secure than the mag stripe, but it still transmits your cc info over the web, stores it on local computers, and on company servers... All of those placed have been hacked at multiple retailers.

    Pin and chip as also significantly more work than just swiping, it also forces consumers into learning something new. While not hard it just throws new friction in the sales process. Retailers spend billions trying to eliminate friction.
    Sep 15, 2014. 08:03 AM | Likes Like |Link to Comment
  • Apple Pay will contribute little to profit, Nomura analyst says [View news story]
    Look at what WS analysts said
    Sep 15, 2014. 07:56 AM | Likes Like |Link to Comment
  • Apple Pay will contribute little to profit, Nomura analyst says [View news story]
    I agree that they should have done that sooner, but I guess balance that against user convenience. Trusting the current system is fool hearty, it's already been proven weak at multiple junctures, from taping the wifi of the store from the parking lot, to breaking into Targets system. Every day we hear of another data breach, this makes that problem moot. It's so simple yet a major break through
    Sep 14, 2014. 06:45 PM | 1 Like Like |Link to Comment
  • Apple Pay will contribute little to profit, Nomura analyst says [View news story]
    Those were not iCloud breaches but hacks into the persons phone by guessing their password. Fingerprint eliminates this, and they have changed the system so it locks you out after 3 wrong tries
    Sep 13, 2014. 08:17 AM | 1 Like Like |Link to Comment
  • Apple Pay will contribute little to profit, Nomura analyst says [View news story]
    Didn't they say the IPhone was a toy, and that Blackberry and Nokia will continue to rule the world. The iPhone wasn't the first smartphone but everything since that is not a clone of IOS does not sell.
    Sep 13, 2014. 08:08 AM | Likes Like |Link to Comment
COMMENTS STATS
60 Comments
103 Likes