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  • The Benefits of a Standardized MicroUSB
    you give phone buyers way too much credit when saying they are waiting for a post-micro usb world to buy that new gadget. 99% of mobile phone buyers don't even think about the charger. They just expect it to come in the box. I certainly hope this standardization is the future as it will make things easier especially when traveling.
    Dec 24 11:12 am |Rating: +1 0 |Link to Comment |View article
  • Sector Overview: Handsets
    Why would any self respecting RIM shareholder want Dell stock?
    Dec 23 10:34 am |Rating: 0 0 |Link to Comment |View article
  • Madoff Case: The World's Biggest Ever Heist
    This was a flat out PONZI scheme. I know of a number of individual investors who in aggregate lost close to $1 billion - and these are smart guys. Madoff was like a religion to these guys because of the consistent returns over many years. They just had no idea it was all a fraud. Devastating, just devastating. The true losses are somewhere in between the $17b and the often quoted $50b number, but they are very real and are in no way a fraction of those numbers. To say that this guy is a minor leaguer, or that the TARP is worse, or the bush administration is worse is just plain stupid and you should be ashamed of those words.
    Dec 12 13:58 pm |Rating: 0 0 |Link to Comment |View article
  • KKR's Double Whammy
    And they are invested at the top of the capital stack, i.e. the bank debt or the senior SECURED bonds, so they should be first in line to get a recovery if their debtors default.
    Dec 03 11:22 am |Rating: 0 0 |Link to Comment |View article
  • RIMM: In Motion for Share Price Collapse
    Are you joking? They will still put up $3 of earnings and have over $2B cash. They still will grow at 60% even with these lowered numbers. The shorts have made their money - the stock being up today might be an indication that the stock is completely washed out. In this environment, any company that lowers estimates gets killed. Why not here? It's already priced in.
    Dec 03 11:14 am |Rating: +1 0 |Link to Comment |View article
  • KKR's Double Whammy
    "With the value of its funds going down as endowments deleverage further, it would appear that KKR was prescient in securing those new credit facilities in order to survive a possibly even bigger crunch ahead."

    This demonstrates a lack of understanding of KKR Financial. The credit line of an affiliated company has nothing to do with KKR the private equity shop that does manage endowment money. KKR Financial as a stand alone company does not manage endowment money, it manages funds on behalf of its stakeholders (owners of its CDO paper, stockholders, etc).
    Dec 02 11:09 am |Rating: 0 0 |Link to Comment |View article
  • Will the iPhone Be Taken by Storm?
    You can't make any conclusions on the device yet. VZ pushed RIM to release it and the software was not quite ready. VERY DUMB as the first impressions are very important and all the reviewers were using devices with the "beta" OS and not a final version, which will be updated in the next few weeks. Maybe wait until this the software gets tuned and then decide. And yes, this article says nothing.
    Nov 28 09:32 am |Rating: 0 0 |Link to Comment |View article
  • Apple vs. RIM: Study Shows iPhone More Reliable than Blackberry
    15,000 phones in the study? When apple and RIM are selling millions per quarter. Can the results be considered at all accurate with such a relatively small sample size?
    Nov 07 14:19 pm |Rating: 0 -3 |Link to Comment |View article
  • Personal Income and Spending: Saving is the New Trend (Again)
    higher savings = lower consumption. very simple. that's why japan's economy is so bad. they save too much, we spend too much. maybe a happy medium somewhere in between is the answer. my fear is that folks memories are short and when they have the ability to borrow, borrow, borrow again, they will. i just hope that lenders act rationally and don't diminish credit standards the way they did over the last several years.
    Oct 31 13:42 pm |Rating: 0 0 |Link to Comment |View article
  • RIM Faces a Critical Month As Apple Gets Tough
    it's amazing to me how staunchly folks defend their Apple or their RIM as I continue to read these comments. apple lovers think it will be a binary result with appl=1 and rim=0. that's the funny thing, this will not be a binary result. both can grow massively.

    i guess no one talks about distribution either. appe will get to about 70 networks? today RIM sells through 400 networks. big difference. rim's strategy is ubiquity. apple's strategy is we've created something we love and is amazing and if you like it buy it, if not, f*ck off. cut and paste? mms? weird they take such stances. ok, enough.
    Oct 31 13:23 pm |Rating: 0 0 |Link to Comment |View article
  • RIM Faces a Critical Month As Apple Gets Tough
    hayweed, palm's failure isn't due to anything other than NOT rewriting their OS to support a phone and not just a PDA instead of trying to bolt on phone functionality to a PDA OS. this is why their devices are so unstable. the funny thing is you still lots of alms out there, which frankly amazes me that folks will put up with that sh*t. at least my blackberry and iphone are very stable.
    Oct 31 13:16 pm |Rating: 0 0 |Link to Comment |View article
  • RIM Faces a Critical Month As Apple Gets Tough
    TimboM - why doesn't anyone take into account no iphone sales for two months before the 3G launch? or the surge you typically get from a new product launch when discussing units sold. realistically, iphone sales last quarter represent 5 months of demand or a little over 4.1 mln units for an adjusted 3 month period? still fantastic but not more than RIM.

    and to talk about how one or the other will dominate is just so blindly stupid when you put it in the context of a billion unit a year market where current smartphone penetration is maybe 15%. check your apple love at the door before anyone will actually take heed to your comments.

    anon12366 - settle down as well. the storm is no iphone killer, but it does give those who want a superior email experience the option of a touchscreen. (anyone who really thinks iphone's email client is better needs to get their head examined - i just loved going in and out of my various mailboxes to check messages, so tedious, and that's just the beginning!) and as far as investment merit, they both have huge potential, but apple actually trades at about 8X historical money in the bank free cash flow, after netting out their ridiculous amount of cash on the balance sheet. it is much cheaper and has a diversified product base between iphone, ipod, mac.

    best way to play the merging smartphone growth: own both like myself and recognize both companies have their strengths. and i guess no one listened to silly balsillie when a few months ago he said he sees CORPORATE smartphone penetration at only about 10% right now. so there is room to grow there and the consumer side for RIM and there is plenty of room for iphone to grow in both categories as well.
    Oct 31 13:14 pm |Rating: 0 0 |Link to Comment |View article
  • Share Buybacks Make Apple Sweeter
    These reports are SO off base it's ridiculous. The company has explicitly said they intend to hold the cash. If there is a buyback it would be a $5 billion dollar number, or some small almost insignificant number. Steve's experiences are making him want to hold onto the cash to ensure Apple remains strong. Besides, even if they did repurchase some shares, ostensibly all they would be doing would be shifting the cash from the company to employees who exercise options and the net share count might not be reduced by much at all.
    Oct 30 10:09 am |Rating: 0 0 |Link to Comment |View article
  • Cramer's Mad Money - The Apple Barometer (10/28/08)
    "In spite of Apple’s strong fundamentals, the stock is trading at a mere 15 points from its 52-week low: impressive considering its 40-50 multiple."

    Really, Apple has a 40-50 multiple? Try 7. The PE multiple is 7 when you net out cash and that's a historical, money in the bank number. Not a multiple to 2010 estimates. I have to believe this is a typo. If not, very poor reporting SA.
    Oct 29 09:41 am |Rating: 0 0 |Link to Comment |View article
  • Reconstructing Apple Earnings, Including iPhone
    These calls for fundamental analysis showing the ridiculously low valuation for Apple will go unheeded until there is more clarity about the macro picture. Until then the stock is held hostage by mutual and hedge fund liquidations. Provides a great longer term investment but it seems like no one cares for now.
    Oct 28 13:57 pm |Rating: 0 0 |Link to Comment |View article

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