Posts by Gatorguy

Quote: Originally Posted by anantksundaram  That they're embarrassed to bring it up since: (i) The numbers are not as good as everyone claims they are (remember "smooth"?); (ii) Their ASP sucks. So their numbers...

Quote: Originally Posted by anantksundaram  I would have no trouble at all if they did that. I would accept their numbers at face value if they brought it up in a post-earnings analyst conference...

Quote: Originally Posted by anantksundaram  So what are you actually saying? That you don't have a point to your original post -- i.e., there was nothing in what Samsung said that implied they stopped reporting...

Quote: Originally Posted by anantksundaram  Here's what I predict the response will be, to the two questions: (i) We don't report volumes shipped because Korean reporting standards do not require us to; (ii) We don't...

Quote: Originally Posted by anantksundaram  I should have added, if you actually read the WSJ article you linked to, what Samsung said was: "As competition intensifies, there are increased risks that the information...

Quote: Originally Posted by dasanman69  Samsung being a reluctant party but they can only blame themselves. Sad thing is that even with treble damages it'll still have been a cost effective tactic. Treble damages...

Quote: Originally Posted by anantksundaram  That's plainly b-s, and you know it. Actually I don't know that. I'm assuming that Apple has to go thru the discovery process now to get any product numbers. Whether...

Quote: Originally Posted by anantksundaram  I've emailed them twice with those questions during the past year. Never got a response!   You might have better luck..... Then it sounds like a waste...

Quote: Originally Posted by Tallest Skil    So it was legal to rob 90 of those banks? Do you have a list of the banks in question? I'm a little strapped for cash.  If either of us were seasoned...

Quote: Originally Posted by anantksundaram  I commend you on that post, and thank you for the link. We all can (and will) certainly read into Apple's response what we wish to.   Just curious: do you...