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Posts by tooltalk

    And in R&D and CapEX as well.  Not sure what your point is?
  EC hasn't fined Samsung yet.
Umm..  so how exactly do riders get real-time location update underground?     it's not NYT, it's WSJ. 
  That's why Apple is Samsung's #1 customer. 
  Apple should hire him away.
  This might also explain the huge increase in Apple's CapEx in recent quarters (first time outspending Intel, but not Samsung).     
  what incentive is there for China mobile to be competitive?  All three major mobile operators are state-owned.
    No, you are wrong as usual.  That's Nokia. 
  Why?  The US is Apple's only dominant market; Samsung is winning pretty much everywhere else.
  But that has nothing to do with Samsung's manufacturing capacity. Samsung buys Qualcomm's snapdragon SoC's for US LTE only.  Most of Samsung devices use Samsung's own Exynos SoC's.  And let's not forget, Qualcomm contracted Samsung to produce the S4 when TSMC couldn't keep up with Qualcomm's demand. Samsung is now also producing the S4 SoCs.  
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