or Connect
New Posts  All Forums:

Posts by tooltalk

 Ah, I see. Bloomberg also reports: " ... Currency moves cut about 700 billion won from earnings, and the company made bonus payments to workers and boosted marketing as it prepares to release its new S5 high-end device to battle Apple."​
 It probably has a lot do to with the fact that the S5 is coming out soon -- Apple sales often peaks in 4Q (or 1Q for Apple); then steadily declines until the next iPhone release.  Samsung's profit is likely to surpass Apple's in 2Q and 3Q this year.  I think it's pointless to sponsor every single major world sports events (eg, the summer / winter Olympics), or buy celebrity endorsement -- though not all of them are bad (eg, Jay-Z bad, LeBron James cool).  Now, I don't...
Samsung is doomed.  The first QoQ decline after 7 consecutive record quarterly profit.  With only $6.7B in profit last quarter, they would surely have to shut down their shop immediately!     Expect an obituary from our famed spinmeister, Dan Dilger  -- LOL!!
 Appleinsider is all about *rumors*; no *insider* news. 
 @Red Oak: not necessarily very good drives.  I think Samsung's flash memory market share is close to 45% (and still growing) -- followed by Toshiba with 25% or so.  If you are a volume buyer like Apple, you simply can't avoid dealing with Samsung. 
 Wrong. Samsung is one of the largest communication patent holders in the world -- their LTE patents alone number in 1000+ with 100+ seminal patents.  Samsung's patents are either widely licensed at affordable rate as essential patents or primarily as defense patents.  
 Why would a highly-centralized company who couldn't care less about its largest customer's patents, all of sudden, find itself so worried about separation between different divisions?  (note the key word "highly-centralized").   why do you want to believe so badly that Apple's move was a surprise or that Apple did something that was technically impossible, difficult or innovative? No. you are absolutely right, Samsung isn't stupid -- of course, they knew Apple was working...
 Sure, the S4 was released and its sales peaked in June quarter, but there has been virtually no change since May.  Apple frequently records significant QoQ sales drop after new iPhone is released.  For instance, after the 4S release in 1Q 2012, the iPhone sales plummeted by -5.34% and -25.77 the next two quarters; again by -21.75% (2Q 2013)  and -16.04% (3Q 2013)  after the 5 release in 4Q 2012,  Samsung reportedly sold some 1 million Galaxy lines in Japan -- that's a...
 There doesn't seem to be any evidence to support your hypothesis.  If Counterpoint Research has it right, it's Japanese smartphone makers who are hurt the most by Apple's new iPhones.  Samsung's overall sales/marketshare in Japan was never that significant to warrant a "crisis awareness meeting."    
 Sure, Apple is a total stranger to benchmark cheating : http://www.theregister.co.uk/2003/06/24/apple_accused_of_cheating_over/ written by the same author.
New Posts  All Forums: