Posts by penchanted

Quote: Originally Posted by quinney All true. I will be expecting a long, nasty battle, with YHOO shareholders gradually accepting multiply extended tender offers. Corporate officers and some institutions may hold out for a while, but...

Quote: Originally Posted by JeffDM But the customers in their subscriber base really is the main asset here, as well as the advertising network. If Yahoo had no subscriber base then there would be little point in buying...

Quote: Originally Posted by drhamad Around $30B I believe. They were in the high 50's a few years ago but they've done a lot of acquisitions and paid a lot of dividends. Somebody correct me if I'm wrong, but I think it's around 30...

Quote: Originally Posted by solipsism I would prefer to see a larger bottom to the MBA that will increase the battery size to allow for 12 hours with wi-fi on, since it appears with 12-18 months every major airline will be offering it...

Quote: Its a shame ATT doesn't allow us free access to its WiFi. It is even worse that they do not include their WiFi hotspots as part of their cellular data plan subscriptions.

Quote: With 11 months to go... Apple has no need to sign carriers. They would look to sign for official iPhone launches, for 1. revenue from carriers, 2. as a strong branding/marketing to push stronger into such overseas markets. Eg....

Quote: The problem is that the 4 carriers don't need to have a lot of excess inventory (to the point of writing it in their SEC reports) --- in order to affect the wall street analysts' forecasts in future quarters. It is just this...

Quote: Originally Posted by samab Apple already lowered the iphone price by $200 and analysts still questioned whether they can meet the 10 million unit target. And we have no way of knowing if the $200 price drop was planned or in...

Quote: 2.3 million iphones aren't "sold" to the end-users --- when there are possibly hundreds of thousands of iphones sitting on the shelves of cell phone stores around the world. That's just grey market inventory --- nothing...

Quote: AT&T activated 900K in Q3 and stalled at the same 900K activation in the christmas Q4. Chances are sales for the iphone are going to be really really slow in Q1-Q3. The following article considers a number of issues looking...