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Posts by herbapou

I am not sure if a low cost iphone is needed in developped markets, but its badly needed in emerging markets. The emerging markets needs are diffrerent than developped markets, so serving the old iphone doesnt fit there need at all. Emerging market parameters: Unrelyable power grid Limited wired internet access. Low income, unable to afford multiple devices. From those parameters, what they need is a low cost phablet with either long battery life or replacable...
  That could be explained if iphone owners change there phone more often than android users. Like mention above there is the pre-paid market too.   The market share numbers are not bogus...   I know lots of people who bought the Nexus 4 at 300$. Thats unlock, and it allows you to get the pre-paid plans here in Canada. I am seeing a lot more android phones "in the wild" than last year.
  Because I consider the Q2Q decline to be more accurate for global sales then the Verizon YoY rise because VZ is taking market shares in the carrier business in the US. Look at the numbers next week, if they are near 31 millions I was right if they are near 40 millions you are.
  Last year Apple started selling the 4s in China in january. This time they started in december. China numbers are going to be worst than last year. This will contribube even more to the yoy decline. Unless there is a new market in 2013 we didnt had in 2012, this is not looking good.   That being said, I am looking at this trading at 395 right now and its getting pretty cheap *IF* Apple can come up with decent product cycles in the second half of 2013. The problem is I...
    I dont know about others but Apple has until october 2013 to come out with a bigger screen. At that date I need to change my phone and it will be a "phablet".
Thats a 35% Q2Q decline. Last year Verizon sold 3.2 million iphones in the quarter, so it’s a 25% yoy increase. BUT they also sold more Smartphone’s than last year so the iphone yoy increase is to take in a context where more Smartphone’s were sold.   If we extrapolate the 35% Q2Q decline to Q1 total numbers we get 31 million iphones for Q2. Last year Apple sold 35 million iphones in Q2 2012, so this would be a 11% YoY decline.   I think we will see YoY EPS...
  It does look like the kind of place you can get arrested and put in jail for absolutly no reason.   I went to Cuba one. To my suprise you need to go throught custom's to get OUT of the country. If I cross the border from Canada to the US the canadian customs is not going to stop me and make sure I can get out... Imo dont go to a country that checks people on there way out...
Huh ?!? I have never seen a porn App in the app store... I am so glad I dont live in China.
Ack!  If Apple is down to colors then its the end.  More screen sizes please...
  If the ipad numbers continu to rise it helps diversified Apple line. But the income % coming out of the iphones is still to high, a major drop on iphones will tank the EPS and Apple valuation could go from undervalue (PE < 15) to horrible (PE will increase because EPS went down because the PE is price/annual EPS).     Thats the risk with companies on the decline, valuation seems good, invertors often oversell at the first sign of growth deceleration. The ball is in...
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