user1010101

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  • Apple: Calculating Q4 Gross Margin for the iPhone
    Fantastic work
    Nov 27 08:49 am |Rating: +1 0 |Link to Comment |View article
  • Have We Reached a Near-Term Bottom?
    Everyone here is correct.

    As for the enormous rise yesturday, it is a combination of short covering and new money.

    The idea that the government will absorb the losses/defaults on credit and bad assets is only good news. After all, the government is the one entity with infinte access to capital.

    Common people, speculation needs to end. Read some history!
    Sep 20 12:08 pm |Rating: 0 0 |Link to Comment |View article
  • Nokia Is the Smart(phone) Bet - Barron's
    Although I agree that the actual public announcement was a surprise, it should NOT have been assumed that Nokia was invulnerable to the slowdowns in EMEA, APAC. Nokia is the market share leader (over 40%) an as a result, will be directly affected. The stock should not have fallen so much given that it was already off 40% from its highs, trading at a trough multiple despite having ROE > 45% last year.
    The smartphone market offers upside to all handset providers (watch out for their new E71)!
    Sep 08 11:54 am |Rating: 0 0 |Link to Comment |View article
  • Nokia Is the Smart(phone) Bet - Barron's
    Although I agree that the actual public announcement was a surprise, it should NOT have been assumed that Nokia was invulnerable to the slowdowns in EMEA, APAC. Nokia is the market share leader (over 40%) an as a result, will be directly affected. The stock should not have fallen so much given that it was already off 40% from its highs, trading at a trough multiple despite having ROE > 45% last year.
    The smartphone market offers upside to all handset providers (watch out for their new E71)!
    Sep 08 11:54 am |Rating: 0 0 |Link to Comment |View article

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  • 4 Comments, 1 , 0
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