Recent content by Budweiser®

A couple thoughts on China... The deal with China Mobile gets them access to the largest network (~750 million subscribers) but is not the iPhone's first appearance in China. The 2nd and 3rd largest carriers (about 480 million subscribers combined) have had the iPhone as early as 2009. China...

Personally I discount the cash number significantly, only 22% of the $159 billion is in the US. Some of that is priced in already but if a tax holiday is announced they'll pop back up $50/share easily.

Forest from the trees, they can say whatever they want but at the end of the day it boils down to present value of future cash flows. 3 consecutive holiday quarters with the same profit despite selling more each year means growth is flat. AAPL's own guidance for Q2 is flat as well. The stock had...

What do analysts have to do with this? Profits are flat YoY for the 3rd time, margins are down. If there's no potential for additional profits what makes them deserving of a higher multiple?

These are the two I've seen. About the same as the Magic Trackpad pricewise, hopefully they'll come down soon. http://accessories.us.dell.com/sna/productdetail.aspx?c=us&l=en&cs=19&sku=331-9613&baynote_bnrank=0&baynote_irrank=0&~ck=baynoteSearch and...

Did you really just ask how much Microsoft is going to charge for (Adobe) Photoshop and (Adobe) Acrobat? Seriously? Office is included with every Surface btw. EDIT - Every copy of Windows RT includes Office, not just Surface.

+1 Chris Harris's review below specifically targets daily drivability...he compares ride quality to a Rolls Royce! <iframe width="640" height="360" src="http://www.youtube.com/embed/5mKB-8WUB5k?rel=0" frameborder="0" allowfullscreen></iframe>

Thanks. Agreed on all counts, and of course the historical performance of all options (~80% expire worthless) means the buyer is typically at a disadvantage to begin with. I'm looking at it as purely a speculative play as the lockup period ends then and judging from the most recent lockup...

I'm thinking about buying some puts...what's your timeframe? Sahtt, what would you advise re: speculating with puts? Specifically the Nov. 17th $12 strike. Do you know any resources for calculating premiums on options?

Since when do netbooks have Core i7's and $1,000 price tags?:confused:

Well this is interesting

I'd wager that its not really a Siri specific button, more like a generic Bluetooth spec command which the OS then activates whatever command is assigned to it. Is there any reason for an auto manufacturer to discriminate against 77% of of smartphone users worldwide?

Hindsight is 20/20. So in all your infinite wisdom, it was ok for Apple to hit junk status but any other company who does the same is instantly doomed for failure. Yes, Apple was just sandbagging it on purpose :rolleyes:.

http://www.sfgate.com/cgi-bin/article.cgi?f=/e/a/1996/01/30/BUSINESS13484.dtl Apple was junk once upon a time as well.

Not really a meaningful comparison since its a future version of iOS being compared to current versions of WP and Android. There's a WP event scheduled for next week to discuss Apollo. I'm not sure when Jelly Bean will be announced but ALL 3 of these OS's are scheduled for Q3 releases, so an...