Comments for Trefis Insights

Comment on Can Monster Overcome LinkedIn’s Threat Through 6sense? by Dave

Dave — Fri, 10 Jun 2011 02:12:09 +0000

Monster’s business model and their products represent *the old way* of doing business. Slapping a better search engine on an old business model is not a winning strategy. They have had years to prepare for this transition to the social web and have blown it. They will be around for a while because of their size, but you can stick a fork in this one. They’re done.

Comment on Trefis Morning Coffee – Priceline, Freeport McMoran & Las Vegas Sands by Sheri Cerel

Sheri Cerel — Thu, 09 Jun 2011 15:40:47 +0000

I have had LVS for over two years, I bought it at 2.19 a share, it went up to $55 a share, of which I didn’t sell it at that price, and since then it has been going down. How long should I hold on to it for? will it realistically go up to $55 a share anytime soon?

Comment on Trefis Morning Coffee – Priceline, Freeport McMoran & Las Vegas Sands by ralph petrillo

ralph petrillo — Thu, 09 Jun 2011 11:53:49 +0000

LVS is doing extremely well in Asia and will have great growth for the future. Conversely Las Vegas is going in a straight line. LVs has cut costs in Vegas, and so cash flow will stay strong for the overall company. LVS is a strong buy at 40 right here. Should test 44, 47, and then hit 53.

Comment on Prepaid Cards Can Help Push Transaction Volumes Higher for Visa by Jack

Jack — Wed, 08 Jun 2011 15:18:01 +0000

What do you mean Visa and Mastercard have witnessed lost revnues? The Durbin amendment hasnt even taken effect yet and Visa and Mastercard’s revenues have done nothing but gone up!

Comment on Is the Market Over Reacting to RIM’s Short-Term Headwinds? by respighifan

respighifan — Tue, 07 Jun 2011 05:01:48 +0000

The analysts are the ones who are overreacting, which in turn pushes the stock down because of the fear in investors that PALM will repeat itself.

Comment on OpenTable is Leaving Money on the Table by Not Pushing Ads Harder by Gene Evangelist

Gene Evangelist — Mon, 06 Jun 2011 17:40:37 +0000

The other way of looking at this is that they have untapped revenue potential.
That potential may even exceed their core revenues.
Gene Evangelist

Comment on IBM Targets Cloud Services for Businesses by Dave

Dave — Mon, 06 Jun 2011 16:53:33 +0000

> which will be hosted in its Asia-Pacific cloud computing data centers.

Exactly. Everything IBM does today is outsourced to India. That’s why I wouldn’t trust their cloud for crap. I’ll stick with Amazon.com. That’s a company I can trust because it doesn’t use third-world slave labor. People who grew up in mudd might be cheap, but they sure aren’t high-tech. To be a good high-tech engineer, you have to grow up with technology, and that means living an industrialized-nation lifestyle and requiring an industrialized-nation salary.

Third-world poverty and reliable engineering are mutually exclusive. Perhaps after a few generations India will have the background in technology, but by then their living expenses and salaries will be align with America and Europe. Before that happens, IBM will outsource its jobs from India to some other third-world backwater.

Comment on Motorola’s Xoom Could Lose its Zoom in Tablet Market by PJ

PJ — Mon, 06 Jun 2011 10:26:48 +0000

Come on guys. Jha had a clear strategy of putting MMI’s name flag on the map with the original XOOM, that’s why it was so high end. Yet you never mention this – almost like you are ignoring the strategy. We ALREADY know other XOOMs will appear with other specifications.

Are you analysts really so determinedly head in the sand that they can’t see the overall plan here? If the original tablet breaks even it will be fine. A small profit even better. The main thing is they have the names Moto and XOOM in the conciousness like Samsung and Galaxy are.

Comment on Nokia’s Worth $9 Given New Guidance, $12 if Turnaround Succeeds by dandysd

dandysd — Fri, 03 Jun 2011 05:59:47 +0000

keep dreaming about Nokia margins and W7 turnaround

Comment on Maintaining Subscriber Growth Will Be A Challenge for Netflix by JehovahJireh

JehovahJireh — Thu, 02 Jun 2011 20:07:51 +0000

My previous comment went out before I finished my point. As an investor/trader, I like Netflix because it shows good growth runs and it repeats these on a regular basis. For example, a recent low for NFLX was 231.11 on May 17. Today (on June 2), NFLX is around 271.27. The stock has repeated these kinds of runs multiple times over the past year with a total gain of about 150% over the past 12 months. I bought the Netflix service to better understand the appeal of the service with consumers. The service is cheap, relatively easy to use, and it offers an all-you-can-view model for a fixed fee. Other so called competitors charge by the view or some variation of this model. As a result, Netflix is substantially more valuable to consumers who can derive enjoyment from the Netflix content offerings. I personally find the offering monumentally extensive if not as fresh as some alternatives. I find it easy to wait for the content to come to Netflix because there is so much for me to enjoy while I am waiting for the freshest content from so-called competitors who charge much more for offerings that may not be as large or easy to use.

Comment on How Much Does Hyundai Partnership Add to Sirius XM Stock? by chuck

chuck — Thu, 02 Jun 2011 19:48:30 +0000

Double that price target to $4.50 then I will agree

Comment on iPad King of the Hill but Average Prices Will Decline by Jeremy Elliott

Jeremy Elliott — Fri, 27 May 2011 18:04:55 +0000

I’m sorry–I’ve looked all over Apple.com and can’t find an iPad for sale for less than the origonal $499 pricetag. Aside from the AAPL burning off their remaining (<1 month) channel inventory of iPad 1s for a brief period, I'm not sure where there's data to support a declining ASP premise.

Comment on Could P&G Sell off Iams and Eukanuba Pet Foods Next? by Jeff King

Jeff King — Fri, 27 May 2011 15:25:54 +0000

While the reasoning is sound I would have to ask- Why did P&G just purchase Innova Brands? They mfg 3 “specialty” pet foods that were strictly in the Independent pet channel prior to P&G’s purchase. Could it be to sweeten the Iams value to a future owner? Would that owner be Colgate, Mars or Purina. All 3 have lost some headway in the Independent channel over the last few years were it not for Petsmart and their ilk.

Comment on Upside/Downside Scenario for Cliffs Natural Resources by Richard Nigosian

Richard Nigosian — Tue, 24 May 2011 18:02:31 +0000

Does anyone know the total value underlining the stock, that is if they were able to see EVERYTHING they have at todays prices/profits, what would that generate.

No one seems to discuss the underlying value of the resources

Comment on Will Netflix Enter the UK? by Zain

Zain — Tue, 24 May 2011 11:13:16 +0000

We have to get out the dark ages in the UK and adopt Netflix seriously hows it taken this long! There is serious money to be made. It will destroy Sky and whats left of Blockbuster so Com On!!!! Dooo It!!!!!!

Comment on Home Depot’s New Customer Service App Could Spur Market Share Growth by bill gordon

bill gordon — Sun, 15 May 2011 21:13:31 +0000

Lowes already has this tech in their lawn garden depts and it has worked out well

Comment on With Microsoft, Can Skype Accelerate the Shift to VoIP? by Peter Kerr

Peter Kerr — Thu, 12 May 2011 00:16:49 +0000

Skype Valuation to Microsoft.

- SHORT first, ask questions later

Very Strategic (!?) – “be more ambitions, do more things”
-Steve Ballmer on 8.5BLN price tag of Skype .

Let me ask you this, do you believe Microsoft needs to be doing *more* things? Is there anyone who can list all the things Microsoft actually does? Can you list any that are successful and have a bright future?

As prof. Raviv reminds us, the best thing company can do when it has left over cash in the bank, is to give it back to its shareholders. Assuming it cannot invest it with NPV above 0. The temptation to do something “great” with all that money is just too big for too many senior managers. Let’s together walk through the valuation of Skype to Microsoft, and I hope to show you that Silver Lake partners are laughing all the way to their bank.

Let’s make the simple valuation of what Skype needs to add to the bottom line of MSFT each year in order for the $8.5BLN to produce any positive NPV.

MSFT’s WACC is 8.75%, (don’t ask) so Skype would have to add $8,500M * 8.75% = $743.75 a year net after tax! Let’s play with the numbers and assume Skype will grow from the 668 Million users it has at 4% growth rate (it can’t do it forever!!) and you will come up with 8,500 * (8.75%-4%) = $403.75M of Net after tax to the bottom line. Microsoft will pay for this with after tax money, they have not been repatriated but MSFT already paid taxes overseas.

Let’s agree and keep the $ 404.0 Million a year as our target here. (403.75 rounded up)

Why would Microsoft want to buy Skype?

a) It is not for the technology. Microsoft VOIP network is better quality, more realizable and entrenched in enterprise via Exchange and Office Communicator.

b) It is not for the Sky[pe] high profit. Skype is yet to make any money since its founding in 2003. It had a net loss of $7.0M on Revenue of $860.0M, right!

So if it is not the technology or the huge FCF Skype is generating what else is there?! You got it, the USERS! Why are the users so valuable? Well at least portion of them are online, they are more sophisticated than MSN Messenger users and they proved they can spend at least some money. So if Microsoft can drive these users to Bing and serve them some advertising in the “new” Skype interface it will generate a positive cash flow despite the fact that the operation is not even breaking even right now.

For simplicity let’s assume that Skype under Microsoft is able to break even. MSFT will take over HR, Payroll and some systems management. So the NPV of the company will be $0.00 as is. This is a nice experiment as it allows us to focus on the “net new” money that needs to be generated.

So what are these users worth to Microsoft Advertising Division? To answer that I need to explain to you how Microsoft makes money in advertising.

So where is the money? I will give you the formula first and then we will fill it in with

(Active Skype Users * Days * Ads / 1000) * CPM = New Revenue a Year.

Days are easy let’s go with: 365

CPM: How does Microsoft Advertising Make Money?

1) Per Search Revenue on Bing
2) Premium Advertising (Display Banner)
3) Advertising Exchange (huge inventory of MSN Messenger ads, Hotmail, and now Skype)

The measures are:
1) Bing RPS (this is per 1,000 searches)
2) CPM= Cost Per 1,000 impressions, CPA (Cost Per Acquisition), CPC (Cost Per Click)
3) CPM, mostly these ads are very unlikely to get any interaction at all and you have to use a massive volume to generate anything at all.

Most of the CPM mumbo jumbo boils down to eCPM or average CPM number to which you can convert CPA and CPC (per 1000 searches).

Got it? So the sure way to create revenue for Skype is to join MSN Messenger as the advertising platform. The ads are mostly sold in bulk on adExchange (stock exchange for ads) with very low cost and differentiation. The cost varies between $0.01 CPM to $0.1 CPM. There may be few exceptions where the revenue may rise above that, but that is more of an exception and the choices for advertisers online continue to grow. Also the availability of exchanges drives the prices down dramatically.

So from this discussion remember the 0.01 to 0.10 CPM. Yes it may be higher but there is also some cost associate with selling and delivering the impressions.

Also keep in mind RPS of about $10.32. The amount of revenue Microsoft can earn from 1,000 searches.

Active Skype Users:
Over the years Skype user base has grown from 74.4 million in 2005 to about 663 million in 2010. The real number we are after is the active user per day.

Year Registered Active a Day Growth
2005 74.7 10.8 14.5%
2006 171.2 21.2 12.4%
2007 276.3 27.0 9.77%
2008 405.0 36.5 9.01%
2009 663.0 *59.8 9.02% *estimated

So let’s go with 60 million active users a day to make our math simple. The 10% growth rate would make this close to 2 BLN in 10 years. I feel it is unlikely as companies will be forced to build interconnects between the systems and open it up to competition from other connectors and therefore new competition. Mark my words on this one. Don’t you just love governments?

Ads:

How many textual or banner ads do you see in your MSN Messenger? Maybe 10, maybe more, maybe not. We can play with this number but the sensitivity is low unless you multiply this by 10 or 100.

We got all the numbers we need. Let’s do the math!

(60,000,000 * 365 * 10) / 1000 * $0.1 = $24.1 Million a year.

Let’s hear it! Say OUCH. At this the value is: 24.1/(8.75-4) = $507.4 Million this is really too low.

Let’s rosy up our expectations:
Now I am making a HUGE leap of faith here. Let’s over kill it and say each active user is also going to perform one Bing search each day they are online. The RPS is at $10.32 but please note that it has been steadily declining. And the more users you add harder it will be to keep that RPS up. Over time RPS will decline to the variable cost of producing the content which attracts specific audience of specific value! [-Thank you Prof Schummer]

So (66,000,000/1000) * Days * RPS = $246.6 Million a year. Not bad you say lets add it up.

(246.6 + 24.1) / (8.75-4) = $5,698.9 Million (pre-tax)

Let’s be generous with the Tax and say it will be 30% due to tons of tax exemptions MSFT can apply.

(246.6 + 24.1)*(1-0.3) / (8.75-4) = 3,989.3 or 4 BLN.

Yes there is about $4.5 BLN buried in the transaction.

If you belie that only 50% of Skype Active users will use Bing at least once a day the valuation will drop to: $2.2 BLN after tax which is much more likely outcome. Leaving about $5.3BLN on the table.

What else can we change?

Well changing CPM is one option but with adExchange and the growing inventory of space I do not see this as a sustainable outcome. Also paying users will not want to see ads. Those users are already making Skype break even, so let’s not count them in the Net New Value.

Result:
I would expect Microsoft Market Cap to decline by 4 – 6 BLN based on this acquisition. When, everything is settled. The price has already declined by 3.6% vs. pre announcement when compared to the rest of the market. This transaction has so far wiped 7.01 BLN from MSFT the market cap.

This indicates what most people expect to happen. That is the MSFT will plunder all of the Skype value through internal in-fights, bureaucracies and inability to execute, [wait for it] “on more things.”

We also need to account for the huge cost of integration and the upgrade of the Advertising Serving Platform which is aging (6 BLN aQuantive purchase) and will take about 1-4 BLN acquisition to put back on par with Google.

Attached is a stock chart showing loss of about 3% of value, and 3.6% as compared to the market. This clearly teaches us: when it comes to companies with lots of cash acquiring others, SHORT first, ask questions later.

- Cheers

Comment on Smartphone Delays a Slight Setback for Motorola Mobility by Radio1

Radio1 — Mon, 09 May 2011 20:02:01 +0000

Where’s the LTE iphone or tablet? Oh yeah that’s right, Apple doesn’t even have it on the radar for this year. Give me a break.

Comment on Xoom Surprises, Still No iPad But Adds Zip to Stock by Trefis Team

Trefis Team — Mon, 09 May 2011 13:01:53 +0000

You are right Ken – sales was a typo. It should have been shipped

Comment on Xoom Surprises, Still No iPad But Adds Zip to Stock by PJ

PJ — Fri, 06 May 2011 07:32:37 +0000

That will undoubtedly be incorrect in its turn. I still believe Moto deliberately put out the XOOM and the Atrix at the high end to “make some waves” as teh tech community like a bit of innovation buzz, and are on track to leverage that brand awareness further. i.e. It will be > 4 million because it won’t be the same original XOOM but their follow ups under the same name that capitalise.

Comment on Xoom Surprises, Still No iPad But Adds Zip to Stock by KenC

KenC — Thu, 05 May 2011 15:07:31 +0000

Uhm, shipping is not necessarily selling. When a product is launched, they have to fill the channel. That’s a one-time bump. We won’t know what Xoom sales are like until the next quarter, when they get reorders from retailers.

Comment on Can Cliffs’ North American Coal Operations Weather the Storm? by Stockaccumulator

Stockaccumulator — Thu, 05 May 2011 12:02:30 +0000

CLF is itself an excellent candidate to be bought out by a number of giant companies. Don’t say impossible for this centuries old company. Although CLF just bought CT Iron Mines (of Quebec) it stands to reason that its amazing space, largest producer of pellets in North America, iron/coal, and only 11 billion market cap, it could be acquired by a number of larger or similar interested parties. It has a great position providing a steady flow of very desirable Iron/coal produce from around the world, to all points around the world, including China, but especially North America. It is a valuable company that today has a very low stock price, low P/E (8.5!) Low P/Sales, incredible 31% gross profit margin, and an amazing array of valuable coal mines/assets. It controls an amazing 35% of the entire iron/coal supply in North America. Competitors or others are likely looking over its portfolio even now. Analysts believe its price target to be easily $102 to $114, so we agree totally with your analysis. We are accumulating now on 5/5/11 at this great price ($87) and will hold to $102. The price decline to $87 yesterday was based on nothing at all, but silly fear of a US growth announcement. That kind of news gets very old in just a day or two. Just the kind of nothing news pullback we like to buy into. So we are buying a lot of CLF starting today. Best to you, Stockaccumulator.

Comment on Akamai Falls on Outlook, Revising Estimates by KRR

KRR — Tue, 03 May 2011 18:02:34 +0000

I can’t believe what the professional traders are doing to AKAM. Something has to be happening we are not aware of because they are pushing the stock down to record lows when hundreds of other stocks are far worse quality and are making near highs. AKAM has nearly 50,000 servers worldwide and can’t make money? Come on! If this were not true they would be trading it, pushing it up to make profits on their holdings, but the goal each day is to make it close lower. It does not move at the same tick rate up verses down. It needs to be investigated. If there was ever something corrupt going on, it is with the big traders on AKAM. I would start with the person who trades in 1/10,000 of a cent to force a stock up or down. Example? Look at 13:58:00 to 13:40:00 for an sample of the loop I am referring to.

Comment on Discouraging Motorola Xoom Sales Could be a Drag on Stock by lalith

lalith — Fri, 29 Apr 2011 14:54:24 +0000

You have an “TREFIS TEAM” and no one in the TEAM did not find time to read the Q1 results to see what the company quoted as the actual number for XOOM?

Comment on Early PlayBook Struggles Don’t Shake RIMM Stock Value by barry

barry — Mon, 25 Apr 2011 14:58:20 +0000

We agree with the basic tenet of the Trefis article on Rimm. Rimm needs success here if the value of its stock is anything near the Trefis analysis of 69 USD. The main selling features for Playbook for corporate use will be the security of its operating system. That said, there will be little interest if Rimm cannot get the rest of the issues with Playbook resolved. They have as Trefis suggests only a few months to do this and at the same time improve the functionality of the Playbook (email issues, general mobile service etc.)

Comment on Amazon’s Server Crash Raises Reliability Questions Surrounding the Cloud by Larry

Larry — Fri, 22 Apr 2011 16:17:00 +0000

Ludicrous. This is the equivalent of saying Toyota had a manufacturing defect, so watch out for Honda, Ford, Cadillac, etc.

Comment on Trefis Morning Coffee – Citigroup, eBay, Viacom & MasterCard by Sarah Notherway

Sarah Notherway — Mon, 18 Apr 2011 15:35:48 +0000

Having studied PayPal in depth, this will do nothing but leave a wake of disappointed people as far as the eye can see.

Comment on Coverage Launch: $50 Trefis Price Estimate for Silver Wheaton by Terrance

Terrance — Mon, 18 Apr 2011 14:51:49 +0000

What an incredible buying opportunity with this temporary dip in the stock today. I bought last week, but it would have been nice to have edged in, or just waited a few more days to buy! Regardless, the price of this stock is set to go way beyond it’s current price.. and would be a 20% gain if it hit the current value according to this article. Even raising half of the current margin between where it’s at right now, and $50 (Trefis value) would be a 10% gain from this morning’s (Monday) price.

Comment on American Express Nips at Paypal with New ‘Serve’ Platform by Mort Tenby

Mort Tenby — Tue, 12 Apr 2011 13:54:21 +0000

American Express is offering very little to the customer in terms of enhancements over PayPal. They’ve entered the space with the pretty much the exact same pricing structure, except payment sender pays 2.9% + 30 cents to load funds onto their system, and users can fund their account from a credit card as well as your bank. Does the credit card company treat this as a cash advance I wonder? Nobody has explained this small detail. Yawn …. By comparison, new entrant CashSender.com really does offer major value to the marketplace. With CashSender.. they’re the only online payment system with a loyalty program in that payment senders get cash back with every payment. Payment receivers pay a 2.9% flat fee on all payments (no 30 cent transaction fee, no other add-on fees, no extra fees for business related payments) .. and most importantly … their online security is miles and miles ahead of PayPal and all the others. But all CashSender payments have to uploaded from a bank account. They don’t allow credit cards .. and that is how they keep their fees so low.

Comment on Acquisitions and New OS Could Bolster RIM’s Market Share by Todd

Todd — Mon, 11 Apr 2011 18:39:49 +0000

I’m one who will be buying the new PlayBook running the new BlackBerry Tablet (QNX) OS. The QNX OS will also be coming to BlackBerry phones shortly. RIM is certainly not watching from the sidelines, that’s for sure.

Comment on Dish Beefs up with Blockbuster Purchase by Cesar

Cesar — Mon, 11 Apr 2011 17:11:22 +0000

Netflix has a larger market capital than Dish.

Comment on Pepsi Can Lift Market By Reviving Old Charm by Tiga354

Tiga354 — Sun, 10 Apr 2011 20:27:33 +0000

Full of wrong content. News Flash: Pepsi is no longer the second most popular drink, the no.2 spot is now held by Diet Coke.

Comment on Nvidia May Need to Beef Up its Tegra 2 Chip by Jonathan

Jonathan — Thu, 07 Apr 2011 19:12:28 +0000

The next version, the Tegra 3 chip codenamed Kalel is scheduled for an end of 2011 release, so I think that Nvidia has a game plan.

Comment on First Solar & Renewables Industry Plead to Save DoE Loan Program by Mett

Mett — Thu, 07 Apr 2011 18:58:09 +0000

This is VERY old news from February that is being re-cycled now for some strange reason. The only way out of our dependence on oil is to develop alternatives, and as the Japanese nuclear disaster has demonstrated, solar has the best prospect of generating large scale power. The GOP’s addiction to oil is sad, as they want to bring the whole country down by keeping us dependent on oil rather than just tell the Big Oil companies that fund their election campaigns, NO!

Comment on 10 Tech Stocks with Highest Cash Contributions vs. Stock Value by sampi

sampi — Mon, 04 Apr 2011 20:39:16 +0000

My calculations says Nokia’s net cash (10 billion) is about 30% of the market price (33 billion). In your chart you have market it 23% which is quite much less than 30%.

Comment on Do 7-Inch Tablets Stand a Chance? by chriis

chriis — Mon, 04 Apr 2011 15:38:37 +0000

Yes, I agree. I’v played around with all the 7inches out there including the Xoom and they feel like a big phone. Moreover, the companies producing them fail to recognize that consumers want a form factor that feels like a pad not their lanscaped-mode desktop shrunk down and being hauled around.

Comment on Xoom Could Take a Bite Out of iPad’s Profitability by Richard

Richard — Tue, 29 Mar 2011 09:31:47 +0000

Interesting… It’s a sound theory. I think reality is that iPad 2 sold out in all sizes and colors and flavors. I just bought my iPad 2 in Dallas TX. It was sold out everywhere March 11. Got lucky a few days ago, the local best buy had a 32 gig white Verizon left, my preference was a 16 gig black…. Well I did it, I had to, it was the last one. I don’t need the 3G but I got it. An unplanned $229 extra! I’m not alone, this decision has been repeated everywhere in the world.

The truth of the matter, XOOM is not even a consideration for most people. Anyone thinking about a XOOM is buying it to be different from apple fans, a very small network of nerds.

I think they sold 4-5 million iPads this month, and no price point was left behind.

Comment on Nvidia Challenges But AMD Still Leader in GPU Market for Notebooks by GPU

GPU — Mon, 28 Mar 2011 15:38:31 +0000

“We believe in the future AMD may lose share due to strong competition from Nvidia as Nvidia is considered to have better graphics performance which is more appealing to gamers.”

This is the key mistake in your analysis as this is no longer true since 2 generations of graphic cards. AMD cards generation 4XXX then 5XXX got the company back on it’s feet and were hugely popular accross all market segment, especially the 5XXX series since Nvidia came 6 months late to market with a power hungry GPU.

Even now that Nvidia catched up, both AMD’s 6XXX series and Nvidia 5XX series trades blows with each other and are basicly equally powerful. But AMD has a price advantage in the mainstream segment and lower. AMD is moving fast and rumors are they will again beat Nvidia to market with the 7XXX generation of GPU launching this summer.

There is still a belief that Nvidia is better amongst analysts, but true 3D gamers know it is no longer the case.

Comment on ArcelorMittal is a Crucial Customer for Cliffs by Gord Gordon

Gord Gordon — Fri, 25 Mar 2011 20:08:24 +0000

I believe this change in Cliffs sales structure will align nicely with their desire to shift from longer-term contracts to more quarterly spot pricing and shifting their sales to the seaborne market.

Comment on Nvidia Challenges But AMD Still Leader in GPU Market for Notebooks by APUnow

APUnow — Fri, 25 Mar 2011 19:37:24 +0000

AMD has APU’s beginning to roll into the market. These APU’s contain the GPU in the same silicon as the CPU cores. That is what will most portables and desktops computers will use in the future. NVidia GPU’s will only be sold for the very high end, and NVidia does not have x86 technology to do the same as AMD. NVidia new ARM effort to support Windows in 2013 is very far away and Microsoft may not be there for a couple of years.

AMD is rolling more new APU’s in the next quarters and NVidia does not have anything similar for x86 and even Intel does not have the graphics knowledge/experience to match what AMD has for many years to come.

I see NVidia market on the x86 shrinking for the next couple of years, and AMD’s APU market sky rocketing since AMD’s new generation APU’s will not have a CPU and GPU in silicon but the APU will have all the functionality of both which is what is needed in order to perform graphics, vector processing, and other operations that normal CPU can’t perform because of their obsoleted original target design.

Comment on 5 Component Suppliers Will Get $17 Billion from Apple in 2011 by Michiko Berstler

Michiko Berstler — Tue, 22 Mar 2011 19:01:51 +0000

Garageband is suspected of working and how well is there a way to input track how many can do.

Comment on Aeropostale’s Recession Strategy Pays Off by john schindler

john schindler — Sat, 19 Mar 2011 14:52:51 +0000

please tell me why you obfuscate the date of the target price or “forecast period” as u euphemistically call it

i find that u do this freqently. i must suspect that this is a scam. sorry.

i could forecast a price of 1110 for aro. and be correct cuz i dont tell u when, with out a target date, teh target is useless

Comment on Nike’s Stock Value is Highly Sensitive to its Footwear Business by asics shoes

asics shoes — Fri, 18 Mar 2011 04:41:08 +0000

I’ll gear this review to 2 types of people: current Zune owners who are considering an upgrade, and people trying to decide between a Zune and an iPod. (There are other players worth considering out there, like the Sony Walkman X, but I hope this gives you enough info to make an informed decision of the Zune vs players other than the iPod line as well.)

Comment on Fitch Raises Outlook on Hartford Before Japan Losses by Jian Liu

Jian Liu — Wed, 16 Mar 2011 16:24:34 +0000

Please take a look at HIG 2010 Annual Report…

HIG suspended all their sales in Japan during 2009. Their most of Japanese life and property policies are now expired due to annual renewal. HIG is still managing several of their previous business in Japan which were sold to other companies.

Market selloff is market selloff. I love those stupid people who sell a good company at panic price, that was how I made $45K from BP last year

Comment on SaaS Market Growth Trickles Down to Lift Oracle Stock by Bill

Bill — Fri, 11 Mar 2011 16:14:15 +0000

Oracle can not Benefits from SAAS, though Extradata is its core product. oracle is not the top server player, but IBM and HP is! today oracle middleware and DB only can be well deployed on oracle server which is not popular in the market.

Comment on Rise in User Accounts Drives PayPal’s Contribution to eBay Stock Value by Sarah Notherway

Sarah Notherway — Fri, 11 Mar 2011 15:11:49 +0000

Where EBay is concerned, number of users and accounts is MISLEADING. Everyone knows it’s next to impossible to close a PayPal account. Everyone also knows Ebay CEO John Donahoe’s own recitation of Ebay’s history of the number of users has gone in the NEGATIVE direction. In 2008 Ebay had over 220 million active patrons. Now in his latest video, he admits the number of active Ebay patrons has been cut by more than HALF to 100 million. PayPal was forced onto everyone. No one willfully chose to use it. PayPal will place an illegal hold on your money. Not coincidentally, it will be when your account has over 1000 dollars in it. And, most likely, you will never see that money again.
PayPal is not a bank and is, therefore, NOT operating under the rules of banking law.
In the very near future, the FBI and iC3 must deal with the illegal activity perpetrated by the Ebay corporation against the innocent victims it has mislead, and continues to mislead.
Do not invest in Ebay stock. To do so would be a reckless disservice to your clients.

Comment on Coverage Launch: Sirius XM Radio $1.97 by Valuestocksonly

Valuestocksonly — Wed, 09 Mar 2011 18:49:54 +0000

Good call guys! SIRI is to radio, what cable is to tv. CONTENT!

Comment on Pepsi’s Expands Focus on Healthier Beverages with Russian Dairy & Juice Maker by Sam

Sam — Sun, 27 Feb 2011 13:02:15 +0000

Based on the information above, Is it a fair assumption to project PEP a better value than KO ? Does PEP have better Book Value vs KO?

Comment on Nvidia PC Processors Expected to Add 11% to Firm’s Value by chris

chris — Thu, 24 Feb 2011 18:42:42 +0000

Right…and that’s why Apple just switched to ATI (AMD) chips…the AMD storm is coming big time…next will be AMD/ATI (Fusion chips in ALL apple computers) and then other manufacturers will follow Apple and leave NVDA and INTC in the dust…

Bravo to AMD for succeeding on dethroning NVDA in the Mac line – impressive feat.

Comment on OpenTable’s International Growth Driven by Toptable by Peter D

Peter D — Wed, 16 Feb 2011 20:39:28 +0000

Just heard a rumour that Groupon have bought a restaurant table planner like OpenTable.
Groupon’s consumer database must be much larger than OpenTable’s.
They could be a huge competitor. Especially if their price to restaurants is lower than OpenTable’s.

Comment on Does Atrix 4G Signify Turnaround for Motorola Mobility Fortunes? by Jerry

Jerry — Fri, 28 Jan 2011 19:50:50 +0000

19.32??? Really? Well, you have been wrong about Motorola right along so I’ll just continue using Trefis as a contrarian indicator.

Comment on Bill Me Later Driving eBay’s Paypal Profit Margins by PayDude

PayDude — Tue, 25 Jan 2011 21:56:44 +0000

BML is a near term boost to PayPal’s business but it won’t help the long term pressure on profit margin. Post-Durbin regulated debit interchange rates will force lower merchant fees for ALL alternative payments systems. PayPal has thrived in a world of “fat” interchange rates but will struggle to survive with the regulated rates in 2012 & 2013.

Comment on 4 Key Businesses That Determine Facebook’s Valuation by Nick

Nick — Tue, 25 Jan 2011 17:12:31 +0000

Amazon and Facebook are not in the same business. Myspace is, and has comparable traffic.
What is their valuation per user, per employee etc.?

Comment on Is Motorola Mobility’s Stock Price Justified? by Radio101

Radio101 — Tue, 25 Jan 2011 14:50:03 +0000

Why is Trefis so heavily biased towards Apple? Where are the Apple 4G phones? Where are the Apple 4G tablets? Where are the dual core Apple phones? Where was Apple at CES? Where is the touted “real innovation” of Apple when they produce poorly design RF in phones and reuse old designs for Verizon? Apple stock is so overpriced yet Trefis continues to recommend Apple and bash Motorola. Motorola has all of these features and more yet this site gives poor evaluation. Perhaps Trefis should pull their head out and do some real market analysis of the company whom invented cell phones.

Comment on AMD’s New GPU Launch Unlikely to Spark Continued Market Share Gains by WTech

WTech — Mon, 10 Jan 2011 17:04:31 +0000

Windows 8 will not be here until 1 or 2 years later. Windows 8 will only run a subset of Microsoft Windows programs, and companies/people will not jump into it and toss all their all programs and information. That is, at the best, it will be a slow adoption.

AMD/Intel will have new generations of their APU’s that will ran all Windows programs and will have excellent power/performance ratios.

NVIDIA does not have a choice since it does not have x86 licenses, and it is a long shot that will take years. Right now, this and next year, AMD and Intel are rocking the x86 technology world with their new high performance APU’s.

I would not bet in this NVIDIA ARM technology until next year, when there will be more information as to when it will be released, and when Microsoft will release a stable version of this Windows OS subset.

NVIDIA is being squeezed this next couple of years, in graphics cards and it can’t compete with x86 APU’s because it does not have a x86 license. It will be interesting to see if NVIDIA will survive these next couple of years in the x86 world.

Comment on Can Project Denver Justify Nvidia’s Stock Run? by WTech

WTech — Mon, 10 Jan 2011 16:34:39 +0000

Unluckily, Windows 8 will not be here until 1 or 2 years later. Second, Windows 8 will only run a subset of Microsoft Windows programs, and companies/people will not jump into it and toss all their all programs and information. That is, at the best, it will be a slow adoption.

In addition, AMD/Intel will have new generations of their APU’s that will ran all Windows programs and will have excellent power/performance ratios.

I would not bet in this technology until next year, when there will be more information as to when it will be released, and when Microsoft will release a stable version of this Windows OS subset.

Comment on Can Project Denver Justify Nvidia’s Stock Run? by Tegra2user

Tegra2user — Mon, 10 Jan 2011 16:00:13 +0000

Your comparison is completely irrelevant. Nvidia’s processor ISA is based on ARM, not x86. Intel and AMD CPUs are based on x86, an ISA that has plateaued and will undoubtedly decline over the next 5 years. In contrast, ARM is the fastest growing ISA in the world (ever) and is massively adopted in everything from smartphones to tablets to netbooks and is even making its way into HTPCs. ARM already outsells x86 CPUs by magnitudes. Thus, Nvidia’s venture into ARM based CPU design (i.e. project Denver) is incredibly strategic and sound.

They will not be competing with intel and amd for x86 market share. Instead, they will be leading the ARM CPU market-share by a huge margin (by 2016 with their current Tegra ARM CPUs, let alone once project Denver comes to fruition). The 5.5% market share you speak of is irrelevant as Nvidia is not making an x86 CPU and thus will not have to take market share away from intel or AMD. Please get your facts straight before posting irrelevant analyses. By all metrics, Nvidia shares are a bargain at current prices and should see an uptick in excess of 100% in 2011 alone (Tesla and Tegra revenue will shatter all expectations).

Comment on CVS Downside From Wal-Mart’s Pharmacy Prescription Plan by Scott McGraw

Scott McGraw — Mon, 10 Jan 2011 15:57:13 +0000

Do this apply to all CVS customers or the 3% that pay in cash? 97% have insurance and use their plan for prescription purchases

Comment on Life After iPhone Exclusivity – The Outlook for AT&T by Paul

Paul — Sun, 09 Jan 2011 05:31:18 +0000

T has it’s work cut out. Not only the Verizon/iPhone but the lingering prevailing view that VZ is a much better network in spite of the large sums T has spent in upgrading theirs. Buy VZ. Hold T.

Comment on Google Market Share in Search to Grow From Android by Stefan Youngs

Stefan Youngs — Sat, 08 Jan 2011 22:52:55 +0000

Research indicates Search is not the dominant way mobile users find what they want. They go to apps to do this. Google is motivated to disseminate Android for free because its proliferation presents opportunities for Google to pollute the Internet with ‘wait, there’s more’ advertising (through apps which depend on Android to run), a spectre that should haunt everyone who is sick and tired of the manic level of advertising on American TV and radio

Comment on TV Everywhere – Time Warner Cable’s Solution to Cord Cutting? by mike87d

mike87d — Sat, 08 Jan 2011 21:50:51 +0000

Why doesn’t it surprise me that once again the cable companies are scrambling to catch up. As both a customer and employee of DISH Network I’ve had the fortunate opportunity to take advantage of our TV Everywhere platform for quite some time now. Boredom, for me, is a thing of the past now that I have access to live TV and all of my recordings on my DVR at home straight from my phone. I love having my entire TV in my pocket all day, everyday.

Comment on Streaming Two World Cups a Year Could Boost Akamai Stock By 3% by Xavier F. Mirjan

Xavier F. Mirjan — Sun, 02 Jan 2011 04:47:10 +0000

Very interesting piece. The World Cup of “soccer” is a huge and quite unique event in the scope and universal nature of its appeal. To give an illustration of the excitement generated by the World Cup, and putting aside the millions of TV spectators worldwide, FIFA statistics reveal that “over the course of the tournament’s 31 days, FIFA.com attracted over 250 million visits – approximately 150 million unique users, triggering seven billion page views: 410 million of those page views were recorded in a single day. When England and the USA played simultaneously, FIFA.com technicians reported a throughput of 1,000,000 hits per second at the height of the activity”. Besides Olympic Games (do they even equal these stats?), it’s difficult to imagine other sport or cultural events that have an appeal of such magnitude.And the Cup only take place every 4 years…Finding 33 events (or even 5) of “World Cup scale” a year is a pipe dream… Akamai and its competitors will have to find other ways to grow media content delivery revenues.

Comment on Google Product Delays Could Pressure Operating Margins by elpapo

elpapo — Thu, 30 Dec 2010 23:15:36 +0000

come on, how products that has not been out can effect operation margin, what about youtube ads are increasing, email has new ad format, etc…

Comment on Can Nexus S Boost Google? by iPhone Unlocking

iPhone Unlocking — Wed, 29 Dec 2010 21:39:09 +0000

I found your weblog while researching for something different on Bing about topics related to movies, however I got the probability to look over this post and I found it extremely helpful indeed.

Comment on Google TV Could Threaten Key Revenue Streams for Broadcast Networks by Mick

Mick — Tue, 28 Dec 2010 21:36:15 +0000

Am stopping all commercial watching. They had better find a better way to pay for content.

Comment on Showtime Networks Market Share Growth Important for CBS’s Stock by Kris Bolling

Kris Bolling — Mon, 27 Dec 2010 22:01:29 +0000

Is it cool if I ask you something kinda off base? I’m attempting to view this blog on my new iphone but it won’t load right, do you know of any updates for this? Should I try to update my internet app or is it something with this website? Thanks!

Comment on Wal-Mart’s Vudu Acquisition Will Not Impact NFLX by Awesome

Awesome — Wed, 15 Dec 2010 03:49:10 +0000

Awesome article cheers, found you through yahoo.

Comment on Can Nexus S Boost Google? by Ricky Fantana

Ricky Fantana — Tue, 14 Dec 2010 12:05:08 +0000

It irks me to know that Google made a fool out of other phone companies like Motorola and HTC. Why did they launch their newest OS at the same time as the Nexus S? It’s like they are saying that the other Android Phones that came before Nexus S is inferior in quality. Just to be fair, Google should be contented by being the company that provides the OS. It is very ugly to see that they are competing with their own clients. Give me a hell yeah!

Comment on Huawei Can Put Pressure on Cisco’s Router Market Share and Margins by milwaukee movers

milwaukee movers — Sun, 12 Dec 2010 02:01:11 +0000

I have got one recommendation for your site. It looks like right now there are a couple of cascading stylesheet issues when launching a selection of webpages inside google chrome as well as firefox. It is working okay in internet explorer. Probably you can double check this.

Comment on What if merchandise prices on eBay continue to decline? by David

David — Wed, 17 Nov 2010 18:15:04 +0000

Did you think that the overall impression of eBay by consumers is one of the reason for the decline instead of just the economy? People are just getting tired of this auction methodology where they have to bid and wait around for long periods of time to buy an item and then find out they lost or they end up paying more than they want to. It is better doing business on Amazon where you go in, buy and you are done. The decline of eBay’s auction methodology may be forcing sellers to reduce their prices along with the decline of the economy.

Personally, I am tired of these auctions. It was good when it first came out; but it is played out now. Time to move on.

Comment on Wal-Mart’s Vudu Acquisition Will Not Impact NFLX by Jake Woods

Jake Woods — Sat, 11 Sep 2010 20:14:03 +0000

Just to let you know your site looks really strange in Safari on computer with Mac .

Comment on Specialty Apparel Brands Should Outperform In Recovery by Bernd

Bernd — Wed, 18 Aug 2010 12:54:35 +0000

Some analysts recommend to pay attention at Aeropostale’s bearish engulfing pattern, since it could mark a trend reversal to current Aeropostale shares price action.

Comment on What if Nokia Operating Margins Keep Declining? by Richard Monahan

Richard Monahan — Sun, 08 Aug 2010 19:22:03 +0000

Lead by Nokia, the Cartel (Mot, Ericy, Siemens – replaced by Samsung) made it appear that they were operating in the venue of the DOJ’s Platform based cumulative cap anti-trust exemption. They were not and most likely never had any intention of doing so in order to control the minimized royalty. Apple upset Nokia’s control, and entire cart. Continued share decline will furhter erode their margins. IMO, couldn’t happen to a more deserving recepient, and with such sublety. Redemption at last for IDCC and Q

Comment on Featured Forecast: Dish Network’s DVR penetration to reach 75% by 2016 by TV Stands for LCD TV's

TV Stands for LCD TV's — Sat, 26 Jun 2010 02:37:45 +0000

What geographical market are these figures based on, I live in the UK and just wondered if these statistics are relevant for the UK market…

Comment on Feature and Speed Competition Heats Up with iPhone 4 and HTC EVO by john

john — Fri, 18 Jun 2010 22:04:23 +0000

wow how biased can you be,

what about evo’s:
-wi fi hot spot capability for 8 devices to connect to
-open source programming
-hdmi output and can display at 720p resolution
-kickstand
-fyi evo has front and rear facing camera
-32 gb hard drive (not sure what iphone is)

Comment on 5% Downside to Adobe’s Stock if Microsoft and Apple Gain in Creative Software Market by James

James — Wed, 16 Jun 2010 09:27:42 +0000

I have to say your three reasons for market share decline are very one-sided.

1 – a $130 dollar saving isn’t enough to migrate designers and developers away from the much-loved industry standard that they are already fully up-to-speed with and already own and have upgrade paths to reduce costs. I wouldn’t be too suprised if Expression Studio fizzles out despite Microsoft’s very deep pockets.

2 – I think it could be argued that Quark Express is harder to use than InDesign and is actually losing market share to Adobe’s product which provides an environment familiar enough to users of Illustrator and Photoshop allowing them to migrate quickly. Also it is bundled with Adobe’s Creative Suite – the entire suite is often cheaper than Quark alone so studios are loathe to double their costs buying extra software that replicates what they already received in their bundle.

3 – Both packages are well respected in the video/editing community and Adobe has rationalised its offerings in this area after becoming fully aware of shrinking market share. So I cant actually argue with your assessment of this but their share isn’t going to disappear over night.

Comment on Disney: Reasons for Excitement by lumbar pack

lumbar pack — Wed, 16 Jun 2010 03:22:37 +0000

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Comment on Amazon Drives Kindle Sales Using Higher E-Book Royalties for Authors by Amazon Wordpress Plugin

Amazon Wordpress Plugin — Tue, 08 Jun 2010 05:16:59 +0000

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Comment on Touch Kindle Can Compete Better with iPad and Boost Amazon’s Stock by wordpress Affiliate

wordpress Affiliate — Tue, 08 Jun 2010 05:16:38 +0000

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Comment on Adobe Flash No Longer on the iPhone. Does it Matter for Adobe Stock? by FlashJuggler

FlashJuggler — Mon, 26 Apr 2010 08:09:26 +0000

As flash developer for me is frustrating because have many costumers that want their website to include flash and they don’t work on iPhone and have to explain them that their phone doesn’t support flash. this is retarded. Apple sucks big time at this. Paranoid company. I would never buy one phone from them until they don’t get more flexible.

Comment on Can Lucrative Managed Print Services Help Dell’s Printer Business and its Stock? by M Matthews

M Matthews — Wed, 14 Apr 2010 15:34:08 +0000

If Dell can promote/sell their managed print services with the purchase of their business-use PC’s, I can see it being an advantage it has over competitors that only offer managed print services. I personally am curious to see how the model will work and how it play outs.

Comment on iAd Could Earn Apple $2 Billion and Provide a 5% Upside to Apple’s Stock by Tom

Tom — Mon, 12 Apr 2010 15:26:37 +0000

Hi Trefis team

one point, do you think that ad will be shown every 3 minutes? I think this extremely optimistic view from advertiser side. If I had an app on my iphone which pop’s up with ad so frequently I would dump it in favor of different free app, if same problem I would use paid version.

Comment on Exit from China Has Little Impact on Google’s Stock by Jayaram

Jayaram — Mon, 12 Apr 2010 13:57:00 +0000

Sunil Singhania says next 3-4 months will decide trend …

Comment on Can Lucrative Managed Print Services Help Dell’s Printer Business and its Stock? by Rob Sethre

Rob Sethre — Fri, 09 Apr 2010 15:42:58 +0000

When Dell first got into the printer business, I remember Michael Dell declaring his love for this annuity-producing business model and regret that he had not discovered it earlier. So far, they have not proven to have more than a superficial understanding of what it takes to implement and support a successful printer business. Nonetheless, the basic elements of their business are promising to support a (retooled) focus on printers and managed print. If they are very smart, the hardware would be secondary and they can concentrate on other internal strengths while still reaping revenue and profit benefits. Let’s see where they go with this.

Comment on Nexus One + Google Apps Combo a Potential Threat to RIM’s Stock by Joe

Joe — Thu, 08 Apr 2010 21:43:26 +0000

Wrong, wrong, wrong. First, BB phones are the safest, most secure, encrypted smartphones, mandatory for security in business and govt operations. Cops on the street use BB phones, not a google or apple phone, which are subject to being hacked. BB owns the top and best patents on business security and software for business and govt usage.
The Android OS has so many holes for viruses, spam, malware, etc, etc, that it is not funny. Those phones are
okay for those out there that don’t care about viruses, hacking, and loss of confidential content.

Next, BB phones offer free texting from BB to BB phones—no charge by the mobile carrier.

BB phones are very affordable, popular, in hot international sales, where they are strong with prepaid plans in many international markets. They are durable, solid phones, that perform and hold up well. They have a proven track record.
The BB phones are improving with each release, hardware and software and that is all on the way into this year. There are more Apps, many in foreign languages, ie Arabic for the one billion Muslims in this world that are gravitating to BB phones, not an American phone, or Taiwan phone.

Yeah, it is a real status symbol to show off your fashion statement—here is my Taiwan phone HTC, etc, or my Korean phone, Samsung. Yeah, those will sell to some degree, but, people in the world want class and quality, which has been and will be BB phones.

Corporations and govts around the world are buying BB phones for the obvious reason they are true computer business phones that serve extremely well.

Comment on Sustaining Search Market Share Important for AOL’s Stock by Karthik

Karthik — Mon, 05 Apr 2010 15:34:01 +0000

You say “We believe that AOL will continue to lose US search market share and reach 2.8% share by the end of Trefis forecast period.”

what is the forecast period, let alone the end?

Comment on Impact on Apple’s Stock of Mac Notebook Cannibalization by the iPad by S J P

S J P — Sat, 03 Apr 2010 17:52:10 +0000

A mac or a PC are required for setup, backup, some larger app downloads and syncing.

If anything, after playing with this device, more people will be introduced to the Apple Brand and will later add a Apple computer to their home.

Comment on Is Acer’s Entry into Servers a Risk for Dell’s Stock? by Wow

Wow — Tue, 30 Mar 2010 15:38:18 +0000

This might as well be a Dell commercial… No mention of the new processors Acer will use in their servers.

Comment on Will New Symbian 3 Smartphones in the US Matter for Nokia’s Stock? by nokia user

nokia user — Mon, 29 Mar 2010 23:35:40 +0000

Nokia Nuron uses symbian^1. Symbian^3 hasn’t release yet.

Google for ‘Nokia N8-00′ (rumored to be the first symbian^3 device) and it’s still in development.

Comment on Microsoft’s Deal with Yahoo Could Hurt Google’s Stock by Michael Martinez

Michael Martinez — Fri, 26 Mar 2010 00:42:04 +0000

“The 10-year internet search partnership between Microsoft (NASDAQ:MSFT) and Yahoo (NASDAQ:YHOO) will make Microsoft’s Bing a stronger search engine”

NO, it won’t. It most likely will have no appreciable effect on Microsoft’s search market share.

“Impact on Microsoft: Bing will become a better search engine”

That was happening already and it is not likely to happen any faster once Microsoft acquires all the search traffic since Yahoo!’s search traffic continues to decline.

Whether Google’s stock is affected by whatever happens to Bing’s search market share is open to question. The MicroHoo deal will hurt consumers and businesses alike, and the 2010 SEMPO State of Search survey seems to indicate that businesses have already started abandoning the Yahoo! and Microsoft advertising networks in favor of Google’s.

Comment on Adobe Flash No Longer on the iPhone. Does it Matter for Adobe Stock? by Derek Watson

Derek Watson — Wed, 24 Mar 2010 08:05:42 +0000

Not having Flash or an independant app. platform is a significant drawback. Most Web sites now use Flash. Even this site which deprecates the importance of Flash, uses it extensively. I am browsing on an iPhone. I would have thought twice about buying it if I had known

Comment on Adobe Flash No Longer on the iPhone. Does it Matter for Adobe Stock? by Goona

Goona — Wed, 24 Mar 2010 00:16:07 +0000

Who gives a damn about crappy flash. It will be gone soon.

Comment on Adobe Flash No Longer on the iPhone. Does it Matter for Adobe Stock? by John Dowdell

John Dowdell — Tue, 23 Mar 2010 23:01:42 +0000

Hi, as “Doug” notes, that one line in there might cause some fanboy heads to explode somewhere….

It was just over a year ago that the billionth handset with Flash Lite shipped:
http://www.computerworld.com/s/article/9127988/Not_worthy_of_iPhone_Adobe_s_Flash_Lite_surges

From what I understand, Flash Lite did have a licensing model, but will soon be replaced by Flash Player 10.1, which manufacturers can redistribute for free if they meet certain goals for optimization and over-the-air updating… the Open Screen Project site contains more info on the overall effort. Licensing for mobile runtimes has been discounted for awhile.

jd/adobe

Comment on Adobe Flash No Longer on the iPhone. Does it Matter for Adobe Stock? by Doug

Doug — Tue, 23 Mar 2010 22:48:37 +0000

Apple has never let flash on their devices as they would lose control of their platform as anyone with a browser and flash could run any flash application. Flash was never pulled from the phone, Apple never let it be on the phone.

Comment on Declining Laser Cartridge Prices Impact Lexmark’s Stock by Inkjet Toner

Inkjet Toner — Mon, 22 Mar 2010 06:48:11 +0000

I agree wit you that Lexmark should reduce its manufacturing cost.

Comment on AT&T’s 3G Network Upgrades Can Help it Compete, Even With 4G by AT&T Upgrades 3G Network while VZW On Track with LTE Buildout; IDC’s Market Forecast | The Viodi View

Mon, 22 Mar 2010 03:52:10 +0000

[...] has been aggressively upgrading its HSPA based 3G network over the past year, The Trefis Team writes that AT&T has been upgrading its 3G network by deploying HSPA 7.2 technology to enable [...]

Comment on The iPhone is Driving AT&T’s Capital Expenditures by Robert Holman

Robert Holman — Sat, 20 Mar 2010 14:34:33 +0000

ATT has acquired Alltel in ND and so does ATT/Alltel have plans to offer service for the iPhone in this area?

Comment on Rising CNN Viewership Helps Time Warner’s Stock by badbilly

badbilly — Fri, 19 Mar 2010 21:38:05 +0000

What are you basing your estimates on? Are you looking at individual CNN host and or programs or looking at cable news as a whole? Do you feel that CNN will make significant programming changes that will bring about the increase in ratings? Or do you feel that the entire cable news audience will grow and that CNN will gain their share? I feel obligated to point out to you that your analysis goes against most cable industry analysts(not financial analysts).

Comment on What if Nokia Operating Margins Keep Declining? by Rich

Rich — Wed, 17 Mar 2010 22:50:39 +0000

Nokia is getting what they deserve for stealing intelectual property for years!

Finland based NOKIA carried out a sustained 3G IPR price fixing conspiracy against U.S. non-manufacturers Qualcomm and Interdigital Communications by:

• Creating and executing a covert cartel based single digit maximum royalty capping scheme for non-participants covered up by a regulatory body approved overt maximum capping scheme for participants.

• Participating in meetings, conversations, and communications in the United States and elsewhere with certain named major competitors to covertly apply a 3G maximum cumulative royalty rate for U.S. non-manufacturers at a modest single digit level well in excess of a pro-competitive 5% industry promoted WCDMA rate.

• Agreeing, during same meetings, conversations, and communications to assuming a lead enforcement role, with full knowledge that Qualcomm alone was receiving about 5%, or 100% of the single digit WCDMA cap for all essential patent holders.

• Engaging non-manufacturer, Interdigital in a series of eight protracted court actions to contain 2G and 3G IPR royalties within an agreed upon single digit IPR maximum cap established by a cartel of competing non-licensed manufacturers.

Comment on What if Nokia Operating Margins Keep Declining? by salvador

salvador — Wed, 17 Mar 2010 20:18:03 +0000

Hi,Nokia have started a long tearm strategy since 2008 to improve it’s condition in mobile market and I believe that Nokia’s strategy just started to produce.
nice evening.