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novalis_97 207 posts  |  Last Activity: Feb 7, 2013 12:12 AM Member since: Dec 17, 1997
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  • You: #$%$?"
    Google: "Privacy? Hahaha!!!!!!!"

    Sentiment: Strong Sell

  • It looks like the Sudden Death Syndrome/faulty motherboard issue affecting Galaxy S3's worldwide is starting to hurt, and there's also Google's imminent X-Phone launch with Android 5.0 Key Lime Pie stealing the Galaxy S4's thunder running Tizen. There's also the Chinese phone makers copycatting the Galaxy S3 as far as screen size and Android. It's a case of the Chinese doing to the Koreans what the Koreans did to the Americans and Apple, and I predict the the Chinese copycatters will succeed in out-copying the Korean copycatters.

    Sentiment: Strong Sell

  • This is a glorious beat on GOOG's part, and I applaud them for the extra 40 cents compared to last year. I hope they'll outdo themselves and go up by a full 5.0% in the next holiday quarter. Then, Goog can join the Dow with all the other 5%-a-year performers. This excites me so I will certainly join in tomorrow and buy all I can!

    Sentiment: Strong Sell

  • Wow, this is big news! In one fell swoop, this undercuts all the copycatters and counterfeiters like Samsung which made only feature phones before the iPhone first came out in 2007. I admit I once bought a fake Louis Vuitton bag in Itaewon in Seoul before along with a fake Rolex watch. I also bought a lot of counterfeit DVD's which are sold in Seoul's subways openly. This was in my younger days. Koreans are masters of copycatting and counterfeiting, and the quality is not that bad. North Koreans even copycat US $100 bills. But on the global stage, counterfeiting Western luxury items to pull oneself out of Third World status is not a good long-term strategy for Korea as a country that hopes to join the First World. There has to be more respect for the rule of law. Same goes for other Asian countries.

    Sentiment: Strong Sell

  • Wow, this is big news. In one fell swoop, this undercuts all the copycatters and counterfeiters like Samsung which made only feature phones before the iPhone first came out in 2007. I admit I once bought a fake Louis Vuitton bag in Itaewon in Seoul before along with a fake Rolex watch. I also bought a lot of counterfeit DVD's which are sold in Seoul's subways openly. This was in my younger days. Koreans are masters of copycatting and counterfeiting, and the quality is not that bad. North Koreans even copycat US $100 bills. But on the global stage, counterfeiting Western luxury items to pull oneself out of Third World status is not a good long-term strategy for Korea as a country that hopes to join the First World. There has to be more respect for the rule of law. Same goes for other Asian countries.

  • Reuter's 65 million units ordered for Q2 is the heart of the matter. It means Apple had ordered at least 65 million for its all-important Q1 holiday quarter and, after selling 50 million+ iPhone 5's in Q1, Apple has 15 million left for Q2, for which Apple had originally ordered another 65 million. Now, Apple expects it'll need only half of those 65 million, or 32.5 million. When this 32.5 million is added to the 15 million they still have left over from Q1, Apple expects it'll need 47.5 million iPhone 5's for Q2--which is phenomenal for the post-holiday quarter.

  • There's a 244-page long thread at XDA developers site complaining about the problem, which is turning out to be a PR disaster for Samsung. All 16 GB Samsung Galaxy S3's seem to be affected. The motherboard itself or one of the chips on the motherboard is the culprit. The chip is eMMC chip VTU00M, which is also in the Galaxy Note II, which was released just 3 months ago, so they should also start dying about 3-5 months from now. By the way, dying after 6-8 months is not that bad for a Samsung product. My Samsung TV, washing machine, and digital camera all lasted an incredible 14-16 months before they died, right after the 1-year warranty expired. There's a very good YouTube video about how to fix the TV problem with a soldering iron and $2 capacitor from RadioShack, which I did. Samsung sucks! I swore I'd never buy another Samsung product again, and it turns out I was right since the Galaxy S3 poops out after only 6-8 months. Thank God I bought an iPhone 5 over the Galaxy S3. And if it's not the S3's motherboard that fails, then Jelly Bean 4.1.2 will kill your S3 by causing your battery life to get cut in half. Apple rules, quality rules forever over the cheap Samsung crapola!

    Sentiment: Strong Buy

  • novalis_97 novalis_97 Jan 7, 2013 2:30 AM Flag

    The $2 capacitor was for the TV, not the Samsung Galaxy S3

    Sentiment: Strong Sell

  • There's a 244-page long thread at XDA developers site complaining about the problem, which is turning out to be a PR disaster for Samsung. All 16 GB Samsung Galaxy S3's seem to be affected. The motherboard itself or one of the chips on the motherboard is the culprit. The chip is eMMC chip VTU00M, which is also in the Galaxy Note II, which was released just 3 months ago, so they should also start dying about 3-5 months from now. By the way, dying after 6-8 months is not that bad for a Samsung product. My Samsung TV, washing machine, and digital camera all lasted an incredible 14-16 months before they died, right after the 1-year warranty expired. There's a very good YouTube video about how to fix this with a soldering iron and $2 capacitor from RadioShack, which I did. Samsung sucks! I swore I'd never buy another Samsung product again, and it turns out I was right since the Galaxy S3 poops out after only 6-8 months. Thank God I bought an iPhone 5 over the Galaxy S3. And if it's not the S3's motherboard that fails, then Jelly Bean 4.1.2 will kill your S3 by causing your battery life to get cut in half. Apple rules, quality rules forever over the cheap Samsung crapola!

    Sentiment: Strong Sell

  • These are the latest valuations using the dividend discount model and EPS and 5-year growth rates from Yahoo! Finance, a 10% discount rate, and a 0% growth rate starting in Year 6. As you can see, GOOG is currently fully valued, while AAPL is massively undervalued. You should sell most of your GOOG and shift into AAPL right now.

    Sentiment: Strong Sell

  • These are the current fair values as of 12/3/2012 using EPS estimates and 5-year growth rates from Yahoo! Finance and a 10% discount rate with a 0% EPS growth rate starting in Year 6. GOOG and PCLN are basically currently fairly valued, while AAPL is extremely undervalued. The upshot: Sell GOOG to buy AAPL.

    Sentiment: Sell

  • Buy aapl

    Sentiment: Strong Sell

  • AAPL is the most undervalued tech stock out there, GOOG and PCLN are fully valued now.

  • Samsung makes CRAP. I'll never buy cheap, Korean goods again. Koreans are good imitators but there are eventually legal limits to counterfeit products like Samsung's Galaxy products, especially once you reach the global stage. I'll never drink fake Korean cola either (I forget what the name of this was when I lived there), but Samsung derives from the Korean counterfeiting culture, which is sleazy just like the fake Louis Vuitton bags, fake Rolex watches, fake Nike shoes in Itaewon. Fake, counterfeit products are considered "normal" in some Third World countries, but until their education systems rise above rote memorization, they'll always be followers rather than leaders capable of true innovation.

  • There are much better bargains out there

    Sentiment: Strong Sell

  • Copying and counterfeiting is considered absolutely normal in Korean culture. Just walk down any famous large market street in Seoul to see counterfeit Louis Vuitton bags, Rolex watches, Prada purses, Nike sneakers, Levi's jeans, and other famous American and European brands being sold out in the public with impunity. Even the N. Korean cousins get into the game with fake US $100 bills called supernotes. So if you've grown up in this culture, as Samsung's executives have, then it's no surprise they'd eventually try to ouright steal the look-and-feel of Apple's iconic iPhone and iPad. In every business field in Korea, you're actually considered stupid by your competitor if you don't engage in outright copying. But now that Samsung is a global company, it cannot bring this copying-is-OK Korean mentality onto the global economic stage with impunity. It has to follow actual rules and laws prohibiting such counterfeiting for the first time -- a huge rude awakening for Samsung executives at back at Korean headquarters right now. This was bound to happen eventually, so it's good it started with this case. Samsung claims that prohibiting its counterfeiting of Apple products will "hurt consumer choice," but this is like the Korean layd selling counterfeit Louis Vuitton bags that the the real Louis Vuitton company is "hurting consumer choice" by trying to shut her down. Just like this lady, Samsung executives who've all become rich from counterfeiting will fight tooth-and-nail for their "Korean right" to freely counterfeit and rip-off with impunity whatever famous global brands they want.

    Sentiment: Strong Buy

  • The function is the same. But Samsung doesn't care. Knocking off products is what the Korean economy is all about anyway. Samsung may even give you a free Korean-made knock-off Louis Vuitton or Gucci handbag to go along with your your knock-off Samsung smartphone.

    Sentiment: Strong Buy

  • Who will buy any Samsung smartphone now after the US Court recognizes that Samsung smartphones and tablets are nothing but the illegal Korean knock-offs of Apple products that everyone already knows them to be. Does anyone really think that anyone at Samsung actually thought up the touchscreen smartphone and tablet by themselves? Korea is a country famous for producing illegal knock-offs from handbags to clothes to electronics, and the Galaxy smartphone and tablet are in keeping with this unfortunate tradition of outright thievery. And a Samsung Galaxy S III is nothing more than an updated Samsung Nexus, so if the Nexus is a knock-off of the iPhone, so is the Galaxy S III. Either way, consumers don't want to buy the Galaxy S III whose predecessor has been ruled by the US Court to be an illegal knock-off, because of the likelihood that the Galaxy S III will also be ruled as such and Samsung cannot legally continue to provide customer and technical support for its illegal smartphones.

    Sentiment: Strong Buy

  • Reply to

    IS EARNINGS REPORT today OR TOMORROW? tia

    by koskir1234 Oct 26, 2011 10:04 AM
    Novalis_97 Novalis_97 Oct 26, 2011 1:12 PM Flag

    No, 8 pm EST

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