sticky means nothing in technology area. Technology is not something like Coca or PG.
Nokia had more than 10 years of stickiness in the past. What happened to it now?
(05-12-2013, 10:28 AM)freedom Wrote: [ -> ]sticky means nothing in technology area. Technology is not something like Coca or PG.
Nokia had more than 10 years of stickiness in the past. What happened to it now?
I have different view, stickiness is important for technology stocks, as survivability under the highly competitive environment, IMO
Nokia is sticky, otherwise it has gone long time ago, and will not even survive till MS acquisition, IMO
No one is investing to see the company to last. Everybody invests because they want the company to prosper. So, Nokia was a bad investment no matter whether it can continue to exisit or not. The important thing is that it can make more money for me. The same for Apple. Apple is not a darling of the market any more exactly because those bailed do not see Apple as the same growth engine it was any more. Its earning has stopped since last year and possbile current financial year. 2012 could mark the peak of Apple for the near future.
(05-12-2013, 11:05 AM)freedom Wrote: [ -> ]No one is investing to see the company to last. Everybody invests because they want the company to prosper. So, Nokia was a bad investment no matter whether it can continue to exisit or not. The important thing is that it can make more money for me. The same for Apple. Apple is not a darling of the market any more exactly because those bailed do not see Apple as the same growth engine it was any more. Its earning has stopped since last year and possbile current financial year. 2012 could mark the peak of Apple for the near future.
That are more different views between us.
Nokia without mobile business might worth a second look, with its new navigation business.
Apple will continue to stay, and profitable.
If continuing to stay in a long time and being profitable are the investment criterias, there are far too many companies investable.
I believe that a lot of investors think they are investing in value companies because they are cheap or they can't get cheaper. But being cheap is not necessarily helping any investors. Being able to create more value is more important than being cheap. Being cheap and being able to create more value make it a super investment.
Too many Graham theory practitioners focus too much on margin of safety, but ignore the upside potentials. Thus, too many value traps.
Foxconn business model doesn't able to support high R&D expenses. It can do so now, mainly due to strong support from its customer, Apple Inc.
Foxconn to fund start-ups to develop wearable technology
TAIPEI — Foxconn Technology, which makes iPhones and iPads, is launching an investment fund to finance start-ups developing new kinds of wearable computers, according to sources.
Syntrend Creative Park, a Foxconn unit, will administer the NT$200 million (S$8.46 million) fund and select participants for a trial early next year, the sources said. Operations at the incubator, which will provide offices and advisory services for start-ups, will open by the end of next year to create wearable and connected technologies.
...
http://www.todayonline.com/tech/foxconn-...technology
Apple is a late-comer in China mobile market versu its key competitors...
China Mobile deal may do little to aid Apple’s battle
Tech giant will still face stiff competition; marketing may become deciding factor in fight
BEIJING — For all the hype, Apple’s long-awaited iPhone agreement with China Mobile may deliver little more than a fleeting revenue jolt for the US giant.
...
http://www.todayonline.com/tech/china-mo...les-battle
Apple business model is not for greater volume, but to sustain the margin...
Apple bruised as shoppers choose cheaper tablets over iPad
LONDON — It may come to be remembered as the year that tablet computers became mainstream, but with a slew of cheaper tablets on the market — some on sale for as little as £30 (S$62) — 2013 may also be remembered as the first year that Apple’s iPad no longer dominated sales.
In the United Kingdom, the iPad captured 38 per cent of the market in the first three quarters of this year, compared to 56 per cent for tablets powered by Google’s Android software. Google’s £200 Nexus 7 kick-started the trend towards more affordable tablets.
UK supermarket chains Tesco and Argos this year introduced their own Android tablets for under £120. And last week, the Indian government launched the Datawind UbiSlate at only £30 in the UK as part of an educational initiative.
In comparison, Apple’s iPad Air costs £400 and the iPad Mini £320.
...
http://www.todayonline.com/tech/apple-br...-over-ipad
The detail is of course there are many more models of Android. Depends how one frames the stat.
A nice feature of Apple IOS...
An iBeacon of benefits for consumers
What is iBeacon?
It is a new technology developed by Apple, built into its operating systems and devices since last year, and it may “change the world forever”, according to the Washington Post.
The technology lets businesses set up transmitters which can tell nearby smartphones of their presence. It may not sound like much, but combined with the right software, it opens up a massive number of possibilities.
Ref:
http://www.todayonline.com/tech/ibeacon-...-consumers