Originally Posted by javyn
So many are touting the Lumina 920 as the iPhone killer...I just don't see it. Thoughts?
Nokia has such strong hardware. Software never keeps up though. Had the E72 which was a powerhouse in terms of specs, but symbian was a straight up joke
Originally Posted by melwoesblvd
anyone think buying RIM right now is a good idea? how much more downward movement could we see realistically?
Downward to zero.
Originally Posted by krn.nyc
I want to short Apple. I think it'll go down in the intermediate/long-run.
Having been interested in the tech hardware world for a while, I see Apple's sky-high market share as an imminent sign of its downfall. To be considered the most valuable company in history within such a volatile industry is not the best news: ask Microsoft, back when it was the most valuable at the height of the 2000 bubble. With the gap left by Jobs, the pace of innovation is slowing within Apple; I believe the iPhone 5 was the last phone in the works and you can sense much of his influence wasn't exerted on that product in his last years. It wouldn't surprise me if a leaner and more agile tech company reinvents the tech landscape and is able to topple Apple in a few years (as Apple's package of hardware and software did to Microsoft's software).
Apple still holds the most leverage in the industry due to its high market cap and talent. It still has the potential to be the highest inflation-adjusted valued company in history if the greater global consumer markets are still untapped and it continues to release blockbusters like the iPhone and the iPad. But at the first sign of troubling news (i.e. management woes, a bad conference event, etc.) , I will short Apple due to my belief that an increasingly clunky and slower-moving organization can never remain on top in the tech industry.
Apple sold 5 million phones in under a week. Not good enough for you? They don't need to do anything if they keep their profit margins where they are right now. If I were to short, I'd wait until February at the earliest. And in terms of iPhone 5, you really think that was the last phone in the works? Sure no jobs, but plenty of innovative ideas. A company that upends Apple would need more than a few years to really scale their business / supply chain / retail network, that doesn't happen overnight. And when it does, the price correction will have happened at a relaxed pace and your short would have given you at best market returns but more likely lower or negative returns
edit: also how do you define bad? Naming iPad 3 just the iPad has good and bad points depending on who you ask - I personally think it makes sense for business but don't like it. So I should short AAPL cause that's a bad conference?