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    • Tue Dec 2nd 11:09 AM
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      Commented on:
      What KKR Will Be Using New Money For
      "With the value of its funds going down as endowments deleverage further, it would appear that KKR was prescient in securing those new credit facilities in order to survive a possibly even bigger crunch ahead."

      This demonstrates a lack of understanding of KKR Financial. The credit line of an affiliated company has nothing to do with KKR the private equity shop that does manage endowment money. KKR Financial as a stand alone company does not manage endowment money, it manages funds on behalf of its stakeholders (owners of its CDO paper, stockholders, etc).
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    • Fri Nov 28th 09:32 AM
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      Will the iPhone Be Taken by Storm?
      You can't make any conclusions on the device yet. VZ pushed RIM to release it and the software was not quite ready. VERY DUMB as the first impressions are very important and all the reviewers were using devices with the "beta" OS and not a final version, which will be updated in the next few weeks. Maybe wait until this the software gets tuned and then decide. And yes, this article says nothing.
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    • Fri Nov 7th 14:19 PM
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      Apple vs. RIM: Study Shows iPhone More Reliable than Blackberry
      15,000 phones in the study? When apple and RIM are selling millions per quarter. Can the results be considered at all accurate with such a relatively small sample size?
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    • Fri Oct 31st 13:42 PM
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      Personal Income and Spending: Saving is the New Trend (Again)
      higher savings = lower consumption. very simple. that's why japan's economy is so bad. they save too much, we spend too much. maybe a happy medium somewhere in between is the answer. my fear is that folks memories are short and when they have the ability to borrow, borrow, borrow again, they will. i just hope that lenders act rationally and don't diminish credit standards the way they did over the last several years.
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    • Fri Oct 31st 13:23 PM
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      RIM Faces a Critical Month As Apple Gets Tough
      it's amazing to me how staunchly folks defend their Apple or their RIM as I continue to read these comments. apple lovers think it will be a binary result with appl=1 and rim=0. that's the funny thing, this will not be a binary result. both can grow massively.

      i guess no one talks about distribution either. appe will get to about 70 networks? today RIM sells through 400 networks. big difference. rim's strategy is ubiquity. apple's strategy is we've created something we love and is amazing and if you like it buy it, if not, f*ck off. cut and paste? mms? weird they take such stances. ok, enough.
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    • Fri Oct 31st 13:16 PM
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      RIM Faces a Critical Month As Apple Gets Tough
      hayweed, palm's failure isn't due to anything other than NOT rewriting their OS to support a phone and not just a PDA instead of trying to bolt on phone functionality to a PDA OS. this is why their devices are so unstable. the funny thing is you still lots of alms out there, which frankly amazes me that folks will put up with that sh*t. at least my blackberry and iphone are very stable.
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    • Fri Oct 31st 13:14 PM
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      RIM Faces a Critical Month As Apple Gets Tough
      TimboM - why doesn't anyone take into account no iphone sales for two months before the 3G launch? or the surge you typically get from a new product launch when discussing units sold. realistically, iphone sales last quarter represent 5 months of demand or a little over 4.1 mln units for an adjusted 3 month period? still fantastic but not more than RIM.

      and to talk about how one or the other will dominate is just so blindly stupid when you put it in the context of a billion unit a year market where current smartphone penetration is maybe 15%. check your apple love at the door before anyone will actually take heed to your comments.

      anon12366 - settle down as well. the storm is no iphone killer, but it does give those who want a superior email experience the option of a touchscreen. (anyone who really thinks iphone's email client is better needs to get their head examined - i just loved going in and out of my various mailboxes to check messages, so tedious, and that's just the beginning!) and as far as investment merit, they both have huge potential, but apple actually trades at about 8X historical money in the bank free cash flow, after netting out their ridiculous amount of cash on the balance sheet. it is much cheaper and has a diversified product base between iphone, ipod, mac.

      best way to play the merging smartphone growth: own both like myself and recognize both companies have their strengths. and i guess no one listened to silly balsillie when a few months ago he said he sees CORPORATE smartphone penetration at only about 10% right now. so there is room to grow there and the consumer side for RIM and there is plenty of room for iphone to grow in both categories as well.
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    • Thu Oct 30th 10:09 AM
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      Share Buybacks Make Apple Sweeter
      These reports are SO off base it's ridiculous. The company has explicitly said they intend to hold the cash. If there is a buyback it would be a $5 billion dollar number, or some small almost insignificant number. Steve's experiences are making him want to hold onto the cash to ensure Apple remains strong. Besides, even if they did repurchase some shares, ostensibly all they would be doing would be shifting the cash from the company to employees who exercise options and the net share count might not be reduced by much at all.
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    • Wed Oct 29th 09:41 AM
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      Cramer's Mad Money - The Apple Barometer (10/28/08)
      "In spite of Apple’s strong fundamentals, the stock is trading at a mere 15 points from its 52-week low: impressive considering its 40-50 multiple."

      Really, Apple has a 40-50 multiple? Try 7. The PE multiple is 7 when you net out cash and that's a historical, money in the bank number. Not a multiple to 2010 estimates. I have to believe this is a typo. If not, very poor reporting SA.
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    • Tue Oct 28th 13:57 PM
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      Reconstructing Apple Earnings, Including iPhone
      These calls for fundamental analysis showing the ridiculously low valuation for Apple will go unheeded until there is more clarity about the macro picture. Until then the stock is held hostage by mutual and hedge fund liquidations. Provides a great longer term investment but it seems like no one cares for now.
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    • Fri Oct 24th 10:52 AM
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      Apple Takes a Bite of Research In Motion
      KenC - if everyone knows all this stuff, where is it being reported? Why aren't people saying if you normalize the numbers, they would have sold over 4 mln devices? This number is still very impressive (and I did say that in my post) but not more than RIM. I am just trying to be skeptical, like any good investor should. And fyi, own aapl as well as rimm. So perhaps, you should relax yourself a little. And my other points are very valid and make me worry about Apple's attempts to lower prices. If the carriers are getting squeezed on capacity, they are going to price iPhone data at a premium. This could become an issue over time. Of course, the avg apple loyalist gets angry at anyone who has anything but good things to say about apple or its future. really funny how fired up people get about this company.
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    • Thu Oct 23rd 11:26 AM
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      Was the iPhone Deal Worth It for AT&T?
      Don't you have to factor in required capital investment from a lack of 3G capacity when all the 3g iPhones hit the network?
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    • Thu Oct 23rd 11:23 AM
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      Apple's 'Real' Earnings: Up Almost 125%
      As usual, spot on. All you need to know is Apple generated $9.1B FCF in 2008, has $25B cash in the bank and currently is valued at $90B. Subtract $25B from $90B to get to the value of the business and divide by $9.1B to get a true historical cash earnings multiple and you get about 7X. 7X? Really, 7X earnings? YES. What a joke. This shows how ridiculous the markets are right now. BUT you have the opportunity to invest here and participate in the normalization of the multiple in time.
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    • Thu Oct 23rd 10:38 AM
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      Apple Takes a Bite of Research In Motion
      Kevin S - Apple just threw out GAAP accounting treatment and issued non-GAAP numbers this last quarter that undo the subscription accounting to give investors a true look at the performance of the business (without having to figure it out on your own). Your cash figure is off by $10 billion as well, they have $25B cash. And the deferred revenue does not "become" cash, they get it upfront. it only becomes recognized as revenue under GAAP over the 8 quarter life.
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    • Thu Oct 23rd 10:32 AM
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      Apple Takes a Bite of Research In Motion
      Sramana, I thought you were sophisticated enough to see through this PR claim of Apple selling more phones than RIM in the last quarter. Yes the numbers appear to show more sales but when did the first generation iPhone stop selling? About two months before the 3G was released. So this quarter had two things going 1. Pent up demand for two months where no iPhones were being sold and 2. the typical launch surge you would expect to see given the loyal, even fanatical, nature of Apple customers who upgraded. If you normalize the numbers of iPhones over 5 months, you would see only a little over 4 mln were sold for a normalized 3 month quarter. Very impressive nonetheless, but definitely not more than RIM. And these sales come on the back of $350-400 subsidies by carriers. How long will carriers subsidize at these levels as the product matures? Is there a real value proposition here for carriers? Sure they get new subs, but at what cost to them upfront and to the network itself. How much does AT&T need to spend now to get capacity up to snuff? I believe in time the value proposition that RIM provides (i.e. lower subsidies, data compression respecting the network, and high value subs) will continue to keep RIM at the top of the industry. Of course the iPhone will be there as well, but let's compare apples to apples (or blackberries) in doing the comparison.
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