commtechsta
commtechstaJoined Sep 20, 2011
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commtechster@asymco makes a great case that $AAPL is not the exception, but the rule. Look at $JCP, Samsung, and others... http://t.co/8DJwQgYafrom Twitter -
commtechsterI hope $INTC and $MMI dont try to sell their new products at a premium, but if they dont one or the other will be taking a margin hit.from Twitter -
commtechster$MMI and $INTC announce multi-year development partnership for mobile devices. Carrier validation expected this summer, launch to followfrom Twitter -
commtechsterLenovo and $INTC announce first Atom based Android smartphone. Expected to ship in Q2'12 for China Unicom. Now does it run all Android apps?from Twitter -
commtechsterNow lets be fair...its a 3.65 inch screen not 3.5 inch http://t.co/tcDQYopn $AAPLfrom Twitter -
commtechsterUh, ya, that will save $RIMM "...with RIM likely agreeing to license Blackberry 10 to Samsung, HTC, and possibly others" - Jefferiesfrom Twitter -
commtechsterJust as many people imagine Apple tech several iterations into the future, $MSFT Kinect deserves the same respect. 5th version will be crazyfrom Twitter -
commtechster@asymco is doing great work on $AAPL. That's why we keep seeing sell-side "proprietary" research mimicking his balance sheet analysis.from Twitter -
commtechsterThis is the ugliest phone of the modern smartphone era... $RIMM http://t.co/zS42g3FDfrom Twitter -
commtechsterNot to bemoan this, but I am surprised that you can become the public voice of a fortune 500 company saying "uh" and "um" that much. $AMZNfrom Twitter -
commtechsterAmazing that the demand is so strong that people will use it only on EDGE, no 3G, let alone 4G... 10m iPhones on $CHL http://t.co/DlYWASs5from Twitter -
commtechsterPer my previous tweet: http://t.co/IrNIMW6c post from 9/19/11... $TQNT $AAPLfrom Twitter -
commtechsterPublic reaction suggests $AAPL could have benefitted from managing expectations better. Uninformed blogs/fin analysts inflated hopes #iPhonefrom Twitter -
commtechsterNo new form factor is $AAPL clearest way of showing the true value of the handset is software/ecosystem. Shown also in $AMZN recent approachfrom Twitter -
commtechsterOne of the many things that seems obvious after watching #Kindle keynote again...Steve Ballmer has got to go. $MSFT $AMZNfrom Twitter
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