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To: iggyl who wrote (19416)5/2/2012 12:50:11 PM
From: iggyl
1 Recommendation   of 29707
 
... and btw just announced that zax and Eric L's best friend Nokia is suing the crap out of HTC in the US and Germany for patent infringement.

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To: Eric L who wrote (19415)5/2/2012 2:39:36 PM
From: pyslent
   of 29707
 
Did you listen to the Samsung earnings CC or its replay? It can be a difficult listen and I had to repeat what was stated in several sections of it, and I still had difficulty interpreting what was stated in at least one case. In re the CC Peter Svensson of AP reported ...

Thanks for the fact checking Eric. No, I did not listen to the CC (nor apparently, did Mr Svensson). I have not listened to a Samsung CC since Lee Younghee fielded queries for the Mobile Telecom group. Incidentally, I found her pretty articulate at the time, despite her famous "quite smooth" gaffe.

I stand corrected that the preponderance of the evidence does suggest that Samsung increased smartphone shipments QoQ, despite iSuppli's estimate.

The majority of cellphone manufacturers that do disclose sell-in do not, however, breakout smartphone from other handsets sold-in. Nokia and Apple are major exceptions in this regard. RIM is getting vaguer about unit volumes and HTC no longer reports them.

Refreshingly, Motorola does explicitly break out total handset and smartphone sell-in as well, since it is a direct metric of their stated business transition (as it is for Nokia).

Whether Samsung passed Apple in smartphones again in Q4 or didn't, they had a stellar quarter and their mobile device operating margins were the highest they have recorded since H1 2004. IM had an op margin of 18.4%.

Agreed, that operating margin is Nokia-esque, circa 2007.

Best, Pyslent

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To: iggyl who wrote (19416)5/2/2012 2:45:16 PM
From: sylvester80
   of 29707
 
Keep waiting for them "billions"... LMFAO... too funny....

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To: iggyl who wrote (19416)5/2/2012 3:57:50 PM
From: sylvester80
   of 29707
 
Apple Executive Sells 95% of Holdings (to iSheep sucker bagholders)
May 02, 2012
livetradingnews.com

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From: sinclap5/2/2012 4:04:59 PM
   of 29707
 
Will the Galaxy Player dethrone the neglected iTouch?

online.wsj.com

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To: iggyl who wrote (19417)5/2/2012 5:17:30 PM
From: sylvester80
   of 29707
 
Various Google+1s that I'm tracking are surpassing twitter by 3x and comes close to matching facebook likes... wonder what that means??? LMFAO... too funny...

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To: sylvester80 who wrote (19422)5/2/2012 5:29:36 PM
From: pyslent
   of 29707
 
Various Google+1s that I'm tracking are surpassing twitter by 3x and comes close to matching facebook likes

In trying to replicate your findings, I went to Androidcentral or Phandroid, and indeed, most of the articles have more +1's than Facebook "likes," but the Twitter shares are generally higher than either, sometimes much higher.

Conclusion? Google fans use +1 more than Facebook, but also use Twitter.

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To: pyslent who wrote (19423)5/2/2012 5:58:30 PM
From: sylvester80
   of 29707
 
Here's another...Google+1=6.2K, Twitter=2K, Facebook=14K
thenextgalaxy.com

I'm finding Google+1 keeps outnumbering Twitter... Facebook is the clear leader but not by the numbers I've been hearing... they should be 5x more...

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To: pyslent who wrote (19418)5/2/2012 5:59:48 PM
From: sylvester80
   of 29707
 
So are you now admitting that CRAPple was a LOSER??? LMFAO... too funny...

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To: sylvester80 who wrote (19425)5/2/2012 6:27:47 PM
From: pyslent
   of 29707
 
I'm admitting that I was wrong to doubt that Samsung outsold Apple in smartphones in CY Q1. I don't see how that makes them a "loser" though. Apple had a phenomenal quarter, one of the top 6 quarters in recorded history, and certainly much better than Samsung by any significant metric. "Smartphone market share" is simply not a meaningful metric of anything as far as I can see.

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