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iPhone 5 preview. Will it hurt Apple’s financials? July 7, 2010

Posted by deminvest in AAPL, Apple, growth stock, investment.
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Here it is:

iPhone 5 preview

Will it connect well and solve the "dropped conversations" issue?

I am curious to see if the issue connected to holding the iPhone 4 in your left hand will hurt Apple’s financials.


In mobile computing era, can Blackberry (RIMM) and Nokia (NOK) keep up with Apple’s (AAPL) and Google’s (GOOG) innovation speed? January 18, 2010

Posted by antibeppegrillo in goog, Google, growth stock, investment, nasdaq, Nasdaq stock, NOK, nokia, Research in Motion, RIMM.
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A BlackBerry, a Google phone Smart phone 'Nexus One' and an IPhoneA BlackBerry vs a Google phone Smart phone ‘Nexus One’ vs a cool IPhone

Facts that (amazingly) do not matter:

  • Google’s Nexus 2 is a phone that sucks
  • Many say that Apple’s IPhone is a phone that sucks
  • Blackberry is a great phone and is great for E-mail, Calendar and typing
  • Nokia sold great cell phones that work perfectly and are cheap to a Billion humans

If it was just cellphones or smartphones I’d:

  • immediately buy a big load of Research in Motion (RIMM) shares that are only priced 13 times forward earnings, 16 times current earnings. Cheap for a company which grew 40% last year and produces the only smartphone suitable for businesses and corporations.
  • or I’d get some shares ¬†of NOKIA (NOK), which is still World market leader, yields 5% dividends, is priced 0.8 times current sales and has Forward P/E supposed to be 13.

Compared to Apple’s and Google’s Forward P/E in the twenties and P/Sales over 5 times, NOK and RIMM look good.

What scares me about RIMM is the fact that we’re moving toward mobile computing. Computing needs even faster innovation than mobile phones or palms or smartphones.

I think Apple and Google will innovate their products at such a speed that they will become great usable tools before everybody else can figure out how to cope with them.


My boring March investment: I loaded 80 more Ebay shares for $994.4 March 30, 2009

Posted by deminvest in Defensive Stock, ebay, growth stock, low cost.
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I wrote so much about Ebay, that I don’t have more to say. What may be interesting is today’s P/E around 8 and the fact that, from Thursday on, Skype will work on Iphones, Blackberries and Android.

Paypal and Skype are reinforcing their leadership in the fields of online payments and VOIP.

That why today I spent $994.4 to buy 80 more Ebay shares at a price of $ 12.43 each

I can’t wait to see people using their Iphones to hookup on a wifi network and fool those mobile phone companies to call for free on skype!

I may even want to buy an Iphone to call for free on skype and, after each call, use the money I save to drink a good beer paid by hated Telcoms!

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