Tag Archives: AAPL

China Slowdown? Don’t tell U.S. Multinationals!

posted on April 23, 2014 at 11:47 am by Tim Seymour

Last night, China printed 48.3 on the HSBC Flash PMI, but don’t tell U.S. corporations who call China a major market that China is slowing.

China Tim Seymour

If Tesla is an IT Company, Then Apple is a Software Services Company

posted on March 24, 2014 at 10:50 am by Tim Seymour

Front page of the WSJ tells us that a deal between Comcast (CMCSA, quote) and Apple (AAPL, quote) may be near where Apple gets TV like quality streaming of the “final mile” from Comcast into the living room to an Apple set top box.

Analysis China Technology Telecom Tim Seymour

Hynix, Apple, Samsung Face Flat Smartphone Growth

posted on January 28, 2014 at 10:16 am by Tim Seymour

Hynix (HXSCL, quote) is the worlds second largest maker of memory chips, and they seem to see what Apple (AAPL, quote) didn’t spell out last night but clearly implied and what Samsung (SSNLF, quote) had no choice but to say: smartphone growth is not what it used to be.

Analysis Fast Moey Technology Tim Seymour

Market Update – A few thoughts on Apple

posted on December 23, 2013 at 9:14 am by Tim Seymour

A few thoughts on Apple (AAPL, quote) and for a few additional thoughts surrounding the deal be sure to check out my tweets (@timseymour) from last night.

Analysis China Technology Telecom Tim Seymour

Apple in China

posted on December 10, 2013 at 12:08 pm by Tim Seymour

Some of the Apple (AAPL, quote) food chain names saw pop last night as China Mobile (CHL, quote) posted a notice on their website (which they later removed) they would be taking preorders for iPhones from 12th Dec. Smartphone demand is massive in China but just not sure this is the market for Apple.

Analysis China Telecom Tim Seymour

Are China Mobile and Apple close to a deal?

posted on August 19, 2013 at 12:04 pm by Richard Rittorno

Is Apple (AAPL, quote) finally positioning itself to align with the world’s largest cellular mobile carriers – otherwise known as China Mobile (CHL, quote)?

Asia China Emerging Markets Insight Technology Telecom

Sina frenzy in Chinese Internet space

posted on April 29, 2013 at 12:06 pm by Tim Seymour

Opportunity or trap? The news of Alibaba buying 18% of Sina (SINA, quote) who has a core foothold in the micro-blogging space has not only Sina but others in the Chinese Internet sector booming.

China Internet Strategy Tim Seymour

Is Samsung getting ready to move…

posted on April 24, 2013 at 8:32 am by Tim Seymour

Keep an eye on Samsung (SSNLF, quote) now that Apple (AAPL, quote) earnings are out and Samsung’s new products this fall.

Emerging Markets Insight Telecom Tim Seymour

The battle rages on between Apple and Samsung

posted on April 23, 2013 at 9:14 am by Tim Seymour

Do we still need to do this? Not even close on market share anymore as Samsung pre-announced last week and imputed numbers say they are 30% of the smartphone market vs. Apple’s (AAPL, quote)

Consumer South Korea Technology Telecom Tim Seymour

Is Samsung following Apple’s path into a “value trap”?

posted on January 25, 2013 at 10:12 am by Tim Seymour

The largest name in the iShares MSCI Emerging Markets Index ETF (EEM, quote), Samsung (SSNLF, quote), is struggling with the overall heaviness in emerging markets.

China South Korea Technology Tim Seymour

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