Sprint Nextel (S ) says on the conference call that the reason for the churn was lack of iPhone. Sprint further adds that iPhone will be huge for cash flow and will be very profitable. Sprint stock has moved up on these predictions. We agree that
Research In Motion (RIMM) breaks $20. The trigger is a comment from Apple (AAPL) that 80% of Fortune 500 companies are testing iPhones. Our prediction has proven spot on. Here are the details of our prediction: http://seekingalpha.com/article/294024-research-in-motion-on-way-to-20
Shutterfly (SFLY) and American Greetings (AM) derive signicant revenues from letting consumers print their greeting cards. Apple (AAPL) has just introduced an app that allows consumers to print greeting cards. We expect similar apps to proliferate on Android and Windows. This is a negative development for Shutterfly
VirnetX Holding Corporation (VHC) stock is dropping on patent reexamination news. United States Patent and Trademark Office website has ordered a reexamination for application number 95/100,682 regarding patents entitled “Agile Network Protocol for Secure Communications with Assured System Availability,” which is assigned to VirnetX (VHC). Previously Apple (AAPL) filed a
Our position Adobe Systems (ADBE) has been hurt because certain Apple (AAPL) devices do not support Flash. Amazon (AMZN) has released its new Silk browser. Silk supports Flash. This is good for Adobe. We will be closely following these three stocks on the ZYX Buy Change
Readers may want to start from my previous article on Research In Motion titled What Is The True Value Of Research In Motion? In the article I described various scenarios for Research In Motion (RIMM). One of the scenarios I described was for Research in Motion to continue on its
Omnivision (OVTI) reported earnings better than expected, but projections were a disaster. Omnivision sees Q2 EPS 52c-64c vs. consensus 82c Omnivision sees Q2 revenue $255M-$275M vs. consensus $306.37M . There is speculation that lower projections are the result of losing some Apple (AAPL) camera business to
Acacia Research Corporation (ACTG) is a company that enforces patents. Acacia Research has a relationship with MMI. GOOG is likely to be more aggressive in enforcing patents especially against the likes of AAPL. If GOOG hires Acacia Research, it will be a windfall for Acacia Research.
Skyworks (SWKS) makes semiconductors for phones and Wi-Fi. There are reports that Skyworks has lost all 3G business in Apple’s (AAPL) iPhone 5. There are also reports that Skyworks may lose the rest of the business from Apple. ZYX Change Method is close to issuing a short
The up move in Penney (JCP) stock may be driven by wishful thinking. Johnson was successful, but he was not selling white blouses inside those beautiful Apple (AAPL) stores. Penney does not have differentiated products like Apple. The success of Apple stores is, in part, due to the experience they