CHL

INTEL GETS INTO IPHONE 7 FOR THE FIRST TIME, SHOULD YOU BUY? $INTC $AAPL $NVDA $MXL $QRVO $QCOM $AGO $AMAT $T $S $ARMH $TSM

Intel INTC, has been the king of servers, desktops and laptops. However, despite a massive effort, it has had a limited success in mobile, especially at Apple AAPL. For a semiconductor manufacturer, the biggest prize is to get into iPhone 7. Earlier today, Bloomberg published an enticing headline, ‘Intel Gets

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INCREDIBLE MULTI-YEAR IPHONE RUN ENDS $AAPL $CHL $T $TMUS #APPLE EARNINGS

Apple (AAPL) reported earnings after the market close.  The Apple stock ended the regular session at $550.50.  In the after-hours it has touched $501, down about 8%. As I listened to the conference call, just like I have listened to every conference call since before the launch of iPhone, I could

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SAMSUNG GUIDANCE CHANGES APPLE EARNINGS BATTLE PLAN $AAPL $CHL $LNGVF

Apple will report earnings after the market close on Monday January 27.  My battle plan has changed after Samsung just provided weak guidance. Fourth quarter results for Samsung were mostly in line. Earnings came at 8.3 trillion won and revenues came at 59.7 trillion won.  In Seoul South Korea, Samsung

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THE REAL REASON APPLE IS FALLING $AAPL $JBL $CHL

Wednesday was supposed to be the glory day for Apple. After seven years of negotiations, China Mobile was supposed to announce an agreement to carry Apple’s iPhone. So far, there is no announcement, but the announcement may come later. The real reason Apple is falling is not China Mobile, but

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REASONS TO SELL APPLE AND ITS SUPPLIER AVAGO $AAPL $AVGO $CHL $LSI

It is time to take partial profits, especially on short-term trades on Apple AAPL  and its supplier Avago. In the case of Apple, China Mobile CHL   is likely to officially announce tomorrow that it will carry iPhone.  In the case of Avago, it just almost doubled its size by acquiring LSI  (LSI).  Professionals often surround their long-term

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DO NOT BE FOOLED INTO BUYING APPLE ON CHINA MOBILE DEAL $AAPL $CHL $VZ

China Mobile has scheduled an event on December 18 and the speculation has been that China Mobile will introduce Apple’s AAPL iPhone. The Wall Street Journal reported this morning that China Mobile will take pre-orders for iPhones starting Thursday. It is easy to see how a superficial analysis can lead one to conclude that it

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IPADS ARE HOT BUT WILL LOSE SHARE TO MICROSOFT SURFACE $MSFT $AAPL $TGT $GOOG $CHL $WMT

Today, Apple is continuing its move higher.   The trigger is a report in the Wall Street Journal that Apple has signed a deal with China Mobile.  The WSJ report shows that the traders were correct in looking forward yesterday and not reacting negatively to a subsidiary of China Mobile pulling iPhones from

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HOW APPLE STOCK GOT RED HOT AGAIN $AAPL $GOOG $WMT $TGT $CHL

   Click here for a bigger chart. After Apple AAPL  stock had lost its momentum in recent months, it has spiked higher in the past two weeks and outperformed the S&P 500 by 8.8%. Here are seven reasons that Apple is moving higher again. The Incredible iPad Buzz It all started on November

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THE CHEAPER APPLE GETS, THE BETTER IT LOOKS $AAPL $BAC $CHL $CHU $CS $WMT

Yesterday, Apple announced two new iPhones, iPhone 5S and iPhone 5C.  Today, at an event in Beijing, Apple announced new iPhone availability at two smaller carriers, China Unicom and China Telecom, but no deal with the largest carrier, China Mobile.  Wall Street is venting its disappointment: Bank of America, UBS,

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APPLE’S BAD OMEN FROM LOSING TO NOKIA IN CHINA $MSFT $AAPL $NOK $CHL $GOOG $CHU,

Nokia exploited Apple‘s Achilles’ heel of subsidies to beat Apple inChina. China Mobile Limited (CHL) is the largest cellular provider in the world by number of subscribers.  At the end of October it had 703 million subscribers including 79.3 million 3G users. China Mobile has been in desperate need for a flagship high

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