Comments on: Samsung – The wrong switch

By: windsorr

windsorr — Thu, 04 Dec 2014 02:50:48 +0000

They have not been very open at all. everything leaks from Samsung. when times are bad it leaks even more.

By: windsorr

windsorr — Thu, 04 Dec 2014 02:49:45 +0000

Totally agree…. hence the opinion on the stock.

By: Tatilsever

Tatilsever — Tue, 02 Dec 2014 23:05:50 +0000

I usually ignore conspiracy theories, but I find it odd that Samsung is quite forthcoming with its troubles in its mobile division now, while it had been pretty tight lipped when its sales were actually increasing rapidly. Back then, the shipment numbers used to come through analyst estimates, many with substantial inaccuracies (based on the official documents unearthed during patent lawsuits) and conflicts of interest. Even reputable sources seem to be taking seriously the possibility of founders’ heirs wanting the share price to go down to reduce their inheritance taxes as his health apparently has deteriorated quite a bit, unfortunately.

By: Tim Nash

Tim Nash — Tue, 02 Dec 2014 09:45:55 +0000

If, as seems likely, Samsung suffers a further decline in smartphone sales from last Quarters IDC estimated 79M, iPhone sales this Quarter (my estimate 70M+) could come close. If iPhone sales are close, Samsung management really will be reshuffled, probably to little effect, and the share price really will fall.