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  • Apple: AT&T Can Help Sell The iWatch
    Yesterday, 7:14 AM GOOG, T, GOOGL 12 Comments

    Summary

    • AT&T is the first U.S. carrier to sell the LG G Watch.
    • The G Watch from LG Electronics uses the wearable-specific Android Wear OS.
    • The Apple iWatch might also share the same functions of the G Watch. However, Apple may get away with a higher price tag for its smartwatch.
  • BlackBerry: $11 Breached - Citron Research Increases Price To $20
    Yesterday, 1:46 AM BBRY 37 Comments

    Summary

    • The short squeeze is still strong for BlackBerry.
    • The stock has hit a 10-month high. Citron Research agrees with my view that BlackBerry has a big potential revenue growth catalyst in Project Ion.
    • Citron Research upgraded its PT for BBRY from $15 to $20.
  • 3D Systems Can Benefit From Home Robotics
    Mon, Jul. 7 GOOG, INTC, DDD 10 Comments

    Summary

    • A 3-D printer lets people create custom looks for home-centric robots like the upcoming $1,600 Jimmy the Robot product from Intel.
    • Google is also interested in consumer robotics.
    • 3D Systems has a potential source of revenue growth from Intel and Google’s moves to popularize affordable smart robots.
  • Google Buys Songza And Bans Explicit Porn Ads
    Sat, Jul. 5 P, GOOG, GOOGL 5 Comments

    Summary

    • Investors should appreciate that Google bought Songza rather than Pandora.
    • Google will use Songza to intensify its streaming music business. Human-curated playlist creation is a step forward to paid music streaming.
    • Explicit porn ads are no longer allowed on the Adwords advertising platform. However, Google will still allow non-explicit porn ads.
  • Alcatel-Lucent: Upgrade From JPMorgan Makes It A Buy For Long-Term Investors
    Sat, Jul. 5 CSCO, ALU 11 Comments

    Summary

    • The endorsement from JPMorgan boosted ALU on July 2.
    • Strong routing business is likely due to Cisco’s continued unfavorable status in China.
    • Alcatel-Lucent should not sell its Wireless business.
  • Office For Android Will Generate Less Sales Than Office For iPad
    Fri, Jul. 4 GOOG, INTC, SSNLF 34 Comments

    Summary

    • Microsoft is looking for beta testers for pre-release versions of the Office for Android app.
    • Nadella believes that Microsoft is better off releasing its software to all devices.
    • Free users of the Office for Android app are a good source of advertising eyeballs.
  • Intel Inside Robots
    Fri, Jul. 4 GOOG, GOOGL, INTC 26 Comments

    Summary

    • Intel can sell more x86 processors through the robotics industry.
    • Customers can customize the looks of the upcoming $1,600 Jimmy the Robot via 3D printers.
    • Future versions of Jimmy can be smart enough to be social companions to people.
  • Momentum Is On The Side Of BlackBerry, Profit-Taking Will Not Slow It Down
    Wed, Jul. 2 BBRY 17 Comments

    Summary

    • BlackBerry bulls gave me my profit-taking window of $10.50.
    • Technical indicators say BlackBerry is still good to go beyond $10.90. However, I am a man of my word, so I will monetize the 31.25% gain from $8.
    • Shorts covering their losing bets on BlackBerry will likely keep the stock running higher this week.
  • 3D Systems: Takeover Speculation And Shorts Covering Their Bets Pushes Stock Above $63
    Wed, Jul. 2 AAPL, GOOG, HPQ 35 Comments

    Summary

    • DDD is now higher than my March buy-in price of $62. Takeover rumors might be one of the reasons for the big July 1 rally.
    • It took a long time for this heavily shorted stock to recover but I’m glad the bull case is now getting stronger for 3D Systems.
    • Short-sellers trying to cover their bets will likely continue to contribute to the upside run of DDD this week.
    • Short-term Technical indicators for 3-D Systems are still hinting more upside potential.
  • The Passport Can Help BlackBerry Fly Higher
    Tue, Jul. 1 AAPL, NOK, BBRY 89 Comments

    Summary

    • The positive market reaction to the leaked images of the BlackBerry Passport is a thumbs-up to Chen's aggressive moves to revive handset sales.
    • The very distinctive design of the BlackBerry Passport confirms that John Chen is willing to experiment to improve the chances of BlackBerry phones' recovery.
    • The customers who did not like the Z10 and Z30 may find the one-of-a-kind Passport to their liking. Nonconformity is also a form of social status symbol.
  • 3 Reasons Why I'm Still Bullish On 3D Systems
    Mon, Jun. 30 DDD 13 Comments

    Summary

    • 3D Systems technology can help soccer players. Athletic application of additive manufacturing is a solid future revenue avenue.
    • 3D Systems has a strong lead in healthcare applications. It has products that can help injured athletes and ordinary patients.
    • Technical indicators say DDD is still worth buying, in spite of its recent double-digit surge.
  • Instagram Is Facebook's Ticket To China's Advertising Market
    Mon, Jun. 30 GOOG, FB, GOOGL 7 Comments

    Summary

    • The Chinese government is still implementing a ban on Facebook and its core mobile apps. However, China allows Instagram.
    • Instagram’s growing popularity among Chinese users is the key reason why Facebook is opening a new office in China.
    • Facebook is expanding Instagram’s advertising program to other countries this year. China is likely to be one of the first Asian countries to get Instagram ads.
  • Apple: App Developers Make More Money With iOS Devices
    Mon, Jun. 30 GOOG, GOOGL, AAPL 12 Comments

    Summary

    • Google I/O conference revealed that app developers make 4x more money on the iOS platform.
    • Apple phones and tablets still dominate U.S. and Canadian web traffic.
    • Developers will continue to prioritize making apps and games for the iOS. Long-term investors should therefore prioritize AAPL over GOOG.
  • Intel Benefits From Microsoft's Aggressive Contra Revenue Campaign
    Mon, Jun. 30 AAPL, MSFT, INTC 14 Comments

    Summary

    • Microsoft is aggressively pushing the Surface 3. It is offering up to $650 trade-in value to MacBook Air owners for them to defect to the Surface 3.
    • Intel will sell more high-margin Core i3 – Core i7 processors with Microsoft’s antagonistic attack on Apple and Apple might be forced to lower the price of the MacBook Air.
    • Microsoft’s willingness to use contra revenue will likely expand to other products. Price wars or contra revenue tactics ultimately benefits Intel.
  • BlackBerry Is Going To $10.50, Z3 Is Launching In More Countries
    Sun, Jun. 29 BBRY 109 Comments

    Summary

    • The BlackBerry Z3’s release in the Middle East and India should keep the momentum for BlackBerry's comeback bid in smartphones.
    • Foxconn won’t be expanding sales of this handset to other countries if it was a flop in Indonesia.
    • Semi-premium phones should help John Chen achieve his annual 10 million handset sales target. Better sales numbers for BB10 smartphones can lead to $10.50 price target.
  • Microsoft: The Nokia X2 Is A Bigger Knife To Defend Against Google
    Sat, Jun. 28 GOOG, GOOGL, MSFT 6 Comments

    Summary

    • Microsoft gets a bigger knife in its fight against Google. The $130 Nokia X2 is a Microsoft-laden Android phone and is a very attractive alternative to Moto E.
    • Microsoft is using the popularity of Android OS to defend itself from Google. The more consumers that use Android phones without Google’s cloud services, the safer it is for Microsoft.
    • The Android Open Source Project phone should remain a long-term defensive and offensive weapon for Microsoft to slow down Google’s assault on desktop, cloud, and mobile frontiers.
  • Intel Hits 10-Year High, Re-Enters Smart TV Market
    Sat, Jun. 28 AAPL, GOOG, GOOGL 21 Comments

    Summary

    • Intel wants to sell more of its chips by re-entering the Smart TV market. A 10-year high price for its stock coincides with this new plan.
    • Google’s Android TV is an easy option for Intel to push its chips to Smart TV products.
    • Intel will not bear the burden of providing content for Smart TV. Intel is also unlikely to do any contra revenue supplying chips to Android TV products.
  • Strong PC Sales = Strong Buy For Intel
    Editors' Pick • Fri, Jun. 13 INTC 14 Comments

    Summary

    • Intel lost its appeal over the $1.4 billion fine that European Union regulators filed in 2009 against the alleged predatory pricing practice of the company.
    • The European Commission General Court’s ruling did not deter Intel bulls from pushing the stock to $29.52. Buy Intel now while it is below $30.
    • Intel’s revised and improved guidance for Q2 numbers was more important. Intel’s revenue stream from personal computers is deep and strong.
  • Buy Apple Now - Second-Quarter iPhone Sales Predicted To Beat Consensus
    Fri, Jun. 13 AAPL 116 Comments

    Summary

    • AlphaWise Smartphone Tracker has been more accurate than Wall Street in predicting iPhone sales.
    • AlphaWise is predicting highly-optimistic iPhone sales for second quarter of 2014. Apple is predicted to sell 39 million units, which is higher than Street consensus of 35.
    • It is a good time to buy AAPL now before the earnings report comes. The stock will likely shoot up again because AAPL is largely vulnerable to iPhone sales performance.
  • Xiaomi Is A Big Threat To Apple
    Thu, Jun. 12 AAPL 91 Comments

    Summary

    • Xiaomi is the bigger threat to Apple than the Amazon phone. More people still want an iPhone clone rather than a gimmicky 3D phone.
    • Apple took Samsung to court due to design similarities of the Galaxy S products to the iPhone. However, Apple is still tolerating Xiaomi’s copycat products.
    • Xiaomi is outselling Apple in China despite it not having the support of China Mobile. Xiaomi is rolling out its global expansion this year.
    • Apple is still a Strong Buy according to Alpha Omega Mathematica’s high-math market-comparative algorithm.
  • A BlackBerry Phablet Would Accelerate Phone Sales
    Thu, Jun. 12 AAPL, SSNLF, BBRY 48 Comments

    Summary

    • John Chen is hinting a possible BlackBerry phablet might be in the works. Chen appreciates the surge of phablet sales.
    • BlackBerry can improve its phone sales by coming up with a morepowerful 6-inch phablet version of the Z3. A $300 BlackBerryphablet is very attractive.
    • BlackBerry is better off adding phablets to its product line-up toincrease its total addressable market.
  • eBay Can Survive Google's Punishment
    Wed, Jun. 11 GOOG, GOOGL, EBAY 10 Comments

    Summary

    • Google punished eBay for exploiting SEO optimization to get better search engine results rankings.
    • The lower search engine visibility of eBay web pages hurts the company’s core business. Online sellers on eBay will suffer from Google’s punitive action.
    • Google absolutely despises search engine optimization tactics that are exploitative. The ‘doorway pages’ tactic of eBay offended Google.
    • eBay can just formulate new SEO tactics to recover its search engine rankings.
  • Intel: A Strong Buy For The Long-Term Investor
    Wed, Jun. 11 AMD, INTC 37 Comments

    Summary

    • Recent 52-week highs are signs that the market is finally recognizing Intel’s inherent strengths. Intel has a viable grand strategy to improve its growth prospects.
    • Unlike Cisco, IBM, and other U.S. tech companies, Intel has no China trouble.
    • Intel is not recklessly losing money on mobile. The contra revenue or subsidies are arrows that keep the ARMy at bay.
    • Medium term and long term technical indicators are designating a 100% Buy for INTC. Intel is well prepared against the entry of 64-bit ARM-based server processors later this year.
  • Facebook Is A Buy - PayPal's President Is Defecting To Team Zuckerberg
    Tue, Jun. 10 EBAY, GOOG, AAPL 53 Comments

    Summary

    • PayPal President David Marcus will join Facebook this June as head of Messenger. Marcus will resign from PayPal on June 27.
    • Marcus will help develop Facebook’s e-money transfer service. Everybody knows Facebook poached him from PayPal for this sole reason.
    • Zuckerberg knows Facebook needs to develop other revenue streams to lessen the company’s reliance on advertising. A payment system is a great way to monetize Facebook’s e-commerce platform.
  • Micron Is A Buy - Its DRAM Clients Seek Long-Term Contracts
    Mon, Jun. 9 MU 16 Comments

    Summary

    • Micron is better off granting long-term supply contract requests of its clients.
    • Samsung and SK Hynix will eventually return to their maximum DRAM production capacity.
    • Micron is a Buy because it can lock-in DRAM customers now with long-term supply agreements.
  • IBM Is A Buy - Chinese Companies Still Prefer Its Servers
    Mon, Jun. 9 CSCO, HPQ, MSFT 5 Comments

    Summary

    • IBM is still the preferred choice among Chinese companies. This is in spite of Chinese government's directive to drop IBM due to alleged spying issues.
    • Chinese corporations are not too keen in replacing IBM with local-made servers from Chinese IT companies like Huawei and Inspur.
    • IBM’s mainframes and software are deeply embedded in the Chinese banking system. Replacing IBM is a very costly and risky undertaking that discourages immediate implementation.
  • Intel Is A Buy - Samsung's First Tizen Phone Has Qualcomm Inside
    Fri, Jun. 6 GOOG, QCOM, SSNLF 34 Comments

    Summary

    • Samsung decided not to wait for Intel to come up with an integrated SoC for its first Tizen OS smartphone. A Qualcomm Snapdragon is inside the Samsung Z.
    • Intel is still persistent in its quest to become a serious player in Android OS mobile products. Its tablet campaign heavily favors Android over Windows.
    • Without Intel’s support, Samsung will find it hard to propagate Tizen. Most phone and tablet OEMs/ODMs will not support Tizen without Intel's strong shove.
    • Intel values its server business with Google. Aggressively supporting Tizen OS will offend the Google gods.
  • AMD: Kaveri For Desktop-Quality Gaming On Laptops
    Wed, Jun. 4 AMD 34 Comments

    Summary

    • AMD brings the legendary FX brand name to laptop gamers. The new quad-core FX-7600P comes with 8-cores of Radeon R7 graphics power.
    • As long as Intel is not focusing on gamers, AMD can attract big-name ODM and OEM firms with affordable APUs for gaming laptops.
    • Manufacturers can save money by making AMD-powered gamer-centric laptops without the need for discrete GPU cards. Gamers are the ultimate winners because of cheaper price tags.
  • 3D Systems: Strong Buy On Strong Direct Metal Printing Demand
    Wed, Jun. 4 AMAVF, HPQ, DDD 14 Comments

    Summary

    • 3D Systems will continue to thrive despite the emergence of cheaper additive manufacturing printers. Its long list of clients will help keep 3D Systems maintain its double-digit top line growth.
    • Industrial direct metal printing demand is a strong tailwind for 3D Systems. Catering to corporate clients is a high-margin business, consumer 3-D printing is not.
    • Twenty analysts rate DDD a Buy. Wal-Mart is looking for a 3-D printing company to buy.
  • Nokia Has Breached $8 - Yes To Smartwatch, Yes To Smart Maps
    Tue, Jun. 3 NOK 37 Comments

    Summary

    • After the April 25 closing of the D&S sale to Microsoft, it still took more than a month before the market let Nokia go above the $8 price level.
    • The micro rally might be due to recent NSN contract wins, the recent buyout of Desti, and the rumor of a smartwach.
    • The Desti acquisition is a sign that Nokia is looking for small M&A targets, not big ones. Nokia is never going to make an offer for Juniper or Alcatel-Lucent.
  • 3 Reasons Why Facebook Is Still A Buy
    Mon, Jun. 2 FB 19 Comments

    Summary

    • Samsung is using Oculus VR technology to make its own Virtual Reality product. The $2 billion long-term bet on Oculus will eventually pay-off.
    • The global shift towards mobile computing benefits Facebook’s core mobile-first advertising strategy.
    • Facebook is gradually becoming a global e-commerce platform. Zuckerberg will eventually monetize this service after he fully develops Facebook's digital ad strategy.
  • Herbalife: Hearsay Evidence Made It Underpriced - It's A Buy Opportunity
    Sun, Jun. 1 HLF 151 Comments

    Summary

    • Herbalife has some good metrics and excellent growth history. Allegations of pyramiding made it underpriced compared to its peers. High Debt/Equity is also partly because of these allegations.
    • Alpha Omega Mathematica, a high-math and market-comparative valuation engine, rates HLF a Strong Buy. Pure math doesn’t care about bad press and hearsay evidence.
    • Icahn and other institutional investors understood the inherent strengths of the Amway-like business model of Herbalife. U.S. regulators are wasting their time and public funds investigating Herbalife.