Definitely looks like a buy in this market and the Google Glass design would boost Himax significantly. Especially since Glass is expected to get large chunk of the $6 billion wearable computing market.
Google Glass: When Will It Impact Google's Share Price? [View article]
I'd have to disagree with you.
Firstly, who else is creating wearable computing devices?
Secondly are those guys working with developers? Since Google is getting the developers on board, they'll help create the best apps on the market. Which as the analyst in the article says, will be the main selling point to the public.
I'd agree with you that Google isn't betting the house on this one thing. But it's definitely taking a punt, and it's not got a lot to lose from creating Glass.
If they can get a slice of the $6 billion (and rapidly growing) market, surely that is going to increase their revenues significantly.
Google Glass: When Will It Impact Google's Share Price? [View article]
I'd have to disagree with you there because I think it will add functionality to their lives. We'll be able to film from eye-level by saying one word. Then upload it to facebook in one word. I suspect people are going to find that smartness and ease, really appealing.
In terms of ads, people don't complain about having PPC ads when they search do they? So if somebody searches by asking Glass, and sees ads, is that a problem. Furthermore by knowing more about somebody by following them etc., they can offer more relevant localised ads e.g. a discount at Starbucks. Some people may find that a bit creepy but others would welcome its usefulness. Provided some people don't mind it, Google will profit.
Off 1.3% to $1,535, gold is at its YTD low and looks to be testing a key support level hit in September and again in December. Beneath that looks to be a lot of air. It's more volatile cousin silver, -2.4% to $27.40, is forming a similar chart pattern. [View news story]
What I don't understand though is why the dollar is seen as a safe haven. It's leaping away from the crocodile and into the jaws of the shark.
If they put their money in the US, don't they know it will be nobbled away by high inflation and money printing. Gold is the ultimate safe haven.
Lloyds (LYG) earnings could fall 16% next year and RBS 8% as the banks will face higher funding costs when Moody's unleashes its May downgrades, says Citigroup. The report comes ahead of Lloyds earnings report tomorrow at which the bank is expected to show a small profit after losing £3B in 2011 Q1. [View news story]
"Earnings could fall 16% next year" - excuse me! Earnings will fall a lot further than that - we have a European banking crisis in the pipeline, the Euro will fall apart and Lloyds and the rest of the European banking sector will be pummelled.
Whatever you do in the next 12 months, do not touch European banks with a barge pole.
Himax (HIMX +7.3%) is shooting higher yet again, and is close to its 52-week high of $7.10. SA contributor Proprietary Trading has made a bull case that declares the adoption of higher-resolution smartphone/tablet displays represents a major growth opportunity for the company, thanks to its growing mobile driver IC ops. Investor attention has been focused more on Himax's LCOS microdisplay business (and a possible Google Glass design win). [View news story]
Google Glass: When Will It Impact Google's Share Price? [View article]
Firstly, who else is creating wearable computing devices?
Secondly are those guys working with developers? Since Google is getting the developers on board, they'll help create the best apps on the market. Which as the analyst in the article says, will be the main selling point to the public.
I'd agree with you that Google isn't betting the house on this one thing. But it's definitely taking a punt, and it's not got a lot to lose from creating Glass.
If they can get a slice of the $6 billion (and rapidly growing) market, surely that is going to increase their revenues significantly.
Google Glass: When Will It Impact Google's Share Price? [View article]
In terms of ads, people don't complain about having PPC ads when they search do they? So if somebody searches by asking Glass, and sees ads, is that a problem. Furthermore by knowing more about somebody by following them etc., they can offer more relevant localised ads e.g. a discount at Starbucks. Some people may find that a bit creepy but others would welcome its usefulness. Provided some people don't mind it, Google will profit.
Off 1.3% to $1,535, gold is at its YTD low and looks to be testing a key support level hit in September and again in December. Beneath that looks to be a lot of air. It's more volatile cousin silver, -2.4% to $27.40, is forming a similar chart pattern. [View news story]
If they put their money in the US, don't they know it will be nobbled away by high inflation and money printing. Gold is the ultimate safe haven.
Lloyds (LYG) earnings could fall 16% next year and RBS 8% as the banks will face higher funding costs when Moody's unleashes its May downgrades, says Citigroup. The report comes ahead of Lloyds earnings report tomorrow at which the bank is expected to show a small profit after losing £3B in 2011 Q1. [View news story]
Whatever you do in the next 12 months, do not touch European banks with a barge pole.