Anchorite

Long only, deep value, contrarian
Anchorite
Long only, deep value, contrarian
Contributor since: 2015
cinci, you are the biggest barking dog.
The moon is laughing and the caravan has moved on without you, as usual.
Deal with it.
dl440, grant beat you to the punch on Haiku.
as for "blowing off steam" nah, I am a real low key guy just following a theme I have had for the last year and at least for that time period I have been right. Could certainly be wrong in the future though.
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Anchor
lw, thats not a bad idea.
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Anchor
tell, a sense of humor is required even in investing.
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Anchor
101, it's not catharsis its analysis with a dollop of humor.
I have been right on Intel for the last year. How about you?
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Anchor
grant, LOL I bow to your superior Haiku.
pje, the fact that it has lasted 40 years is not the anomaly it is that it ended up in Intel's lap by accident of time and space.
You are right they will be competitive for years to come the point is it will no longer be a monopoly therefore margins will come down.
The point with IoT is 30% market CAGR vs. 7% Intel IoT growth. There is no there there.
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Anchor
mister, no not at all. I say they should make better choices than McAfee and mobile should have been obvious much earlier. These are management issues, nothing less.
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Anchor
Arnold, if this was a big item the Intel Bobbsey twins (BK and SS) would be talking about it ad nauseam. Since they are not I am skeptical.
And not to belabor the point but in January of 2014 you predicted the demise of all mobile competitors to Intel:
"So as the market reacts positively to Intel's moves to gain share in mobile, the hammer is descending, and the last nail is about to be driven into the coffin. Intel is taking the top of the mobile market from the likes of TSMC, Samsung, and Global Foundries. The sooner they realize this, the more they can concentrate their energies on catching up - rather than trying to confuse the market about reality. Their continued attempts at misdirection will ultimately be recognized by the broad base of customers and investors - all to their long-term detriment."
Oh well we all make mistakes.
Regards,
Anchor
<<Can't grep the meaning!>>
Aaah, an old unix guy.
"unix" and "old" go together like beer and pretzels.
junshi,
"When the facts change, I change my mind. What do you do, sir?"
John Maynard Keynes
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Anchor
careful, you might be right.
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Anchor.
zeke, as my profile states long only. Never did well shorting.
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Anchor
It depends upon how big the market is. With 180 million + HCV patients world wide how many will be treated with a cure? I would argue at least half because of the political pressure to cure, not treat, those who are sick. If I am right and even with price decreases over time it is still a $500 billion market and we are just seeing the tip of the iceberg now.
http://tinyurl.com/nk7...
ptaty,
<<Riba is still used with Harvoni and Sovaldi for some patient populations. >>
True but minuscule numbers compared to those on Harvoni/Solvadi alone. Not significant in the overall picture when it comes to revenue.
"While the overall SVR rates with and without ribavirin were the same in these studies -- in which a majority of participants were treatment-naive and did not have cirrhosis -- ribavirin may still have a role to play in treating the most challenging patients."
http://tinyurl.com/h9u...
kasper, yes they can and have sold met coal. From S1 Registration Statement:
"In addition, all of our reserves exhibit thermoplastic behavior suitable for cokemaking and contain an average of approximately 39% volatile matter (on a dry basis), which enables us, if market dynamics are favorable, to capture greater margins from selling our coal in the metallurgical market to cokemakers and steel manufacturers who utilize modern cokemaking technologies."
Joe, good idea.
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Anchorite
presler, whatever the percentage is it is minuscule I think we (and Kumar) can agree to that. If it's really .5% that makes my point even more convincing. I got the 1.5% from the linked article:
"AMD's market share now stands at about 1.5 percent—Intel's is more than 98 percent—due to technological and market missteps, focus on such aspects as power efficiency and core counts, and most recently an effort to develop low-power ARM-based server chips.".
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Anchor
type, not really Arctic and Zen will be far superior to whatever came before.
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Anchor
M, I have a six-pack of your choice that says you are wrong. My choice is Miller Lite.
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Anchor
chrispetersinc, I agree advice is best taken with salt.
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Anchor.
kjurden, thank you.
crrj, I don't see it. IBM cash flow is still phenomenal (ask Buffett) and margins are improving so a small sales increase would be a double plus. But I could be wrong.
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Anchor
wdchil, agreed.
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Anchor
Garrlic, I didn't ignore it we just disagree when it will have a significant impact on the bottom line.
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Anchor
IBMire, I didn't say it was complete I said it would be over the next two years.
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Anchor
skifun, thank you.
fishnski, you are right, Iran is a wild card.
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Anchor
Timmie, good points. I could certainly be wrong.
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Anchor
Ranma, I agree everything is a threat to the Saudi's but US production (mostly shale) is the biggest threat. The US is the biggest bully on the block if they take him down everyone else will take notice.
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Anchor
Semi, that is a good idea.
Dirk, I use the sovereign wealth fund website
http://tinyurl.com/3sq...
I also think they will learn to cut a lot more than they did this year. Regardless, my theory is 2 more years and they will certainly not run out by then.
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Anchor