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Andrew Schmitt  

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  • Finisar Meets Luxtera at Gilder Telecosm [View article]
    I think you are wrong on FNSR. I used to think the same but have corrected myself.
    Oct 17, 2006. 12:13 PM | Likes Like |Link to Comment
  • Finisar Meets Luxtera at Gilder Telecosm [View article]
    My article should read 1550, not 1310. Theoretically it could work at 1550. Is this the help you needed?

    How are you Bill?
    Oct 16, 2006. 02:57 PM | Likes Like |Link to Comment
  • The End of Telecom As We Know It and I Feel Fine [View article]
    If you have it all figured out why waste your time talking to us?
    Oct 12, 2006. 05:48 PM | Likes Like |Link to Comment
  • Fiber to the Home: A World of Headaches for Comcast [View article]
    I am not a fan of comcast but this post typifies the herd mentality that surrounds FTTH. The vulnerabilities of cable are more complex and less certain than what the author descibes.
    Sep 14, 2006. 12:48 PM | Likes Like |Link to Comment
  • Intel & AMD: Where the Chips Fall [View article]
    Great charts.

    The falling profitability is due to the loss of the high margin server space. While they didn't make up a large portion of revenue, they contribute a great deal to profits. AMD kicked Intel's ass in this area in the past though benchmarks on recent products show a reversal of this trend.

    It will be interesting to see if Intel can restore the high margins in this area or if a price war will permanantly change what used to be a sweet high margin business.

    You also need to watch out when comparing the two as AMD has a significant fabless component, where Intel runs with their fabs almost exclusively. Depending on how the accounting is done, and how depreciation is factored, this can make comparing gross margins an apples to oranges affair.
    Sep 6, 2006. 12:48 PM | Likes Like |Link to Comment
  • Windows Upgrade Presents New Vista for Dell [View article]
    <blockquote>Dell... in the midst of a massive Windows release, is going to blow their 2nd consecutive quarter (last Q3 was .25), and blow the 4th Quarter by close to 30% (last Q4 was .43), in order to come down to that $1.08 number for the year. I doubt it.</blockquote>

    Well put.
    Sep 6, 2006. 12:21 PM | Likes Like |Link to Comment
  • Wallace Weitz's Dell Value Play [View article]
    Dell is not a technology company, it is a power retailing company that sells technology.
    Jul 21, 2006. 03:03 PM | Likes Like |Link to Comment
  • Dell Pre-Announces -- Sell HP! [View article]
    One exception to your rule - when you know the damage from a price war will be asymetrical, and impact the long term ability of the losing company to invest in the future.
    Jul 21, 2006. 03:01 PM | Likes Like |Link to Comment
  • Intel's New Core Processors Will Put the Hurt on AMD (AMD, INTC) [View article]
    Update to above post.... check out this article at ZDNet.

    <blockquote>It's noteworthy that the C2D E6600 2.4 GHz dual core Conroe which has a list price of $316 is able to beat the fastest AMD AM2-based FX-62 processor which costs around $1000. There have been rumors of large price drops on AMD processors but it will be interesting to see what AMD's response will be.</blockquote>

    Jul 14, 2006. 10:32 AM | Likes Like |Link to Comment
  • UTSI: Shrinking Revenue and Pending Damages on Bribery Charges -- Can You Say 'Short'? [View article]
    Can you say "Two Years too late"?
    Jul 14, 2006. 09:25 AM | Likes Like |Link to Comment
  • Microsoft's iPod Killer Emerges -- Should Apple be Scared? You Bet! (AAPL, MSFT) [View article]
    This is a good discussion. Still, I am amazed at how much attention this issue commands. I would be willing to bet 50% of all comments on the Seeking Alpha site are on Apple, Google, or Microsoft. David?

    Here's an opinion - without a subscription music service Apple is putting themselves at a long term competitive disadvantage. Agree or Disagree? (I agree, and believe that Jobs has done this specifically to entrench the Fairplay codec until it no longer is competitively viable)
    Jul 10, 2006. 04:07 PM | Likes Like |Link to Comment
  • Microsoft's iPod Killer Emerges -- Should Apple be Scared? You Bet! (AAPL, MSFT) [View article]
    I agree that a "This time it is different" opinion is not usually correct. Nowhere do I predict overnight success.

    MSFT is vastly successful in the consumer space becuase most consumers run windows and office. Would you like me to name all of the consumer software companies that have been put out of business because their products have been incorporated into the Microsoft platform?

    FYI I am sure Intuit would love to be rid of Microsoft Money as a competitor, and you've probably missed the fact that Adobe is suing MSFT for giving away the ability to author .pdf documents in their next release. Lotus, Quarterdeck, Visicalc, Wordperfect, Netmanage ... the landscape is littered with companies destroyed by Microsofts ability to swallow their market.

    Photoshop is the best exception I can think of that has gone against the grain.

    The hardware is irrelevant. MSFT is more likely to release a strict hardware platform than a real product. Don't assume they will kill off their partners. The point is to catalzye a transition from Apple's iTunes platform to their own.

    Microsoft will lose money on the hardware in order to ensure the platform supremacy of it's products. Apple can't do this because they have no widely accepted platform outside of iTunes.
    Jul 10, 2006. 01:42 PM | Likes Like |Link to Comment
  • Microsoft's iPod Killer Emerges -- Should Apple be Scared? You Bet! (AAPL, MSFT) [View article]
    If there is one certainty in the world it is this - say something negative about Apple and it's certain to generate plenty of responses.
    Jul 10, 2006. 12:17 PM | Likes Like |Link to Comment