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  • After Multiple Big Announcements, Microsoft's Upside Is Huge [View article]
    The low end Windows RT version will probably be around $500, while the high end Windows 8 Pro version will probably be closer to a $1000.
    Jun 20 08:24 PM | Likes Like |Link to Comment
  • After Multiple Big Announcements, Microsoft's Upside Is Huge [View article]
    To the last two posters - Am I reading your comments correctly? Are you already calling Bing a failure?
    Jun 20 08:17 PM | Likes Like |Link to Comment
  • After Multiple Big Announcements, Microsoft's Upside Is Huge [View article]
    Thanks, that is what I thought, and it also has a usb port and a mini display port. All of which will let you connect to an external monitor. The point I was trying to make to Northwest Investor (apparently unsuccessfully, but it was 3 in the morning where I am) was that they have ways to increase screen size, there just not going to add every way possible onto a tablet.
    Jun 20 08:06 PM | Likes Like |Link to Comment
  • After Multiple Big Announcements, Microsoft's Upside Is Huge [View article]
    Great discussion, I had no idea people were so passionate about Microsoft.

    I didn't say in the article that this was an iPad killer because I think this is a completely different market (at least for the Intel version). The tablet market is still in its early stages and there is plenty of room for both of these products as they each fill different needs.

    @Northwest Investor - I understand your concern about screen real estate. As I am writing this I have 24 browser windows open, a Filezilla window, Rapid PHP program, two notepad windows and a system folder. The real estate problem could easily be solved with an external monitor port or an HDMI port or even a USB port. But that would increase the size and weight and once you start adding stuff like that, it becomes just another laptop.

    I haven't played with the surface yet, but it looks like the keyboard has a touchpad mouse similar to most laptops. That alone would be a 100% improvement over the copy and paste functions of other tablets.

    The company also said it has a new way to vent the internal components so that it doesn't heat up like the iPad. I'm still just guessing like everybody else, but they probably have other upgrades to things like the CPU so that it can handle resource intensive applications.

    I also don't think they should be scrutinized for announcing it months in advance. I'm sure they did it to get people that might want it, to save their money and not buy other devices and for developers to increase app development and software development for Surface and Windows 8 in general.
    
    I would definitely have a need for this device, just like many other people here. I don't see Microsoft's success and Apple's success as mutually exclusive and 2 and a half years from now I think they will both be double their current stock prices.
    Jun 20 05:09 AM | 1 Like Like |Link to Comment
  • Why GameStop's Stock Price Could Double [View article]
    Those are valid concerns and GME may have to drastically update its core business of selling used games. I have been a proponent of the video game rental business.

    The company is closing 50 more stores than it is opening this year, so there will be fewer 'physical locations' in the future.
    
    Digital sales also include directly downloadable games and portions of games (extra levels, special weapons, etc), for which GME has agreements with Microsoft and Sony.

    Whether those two companies produce new consoles in June or later in 2013 is the issue. The last new console release increased GameStop's new hardware sales and software sales by more than 20%.

    Another question now is whether increasing the digital business will decrease foot traffic at the physical locations and thereby dampening the effect new consoles have on physical sales.

    The Nintendo Wii U should be released before the holiday season and that might give us a window into how effectively GameStop isdealing with the changes in the industry.

    Thank you for your comment, I had a couple notes to add to it -

    "The remainder of digital sales are mobile/PC-related and are actually high margin and growing"

    By 'high margin', the company was saying it's close to 100%.

    "the cash position declined preciptously in the latest quarter from ~650M to ~350M"

    The company is always flush with cash after the holiday quarter, you can't really compare the fourth quarter with the first quarter -

    April 28, 2012 - 329.1
    April 30, 2011 - 395.8
    May 1, 2010 - 431.9
    May 2, 2009 - 230.2

    January 28, 2012 - 655.0
    January 29, 2011 - 710.8
    January 30, 2010 - 905.4
    January 31, 2009 - 578.1

    Most people attribute the decline to the aging of consoles. Also, you didn't mention GME's efforts to buy and sell used tablets and smartphones. That's part of the $175 million number that the company mentioned as its 'Mobile Business'. That should also bring some foot traffic into the physical stores. You don't think it can hit the projected $575 million in 2013?
    Jun 13 08:31 PM | Likes Like |Link to Comment
  • Why GameStop's Stock Price Could Double [View article]
    1. Both RSH and GME are electronics retailers. The market trades the stocks as retailers, for instance, today retail sales fell 0.2 percent in May and GME sold off.

    2. The idea is that the stock price has been depressed based, at least in part, on industry events that will never come to fruition. The estimate the stock price could double by 2014 is based off the predication that it could double operating income from increases in digital sales and its mobile business, its low PPE ratio, software and hardware sales getting a boost from new consoles and other factors related to its business.
    Jun 13 06:32 PM | Likes Like |Link to Comment
  • 3 Stocks That Are Headed For A Correction [View article]
    The monthly sales report from the International Sleep Products Association was released today and the wholesale dollar value of mattresses and foundations rose 14.5% over April of last year. Unit sales rose 5.4% and the average unit selling price rose 8.7% over April 2011. Needless to say mattress stocks did well today. Sealy Corp. (ZZ), Select Comfort Corp. (SCSS) and Tempur-Pedic International Inc. (TPX) all gained about 5% and Mattress Firm (MFRM) was up $2.90 (8.09%) on the news.
    May 26 12:01 AM | Likes Like |Link to Comment
  • Rosetta Genomics (ROSG) shares continue their helium-like rise, +15.2% premarket after yesterday's +51% jump on no apparent news. Shares have climbed seven-fold since the May 16 news that Novitas, the designated Medicare Administrative Contractor for ROSG's miRview mets2 assay, plans to cover the assay for all Medicare beneficiaries.  [View news story]
    Only 140 total shareholders and only 1.8 million shares outstanding. This company's share price is being controlled by a couple people trading with each other.
    May 24 09:48 PM | Likes Like |Link to Comment
  • How To Play This Gaming Component Maker's IPO [View article]
    Sorry, the Seagate link seams to be redirecting to the wrong link, lets try again -

    Seagate - http://bit.ly/JJ2wVL

    Okay, that link takes you to a pdf data sheet on the Pulsar which is its leading SSD.
    May 23 07:01 PM | Likes Like |Link to Comment
  • How To Play This Gaming Component Maker's IPO [View article]
    Thank you for your comments. While Seagate and Western Digital are best know for hard drives they also manufacture solid-state drives -

    Seagate - http://bit.ly/KV5enb

    Western Digital - http://bit.ly/JJ11H2

    The fact that STX and WDC are primarily hard drive makers only enhances their pricing power. So they can lower prices on solid-state drives in order to gain a customer who will buy the company's other products. Corsair doesn't have that same luxury.

    I don't know how Gamestop (GME) is going to survive, even if the changes mentioned in the article don't happen to the next generation of consoles, gamers are still playing more and more online games. For instance, Zynga is the number 2 game maker out there. GME is going to have to completely reinvent itself.
    May 23 06:57 PM | Likes Like |Link to Comment
  • Is Facebook An Investment Or A Trade? [View article]
    Facebook says up to 5% are fake or duplicate accounts. That's 40 million accounts. And 900 million active users is a completely meaningless number because there are multiple ways to get counted as an active user without visiting the Facebook website.
    May 23 10:06 AM | Likes Like |Link to Comment
  • How To Play This Gaming Component Maker's IPO [View article]
    After Dell's earnings miss this afternoon, this offering might have a harder time getting to market than I originally thought when I wrote the article.
    May 22 11:00 PM | Likes Like |Link to Comment
  • The 'Other' IPO To Start Trading This Week [View article]
    I have seen numerous reports that Cancer Genetics has cancelled or postponed its IPO. Apparently, those reports may be untrue and the company is still actively talking to investors and looking to price its shares. Sources close to the company say it never intended to go public on the same day as Facebook. I guess we'll see if it can get this deal done.

    http://bit.ly/LANX7Y
    May 22 10:18 PM | Likes Like |Link to Comment
  • You Need To Know About Zynga [View article]
    Great article and you're right, Facebook has had many chances in the past (before Zynga went public) to buy the company and passed on the opportunity. So there is no reason to think they'd be interested in them now.
    May 22 07:56 PM | 1 Like Like |Link to Comment
  • Facebook: Who's To Blame? [View article]
    I agree with you it was a good job from the underwriting perspective. According to Facebooks S1, there are multiple lockup expiration dates. Those dates can always change based on material news, earnings releases, etc.

    91 days after, 171,797,666 shares are available for sale

    151 to 180 days after, 137 million Pre-2011 RSUs (Restricted Stock Units) and 110 million shares and options are available for sale

    181 days after, 1,338,453,216 shares and another 18 million RSUs are available for sale

    211 days after, 141,776,569 shares are available for sale

    366 days after, 93,815,940 shares are available for sale
    May 22 06:56 PM | Likes Like |Link to Comment
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42 Comments
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