Seeking Alpha
View as an RSS Feed

Rufus D  

View Rufus D's Comments BY TICKER:
Latest  |  Highest rated
  • What Is Amazon Web Services Really Worth? [View article]
    Hi Meltdown1955, dang man, another great analysis of the issues around open source! Keep up the good work. I would love to forward links to your comments to interested friends, which would be a lot easier if you published as articles. If you don't want to do that, how about at least cut and paste them into your instablog on SA.

    I agree with your observations on open source. Google and others are abusing the process to try and hurt competitors and devalue otherwise valuable software. But their efforts never quite live up to expectations because of poor testing, lack of support, conflicts, and all the other things you describe. Part of the reason for the success of the tech world over the last 40 years (since the release of the Intel 4040 in 1972) has been the willingness of the technology players to work together on basic industry standards for connectivity and compatibility, while at the same time being fierce competitors on products built on those standards. Microsoft and Intel in particular have played a huge role in bringing together very diverse products and companies to cooperate in building the PC echosystem. Google does just the opposite, building and releasing poorly tested freeware versions of software financed by their advertising cash cow and the efforts of others under the Open Source mantra. As a result, Google has not built a strong cooperative echosystem. Quite the contrary, they have almost no friends left anywhere in tech, and everyone is gunning for them. Google's exploitation of Open Source as a competitive weapon may prove to be their downfall.
    Dec 4, 2012. 11:52 AM | Likes Like |Link to Comment
  • What Is Amazon Web Services Really Worth? [View article]
    Meltdown1955, seriously, it only takes a couple of minutes to set up a contributor account, paste in your article, and submit. I can't wait to see your first one. Go for it!
    Dec 3, 2012. 11:25 AM | Likes Like |Link to Comment
  • What Is Amazon Web Services Really Worth? [View article]
    Hi Meltdown1955, what you are offering IS investment advice, make no mistake. There are tons of articles up here analysing stocks, trends, valuation, etc, but far too few that analyse what these companies actually do and why they are successful (or not). And that is often the most important investment advice to get. We need your insight, please give it a try and see what happens.
    Dec 3, 2012. 11:23 AM | Likes Like |Link to Comment
  • What Is Amazon Web Services Really Worth? [View article]
    Meltdown1955, this is fantastic analysis. We need more of this on SA. The best thing about SA is that some of the writers are truly experts in their own field and can add real insight into specific companies, technologies, and markets. You are obviously one of those on the cloud, and I am proud to be your first follower. Please consider becoming a contributor on the subject, we can all benefit from your insights and experience. You can get paid to write interesting posts like this, and I know you will develop a good following. For starters, just sign up to be a contributor, cut and paste these two comments, come up with a catchy title, and submit them as Premium Articles. The editors will give you some suggestions if needed to make them publication ready. Good luck and thanks for the efforts.
    Dec 2, 2012. 06:20 PM | Likes Like |Link to Comment
  • Merrily Going Off The Fiscal Cliff Together [View article]
    Going over the "cliff" created by these idiots would actually be interesting, because it would be the first time I can recall that anything actually got cut from the federal budget. I say let's do it, Thelma and Louise style!
    Dec 1, 2012. 01:48 PM | 5 Likes Like |Link to Comment
  • Does Intel Have A Mobile Strategy? Judge For Yourself [View article]
    Good article, especially appreciate the info on Lenovo. They have their US headquarters here in Reseach Triangle Park in NC which they established after they bought out the IBM PC company. The place has been growing by leaps and bounds, and Intel has also recently set up a secret R&D engineering center nearby to support them and work with them on new PC and mobile chip designs. Lenovo is in a good position because of the crash of HP and the failure of Google to penetrate China. http://bit.ly/YjociH
    Dec 1, 2012. 01:28 PM | Likes Like |Link to Comment
  • Texas Instruments: Estimated Fair Value $32 [View article]
    Good analysis thanks. You failed to mention that TI just had a layoff of 1700 people in their OMAP wireless division after failing to find a buyer for the division or product line. Considering that ARM and Android engineers are in extremely high demand, it is a sign of poor management that TI could not find a way to get a return on the large group of people and products that they invested in, either by partnering with another company or selling the division outright. Shutting it down is the lazy way out of the situation, and shows a real lack of understanding of the wireless market. So while your analysis shows why they might want to move away from the low margin wireless business, the method they chose for exiting is bad for TI shareholders, wireless customers, and employees.
    Dec 1, 2012. 01:02 PM | 2 Likes Like |Link to Comment
  • What Is Amazon Web Services Really Worth? [View article]
    Hi Meltdown1955, excellent real world example. You should publish this as an article on SA, with any other examples you think are relevant. What you are talking about is critical to understanding Amazon vs the others. Good luck with your tour in China.
    Dec 1, 2012. 12:42 PM | 1 Like Like |Link to Comment
  • ARM Holdings: Buyout Rumor Fuels Lucrative Short Opportunity [View article]
    Intel has been an ARM licensee for many years. They had their own StrongARM chip back in the 90's.
    Nov 29, 2012. 11:49 PM | Likes Like |Link to Comment
  • Intel: Retirement Of CEO Paul Otellini Is Bad News [View article]
    Intel (INTC) abruptly announced that CEO Paul Otellini will be retiring in May after an 8 year term and 40 years with the company. The departure seems to be amicable as Otellini will assist in the search for a replacement, and will be available as a mentor for the new CEO. Several internal candidates are possible replacements, but the Intel board says external candidates will be considered. Otellini has had a long and successful career as one of the key players in the semiconductor industry. We wish him well in his retirement.

    But it is time for change. Otellini did a nice job turning the ship in the PC and server business, and extending Intel's leadership in chip manufacturing technologies. These are the areas he knows and loves, and he was the perfect man for those jobs when he was promoted to CEO during a rather chaotic period at Intel in 2005. But like most companies that have a cash cow in place, he spent all his time and resources milking the cow, not looking to the future.

    Intel desperately needs a market oriented visionary leader who understands mobile, is looking at potential opportunities and partnerships, and is willing to make risk adjusted investments and acquisitions, and create industry changing initiatives. Intel did this repeatedly during the high growth phase of the PC business during the 80s and 90s, but lately not so much. The biggest silicon advances of the mobile revolution where created by Intel competitors like ARM (ARMH), Qualcomm (QCOM), Apple (AAPL), Nvidia (NVDA), and Samsung. These would be good places for Intel to look for a replacement.

    Andy Grove used to call them inflection points, and Otellini missed the biggest one in tech history, the mobile shift. Intel still (accidentally) benefited due to the growth of the cloud, but this was the vision of others, not Intel. I hope they can find a Bezos or Jobs to figure out how to properly spend that cash hoard they have built. Paying higher dividends and share buybacks will not help us maintain our technology lead in the 21st century. We need Intel to get in the game.
    Nov 21, 2012. 11:51 AM | 1 Like Like |Link to Comment
  • Microsoft: This Sell-Off Is Bogus [View article]
    Ashraf, I follow many of the same tech blogs you do. I like the way you combine technical trends and analysis from these sources with financial data to try and spot useful trends. Keep up the good work, we need more of it. What do you think of Otellini retiring from Intel?
    Nov 19, 2012. 12:04 PM | Likes Like |Link to Comment
  • Third Quarter mREIT Review [View article]
    I appreciate your interesting comparative analysis, with my own due diligence I arrived at AGNC, MTGE, HTS, IVR, NCT as best to own. But the numbers are changing radically as we speak, with even AGNC down 3% on the day. Would you care to fill in the new numbers at the end of the week and post again?
    Nov 14, 2012. 06:05 PM | Likes Like |Link to Comment
  • Are The Companies In Prospect Capital's Portfolio Healthy? [View article]
    Appreciate the effort.
    Nov 13, 2012. 02:20 PM | Likes Like |Link to Comment
  • American Capital Agency's Results Show mREITs Can Still Pay 10% Annual Dividend Yields [View article]
    Good research, thanks. Have you done the same for MTGE?
    Nov 8, 2012. 09:32 AM | Likes Like |Link to Comment
  • The One Thing That Can Kill Your Portfolio [View article]
    I agree. Another way to look at it, suppose you have $1000 to invest. Where would you put it? If after evaluating all the options, you think the best one is 2 shares of Apple, then buy it. If you already have the 2 shares, keep them. Don't even think about where the $1000 is coming from as you analyse your portfolio.
    Nov 6, 2012. 10:37 AM | 1 Like Like |Link to Comment
COMMENTS STATS
357 Comments
258 Likes