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Seppo Sahrakorpi

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  • Why Nokia Is Fairly Valued [View article]
    Wow, thanks, great info/rumor. Would love to see this thing close finally, so we can collect the premium and move on to discuss the New Nokia... :)
    Apr 17 12:44 PM | 2 Likes Like |Link to Comment
  • Intel: My Take On The Earnings Report [View article]
    @William Correct.

    But then these increased efficiency/utilization and decreasing margins are on the other hand countered by the constantly increasing need for more computational data, modelling (big data, engineering, etc) and thus compute cycles. The net outcome being the answer to the holy grail question we are debating here are investors...
    Apr 17 12:17 PM | Likes Like |Link to Comment
  • Ford to bring Lincoln brand to China [View news story]
    Thanks!

    PS: I can not write simply "Thanks" above since SA's hash based algorithm knows that I have already written such a comment earlier, and gives me a pop-up 'Something went wrong'. Well I do not think I have written "Thanks" with this particular addendum yet...so here we go...
    Apr 17 10:08 AM | 1 Like Like |Link to Comment
  • Intel: My Take On The Earnings Report [View article]
    I think the point with cloud is that in cloud based services the underlying HW resource is used more effectively. For example Amazon oversubscribes clients on its servers, since most of them are not likely to run at 100% tilt all the time. And they have the capacity to balance the load if needed.

    In other words, since relatively few businesses in reality run their machines at full tilt 24/7/365, centralized cloud services allow the idle time to be used by other clients which is not the case if everyone has their own datacenter.

    That is, at macro scale we all need less chips and HW as a whole to achieve the same output when using centralized (cloud or say other virtual, VM) services.
    Apr 17 09:42 AM | 3 Likes Like |Link to Comment
  • Ford to bring Lincoln brand to China [View news story]
    For me both Buick and Lincoln brands are stale :)

    I am not an expert on Chinese market so I have to take your word on Buick brand vs. Lincoln brand in China...
    Apr 17 09:33 AM | Likes Like |Link to Comment
  • Windows XP's Death Will Breathe Life Into Microsoft, Intel And AMD Shares [View article]
    The comments editor mangles my comment above: "work..." means "workstation".
    Apr 17 09:31 AM | Likes Like |Link to Comment
  • Windows XP's Death Will Breathe Life Into Microsoft, Intel And AMD Shares [View article]
    @MIchael Agreed.

    Additionally, Win XP was a great success. Vista was a flop (in consumers' minds), so when Win 7 came out people moved to that in flocks. People happy w/ Win7 do not have similar incentive to move Win8 than people moving from Vista earlier. So the direct comparisons between Win7 and Win8 adoption rates are a bit more difficult to analyze...

    PS I am one happy user of Win8/8.1 Lenovo Twist all in one hybrid [tablet/ultrabook/work... in Metro [Netflix and browsing in the evenings] and Desktop [w/ free Classic Shell not a bit different UI from Win7 for work during the day] modes...
    Apr 17 09:28 AM | 1 Like Like |Link to Comment
  • Windows XP's Death Will Breathe Life Into Microsoft, Intel And AMD Shares [View article]
    This spectacular flop of OS has triple the market share of OSX and growing...
    Apr 17 09:20 AM | 1 Like Like |Link to Comment
  • Ford to bring Lincoln brand to China [View news story]
    Well, the Chinese love Buick of all things for whatever reason, so this might work for Lincoln too. Assuming that both brands have similar brand recognition and value in China...
    Apr 17 09:17 AM | Likes Like |Link to Comment
  • Ford: A Second Half Story To Buy Now [View article]
    Or you can even buy a 9-speed Fiat/Chrysler Jeep Cherokee, that never actually uses the ninth gear. Not even if you manually select that gear...modern tech, LOL...

    "...The Cherokee is the first vehicle to host ZF’s nine-speed automatic transmission, though for our purposes it might as well have been an eight-speed. We’re told it takes 75 mph and a dead-flat or slightly downhill stretch of road for the top gear to come into play. Despite every interstate in Michigan meeting those conditions, we never once saw the transmission choose ninth.

    Pull the shifter into its manual gate and you can force the gauge cluster to indicate ninth, yet the tach needle doesn’t budge from the 2000-rpm mark. Chrysler engineers draw a distinction between a true manual shift mode—dubbed AutoStick—and the variant used in utility vehicles, which is called Electronic Range Select. With ERS, the transmission won’t shift higher than the selected gear—useful for towing or off-roading—but it will hold a lower ratio if it’s more efficient..."

    http://bit.ly/1kzdRIc
    Apr 16 02:49 PM | Likes Like |Link to Comment
  • Why Nokia Is Fairly Valued [View article]
    Thanks, you know me well :)
    Apr 16 01:44 PM | 1 Like Like |Link to Comment
  • Why Nokia Is Fairly Valued [View article]
    My background is in high performance and research computing where we run very fancy and sophisticated physics models/codes/simulations on supercomputers to predict how and why things work. We have this saying, GIGO, Garbage In Garbage Out. No matter how good and sophisticated one's model is, if one does not feed it correct parameters within the range of values that the model is meant for or one feeds parameters that do not reflect the physical reality (say missing a critical part like sale of all D&S operations), you still often get data, but the value of that data is...GIGO...
    Apr 16 12:41 PM | 6 Likes Like |Link to Comment
  • Down Market Ahead? What Do Leveraged ETFs Tell Us? [View article]
    Excellent info/data, thanks.
    Apr 16 10:10 AM | 1 Like Like |Link to Comment
  • Is Windows An Ecosystem In Decline? [View article]
    Which OSX version or Linux distro introduced in 2001, or around that time is still supported by the original vendor? In this industry, Microsoft's over decade long support for Windows products is unprecedented...

    For example:

    Half of all Macs will lack access to security updates by summer [2012]
    http://bit.ly/1qXrVLx

    OSX life-cycle avg is around 40 months (that's less than 4 years)...

    Ubuntu LTS Deskotp 3 years:
    http://bit.ly/1qXrVLz

    Win XP, 13 years...with _well established and publicized_ support life cycle:
    http://bit.ly/1qXrTU0
    Apr 14 10:57 PM | 4 Likes Like |Link to Comment
  • Is Windows An Ecosystem In Decline? [View article]
    Yep, I have been saying this for over a year now (and bought (MSFT) at <$30 on that premise, putting my money where my mouth is) and I am still a happy user of my all-in-one Lenovo Twist hybrid touch enabled ultrabook.

    I use the machine as a full powered (W8.1, i7 x86, 8GB RAM, 500GB disk) workstation during the day hooked up to an external big screen and mouse and keyboard. In the evenings I work on the couch on laptop mode, or just twist the screen and use the machine (watching Netflix, or browsing SA) as a full powered tablet w/ no compromises in SW compatibility / availability. If I need to write a longer comment (like this one here) while in tablet mode, I twist the screen and voila, my tablet now has turned into a laptop again w/ industry leading Thinkpad keyboard (instead of having to type on the not bad but far from perfect (compared to real mechanical keyboards) touch screen keyboard) :)

    The only (minor) issue for some people would be relatively low battery life of 2.5 hours or so, but that has not been an issue for me.

    I just do not get why a professional like me would pay for and carry around 2-3 separate devices (tablet, laptop, and desktop) when this one machine does it all for $1100...

    On that same note my phone is Lumia 1020 WP, combining smartphone w/ no compromises point-and-shoot quality camera (thanks to Nokia's 41MP Pureview tech). Again, no need to carry around two devices anymore...

    Part of my investment thesis on (MSFT) and (INTC) (and previously (NOK)) is that the larger masses would start see and realize these synergy benefits too...
    Apr 14 10:40 PM | 4 Likes Like |Link to Comment
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