After posting Y/Y share gains in the U.S. for much of calendar Q4, the iPhone's (AAPL -3.2%) U.S. share fell 350 bps Y/Y to 43.5% in the 3 months ending February, per Kantar Comtech. Android (GOOG +1%) claimed 51.2% of the market, up 580 bps Y/Y. In "Urban China," the December iPhone 5 launch helped the iPhone's share rise to 25.8%; Android's share is at 68.7%. Windows Phone (MSFT -0.1%) is making slow-but-steady progress (previous): its share is now at 4.1% in the U.S., 6.7% in the U.K., 6.8% in Germany, and 13.1% in Italy. [View news story]
Do you think that High CEO and manager salaries/benefits are looting ALL US companies?
IBM: Big Transformation + Big Data = Big Returns [View article]
I am willing to take some risk for higher return. When a company has a high book value the risk is lower. When a company has large debit to assets the risk is higher. I would prefer a company that has great ideas, great products, great potential and very low risk. I come across such opportunities every other year or so and they have paid well. It is only recently that I have had the confidence in my assessment ability to invest more into such companies, still I never risk more than 10% (of my assets) in any one company and generally try to stay below 25% in any one industry and less than 60% in any one country. It is also beneficial that the current economic recovery is promising less risk for companies. Sesame...
Can Hybrids Extend Life Of Seagate And Western Digital? [View article]
Since there are only two large vendors it is likely that margins will stay quite high. Barriers to entry are extremely high preventing new vendors from entering the competition.
Can Hybrids Extend Life Of Seagate And Western Digital? [View article]
Interesting that light travels so fast but opinions on the speed of light travel so slow. Research on switching speeds have demonstrated much faster speeds for nano optical atom electron spin/in out than for any other controllable switching mechanism that I know of. References: http://bit.ly/Znov8q http://bit.ly/12QmBDr http://bit.ly/Znov8u http://bit.ly/12QmCHv#!
http://ibm.co/Znou4d "Such a storage capability would enable nearly 30,000 feature length movies or the entire contents of YouTube – millions of videos estimated to be more than 1,000 trillion bits of data – to fit in a device the size of an iPod. Perhaps more importantly, the breakthrough could lead to new kinds of structures and devices that are so small they could be applied to entire new fields and disciplines beyond traditional computing. "
I believe optical is the wave of the future. Electronics is trapped in the particle concept. One large electronic pulse and it is gone, continual cosmic rays corrupts it. Hard, near infinite, stable, cheap and very long term storage is what we want and will have. So the real question is who is developing optical storage of information.
Clue: Itsy Bitsy Machine company.
Sesame March 5, 2013 9:59 PM CDT
Disclosure: I own IBM, STX, and GLW. (GLW does the fiber optics)
Can Hybrids Extend Life Of Seagate And Western Digital? [View article]
Optical is the wave of the future. Electronics is trapped in the particle concept. One large electronic pulse and it is gone, continual cosmic rays corrupts it. Hard, near infinite, stable, cheap and very long term storage is what we want and will have. So the real question is who is developing optical storage of information.
Clue: Itsy Bitsy Machine company.
Sesame March 5, 2013 9:59 PM CDT
Disclosure: I own IBM, STX, and GLW. (GLW does the fiber optics)
Corning Looks More Than Fairly Valued [View article]
Where does Fiber optic cable fit into all this? World stock piles should be running out about now after big over supplies a few years ago. Is Corning set to corner that market at all?
Seagate (STX) guided on its FQ2 call for FQ3 revenue of $3.25B-$3.45B, below a consensus of $3.58B. Gross margin is expected to be at the low end of a range of 27%-32% after coming in at 27.8% in FQ2. "We're trying to give a conservative outlook, because our customers [PC OEMs] are giving us conservative input," says CFO Pat O'Malley. A $40M investment has been made in server flash memory module maker and Fusion-io (FIO) rival Virident. STX -4.8% AH. WDC -2.6%. MRVL -1.4%. FIO -3.8%. (transcript) (WDC guidance) [View news story]
In for the long term on STX! Like the dividends. Like the buy backs of stock. Especially like the great price to earnings ratio!!!... Seagate is doing all the right things to stay on top of the market. Information is still doubling ever 2 years or so, it needs to be stored somewhere and Hard Drives are still the cheapest way to do that in the foreseeable future. Sesame
Seagate (STX) guided on its FQ2 call for FQ3 revenue of $3.25B-$3.45B, below a consensus of $3.58B. Gross margin is expected to be at the low end of a range of 27%-32% after coming in at 27.8% in FQ2. "We're trying to give a conservative outlook, because our customers [PC OEMs] are giving us conservative input," says CFO Pat O'Malley. A $40M investment has been made in server flash memory module maker and Fusion-io (FIO) rival Virident. STX -4.8% AH. WDC -2.6%. MRVL -1.4%. FIO -3.8%. (transcript) (WDC guidance) [View news story]
In for the long term on STX! Like the dividends. Like the buy backs of stock. Especially like the great price to earnings ratio!!!... Seagate is doing all the right things to stay on top of the market. Information is still doubling ever 2 years or so, it needs to be stored somewhere and Hard Drives are still the cheapest way to do that in the foreseeable future. Sesame
Wall Street Breakfast: Must-Know News [View article]
Corporations that sell medicines do not care to much about side effects. After all what they sell does not kill the corporation only its customers. Corporations can delay or avoid punishment of the law forever.
Seagate Technology: Why The Likely End Game Is A LBO [View article]
You should define the term in your title. LBO = ? Most likely you mean Leveraged Buy Out. Does STX have enough positive assets for another company to buy it out. I think the answer is yes. Will it happen? I think the answer is no. Does STX have enough assets to LBO some other company? I think the answer is yes. The desire to expand SSD mfg. capabilities is strong as a long term need for STX. Therefore I think this will happen some time in the next 2 years.
Hostile Takeovers And The Race To Reduce Residual Risk In Heart Disease Patients [View article]
Biggest down fall with article analysis of company is that it did not include intellectual property in valuation. This could be of huge valuation as HGSI was first in the analysis of the Human Genome!
Western Digital (WDC) guides on its FQ3 earnings call for FQ4 revenue of $4.2B-$4.4B and EPS of $2.35-$2.55. That's above a consensus of $4.19B and $2.30, but isn't enough to satisfy investors given today's massive beat and a 70%+ rally from WDC's November lows. WDC -8.1% AH. Falling in sympathy: STX -4.6%. QTM -2.1%. XRTX -2.4%. [View news story]
After posting Y/Y share gains in the U.S. for much of calendar Q4, the iPhone's (AAPL -3.2%) U.S. share fell 350 bps Y/Y to 43.5% in the 3 months ending February, per Kantar Comtech. Android (GOOG +1%) claimed 51.2% of the market, up 580 bps Y/Y. In "Urban China," the December iPhone 5 launch helped the iPhone's share rise to 25.8%; Android's share is at 68.7%. Windows Phone (MSFT -0.1%) is making slow-but-steady progress (previous): its share is now at 4.1% in the U.S., 6.7% in the U.K., 6.8% in Germany, and 13.1% in Italy. [View news story]
IBM: Big Transformation + Big Data = Big Returns [View article]
Time In, Not Timing Dividend Growth Stocks [View article]
The 2 Reasons Why Microsoft Is Not An Attractive Investment Stock [View article]
Can Hybrids Extend Life Of Seagate And Western Digital? [View article]
Can Hybrids Extend Life Of Seagate And Western Digital? [View article]
http://bit.ly/12QmBDr
http://bit.ly/Znov8u
http://bit.ly/12QmCHv#!
http://ibm.co/Znou4d
"Such a storage capability would enable nearly 30,000 feature length movies or the entire contents of YouTube – millions of videos estimated to be more than 1,000 trillion bits of data – to fit in a device the size of an iPod. Perhaps more importantly, the breakthrough could lead to new kinds of structures and devices that are so small they could be applied to entire new fields and disciplines beyond traditional computing. "
Seagate: Making The Long-Term Case [View article]
How about slightly longer term?
I believe optical is the wave of the future. Electronics is trapped in the particle concept. One large electronic pulse and it is gone, continual cosmic rays corrupts it. Hard, near infinite, stable, cheap and very long term storage is what we want and will have. So the real question is who is developing optical storage of information.
Clue: Itsy Bitsy Machine company.
Sesame March 5, 2013 9:59 PM CDT
Disclosure: I own IBM, STX, and GLW. (GLW does the fiber optics)
Can Hybrids Extend Life Of Seagate And Western Digital? [View article]
Clue: Itsy Bitsy Machine company.
Sesame March 5, 2013 9:59 PM CDT
Disclosure: I own IBM, STX, and GLW. (GLW does the fiber optics)
Corning Looks More Than Fairly Valued [View article]
Seagate (STX) guided on its FQ2 call for FQ3 revenue of $3.25B-$3.45B, below a consensus of $3.58B. Gross margin is expected to be at the low end of a range of 27%-32% after coming in at 27.8% in FQ2. "We're trying to give a conservative outlook, because our customers [PC OEMs] are giving us conservative input," says CFO Pat O'Malley. A $40M investment has been made in server flash memory module maker and Fusion-io (FIO) rival Virident. STX -4.8% AH. WDC -2.6%. MRVL -1.4%. FIO -3.8%. (transcript) (WDC guidance) [View news story]
Seagate (STX) guided on its FQ2 call for FQ3 revenue of $3.25B-$3.45B, below a consensus of $3.58B. Gross margin is expected to be at the low end of a range of 27%-32% after coming in at 27.8% in FQ2. "We're trying to give a conservative outlook, because our customers [PC OEMs] are giving us conservative input," says CFO Pat O'Malley. A $40M investment has been made in server flash memory module maker and Fusion-io (FIO) rival Virident. STX -4.8% AH. WDC -2.6%. MRVL -1.4%. FIO -3.8%. (transcript) (WDC guidance) [View news story]
Wall Street Breakfast: Must-Know News [View article]
Seagate Technology: Why The Likely End Game Is A LBO [View article]
Hostile Takeovers And The Race To Reduce Residual Risk In Heart Disease Patients [View article]
Western Digital (WDC) guides on its FQ3 earnings call for FQ4 revenue of $4.2B-$4.4B and EPS of $2.35-$2.55. That's above a consensus of $4.19B and $2.30, but isn't enough to satisfy investors given today's massive beat and a 70%+ rally from WDC's November lows. WDC -8.1% AH. Falling in sympathy: STX -4.6%. QTM -2.1%. XRTX -2.4%. [View news story]