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  • Tesla: UBS' Reality Check Could Mark A Turning Point [View article]
    Are those of you who are negative on TSLA shorting it (and mostly getting killed). If not, why not focus your time on some other idea that fits your comfort level and on which you can make money?

    Investing in high-growth, higher-valuation stocks is not for everyone but can be very profitable for the right type of investor.
    Jul 21, 2015. 01:41 PM | 2 Likes Like |Link to Comment
  • Tesla: UBS' Reality Check Could Mark A Turning Point [View article]
    Technically, TSLA shares are holding their 10-day short-term support amd are staying nicely above their 50-day longer-term line
    Jul 21, 2015. 12:46 PM | 2 Likes Like |Link to Comment
  • Tesla: UBS' Reality Check Could Mark A Turning Point [View article]
    This UBS analyst initiated coverage of TSLA on March 26, 2014 at $212 with a Neutral rating. After missing the subsequent 33% gain through yesterday (more than twice the 15% rise for the S&P 500 Index), he now downgrades it to Sell. Not too impressive.

    TSLA shares are up about 170% since initially shipping the Model S sedan two years ago. We have been strongly recommending TSLA most of that time with a couple short-term partial position trimming suggestions like in September 2013 (see our September 5, 2013 article here) after the stock nearly doubled in just a few months. We have a Focus Strong Buy rating and continue to encourage ownership of this highly innovative car and battery company headed by Elon Musk, the most creative person in Silicon Valley today. The correction on this UBS move presents an opportunity to build positions at a better price just in front of the Model X SUV formal pricing announcement and launch. Musk has said the Model X will be more superior to other luxury SUVs more greatly than the Model S is to other sedans.
    Jul 21, 2015. 11:54 AM | 6 Likes Like |Link to Comment
  • Intel Broxton: Time To Set Realistic Expectations [View article]
    Your first line should read Intel's Broxton could be delayed to H2 2016, not Intel's Broxton could be delayed to H2 2014?

    I otherwise agree with your thesis, especially relative to what is happening in the ARMH-based world.
    Mar 5, 2015. 01:05 PM | 1 Like Like |Link to Comment
  • Intel: Profiting From Legacy Technology [View article]
    We greatly agree with your thoughts in this article. One additional thing that suggests a dim future for the Wintel world is that virtually all new software and especially app development is for AAPL's iOS or GOOG's Android platforms. Here in Silicon Valley, a start-up to create an app for any other platform would never get funding from the venture capital community. This has been true for years, but never more than today.
    Oct 15, 2014. 10:17 AM | 2 Likes Like |Link to Comment
  • How I Profited From BlackBerry's Wild Trading Day [View article]
    BBRY is on a February fiscal year and just reported its May FQ1. You could correct your March quarter...
    Jun 22, 2014. 01:08 PM | 1 Like Like |Link to Comment
  • GoPro confidentially files for IPO [View news story]
    If you would like my positive thoughts on GoPro and its key supplier AMBA, please give me your email address.
    Feb 10, 2014. 09:37 AM | 1 Like Like |Link to Comment
  • Ambarella Looks Like A Short [View article]
    If you would like a more balanced and positive view of AMBA in light of its overall picture and GoPro's IPO filing, please send me your email address
    Feb 10, 2014. 09:17 AM | Likes Like |Link to Comment
  • GoPro confidentially files for IPO [View news story]
    Feb 7, 2014. 11:18 AM | 1 Like Like |Link to Comment
  • Apple's China Mobile Problem [View article]
    Almost all iPhones and iPads are built in China by Chinese companies
    Dec 18, 2013. 11:25 AM | Likes Like |Link to Comment
  • Apple Has The Ecosystem And Products To Maintain Strong Momentum [View article]
    A number of you have asked about what companies are well positioned in AAPL's ecosystem. There are a number of component and manufacturing suppliers (JBL will report its November quarter results this afternoon and has about 20% of revenues coming from AAPL) but it is hard to find companies with a high enough portion coming from AAPL that is not offset by weakness elsewhere. ARMH is one that does not have that problem and is earning (up to 70%) higher royalties of the technology behind AAPL;s new 64-bit processors in its new top iPhones and iPads. And now other ARMH-based AAPL competitors like Samsung must move to 64-bit to compete with AAPL - a positive for ARMH.

    OLED is the leader in OLED display technologies and materials to produce them. It is rumored to have AAPL as a new customer next year as AAPL introduces its first OLED display on a product with the iWatch.

    Much of what makes up the AAPL ecosystem is the one million iOS apps which mostly come from private companies.
    Dec 17, 2013. 08:29 AM | Likes Like |Link to Comment
  • Facebook Moves Ahead On Its Own [View article]
    Deep tissue or Swedish on FB?
    Dec 15, 2013. 09:12 PM | 2 Likes Like |Link to Comment
  • I Concede Defeat On ARM Holdings [View article]
    Good to see you on the right side on Arm. The Arm Cortex A-57 technology used by Apple in its 64-bit A7 processor generates 70% higher fees to Arm. All Apple iOS devices are Arm-based.
    Oct 30, 2013. 10:47 AM | Likes Like |Link to Comment
  • Intel's 64 Bit Weapon [View article]
    I agree with you Gumby, INTC now has to do what always has been tru in the semiconductor industry - to get OEMs to switch chip vendors they have to ofer a 30-50% advantage in price/performance/energy consumption, INTC and NVDA both face tough challenges in this regard, especailly against excellent ARMH-based chips from AAPL and QCOM. And in today's iOS/Android world you need the top OEMs to be able to sell high volumes at good prices.
    Oct 25, 2013. 12:45 PM | Likes Like |Link to Comment
  • Intel's 64 Bit Weapon [View article]
    Good question JR. And the free iPad personal productivity (word processing, spreadsheet, etc) apps are just augmenting the serious business apps from cloud SW companies like CRM. The iPad is their delivery platform of choice. The cloud-based apps are being written by SW companies or enterprises themselves and Wndows compatibility is little significance for most of them.

    Having said that there will be some people who care about Windows compatibility so we can generously cede 10% of the market long-term to Windows tablets, up from less than 1% so far,
    Oct 24, 2013. 03:12 PM | 1 Like Like |Link to Comment