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  • 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
  • Intel's 64 Bit Weapon [View article]
    Ashraf, Ashraf:
    1. The ARM Cortex-A57 is 64-bit and the basis for the 64-bit AAPL A7 processor already in the market. The ARM license was signed 2-3 years ago.
    2. A number of other Cortex-A57 licenses have been signed and no doubt include QCOM, Samsung and others who may well be to market with 64-bit processors before MSFT moves to 64-bit Windows on tablets.
    3. MSFT's tablet market share is less than 1% after a year on the market. And through the end of June, it had written off as much in Surface tablet inventories (about $900 million) as the sales value of all Surface tablet sales to that date and also about equal to what they have spent on surface tablet ads. I call that a Zune-like failure, so far. MSFT will no doubt keep trying but your assumed success of MSFT with enterprises seems to reflect a huge leap of faith and speculation. Most enterprise iPad applications are custom or from many enterprise SW companies like CRM so they are not that focused on running Windows apps.

    4. For 3+ years most all of the tablet enterprise app development by SW companies has been for the iPad with some Android versions now being created. Very few are for Windows. Go to a Tech Crunch or other developers event and virtually all apps are being shown on and being developed for iPads with no MSFT Surface tablets or PC apps in sight.
    Oct 24, 2013. 02:33 PM | 3 Likes Like |Link to Comment
  • Intel Has No Answer For ARM Architecture [View article]
    darturtle, in addition, as evidenced by its new ARMH-based 64-bit A7 processor, AAPL has the ability to create custom ICs that integrate with its hardware and software designs to provide superior performance, battery life and value. Away from AAPL, even Samsung is increasingly using QCOM Snapdragon processors for its mobile devices. Most of the smartphone and tablet industry profits are going to AAPL, ARMH and Samsung. As investors, it makes sense for us to "follow the dollars" and invest in AAPL and ARMH.
    Oct 24, 2013. 08:17 AM | 1 Like Like |Link to Comment
  • Intel Has No Answer For ARM Architecture [View article]
    CRaig, et al. How many more quarters do you want to have dead money in INTC before it might perform at some point down the road? Best case it faces the challenge of primarily being a declining business selling high priced processors into the declining PC market that any reasonable near-term modest success selling much lower priced chips into tablets cannot offset anywhere near fully. that is the big picture risk and challenge.
    Oct 22, 2013. 04:02 PM | 2 Likes Like |Link to Comment