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  • Amazon's Shipping Strategy And Why It Must Work [View article]
    Uh amazon does compete in storage with s3 and glacier. they are used for everything from hosting website files to professional backup solutions.
    Jun 28, 2015. 03:48 PM | Likes Like |Link to Comment
  • Starbucks announces Spotify deal; more partnerships on the horizon [View news story]
    Error in posting. The premium subscription is for starbucks employees, not customers.
    May 19, 2015. 02:24 AM | 1 Like Like |Link to Comment
  • Arista beats by $0.13, beats on revenue [View news story]
    Awesome. This company is going to skyrocket when the Cisco lawsuit is resolved
    May 14, 2015. 04:10 PM | Likes Like |Link to Comment
  • Penn West to sell more assets, renegotiate debt, fight accounting scandal [View news story]
    For a company with an accounting scandal and facing low oil prices, defending the stock price shouldn't be their goal. Fixing financial reporting functions and securing the company's short term future should be the goal.
    May 14, 2015. 03:51 PM | Likes Like |Link to Comment
  • Report: Uber bids up to $3B for Nokia's HERE unit [View news story]
    At least some in shares, that's why it says up to 3 billion, depends on Uber share valuation which could be much more profitable than cash
    May 7, 2015. 06:07 PM | Likes Like |Link to Comment
  • Google Cloud Is No Real Threat To Microsoft [View article]
    The author has confused some terms.

    Office 365 is not a cloud computing offering, it is a software as a service (SaaS) offering, hosted "in the cloud", that is to say, on Microsoft's servers.

    Microsoft's cloud computing offering is Azure versus Google's own Compute Engine or App Engine, and Google's cloud offerings are very powerful and significantly cheaper.

    Google's competitor versus Office 365 would be Google Apps which provides office, collaboration, cloud storage, calendar, e-mail and other capabilities for significantly less than an Office 365 subscription but with the downfall of lacking Office's ease of use and powerful features.
    Apr 21, 2014. 03:47 AM | 1 Like Like |Link to Comment
  • Amazon: A Long-Term Buy [View article]
    Amazon did of course. Prime is free for 30 days when you first sign up so long as your account hasn't had prime for some period of time.

    If you have a free Prime trial, when would you use it? When you're busy ordering the most packages.

    So you utilize free 2 day shipping during Christmas and then cancel before you get charged the full yearly price.
    Feb 24, 2014. 01:59 PM | 1 Like Like |Link to Comment
  • Amazon: A Long-Term Buy [View article]
    All the sign ups during the holiday period are because people are taking advantage of free Amazon Prime for 30 days during the busy shopping period and then cancelling right after.
    Feb 24, 2014. 01:24 PM | 4 Likes Like |Link to Comment
  • Advanced Micro Devices: Did You Get Fooled Again? [View article]
    It is kind of sad that AMD's real forté lies with graphics where Intel is so weak, but they failed to make any kind of run at mobile and instead Nvidia, which was a graphics only company is now making complete mobile SoCs.
    Jan 24, 2014. 03:01 AM | Likes Like |Link to Comment
  • Advanced Micro Devices: Did You Get Fooled Again? [View article]
    I really enjoyed this line

    "I've seen published by my fellow authors here and elsewhere) is easily convinced by arguments that seem plausible but often miss some pretty significant details"

    I feel like you and Tom Luongo are 2 sides of the same coin, one writes bullish articles on Intel and the other writes bullish articles on AMD.
    Jan 24, 2014. 02:52 AM | 1 Like Like |Link to Comment
  • Apple: Don't Be Afraid To Short [View article]

    Now you're contradicting yourself.

    Your own article claims that the vast majority of the market is dominated by cheaper phones, primarily from Nokia.
    Oct 8, 2013. 05:50 AM | 3 Likes Like |Link to Comment
  • Apple: Don't Be Afraid To Short [View article]
    Oh for crying out loud Drew, grow up, don't try to take his words out of context and paint him as some kind of racist. What an utterly pathetic response to a valid criticism.

    He is clearly talking about from a business standpoint and he is entirely correct.

    Do you think Apple is targeting the poorest people in China? Of course not, and for that same reason they aren't targeting Africa.
    Oct 8, 2013. 05:27 AM | 3 Likes Like |Link to Comment
  • Potential Accounting Irregularities Make NetSol A Short [View article]
    How pathetic.

    Why does SA publish these hit pieces?

    You raise some valid concerns but provide absolutely no proof of any problems whatsoever.

    At least when Gotham City Research does hit pieces on Ebix, they point to specific problems and issues and line items that are worrying, this is just general speculation and nonsense.

    You also display that you don't understand public company accounting rules when you attack NTWK for capitalizing R&D, which is perfectly valid and done by every company, including MSFT if the expenses meet certain criteria.
    Oct 2, 2013. 04:44 PM | 8 Likes Like |Link to Comment
  • Intel Unhinged: Has The Elusive Double Finally Arrived? [View article]
    This applies to a lot of articles but I just wanted to point out that comparing INTC to the semiconductor industry at large does not mean that it is undervalued.

    It is valued much lower because it is the most tied to the PC market which is declining and because many of its competitors are in higher growth areas such as mobile or memory.

    Simply being valued at a lower P/E than its competitors doesn't really mean it is undervalued unless you can really prove it should be valued at the same level as its peer group.
    Aug 30, 2013. 08:09 PM | 1 Like Like |Link to Comment
  • Activision Making A Play Into China? [View article]
    Interesting article and thanks for the insight.

    Aren't most call of duty sales on consoles though? The PC market seems way more competitive. How much do you think PC only CoD sales can impact the company bottom line?
    Aug 4, 2013. 09:58 PM | Likes Like |Link to Comment