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Yaron Ron Reuven

 
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  • Windows RT (MSFT) has "a very bright future," insists Microsoft exec Michael Angiulo, addressing concerns about the ARM-powered (ARMH) OS' viability in the wake of weak sales and industry criticism. Angiulo suggests the performance of future ARM chips will give RT a boost, and actually argues RT's inability to support legacy Windows apps is good for the user experience. The Verge's Aaron Souppouris isn't sold, not after seeing a Windows 8 Pro system running an Intel (INTC) Clover Trail Atom CPU easily outperform RT systems. (Intel Bay Trail[View news story]
    everyone likes a fairy tale, only problem is that it stops being enjoyable once your grow up. for some reason MSFT's management thinks their customers are 6 years old. I'd be surprised if RT survives 2013. I wonder if ARM bulls are now thinking about all that extra premium they paid for shares based on the hopes of the RT, and whether they're smart enough to bail out before the world catches up on this nonsensical technology
    Mar 22 06:18 PM | 7 Likes Like |Link to Comment
  • Advanced Micro Devices' IG Credit Rating Justified, CDS And Bond Yields Will Tighten [View article]
    Finally, Valuable research that's different than the rest of the opinion-based bull/bear write ups on seeking alpha. Thanks for sharing.
    Sep 17 10:48 PM | 5 Likes Like |Link to Comment
  • AMD's Semi-Custom Business Is A Clever Money Maker [View article]
    Its a solid business indeed. Only patient investors that buy and hold will end up with the big prize in the end. Others that try to ride the AMD coattail can make money, but will likely miss the big jumps whenever they happen.
    Jul 11 03:30 AM | 5 Likes Like |Link to Comment
  • Advanced Micro Devices: Is Goldman Sachs Right? [View article]
    As a wall streeter for over a decade, i can tell you all that sell side research is not always what many think it is. The problem is that investors only care about the flaws of sell side research if its against their investment thesis. So if GS came out and said that AMD is worth $1000 per share just because, investors would flock to it and use it as a validation to buying more despite how irrational. This type of stuff happens daily, and is the reason why the analysis thats most hated is on the short side even if it makes sense. This is not to say that I agree with GS on AMD, and in fact wholly disagree with their $2.50 valuation in every possible way, but I am mentioning this since investors bias towards research is running rampant in this bull market. For anyone following SEC filings, you'll notice that GS sold about 70% of thier AMD position, or about 1.51 million shares as of the end of 3/31/13, and had only 727k shares left. This means what you make of it, but I can attest that I have seen many wall street firms downgrade stock literally at the same time they're buying a stock. point being, that while all analysis should be taken with a grain of salt, investors should not forget to do that also with the analysis that is favorable to their positions.
    May 17 09:18 AM | 5 Likes Like |Link to Comment
  • FBR, Nomura name potential chip industry M&A targets [View news story]
    no one would ever purchase ARMH at the current $21.5 Billion valuation when company barely generates $1 billion in total sales, and much less in profits. The only buyers are investors that are depending on unrealistic valuations becoming even more ridiculous. Either way, this is a terrible recommendation by FBR analyst, who should know better.
    Jun 17 07:13 PM | 4 Likes Like |Link to Comment
  • Salesforce.com - The Underpants Gnomes Of Wall Street [View article]
    Good analysis and breakdown of short case. I actually think the title being comical disguises the value of the analysis a bit for readers who shop for articles based on the book cover. No doubt in my mind that The short will eventually play out, but how many portfolios it will kill on its way is the bigger issue. Situations like this are part of the ultimate systemic problem in our markets today--as most short sellers fall off over time, unable to sustain the paper losses, and longs hold a big bag of stock TNT that will explode years worth of gains. The amount of losers will definitely outnumber the ultimate few that stuck with the short
    Oct 27 10:46 AM | 4 Likes Like |Link to Comment
  • Can ARM Holdings Sustain Its Multiples? [View article]
    bellapadula,

    in regards to ARM in servers, you must realize that even if they take 100% of the server business, completely eliminating Intel from its bread and butter, it would only mean another 2 or 3% more revenues for ARM. This is because of the nature of their business being in IP versus manufacturing. How many "billions in market cap" is another 15-30 "million" in "revenues" worth in reality? Investors are giving ARM a valuation based on a business that Intel has, eventhough the two are nothing alike.
    Mar 6 07:42 PM | 4 Likes Like |Link to Comment
  • ARM Holdings: Future Growth Drivers Abound [View article]
    Rob,

    I'm not sure why you find it neccessary to insult me instead of addressing the legitimate issues I brought up. They were based on your own numbers and arguement s. I know this is your first article, but the commentary section is for readers to question or add support to the arguement made in the article. Although your distaste for my opinion is clear, you should take the example I (and many other contributors on SA like Ashraf) of my article's commentary section into account. Even though your (and a few others) comments were continuously insulting, I still addressed them with a legitimate opinion like a grown up. If you don't care for conflicting opinions, and are just trying to pump a stock you like (or dislike)you should start a blog that doesn't allow comments. That way you are free to play in your own sandbox with no one to interfere with your toys.
    Dec 24 01:55 PM | 4 Likes Like |Link to Comment
  • Salesforce.com Remains My Favorite Short [View article]
    Good article with very valid points that will be the bread crumbs to the inevitable crash.
    May 21 02:29 AM | 3 Likes Like |Link to Comment
  • Boulder Brands' EVOL Acquisition And Strategy Evolution [View article]
    Since you seem very interested in sector, have you become familiar with much cheaper organic food co SunOpta (STKL)? http://seekingalpha.co...
    Dec 27 12:20 PM | 3 Likes Like |Link to Comment
  • Is Gold Useless - Part III [View article]
    Religiouswacko,

    Gold as an insurance policy is terrific Wall Street jargon that helped market the last leg up for gold. In reality it's utter nonsense. If the world goes to crap the only things people will care for are survival necessities like water, food etc. and I just don't see how one can justify gold being part of that barter system. Unless people are going to invent a new use for it, there's no reason for that equation to ever come to fruition.
    Apr 15 11:37 AM | 3 Likes Like |Link to Comment
  • Is Gold Useless - Part III [View article]
    Doug,
    No, what I'm saying is that nothing is backing currency in US. NOT Gold or anything else other than the word of the government, or what they call full faith and credit of US Government.
    Apr 15 10:38 AM | 3 Likes Like |Link to Comment
  • Windows RT (MSFT) has "a very bright future," insists Microsoft exec Michael Angiulo, addressing concerns about the ARM-powered (ARMH) OS' viability in the wake of weak sales and industry criticism. Angiulo suggests the performance of future ARM chips will give RT a boost, and actually argues RT's inability to support legacy Windows apps is good for the user experience. The Verge's Aaron Souppouris isn't sold, not after seeing a Windows 8 Pro system running an Intel (INTC) Clover Trail Atom CPU easily outperform RT systems. (Intel Bay Trail[View news story]
    The reason why windows Rt was developed in the first place has more to do with a systemic problem MSFT has as a result of being a public company, than bc the tech offered something innovative or unique. Because MSFT is public they must satisfy their 2 bosses, first being the customer (vice president), and second being their Investors (CEO). Like a traditional ceo, the investors demand constant growth on a monthly basis even in order to meet the streets' expectations and have a rising stock price. This is done even if it jeopordize s the Vice Pesidents (customers) happiness since many of these CEO's are arrogant enough to believe that everyone is replaceable. Like mlopatni said, Since intel wasn't ready with their tablet product at the time the CEO still demanded growth even if it was temporary and put the VP's job in jeopardy. Now that intel is here, the windows rt has no purpose and will therefore be thrown out along with many unhappy VPs (customers). I hope you understood and enjoyed my cartoonish depiction of corp America.
    Mar 23 08:39 PM | 3 Likes Like |Link to Comment
  • ARM Holdings: Future Growth Drivers Abound [View article]
    Rob,

    Again, you resort to your tough guy behind a computer attitude. Lets try this again, my argument was mainly focused on the valuation, not technology. if you read it without a bias, it would become apparent. The point of my comment was not really because I care about your opinion, but rather to know your opinion and actually have a educated debate. That actually helps bring viewers to your article, which is usually the point of writing an article for most people. But since you dont like any opinion that could throw a wrench into your analysis, you dont have to respond to me and just go back to your sandbox and play by yourself.

    PS. you need to grow up buddy
    Dec 24 02:16 PM | 3 Likes Like |Link to Comment
  • ARM Holdings: Future Growth Drivers Abound [View article]
    There are two problems with this (and all other) armh bull arguments. First it relies too much on the future. As your article stated, armh has a 1.2 PEG based on 2014 earnings. That's two years from now and assumes today's tech and the markets valuation acceptance will be the same in two years from now. With all due respect, both are a naive assumption in my view. Second is that all valuation and future projection only justify "today" price, which means that at best the stock will be dead money since too much of the uncertain future is priced into today's price.
    Dec 23 12:44 AM | 3 Likes Like |Link to Comment
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459 Comments
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