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Phil99

Phil99
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  • Global PC shipments, Windows 8 hardware and all, fell 6.4% Y/Y to 89.8M in Q4, according to IDC. That's slightly better than Q3's 8.6% drop, but worse than a forecast for a 4.4% decline. The decline might have been larger if inventory replenishment didn't lead U.S. shipments to fall a relatively modest 4.5%. IDC still considers H-P (HPQ -2.1%) the world's top vendor, and estimates its share rose 90 bps Y/Y to 16.8%. But #3 Dell's (DELL -1.6%) share fell 190 bps to 10.6%. Apple's U.S. share rose 50 bps to 11.4%. AMD -1.9%. STX -1.3%[View news story]
    Aside from the surge of tablets, part of the problem is the difficulty of avoiding Microsoft's new blunder- windows 8. Needing a new desktop I tried several chain and web dealers with no luck- win 8 only :-(. I finally found a local shop that sold me a quad-core desktop with the less problematic windows 7. I know of 2 major corporations that have said no thanks to the win 8 debacle. Sorry Dell, HP, etc IMO Microsoft is adding to the slowdown in your PC sales...
    Jan 12 02:33 PM | 1 Like Like |Link to Comment
  • Samsung Bets Big On Mirrorless Digital Cameras [View article]
    Good luck with that! Years ago I lugged around an SLR camera and multiple lenses... even while backpacking. I frequently had to stop and change lenses to get a preferable shot. While today's stabilized, long zoom, point-and-shoot photos may not match the precise quality of a SLR, they are always ready to capture fleeting shots and provide 'good enough' photos. I would never go back to lugging multiple lens DSLR 'ballast' around!
    Jun 7 11:25 AM | Likes Like |Link to Comment
  • AT&T (T) fires back at the FCC for its blistering report on the carrier's propsed $39B acquisition of T-Mobile (DTEGY.PK), criticizing the regulator for releasing the assessment in the first place, and saying the analysis is "obviously one-sided" and "cherry-picks facts to support its views."  [View news story]
    AT&T was caught in the BIG LIE and now are attempting to bluster their way past this embarrassing expose, kudos to the FCC for outing this farce. With any luck it will make it harder for AT&T to 'buy' acceptance through big-bucks donations to congress. Perhaps they may now consider turning their attention to what has got to be the worst telco customer service in the industry, but I won't hold my breath....
    Dec 1 01:15 PM | 4 Likes Like |Link to Comment
  • A deal is done in Europe, but what about the debt in the U.S.? Americans need to save more, Stephen Roach says, but Fed "repression" is penalizing consumers by keeping interest rates near zero, threatening long-term savings and the economy. "Right now we’re borrowing surplus savings from abroad because we don’t save a nickel at home, and we have to wean ourselves from that."  [View news story]
    Dollar support is delusional- Some US banks are holding billions in Greek debt guarantees on derivatives... How can the dollar get stronger with Obama and company running the treasury printing presses in high gear to support more bailouts and spending?
    Oct 27 07:06 PM | 1 Like Like |Link to Comment
  • *Obama offers mortgage relief on Western trip [View article]
    The Spin-myster is at it again... This is a 'reelect me' Obama headline grabbing announcement. When you study the fine-print there will be a very small percentage of homeowners with troubled mortgages actually eligible under this smoke-and-mirrors program...
    Oct 25 01:53 AM | 1 Like Like |Link to Comment
  • Why Europe Is Doomed: The Euro Crucifix [View article]
    James,
    A very insightful explanation- you make much more sense than any number of Seeking Alpha "investment experts". Thank you for sharing your wisdom!
    Oct 21 06:28 PM | Likes Like |Link to Comment
  • AT&T (T) has provided "almost nothing" to support its claim that its proposed $39B merger with T-Mobile USA (DTEGY.PK) would create between 55,000 and 96,000 jobs, the FCC says in a letter. The agency has to clear the deal for it to go through. The Justice Department separately has sued to block the merger on competition grounds.  [View news story]
    Obviously this was a simple error on the part of AT&T- they 'inadvertently' omitted the minus signs in front of their jobs estimates. What a farce these numbers are- AT&T must consider themselves 'to large' to be scrutinized...
    Oct 13 06:49 PM | 1 Like Like |Link to Comment
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