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  • Intel's 14nm Core M Dilemma [View article]
    To which OEM customers is apple shipping the A8? Isn't this only for Apple's product?

    How is it possible to compare 2 totally different companies? Different businesses? different customers?

    Isn't this like comparing restaurants against supermarkets? Do you compare the Cheese Cake Factory vs. Walmart or Albertson's?

    I really have difficulties to understand the point here. I would understand if you compare QCOM+TSM vs. Intel. This means CPU design (QCOM) + manufacturing (TSM) together selling to the same customers (Dell, Lenovo, HP).

    Should we compare now makers of auto parts vs. GM and Ford now?
    Would you compare a combustion engine manufacturer vs. GM or Ford?
    Should we compare also LCD panel makers vs. Samsung or LG now?

    It would make sense to compare the Ipad vs. Andoid tablets vs. Surface.
    It would make sense to compare IPhone vs. S4 vs. Lumia.

    Once we mix so different businesses, then the point may be sense less.

    Do you see at some point in time the crowds or businesses all around the world using computers/tablets/phones so expensive as the apple ones?......... It is not going to happen.

    Maybe something like Android some day... but not Apple. Apple products are a niche/luxury item.... not for the masses....

    I have been long in Apple, Intc, msft.... made money with all of them. But the businesses are totally different and I do not think you can compare them... not at all.
    Sep 9, 2014. 12:54 AM | 21 Likes Like |Link to Comment
  • Intel: Losing Dominance In The Server Segment? [View article]
    In my opinion, the author does not understand what a migration of HW platform in a datacenter means. By experience, I know such a migration would cost a lot, and I mean a lot, that would easily eat several thousand dollars of savings that you would have in the cost of CPUs. The energy savings will come also to the Intel platforms as we are having now in tablets, laptops and PCs.

    AMD has been defeated by Intel over and over. They even had to sell most of the assets (meaning fabs) so they could survive. The GPU will eventually be part of the CPU in most cases, as is happening now. The memory will also eventually be part of the CPUs. Most of the HW is becoming more and more part of the CPU and Intel is the leader on that field. As long as they continue leading the shrinking in CPU, there is no chance of others taking over the business.

    Does anybody remembers the Math co-processor? the memory management unit? the cache memory? the UARTs? all those extra interphases to peripherals?

    Now guess... who is going to be the first one selling CPUs (SoC) with everything, including all the memory and SSD, in one chip using one digit nm and consuming a few watts?

    by the way... here are the hints...

    - it must be able to run any OS like windows, Linux, android, iOS, solaris, etc
    - it must support virtualization (VMware, OracleVM, HyperV, etc.)
    - it must support fault tolerance (VMware FT, Stratus, NEC or similar for the nuclear plants, army, aeronautical, electric power and such)
    - it must be able to run all apps from Angry Birds to MSOffice to Oracle DB to SAP
    - it must have a loooooooooooot of fabs to make so many SoCs
    - it must be able to make them at... let's say 5 nano meters?
    - and the market, not for stocks but for IT, may expect this within.... 10 to 20 years?

    I see Samsung as the only viable competitor in the future, should they decide to go this route because they are mostly in the consumer products so far. TSM is in the fabs, so they only make what others design and buy from them. All others who use to make high end CPUs were defeated, like HP, IBM, Sun Microsystems (Oracle now). All of them got out of it better or are in the process of doing so. IBM is selling its fabs. Yes they have a great CPU, they always do, but most of datacenter at the end do not want to use their OS (is that still AIX?). You get a long term contract for buying exclusive, unique and expensive items and services... which at the end is so expensive.... yes the entry quote is competitive but once you are in.... man.... they charge you a lot of money because they know the migration back is even more expensive.... it is not only the cost of the HW/SW and engineering services, you do have to account for all that downtime of your business in the process.... it is like getting married to the tax man...

    I hope the author manages some project like this in the future, so he understand what I mean and gets all those sleepless nights of a server platform migration project.... just to save a few dollar and watts per server.... no! no! no!.... never again.

    Long INTC.... by long I mean 10 years ahead at least.... not that I own stocks which is petty obvious by now... and I do have android phones and tablets.... they are ok but still buggy toys. They are far, far away still....
    Aug 9, 2014. 12:51 PM | 7 Likes Like |Link to Comment
  • Won't Back Down, And Neither Should Its Shareholders [View article]
    Amazeron has no earnings... no profits... financially week.... insiders making big bucks... and customers, like me, getting free stuff...

    Great company for the customer... terrible stock for the investor.

    It is just bla bla bla bla.... promises promises promises... expectations expectations expectations...

    AMZN is no tech... they are media content and ecommerce. They do not create tech... they use it... someone else creates it for them like most businesses do... How many semiconductors have they designed? how many operating systems? how many hardware or software platforms? how many databases? How many programming languages? how many computers have they designed?... come on.... a few apps and selling phones/tablets make you no tech company.... is now AMZN is like INTC? MU? or MSFT? or ORCL?.... come on

    Shorting using puts....
    Nov 22, 2014. 10:14 AM | 3 Likes Like |Link to Comment
  • Intel's 14nm Core M Dilemma [View article]
    Sense less to discuss so much based on non confirmed data. Does anybody has hard data of the price for the new Intel CPUs to the OEMs? Does anybody know the price of the Apple CPUs to the OEM? ===>>> You can't!... They will not sell it to anybody.

    The IPhone 6 is out now... I see that they are really late to the phablets segment.... Samsung has been there for a while now.

    You better compare Apple to the Chinese/Korean phone makers or Nokia/MSFT. That's the danger for Apple... not Intel... Intel sells CPUs and other semiconductors and not consumer products. Samsung, LG, Lenovo, HTC... they are taking the worldwide market where Apple is not (<$500) and part of the high end too.

    If you have not realized the differences now... uuuh.... Intel is part of an manufacturing oligopoly (INTC + TSM + Samsung + Global Foundries). Apple is not! Anybody is making smart phones now!

    Intel does not sell consumer products directly. Apple does!

    Intel products are found anywhere in the world in any application. Apple's do not!

    Intel is vertically integrated. Apple is not!

    Intel has the best manufacturing capabilities for semiconductors. Apple does not even have any manufacturing! They do not want it! Intel does want it!

    Apple is Intel's customer. Intel is not Apple's customer!

    Intel business is capital intensive. Apple is not!... Call a Chinese manufacturer of smartphones and they will quote you phones of "iHaveMyBrand"... and it may look just like an iPhone.

    Nothing against any of them... I have made some bucks is most of them... Intc, Msft, Nok, Appl, Qcom, TSM,.....
    Sep 10, 2014. 02:24 AM | 3 Likes Like |Link to Comment
  • Why Amazon Travel Has Little Chance Of Disrupting OTAs: Lessons From Google [View article]
    Peter Lynch calls this "Diworsefication". Amazenron is a vivid example of such term. They still can't make their current business sectors and they are already opening new ones.
    Nov 24, 2014. 01:04 AM | 2 Likes Like |Link to Comment
  • No One Wants To Hear Anything Good About Amazon, But... [View article]
    Amazenron is growing at 20% what? The loses?... I'm making money with puts!

    Selling more is no growth. Making more profits is growth.

    Making more investments is no growth. Making more profits is growth.

    Paying more money to executives is no growth. Making more profits is growth.

    Extrange definition of growth... the one from the Amazenron bulls
    Oct 26, 2014. 04:09 AM | 2 Likes Like |Link to Comment
  • With Amazon Bears Proven Wrong, The Road To $400 Remains Open [View article]
    Sounds like Enron. Nobody can find where the money is or explain really the financial status... but the business is good because the stock is going up and up.... and it may continue its way up until one day somebody will be able to explain that the money is gone... insiders have sold and made a lot of money.... somebody will kill him self... somebody will be legally responsible... somebody will ran away before the ship sinks.... and so forth...
    Sep 26, 2014. 01:15 AM | 2 Likes Like |Link to Comment
  • Microsoft CEO Makes Stunning Statement About Surface Pro Tablets [View article]
    Mmm... I do not see the importance of such a discussion. The msft business is not a tablet or any other device. Their business is software for the corporate environment, productivity and workstations. Waste of time.... the article and the discussion....
    Feb 21, 2013. 12:03 AM | 2 Likes Like |Link to Comment
  • Won't Back Down, And Neither Should Its Shareholders [View article]
    Jeff Bezos is one of the best "diworsificators"... if not the best... Peter Lynch would be happy to give him the gold medal in that category...
    Nov 25, 2014. 01:29 AM | 1 Like Like |Link to Comment
  • Gilead Sciences Looks Like A Contrarian Short [View article]
    The author has no real position. To believe in what people does, not in what they say. Serious question to the author: Are you writing for the clicks? Please sell short or avoid writing. I'm long, meaning years and not just trading or looking for extra income. No offence...
    Aug 12, 2014. 03:54 PM | 1 Like Like |Link to Comment
  • Microsoft: Why I Hold What I Hold [View article]
    Long at average cost $24.81. Accumulated over since 2009. Return of 89% so far including dividends. Yield on cost 4.4% after 10% taxes on dividends. All these years, I have seen a lot of the negativism but being an IT professional there is hardly anyone better for a business or home considering all facts. Great in the datacenter, great at the office, great at home, great at mobile. I'm just missing a Windows phone because there are no models with 2 SIMs on them and I really need them in one phone. I can use any kind of software from wear operating systems, android, Unix flavors, etc. and I really prefer them windows based except for huge databases or applications that need them. MSFT is quite balanced on most of the fronts unlike IBM, HP, Oracle, Apple and the others.
    Aug 2, 2014. 01:28 AM | 1 Like Like |Link to Comment
  • Walgreen: A Good Candidate For Long-Term Investment [View article]
    P/E = 26? No comments about valuation? It is expensive... I will wait for the next correction....
    Jul 3, 2014. 01:58 AM | 1 Like Like |Link to Comment
  • Won't Back Down, And Neither Should Its Shareholders [View article]
    Yes, indeed.... I'm remember my software engineer days using C and C++...
    Nov 25, 2014. 01:27 AM | Likes Like |Link to Comment
  • Won't Back Down, And Neither Should Its Shareholders [View article]
    Facebook is also no tech company.... it is media... social media... they are users of technology... they do not create.... they make their income from advertising.... not from selling tech products.

    Goggle is a tech... so is Apple... they create operating systems, software products, hardware, etc. Google also sells advertising in their search engine platform. Google created Android, Chrome, Maps (software!), Translator...
    Nov 24, 2014. 12:56 AM | Likes Like |Link to Comment
  • Is The Run-Up In Intel Overdone? [View article]
    Well, wrong since 2011.... the time of the first articles in SA. I did say "bear" and not "short". It is clearly seen that you hold INTC from before 2012 and sold sometime at the end of 2012 or beginning 2013. You were a "long + bear" at the same time. Holding the stock but writing "bear" articles at the same time. Like shooting to your foot. Kind of strange. Why to hold a stock while writing against it?

    When I have bear opinions and sell before telling that the stock is death. It is better not to shoot my feet. Also sometimes if I am a bear and I do short the stock.


    "bear + short" makes sense
    "bull + long" makes sense

    all other combinations are strange... I would recommend in such cases to an investor to do himself a favor and sell the stock if he is a bear and the other way around.

    So take your chances... Short it!... so we believe you.... I'm long with stocks and options... kind of a heavy load.... I had to sell 50% because it was too much of my holdings (10% +) and I believe in balanced portfolios. I'm quite happy being an orphan widow since 2008... ;)
    Nov 21, 2014. 11:00 PM | Likes Like |Link to Comment