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  • Why I Believe An Alibaba Deal To Buy Yahoo Is Becoming More Likely [View article]
    Alibaba is more like a cross between Amazon and eBay. I could see Baidu or Tencent buying Yahoo though.
    Jul 24, 2014. 02:10 PM | Likes Like |Link to Comment
  • Krugman's Latest Debt Denial: Why His Two Magic Numbers Don't Cut It [View article]
    Personal, corporate and government debt levels are at all time highs. The only thing keeping the dollar strong is the devaluation of other currencies, in relation to the dollar. The progressive Fed and Central Banks in the EU have been playing out Krugman's game plan. The stock market pushes higher as fixed income interest bearing investments low yields drive more money into the stock market.

    Inflation is inevitable, as are rising interest rates. When that cycle starts the fun will be over for heavily leveraged consumers, corporations and governments.
    Jul 23, 2014. 03:01 PM | 5 Likes Like |Link to Comment
  • Does The Launch Of Android Wear Make Google's Valuation Attractive? [View article]
    Google makes money on ads, not on open source software. Do you think they are going to have voice ads or display mini ads on wearables?
    Jul 22, 2014. 07:00 PM | 1 Like Like |Link to Comment
  • Is Yahoo's Turnaround Destined To Fail? [View article]
    Google's hype engine will run out of fuel at some point. I think Yahoo's future is as a media company first, with search and other services, that will diminish in value as search moves under the covers, on all platforms. Their new streaming technology could be a differentiator, providing yahoo with a faster low-delay streaming media engine than Google, Netflix, Amazon and Hulu have.
    Jul 22, 2014. 03:31 PM | 3 Likes Like |Link to Comment
  • Apple Earnings Preview: Expectations Are High [View article]
    Just wait until the analysts figure out that Apple is a growth company again and one that pays dividends. Imagine if earning continue to go up and Apple had a P/E of 20 or more. Apple has a much larger sales channel now, than it has ever had and new product lines to add to the mix. Remember Google has had a P/E of over 30 for years, and a forward P/E of 15 year after year. If the P/E ever does go to 15, I would imagine that it's not because earnings go up, but that shareholders are getting crushed by optimistic speculation and hype, when reality catches up to Google.
    Jul 21, 2014. 11:18 AM | 2 Likes Like |Link to Comment
  • Apple Might Not Use Sapphire, Short GT Advanced Technologies [View article]
    I had to take advantage of the negative spin on GTAT, again. First in first out, my sub-$10 shares are long gone. I'm getting nervous selling too much at upswings, but I'm not nervous buying more than ever last week.

    The information that Apple/GTAT was using low quality alumina, that was affecting production is probably false, because US customs documents show the alumina shipments came from Sumitimo Chemical in Japan. They only sell the highest purity quality alumna.

    GTAT said earlier that they had larger, higher output growth furnaces and have upgraded AZ and the NH plant, which is also producing for Apple.

    Polysilicon prices are going up due to volume growth and GTAT is perfectly positioned to sell growth systems. The HiCz growth system should sell well. Polysilicon is used to make semiconductors and PV solar cells (generate electricity).

    Then there is LED lighting growth, that uses most of the sapphire produced in the market today, but if Apple uses sapphire, others will follow. GTAT builds whole plants and supplies everything needed to produce sapphire or polysilicon, so they are more that a sapphire glass producer.
    Jul 20, 2014. 11:47 PM | 6 Likes Like |Link to Comment
  • If Apple Is The Bully Of Mobile Devices, What Does That Make Sandisk And Micron? [View article]
    A better question is, how does this affect Samsung?
    Jul 18, 2014. 02:37 PM | Likes Like |Link to Comment
  • AMD's Future Is In The Hands Of Samsung, Global Foundries And... Apple [View article]
    Don't count out an Apple/Intel collaboration. The new Apple, under Tim Cook just signed a deal with IBM after all and is friendlier with Microsoft than since they developed Word and Excel for Apple in the 1980's, before Windows existed.
    Jul 18, 2014. 12:28 PM | 1 Like Like |Link to Comment
  • Apple Might Not Use Sapphire, Short GT Advanced Technologies [View article]
    Why do wild stories like this always surround Apple? Google misses earnings and the stock goes up, while profit margins go down. Their profit margins have been falling for over 3 years, while the stock goes up. You never see a negative article about Google stock. TSM, Apple's new processor supplier has a great quarter, beating revenues and earnings and a story comes out saying someone thinks they are losing Apple's in 2015 and the stock tanks. Yet the CEO said they are at capacity and building new fabs. Apple doesn't switch vendors that easy, but somehow people get scared.

    You may want to short Corning, who will feel the lose of a portion of Apple's business, like Samsung is now.
    Jul 18, 2014. 12:16 PM | 14 Likes Like |Link to Comment
  • Will Apple Earnings Gain From Samsung's Pain? [View article]
    Samsung is not being hurt by Apple in the marketplace so much as it is by the dozen or more Android manufactures, that are willing to take lower profit margins. Samsung if starting to feel the pain associated with loing their largest fabrication customer, Apple. What company wouldn't feel the lose of billions in reoccuring revenues?
    Jul 15, 2014. 10:59 AM | 4 Likes Like |Link to Comment
  • Apple Is Going To Give Corning The BlackBerry Treatment [View article]
    Apple is not just any old customer, losing their business is a big deal, just watch Samsung after losing Apple's mobile processor fabrication to TSM. Apple also sets trends, remember when other smartphone manufactures said 64 big processors were overkill and now they all want 64 bit? The entire sapphire glass ecosystem will rise and there is little doubt that Corning will be producing sapphire glass in the future. They may even be a GTAT furnace customer.
    Jul 14, 2014. 11:17 AM | 9 Likes Like |Link to Comment
  • Intel: On-Processor Chip Memory - It Can Be Done At High Margins [View article]
    On-processor RAM is the next logical step, as technology moves to sub-20nm geometry, especially in mobile, with power requirements and size being major issues.
    Jul 11, 2014. 07:43 PM | 2 Likes Like |Link to Comment
  • Google Vs. Baidu: The Search For The Best Investment [View article]
    Google uses non-GAPP earnings, that are roughly 20% better than GAAP numbers. They don't show stock compensation costs, where Microsoft and Apple do. So comparables are seldom apples to apples.
    Jul 11, 2014. 05:54 PM | 3 Likes Like |Link to Comment
  • Google Vs. Baidu: The Search For The Best Investment [View article]
    Google has a much smaller addressable market, that it is already saturated. For the last couple years Google has has a P/E over 30, with a forward P/E of 20 or under, but it never drops. The only thing that consistently drops are Google's profit margins, that have dropped every quarter, for the last three years.
    Jul 11, 2014. 05:51 PM | 3 Likes Like |Link to Comment
  • Google, Yahoo Earnings: What Investors Want To Know [View article]
    Google is highly overrated and a darling of the media and the analysts, who are critical of their competition, but not Google. Google uses non-GAAP earnings, that are about 20% higher than GAAP earnings, while companies like Apple and Microsoft include stock based compensation costs in their earnings, Google hides them. The analysts also seem to think nothing of Google's profit margins falling every consecutive quarter for the last 3 years. I wouldn't short this media and analyst darling, because of the power of the press and analysts, that blindly support them, but at some point, there will be nowhere to hide.
    Jul 11, 2014. 03:33 PM | 1 Like Like |Link to Comment