<?xml version="1.0" encoding="UTF-8"?>
<rss version="2.0" xmlns:dc="http://purl.org/dc/elements/1.1/">
  <channel>
    <title>Admiral Nemo's Comments</title>
    <description>Admiral Nemo's Comments RSS Syndication from SeekingAlpha.com</description>
    <link>http://seekingalpha.com/user/1010732/comments</link>
    <item>
      <title>Intel: Low Valuation And A Free Option</title>
      <link>http://seekingalpha.com/article/1049251/comments?source=feed#comment-12355961</link>
      <guid isPermaLink="false">12355961</guid>
      <content>
        <![CDATA[Juju, <br/><br/>Thanks for the compliment. Rather than following earnings, the purpose of two scenarios is to provide a range of valuation, which offers some clues of margin of safety. It also helps to identify and monitor those key drivers of the earnings (or more importantly, the cash flows).]]>
      </content>
      <pubDate>Fri, 07 Dec 2012 09:19:00 -0500</pubDate>
      <description>
        <![CDATA[Juju, <br/><br/>Thanks for the compliment. Rather than following earnings, the purpose of two scenarios is to provide a range of valuation, which offers some clues of margin of safety. It also helps to identify and monitor those key drivers of the earnings (or more importantly, the cash flows).]]>
      </description>
    </item>
    <item>
      <title>Intel: Low Valuation And A Free Option</title>
      <link>http://seekingalpha.com/article/1049251/comments?source=feed#comment-12355501</link>
      <guid isPermaLink="false">12355501</guid>
      <content>
        <![CDATA[Performance advantage is only meaningful if it can make significant difference in user experience or have sizable business implication. Mobile device users generally care less about what chips are used in their smartphones or tablets. For OEMs to switch, Intel needs more convincing value proposition. That is the reason I said that Intel faces a uphill battle in mobile business. The network effect from ARM's installed base is a big hurdle for Intel to clear. On the other hand, rapid growth can also make incumbent vulnerable as the new customers are less captivated. Intel's mobile chips is more likely to be adapted by the device makers in the emerging market, notably by Lenovo, which has barely presence in the smartphone market but now a significant player in China.]]>
      </content>
      <pubDate>Fri, 07 Dec 2012 09:10:16 -0500</pubDate>
      <description>
        <![CDATA[Performance advantage is only meaningful if it can make significant difference in user experience or have sizable business implication. Mobile device users generally care less about what chips are used in their smartphones or tablets. For OEMs to switch, Intel needs more convincing value proposition. That is the reason I said that Intel faces a uphill battle in mobile business. The network effect from ARM's installed base is a big hurdle for Intel to clear. On the other hand, rapid growth can also make incumbent vulnerable as the new customers are less captivated. Intel's mobile chips is more likely to be adapted by the device makers in the emerging market, notably by Lenovo, which has barely presence in the smartphone market but now a significant player in China.]]>
      </description>
    </item>
  </channel>
</rss>
