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Cameron Reed

Cameron Reed
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  • How Much Longer Must We Wait On Yahoo? [View article]
    Gary what about Mayer holding a fundraising dinner for Obama in her own home? http://selnd.com/1344Vy1

    And Google holding a fundraiser for as right wing as they come - Sen. James Inhofe? http://bit.ly/162sUkj
    Jul 22 09:33 PM | Likes Like |Link to Comment
  • AMD Makes A Few Smart Moves [View article]
    AMD doesn't have to license the ISA for X86. They can still license the implementation of that ISA. At least they could license the GPU.
    Nvidia licensed their GPU design to Sony for the PS3. That was pure profit for Nvidia. Just like ARM, they just collect the license revenue, they don't have to make anything.
    Jun 28 05:25 PM | Likes Like |Link to Comment
  • AMD Makes A Few Smart Moves [View article]
    @Sofa: You completely missed the point. I'm saying the margins on each XBOX sold for Microsoft is pretty bad. I don't know what MSFT not manufacturing the chip has anything to do with it. Sony made losses for years on the Playstation hardware.
    Jun 28 05:24 PM | Likes Like |Link to Comment
  • Google's Phony Beat [View article]
    It's impossible to evaluate this article unless you provide sources.

    1) What are your sources that they booked a full year of credits in 1 quarter?

    2) Were analysts not expecting this benefit? If they were expecting it (most likely) then they would have factored that into their targets, and this is a legitimate beat.
    Apr 21 06:58 AM | Likes Like |Link to Comment
  • AMD Makes A Few Smart Moves [View article]
    Margins are crap for whom? Certainly not AMD. Just the opposite. They are not manufacturing the chips for the console: Microsoft and Sony are. AMD's margins are sky high, I would estimate around 95%.
    Mar 1 01:31 PM | Likes Like |Link to Comment
  • Apple (AAPL) has slashed prices for three 13" MacBook models. The price of the 13" retina MacBook Pro with 128GB SSD has been cut by $200 to $1,499, and the 256GB model by $300 to $1,699. Meanwhile, the 13" MacBook Air with 256GB SSD has been cut by $100 to $1,399. Apple's 15" retina MacBook Pro models remain priced at $2,199 and $2,799, but both have been given faster Intel Core i7 CPUs, and the costlier model now sports twice as much RAM. The moves follow a quarter where Mac shipments fell 22% Y/Y, and revenue 16%. (PR[View news story]
    Not good.
    Feb 13 10:00 AM | 1 Like Like |Link to Comment
  • Google Now: Trading Your Privacy For The Future [View article]
    @rdtuck02
    I can guarantee you that S4 will use Android. This comment is a complete fabrication.
    Feb 9 07:32 PM | Likes Like |Link to Comment
  • Google Now: Trading Your Privacy For The Future [View article]
    So you're OK with network TV with ads that are *really* intrusive which you are completely forced to watch. But, not ok with ads in your gmail that appear on the side and can be easily ignored.

    You prefer that someone knocks on your door so you can shut it in their face, over getting links on the side of your webpage that you are free not to read.

    I guess we do see things differently, because I totally don't understand that sentiment.
    Feb 9 07:27 PM | Likes Like |Link to Comment
  • Nvidia: A Chrome Opportunity [View article]
    Nvidia designs its own graphics core, so doesn't use either PowerVR or Mali. So, I don't see how it has any effect on Mail vs. PowerVR.
    Feb 9 09:36 AM | Likes Like |Link to Comment
  • Google (GOOG) discloses chairman Eric Schmidt plans to sell 3.2M Class A shares, or 42% of his stake in the company, over the course of 2013 through a Rule 10b5-1 trading plan. The sale will encompass nearly 1% of Google's outstanding shares, and 3.2% of their voting power. (8-K[View news story]
    Schmidt selling stock doesn't change the business case for Google one bit.

    Google is trading at a market forward multiple. So investors believe that Google's core business search and display ads will *NOT* grow any faster than the average company. Is that realistic?

    More over investors are assign a value to Youtube, ChromeOS, Docs, and their more speculative investments of exactly ZERO. These business are just starting out, isn't it more realistic that they will be able to earn at least some money?

    On top of that I've seen Gartner reports from about a year ago that said that Android market share would top out < 50% in 2015. They already have 70% of smartphone (54% of total phones).
    Feb 9 09:24 AM | Likes Like |Link to Comment
  • Google Now: Trading Your Privacy For The Future [View article]
    @Matt.
    Systembolaget is implying that insurance companies can use your data to discriminate against you.

    I don't believe that argument has any merit because:

    1) It's against Google's policy to share your identity with a third party.

    2) Insurance is a heavily regulated industry leading to a complex "insurance law" which says what insurance companies can and cannot discriminate against you for (i.e. race is bad, age is ok, smoker/non-smoker definitely ok).
    Feb 9 07:28 AM | 1 Like Like |Link to Comment
  • Google Now: Trading Your Privacy For The Future [View article]
    @Matt:
    1) Regarding banks/brokers there are not as many laws to protect your money as you may think. Look at what happened to the clients of Madoff. What about MF Global which used client money to trade in their accounts and lost it all. Did the clients in either case get their money back? Nope.

    2) There are privacy laws on the books. And Google is exposed to the US and international legal systems where people can go for redress of any serious issues.

    3) Your distinction between old tech and new tech is I think wrong. Old tech like banks and credit card companies have been collecting your data for years. But, since they charge money that's ok? I don't see the logic in that at all.
    Feb 9 07:21 AM | Likes Like |Link to Comment
  • 3 Reasons Why BlackBerry 10's Strong Start Does Not Mean Buy [View article]
    Why do you believe 38% margin is conservative? That's less than Apple's, but Apple sells at a premium.
    It's actually more than Samsung, even though Samsung makes the chip and screen, the two highest value components, in house. Don't you think that the Z10's gross margins should actually be *less* than S3's given this?
    Feb 9 12:19 AM | Likes Like |Link to Comment
  • 3 Reasons Why BlackBerry 10's Strong Start Does Not Mean Buy [View article]
    Interesting comments on this thread.

    1) BBRY is the only company to see that the future is mobile, and laptops are going away, so they created this revolutionary OS from the ground up.
    2) The US market doesn't matter (but Canada is extremely important). BBRY is focusing on international markets where the growth is (except China because no-one there has every heard of Blackberry).
    3) Delays don't matter. Blackberry is always late to the party, and their hardware is always clunky, but did I mention their OS - it's revolutionary.

    @benzberry: Why are you comparing Z10 with iPhone5 and GSIII when by the time it is available in most countries we will have iPhone6, several next generation Android phones including GS4.
    Feb 8 11:51 PM | Likes Like |Link to Comment
  • 3 Reasons Why BlackBerry 10's Strong Start Does Not Mean Buy [View article]
    >> Find me any offical sales numbers that Apple, Samnsung, HTC or anyone has ever released. You will not find it. It's sensitive data to a company.

    This is just ill-informed or just intentionally trying to mislead people. Everyone releases sales numbers, if they are good. Search for "iphone 5 opening weekend sales" for example. You will find the sales directly reported by Apple. If sales numbers are bad, that's when people keep quiet.
    Feb 8 11:41 PM | Likes Like |Link to Comment
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