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  • Apple's iPad Problem Is Lenovo's Wintel Tablet [View article]
    "though not unusual, especially among young, inexperienced investors"

    What is really sad about this statement is the many who I have known who have greatly outperformed the self-proclaimed farsighted and experienced investors. All one has to do is look at the dismal performance of many mutual funds to see how short the self proclaimed holders of investment wisdom fall, often as not failing to outperform the famous 'dartboard' comparisons.
    Aug 22 05:02 PM | 2 Likes Like |Link to Comment
  • Why Western Digital Stock Is A Good Investment Opportunity [View article]
    While the PC recovery appears real, it also appears slow. How do you feel the increasing (yet still small) percentage of PCs that are SSD rather than HDD based will affect the outlook for WDC when this is combined with the slow PC recovery? How is WDC positioned with HDDs with some flash cache, and how are they progressing in replacement technologies for the maturing HDDs? How is WD HDD product doing in other marketplaces, such as DVRs?
    Aug 21 03:14 AM | Likes Like |Link to Comment
  • Update: Hewlett-Packard Meets Our Expectations [View article]
    That seems to be a very tight range for guidance. Do you think it's realistic?
    Aug 21 02:24 AM | Likes Like |Link to Comment
  • Analysis Of Apple's Gross Margin Through The Past 4 iPhone Product Cycles [View article]
    Such stability in gross margins within a volitile marketplace is nothing short of amazing. Thank you for your analysis.
    Aug 19 02:41 PM | 2 Likes Like |Link to Comment
  • What The Recent China Meat Scare Means For Yum Brands [View article]
    Thank you for this well-written article. I am long on Yum, but shudder each time there is a new article concerning food safety coming from China, such as bloated pig corpses floating down a river or wheat products used in pet food that wind up killing Kitty or Fido. Surprisingly the bird flu was less scary, because the truth is that cooking chicken as KFC does also kills all virus particles. This truth eventually reaches the public. What is scary is the failure to get a grip on an apparent cultural problem that seems to think what is sneaky and harmful but profitable to an individual self interest is a positive quality of being clever, and only becomes shameful if and when it comes to light. Ineffectual counterfeit drugs and portions of carcasses of endangered animals going to and coming from mostly third world countries who trade with China are other examples of this cultural deficiency.

    Yum will continue to have its hands full if they continue to buy food materials from within China, but importing them from SE Asia in large quantities may likely lead to Chinese Government regulation to limit the practice, IMHO.
    Aug 19 01:06 PM | Likes Like |Link to Comment
  • Intel Seeing Some Sweet Tailwinds - Now Is A Great Time To Own Stock [View article]
    David RG,
    Thanks for your comment! I don't know how it is possible, but I glazed over the "external foundry" part and almost took the article at face value.
    Aug 14 10:59 PM | Likes Like |Link to Comment
  • iPhone 6 Battery Will Last Longer [Report] [View article]
    Apple may have a bigger battery associated with the larger iPhone, assuming the rumored larger version is real, as I think it is. However, I don't think a competent engineer would consider it an obvious choice to make without more information. For examples:
    > One battery type may be chosen for cost reasons.
    > If the (presumably) two iPhone sizes have the same outside thickness, then the structures on the inside may be different for stiffness considerations. Otherwise, the larger iPhone might not have sufficient stiffness.
    > Weight may be a bigger consideration with the larger size, while volume use would be more important with the smaller.
    > The larger iPhone could have a more efficient antenna, helping to reduce power consumption.
    > The two iPhones might have other components that are differently sized. For example, the larger iPhone could come with a better microphone and speaker, both of which could be larger.
    > There might be a requirement for charging time that is common to the two types.

    Anyway, one would hope the larger iPhone comes with a larger battery, but such a decision is not obvious and trivial to any engineer with talent.
    Aug 13 03:59 PM | Likes Like |Link to Comment
  • Intel: Losing Dominance In The Server Segment? [View article]
    Thank you. I stand corrected on the DDR-4 capability, which contradicts what I recently read. Yesterday, Computerworld published this, showing the AMD Seattle ARM does indeed support DDR3 and DDR4, but with only two channels, compared to 4 channels typical in the typical X-86 competition. Each core is limited to 128 GB as well, according to the article:

    But I do stand corrected on the DDR4 capability, even if it is more limited than that of the competition.
    Aug 13 02:18 PM | 1 Like Like |Link to Comment
  • Why Intel Could Be Overvalued Relative To Qualcomm [View article]

    I guess one additional way to view the outlooks is to consider how the two growth rates are likely to leverage from their changing resulting market positions.
    Aug 12 06:03 PM | Likes Like |Link to Comment
  • Apple And Its BRIC-Solid Strategy [View article]
    Thank you for your insight.

    It looks like if AAPL differentiates by keeping the overall experience of their customers superior, they will continue to have margins. If they stumble and get into a mere tech-spec war (or worse yet would be a price war) with their competitors, then continued stock ownership would become less wise.
    Aug 12 05:42 PM | 5 Likes Like |Link to Comment
  • When It Comes To iPhone 6 Think About The Ecosystem [View article]
    I am in fact long in AAPL, and am watching out for the future of my portfolio. My original comment was a hoped-for clarification of where the opinion that nothing revolutionary would be introduced with the iPhone 6 came from. The author's assumption turned out to be speculative and unsupported, as did your statement telling me that "The reason you're here is to figure out where to invest...".

    In your case, speculation was simply supercilious and wrong. In the author's case, it remains questionable.
    Aug 12 01:17 PM | Likes Like |Link to Comment
  • Intel Short Interest Drops Again [View article]
    I liked your article.

    What are your thoughts about the relationship between outstanding short interest and the volatility index of an older technical company such as INTC? Does the higher total number of effective shares stabilize day-to-day pricing, or does a greater angst that comes with short portfolio management dominate, causing volatility to increase?
    Aug 12 09:23 AM | Likes Like |Link to Comment
  • When It Comes To iPhone 6 Think About The Ecosystem [View article]
    But if any of those things you mentioned is considered revolutionary, then the author's tenet of nothing revolutionary to be introduced will have been violated.
    Aug 12 02:26 AM | Likes Like |Link to Comment
  • When It Comes To iPhone 6 Think About The Ecosystem [View article]
    Actually, when one doesn't know which of two or more possibilities is true, there are good (meaning better) ways to deal with the situation. One of the more famous supportable lines of reasoning came from an Austrian physicist who faced the same type of well-known paradox:
    Aug 12 02:13 AM | 1 Like Like |Link to Comment
  • When It Comes To iPhone 6 Think About The Ecosystem [View article]
    So Shaduc,
    Are you saying that reading SA is not a component of due diligence?
    Aug 12 01:27 AM | 1 Like Like |Link to Comment