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JYucca

JYucca
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  • Why A Stock Market Bubble Is Forming Right Now [View article]
    James, maybe it's that your headline, declaring boldly that we are entering a bubble, overwhelms your disclaimers below that the market is not yet in a bubble. Don't ya think? In fact, it's a contradiction. If the market hasn't yet entered a bubble, we can't say that it is doing so "right now", which the title does. (And yes, I did read your interesting article -- thanks.) Your article disowns your headline, but your readers won't let you get away with that, understandably.
    May 3 10:02 PM | 4 Likes Like |Link to Comment
  • Where Are The Intel Bulls? [View article]
    To compare the sales of vertically integrated Intel to those of ARM means little, because ARM doesn't produce the chips. For a meaningful comparison, you'd need to compile all of the sales numbers for ARM-based chips together with ARM's own revenue.
    Dec 11 09:54 AM | 4 Likes Like |Link to Comment
  • An Apple Bubble Is Forming [View article]
    Well, the parabolic move is partly the stock catching up to the performance of the company. Of course it's also fund managers' panic buying and program traders piling in and pushing. But sentiment has changed dramatically for the market as a whole, too. Might a forward p/e of 13-15 be the new normal, especially for dividend payers, instead of 8-10?

    But hedge fund managers and 15-yr-olds who own just one share are all staring at the same parabolic chart, so it won't run past 800 by June. I don't even think it will get too far ahead of the median analyst price target, which right now is ~610, the highest being 730. I expect a trading range, with extremes of perhaps 520 and 620, for weeks to months. Unless we get some negative news or a general market sell-off though, AAPL should find strong support on dips, I think.
    Mar 18 06:41 AM | 4 Likes Like |Link to Comment
  • Apple Has Already Won The Tablet Market [View article]
    Best article on Apple in a long time. Excellent analysis with insight into technical aspects that was also written well (ie, comprehensibly) -- a combination that is seldom seen. Thank you!
    Mar 15 06:19 AM | 4 Likes Like |Link to Comment
  • Memo To Intel Bulls: You People Are Dead Wrong [View article]
    Niltwinetz: Seeking Alpha would be so much better if it had an "ignore" button to flag certain authors who tell us nothing.
    Sep 11 05:10 AM | 3 Likes Like |Link to Comment
  • The Oil Choke Collar And Wages [View article]
    Perhaps the media aren't paying attention because the higher prices have been accepted as normal. Oil prices are very likely to remain elevated compared to the previous century and will pay for the higher extraction costs from deep water, fracking, tar sands, and so on. We should also expect that slow changes in energy use and efficiency will loosen the choke collar gradually over the next decades, probably never enough to remove it but enough so that strangulation is never likely.
    Aug 22 12:00 PM | 3 Likes Like |Link to Comment
  • The Bernanke Agenda - It Isn't What You Think It Is [View article]
    Seriously, JS? You would bet that the S&P500 will see 1000 (a 40% drop) before it sees 1750 (a 5.5% gain)? Wow, I would love to take the other side of that bet!
    May 15 10:06 PM | 3 Likes Like |Link to Comment
  • Bernanke The Washington Super-Whale, Hedge Fundies And The Widowmaker [View article]
    A significant difference between the UK and most EU countries vs the US is that social safety nets here in the US are very thin and sparse by comparison. Thus austerity in the UK and in EU countries is more viable socially and more sustainable than it would be in the US, because it isn't anywhere as austere as it would be here.
    May 12 04:49 PM | 3 Likes Like |Link to Comment
  • Why S&P 500 At 1875 By 2014 Is Not Impossible [View article]
    I had to laugh. Why is it an article of faith for some people that we're still in a secular bear market? It looks to me like a secular bull market that started in 2009.
    May 7 06:29 PM | 3 Likes Like |Link to Comment
  • Though many pundits, analysts, and (reportedly) employees liked Apple's (AAPL -2.3%) big management shakeup (I, II), shares have fallen below the $600 threshold today. Scott Forstall had plenty of critics, but he also earned a lot of respect on account of iOS' success over the last 5 years. Today's decline comes as Chinese regulators give their approval to iPhone 5 models meant for China Unicom (CHU) and China Telecom's (CHA) 3G networks. [View news story]
    Maybe Google's hundred + paid bloggers?
    Oct 31 02:17 PM | 3 Likes Like |Link to Comment
  • ARM In Servers: Be Skeptical In Buying The Hype [View article]
    Wonderful information. I'm glad that you seem to enjoy writing.
    Oct 18 04:54 PM | 3 Likes Like |Link to Comment
  • Intel: Buy The Market's Over-Reaction [View article]
    Funny that your conclusion -- to wait for the market to give a signal that it has changed its mind -- contradicts the headline. No problem; i agree. Your analysis says that Intel has been run well. What's needed is improving revenue.
    Sep 26 06:33 AM | 3 Likes Like |Link to Comment
  • Microsoft's Big Announcement On Monday: Rumors Are Swirling [View article]
    Recall why Wintel won in the 90s to become a near monopoly. It was mainly because of price, with products that were for the most part inferior to those of Apple and other software vendors. With IT won over, there has been great inertia and resistance to change at workplaces. The popularity of iPhone is changing that. Will Windows 8 now, together with Windows phones and tablets provide an ease of use and integration that will bring those of us who are not IT geeks to love MSFT? That's hard to envision. Why will a new tablet gain any more traction than Android tablets? Why will it be any more popular than Windows phones? Will the new msft tablet need to be sold at a breakeven price (like Windows phones) just to gain any market share at all? I don't know; i only ask.
    Jun 17 03:08 PM | 3 Likes Like |Link to Comment
  • Intel: What If PC Units Did A U-Turn In The First Quarter? [View article]
    oops, missed inserting the attribution:
    http://bit.ly/1fATI2G
    Apr 3 01:20 PM | 2 Likes Like |Link to Comment
  • Duration Risk: Why 'Tapering' Is A Mirage And The Fed May Be Loosening Instead [View article]
    Enlightening. Thank you.
    Apr 2 06:52 PM | 2 Likes Like |Link to Comment
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194 Comments
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