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  • What Is Intel Really Up To? [View article]
    "We aren't stupid." Was it Otellini or BK who said that in response to questions about the massive cap ex and capacity expansion -- it was a while back; memory fails me. Well, what if they were?
    Jan 15, 2014. 02:49 PM | Likes Like |Link to Comment
  • Intel Is Not Finished With Data Centers [View article]
    "The last thing Intel would want to do is to pull this off gradually and in public view. They have a need to demoralize any potential competition. That means secrecy."

    Good thing no one reads these pages but us. #;-)
    Jan 13, 2014. 10:14 PM | Likes Like |Link to Comment
  • J.C. Penney: Behold A Pale Horse [View article]
    RM-- Please don't take my tongue-in-cheek question as sarcasm -- I really am having a hard time imagining how your group collects the data. I was not questioning your integrity or motivations at all; I understand why you write and appreciate your effort and style. Personally, I have sold near/in-the-money calls 1-2 weeks out when I have sensed that the stock is near a short-term peak, either just out of the money or just in-the-money, as a way of going short with a cushion. As you say, acting upon a trade takes thought plus emotion, and I was just too busy for this one. As for your call that JCP has "very little chance" to survive, it is a stronger prediction than most writers have been making.
    Jan 9, 2014. 09:29 AM | 2 Likes Like |Link to Comment
  • J.C. Penney: Behold A Pale Horse [View article]
    Retail Maven, you have me curious about two things. How exactly were the data collected? Guys in dark glasses with sharp eyes and keen memories surreptitiously hovering near checkouts at numerous stores across the nation? Second, since you arrived at this opinion well before the recent announcement, why weren't you short? I almost sold the 9 calls last week as the stock was faltering there but just missed out.
    Jan 8, 2014. 09:19 PM | Likes Like |Link to Comment
  • J.C. Penney: Worth $6 If It Recaptures 75% Of Lost Market Share [View article]
    For KSS, EV/EBITDA is 6.03. For M (Macy's) it is 6.78. Why do you expect it to go much higher for JCP. Short covering?
    Jan 2, 2014. 07:59 PM | Likes Like |Link to Comment
  • Intel Does The Unthinkable [View article]
    Vertical integration isn't my meme, it's Ashraf's. He hasn't explained it.
    Jan 2, 2014. 08:58 AM | 1 Like Like |Link to Comment
  • Intel Does The Unthinkable [View article]
    That is good, but irrelevant to the question as to the issue of vertical integration.
    Jan 1, 2014. 03:32 PM | 1 Like Like |Link to Comment
  • Intel Does The Unthinkable [View article]
    Ashraf, as you have written often: "Intel is able to essentially "keep" the foundry margin (so at the same selling price and die size, Intel's chip should have a significant gross margin advantage)."

    Where is the significant gross margin advantage? They must pay for the R&D for design just the same as a MediaTek or anyone, and they have the R&D, capital costs, and operational costs of the foundry. It's not as if vertical integration spares any of the most substantial costs for design or manufacturing. What vertical integration may allow is to run one part of the operation at cost or at a loss for a while to gain advantage, but that hurts the overall margin. I think this is what leads to vertical integration when it occurs.
    Jan 1, 2014. 01:17 PM | 2 Likes Like |Link to Comment
  • Silver Lining On The Horizon For J.C. Penney Company, But Will It Last? [View article]
    Thanks for volunteering. That sounds like a plan. When can we expect your article?
    Dec 24, 2013. 02:42 PM | 2 Likes Like |Link to Comment
  • Google Fiber Vs. AT&T GigaPower: The Battle For High-Speed Internet [View article]
    "In select cities where Google Fiber is being launched, I think it will be successful. It's much more difficult to determine if that success will translate into profits."

    How do you define success then? And what is Google's goal long-term?
    Dec 17, 2013. 07:04 PM | Likes Like |Link to Comment
  • Apple: The Process Has Begun [View article]
    "The bigger injustice, if you want to use that term, is that Intel gets a similar valuation to Apple. Intel has had two disappointing years in a row, with declining revenues and plunging earnings."

    Well the market senses that Intel could be at or near a bottom in revs and earnings. It worries that Apple might be near a top, despite its continuing growth. And Intel has a higher dividend yield.
    Dec 17, 2013. 09:23 AM | Likes Like |Link to Comment
  • The Future Of Digital Currency [View article]
    What strikes me as odd regarding the bitcoin craze it that the currency is artificial. If bitcoin were to gain acceptance and legal recognition, why wouldn't any new competing, nongovernmental, digital currency deserve the same legal recognition? It would seem that there would be no limit to the number of competing currencies that could be created, which should dilute the value of them all until it no longer paid to create them.
    Dec 14, 2013. 07:37 PM | Likes Like |Link to Comment
  • Tuesday Morning Corp. - Did Stephan Becker Catch A Rising Star? [View article]
    With a short ratio of 10 days, you need a strong stomach to short something like this, no matter how compelling. Just look at the action today, up 5% for no apparent reason. Plus the turnaround story is alive and well ( which sets a very low bar for near-term performance. Add in some accounting tricks to make comps easier, and you have a recipe for a scary short squeeze. You need to time your entry in some smart way. I'll just step aside and watch this for a while.
    Dec 12, 2013. 12:44 PM | Likes Like |Link to Comment
  • Cree Innovates Past The Competition [View article]
    That's terrible marketing to call it 75 watt. The name makes it look as bad as the old, cheap incandescent bulbs. Calling it 75 watt is a bad move if they want to attract consumers who are used to using 13-watt CF bulbs, which by the way, are labeled correctly as sold.
    Dec 10, 2013. 06:39 PM | Likes Like |Link to Comment
  • Cree Innovates Past The Competition [View article]
    Wait -- a 75-watt bulb "running like a traditional 13.5 watt bulb" ??
    Did you mistype? If it consumes 75 watts, that's its power usage. It uses 5.55 times as much power as the 13.5 compact fluorescent (if that's what you mean by "traditional".)
    Dec 10, 2013. 04:20 PM | Likes Like |Link to Comment