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  • China's New Age Of Reform [View article]
    when a market under performs for 3-5 years it might be an opportunity, when it is 20 years, it just means the profits of the business do not flow to shareholders.
    Sep 29 12:32 PM | 2 Likes Like |Link to Comment
  • China's New Age Of Reform [View article]
    Investors have lost money on chinese stock market over 10 yearend even 20 year periods. These numbers, if you care to look them up, are not a result of disinflating market bubbles, but a true underperformance, considering that GDP had been growing at 10-12% throughout this period. I would like to know how you arrive at the idea of buying chinese stocks in an environment of gdp growth of less than half of what it was.
    The second point is that both H and A share markets are stacked with major SOEs which are, according to the author at least, going to be major losers from reform.
    Sep 29 04:31 AM | Likes Like |Link to Comment
  • China Mobile 4G Drive: More Profit Erosion [View article]
    Three mice were running, the first one said: "there are two mice behind me". The second said: "There is a mouse behind me". The third one said: "There are two mice behind me."

    (the third one was lying)

    Have you considered the possibility China Mobile is telling you a tall tale? ( i mean the 100m number)
    Jun 17 07:36 PM | Likes Like |Link to Comment
  • Microsoft May Have A Hit With Surface Pro 3... Here Are The 5 Things I Will Be Looking For [View article]
    Many people here are applying yesterdays facts to tomorrows situation. You can bet Apple is also working on a full-powered machine running on core-i processors in the tablet form factor. And if Jobs was around, I would bet he would get it right, but with the competent people he has put in place, it just might outdo Microsoft yet again. Just wait till fall, for a comparison to what apple can do.
    May 26 04:49 AM | Likes Like |Link to Comment
  • The Winner Of The Console Wars Is... AMD [View article]
    I first bought shares in AMD back in 1995, at that time they were about to take on Intel head-to-head and about to become profitable. It was also the first ever shareholder meeting i went to. Strawberry and cream at a nice Manhattan hotel, for free.... Fortunately I sold the shares a year later... AMD has struggled intermittently ever since.
    Mar 12 05:06 AM | Likes Like |Link to Comment
  • Intel: The Real 'Problem' With Bay Trail [View article]
    sorry, I was a bit quick with that, just putting out what i heard out there...
    But, are they are capable of designing and making a chip competitive in performance to the core-i3? And do you agree or disagree that the required performance in a tablet of 2015 will be equal to i3 or even i5 of today?
    Mar 2 11:39 AM | Likes Like |Link to Comment
  • Intel: The Real 'Problem' With Bay Trail [View article]
    i think, come 2015, and with 14nm technology, you will have Intel tablets with 10-12 hour battery life and performance equivalent to todays core-i3 processors. What will ARM be able to offer then? Samsung and Apple will not be able to keep up, given they are only putting 10-15 year old outdated ARM-designed cores, and adding various SOC circuitry to it.
    Mar 2 10:43 AM | Likes Like |Link to Comment
  • How Google Plans To Expand Into A Massive, Untapped Market [View article]
    as another poster already said, this project requires a million balloons, so over time and with much research and development this number could be brought down to 100, .... just kidding! And since they need to have electricity on board they would have to install nuclear reactors, or else solar panels -- but hey wait, there are 180mph winds constantly blowing up there in the stratosphere they will tear of any such panel in no time, good luck you gmorons...
    Feb 17 09:02 AM | Likes Like |Link to Comment
  • Tencent WeChat In Anemic U.S. Promotion [View article]
    now that people know the secret services are listening in on their citizens everywhere, they wont mind sharing the contents of their private conversations to the chinese KGB either. after all none of us have anything to hide, right...
    Jan 30 02:11 AM | Likes Like |Link to Comment
  • It May Be Time To Short The Twitter Bubble [View article]
    oh please, a run from 40 to 60 and you compare this to the tulip mania? ... you seem like someone who is old enough to have been around in 1999, no ?
    Dec 17 08:51 PM | Likes Like |Link to Comment
  • LinkedIn: Opportunities And Threats [View article]
    dream on, dude, people in India will pay 250$ to use LinkedIn ... maybe... if they throw in unlimited sex webcam with that.
    Dec 16 01:42 AM | Likes Like |Link to Comment
  • Intel's Broxton Die Size Revealed [View article]
    isn't intel talking about opening up its fabs... do they mean qualcomm or apple only? with qualcomm they'd be shooting themselves in the foot, but making a few billion bucks in the meantime...
    Dec 9 09:52 AM | Likes Like |Link to Comment
  • Intel's Broxton Die Size Revealed [View article]
    this is not called a personal attack -- because it is not directed at someone particular and does not use that persons known vulnerabilities inappropriately -- i'd say it is humor
    Dec 9 09:47 AM | Likes Like |Link to Comment
  • Gome's Realism On Electronics Retailing Still Not Fully Appreciated [View article]
    i dont know what is a tier-2 and what is a tier-3 city in china, but i doubt a one million population city here can support a full-sized GOME store.
    Dec 7 07:43 AM | Likes Like |Link to Comment
  • China Chases Qualcomm On Prices, Security [View article]
    ..correct, the 50% is the entire chinese production of which most is for export and only a part for sale within china, but i read somewhere else yesterday it was not 4% but more like 20%.
    Nov 26 07:57 PM | Likes Like |Link to Comment