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  • Retirement Strategy: ETF Portfolio Versus The Stock Only Portfolio; Our First Update [View article]
    This will have to go long enough to get through at least one major downturn and recovery to really show the difference, imo. Still, excited to see how it plays out.
    Apr 1 11:43 PM | 1 Like Like |Link to Comment
  • Microsoft names new Xbox chief, promotes enterprise/cloud chief [View news story]
    Smart. Take the peoples in charge of the greatest successes within the units and put them in charge of the whole thing.
    Mar 31 12:33 PM | 2 Likes Like |Link to Comment
  • Microsoft launches Office iPad apps; Nadella promises mobile/cloud focus [View news story]
    This will have no bearing on Intel. An Ipad with office is still an Ipad. Those who can get away without using a real computer already are. Those who need a real computer aren't going to ditch theirs for an iPad.
    Mar 27 03:28 PM | 2 Likes Like |Link to Comment
  • King sells off following IPO [View news story]
    There is something seriously wrong with our culture.
    Mar 26 02:13 PM | 3 Likes Like |Link to Comment
  • Intel: Another Set Up For Failure? [View article]
    Office for iPad is going to be a major disappointment to people who think its going to change the dynamic in the tablet world. There is so much more to Office then just the ability to write a letter or crunch some numbers. The vast majority of Office's functionality will not work on a minimalist os like Ios or android. What your going to see is the ability to read documents and do light editing. The idea that Office for Ipad is going to erase the need for real computers is ludicrous. So far Intel is the only company that is capable of providing hardware for real computers that can fit within mobile computing's size and power requirements.

    Mar 24 11:17 AM | 5 Likes Like |Link to Comment
  • Microsoft Office For iPad Is Toxic To Intel [View article]
    The contra revenue brings the cost of current chips down to the level of future chips. So there shouldn't be any withdrawal as you speak of, if all goes as planned. Broxton chips will be as cheap as silvermont minus contra revenue at the desired margin.
    Mar 23 01:24 PM | 2 Likes Like |Link to Comment
  • Microsoft Office For iPad Is Toxic To Intel [View article]
    The main reason PC sales are in decline is that everyone already has one. It has nothing to do with Windows 8, the trend precedes that OS. is all. Current sales are for refresh only. The same thing is happening to smartphones and eventually tablets. It is not one device replacing another, it is a family of devices. But once everyone has one the growth stops.
    Mar 23 01:10 PM | 1 Like Like |Link to Comment
  • Microsoft Office For iPad Is Toxic To Intel [View article]
    Silly people. Office is way more then Excel and Word. Its Access and VB allowing enterprise level customization. Its using Macros to input data from SQL server into Excel for analysis. Its a full suite of applications which allow the modern business world to function. Most of these more advanced functions will not be a part of Office for Ipad because you would need a real x86 processor to handle the large workloads. What your going to see is an app which allows reading and light editing, and that's about it. To get real use out of the power of the world leading productivity tool on a tablet, your going to need a 2 in 1 with Intel processor and convertible keyboard.
    Mar 23 12:39 PM | 4 Likes Like |Link to Comment
  • Report: Jobs didn't want Apple to make a TV set [View news story]
    A "Tv" as we know it is just a screen. Why would Apple build a screen. They just need to control how we interact with the screen and let others build the low margin part for them to hook up to. There wil never be an Apple TV screen. Its stupid. There will be an Apple product that allows you to use your existing TV screens to access iTunes for music and movies, play Ios games and use IOs apps, using your existing iPhones and ipads as control medium. The holy grail of such a system would be the ability to shop from your couch, using an Apple payment system. Imagine being able to touch the screen if your iPad and buy the item on your tv screen. This is the most game changing way to use the living room.
    Mar 17 02:00 PM | 3 Likes Like |Link to Comment
  • Beijing again targeting excess industrial capacity [View news story]
    Yes but you have bank loans backed by commodities denominated in a currency backed by bank loans backed by nothing.
    Mar 14 12:27 AM | Likes Like |Link to Comment
  • The Lost Bets Chronicles: Nokia [View article]
    This article, while interesting adds nothing of any substance to current market trends. I believe the author should have made some kind of a disclaimer to this effect at the beginning of the article. NOKIA isn't even in the same business now as it was then.
    Mar 13 05:10 PM | 9 Likes Like |Link to Comment
  • Titanfall Is Electronic Arts' Most Promising Product In Ages [View article]
    Titanfall will be the first game that showcases the X1 strength in relation to PS4 in terms of online capabilities, cloud based gaming etc.

    stay tuned.
    Mar 13 01:49 PM | Likes Like |Link to Comment
  • Behind The Scenes With Dream Team, CytRx And Galena [View article]
    After reading the edits provided by CTRX management, I conclude that many if them toned down the sensationalist nature of the original document (changing "true" to "known" being the most obvious example), added in actual science, and in many cases just fixed grammar and poor writing.

    you almost had me.
    Mar 13 11:34 AM | 14 Likes Like |Link to Comment
  • Behind The Scenes With Dream Team, CytRx And Galena [View article]
    In order to validate the thesis of this article, we need to know more about the editing of the articles in question. Did the edits tone down or accentuate the "pumping"? Did the edits add any false information? Did the order to not disclose come from Dream Team management or was it relayed from the companies in question?

    without this information, this article and others like it mean nothing, or at best point out Dream Team's wrong doing, not the companies in question.
    Mar 13 11:27 AM | 10 Likes Like |Link to Comment
  • Microsoft pins hopes on "Titanfall" to power Xbox One sales [View news story]
    As a gamer and investor I can say that this game is going to make a lot of noise. Look to the enhanced online abilities powered by Microsoft to really begin to show the differences between the systems.
    Mar 11 11:02 AM | Likes Like |Link to Comment