jammerculture's Comments jammerculture's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/1204901/comments The Lumia 925 (NOK) is officially revealed. Thanks to its aluminum frame, it's ~50g lighter than the 920, and ~30g lighter than the 928. Otherwise, the specs resemble the 928's: a 4.5," 1280x768, OLED display, a dual-core, 1.5 GHz., Qualcomm (QCOM) processor, and an 8.7MP camera with optical image stabilization. There's no xenon flash, but there is an advanced camera app that leverages Scalado. Nokia will be charging a steep unsubsidized price of €469 ($609) when the 925 hits China and Europe this June. But T-Mobile USA (TMUS) is expected to sell it for less than $100 subsidized. Shares -5%. Were investors expecting a 41MP sensor PureView phone? http://seekingalpha.com/currents/post/1023541?source=feed#comment-18806421 18806421 Tue, 14 May 2013 09:58:19 -0400 Intel's Server Market Share To Decline As Competition Heats Up http://seekingalpha.com/article/1426011/comments?source=feed#comment-18738111 18738111
yeah, reads as stupid as I thought]]> Sun, 12 May 2013 14:04:09 -0400
yeah, reads as stupid as I thought]]> Potential New Dividend Winning Stocks For The Next 20 Years http://seekingalpha.com/article/1417941/comments?source=feed#comment-18678391 18678391
Thanks to another RS]]> Fri, 10 May 2013 12:18:06 -0400
Thanks to another RS]]> The Intel On This Tech Stock http://seekingalpha.com/article/1415661/comments?source=feed#comment-18636581 18636581
This article is full of old or misleading information. However, I applaud his attempt to keep the price down so I can finish loading up.]]> Thu, 09 May 2013 14:23:36 -0400
This article is full of old or misleading information. However, I applaud his attempt to keep the price down so I can finish loading up.]]> Microsoft (MSFT +0.7%) roundup: 1) An upcoming Surface tablet will feature a 7.5" high-res display, but mass-production won't start until Q1 '14, says NPD. 2) Acer is apparently set to launch an 8" Windows 8 Pro tablet that will sell for $380; the cheapest iPad Mini goes for $329. 3) R.I.P. Hotmail: Microsoft has migrated all 400M+ active Hotmail accounts to its Outlook.com platform. 4) Walmart will sell Nokia's (NOK) Lumia 521, a U.S. variant of the Lumia 520, for less than $150 unsubsidized. That gives Windows Phone, which has been at a price disadvantage relative to low-end Android gear, a chance to move downmarket. (Surface launch report) http://seekingalpha.com/currents/post/998281?source=feed#comment-18426761 18426761 I have to say, when MS came out with W8, and with it their new UI theme, I was kind of sceptical. When I first started trying it out, I could understand where some of the frustration was coming from. However, as a MSFT stockholder I felt that I should really immerse myself in what they were doing so I began to make a point of only using their services, outlook.com, bing, upgraded to windows 8 on my labtop and got myself a Lumia 920. I still have an android tablet, but using it just makes me want a windows 8 tablet even more!

Now that I am looking from the inside out I am even more bullish on the stock then I was before. Even with all it's downfalls, and even as a MSFT uber-bull I can still admit to the issues, I can see where they are going with it and I am a believer. In a couple refresh cycles MSFT will be as dominant in mobile as they are in desktop.]]> Fri, 03 May 2013 19:53:36 -0400 I have to say, when MS came out with W8, and with it their new UI theme, I was kind of sceptical. When I first started trying it out, I could understand where some of the frustration was coming from. However, as a MSFT stockholder I felt that I should really immerse myself in what they were doing so I began to make a point of only using their services, outlook.com, bing, upgraded to windows 8 on my labtop and got myself a Lumia 920. I still have an android tablet, but using it just makes me want a windows 8 tablet even more!

Now that I am looking from the inside out I am even more bullish on the stock then I was before. Even with all it's downfalls, and even as a MSFT uber-bull I can still admit to the issues, I can see where they are going with it and I am a believer. In a couple refresh cycles MSFT will be as dominant in mobile as they are in desktop.]]> What Does A Big Market Correction Actually Look Like? http://seekingalpha.com/article/1392971/comments?source=feed#comment-18384901 18384901 Thu, 02 May 2013 21:13:54 -0400 What Does A Big Market Correction Actually Look Like? http://seekingalpha.com/article/1392971/comments?source=feed#comment-18384831 18384831
To me the idea of selling parts of my magic money machine just because I can get more for them then I paid is silly. I don't run out and sell my barbeque just because my neighbour is willing to pay more then I did. How would I cook my steaks?]]> Thu, 02 May 2013 21:10:57 -0400
To me the idea of selling parts of my magic money machine just because I can get more for them then I paid is silly. I don't run out and sell my barbeque just because my neighbour is willing to pay more then I did. How would I cook my steaks?]]> The Fall Of Nokia Continues http://seekingalpha.com/article/1377971/comments?source=feed#comment-18177581 18177581 Sat, 27 Apr 2013 18:06:53 -0400 Is Apple Flip Flopping Over Heat From Its Enterprise Customers? http://seekingalpha.com/article/1378561/comments?source=feed#comment-18159951 18159951 Fri, 26 Apr 2013 22:53:38 -0400 Is Windows 8 A Success? http://seekingalpha.com/article/1377721/comments?source=feed#comment-18156531 18156531
I predict in a few years, and a number of upgrades down the road, mobile, and its spawn, touch, computing will not look anything like it started, ie like an ipad. The market is very, very, young in the grand scheme of things. Microsoft knows how to get these things right, and I think they have laid a solid foundation with windows 8, and the "modern ui" style of touch.]]> Fri, 26 Apr 2013 19:34:22 -0400
I predict in a few years, and a number of upgrades down the road, mobile, and its spawn, touch, computing will not look anything like it started, ie like an ipad. The market is very, very, young in the grand scheme of things. Microsoft knows how to get these things right, and I think they have laid a solid foundation with windows 8, and the "modern ui" style of touch.]]> More on Microsoft: CFO Peter Klein is leaving the company at the end of FY13, following four years on the job. A new CFO will be named from Microsoft's finance leadership team within the next several weeks. (PR) http://seekingalpha.com/currents/post/952811?source=feed#comment-17818791 17818791 Thu, 18 Apr 2013 23:24:57 -0400 More on Microsoft's FQ3: GAAP EPS beat estimates, revenue missed slightly. Windows division revenue flat Y/Y adjusted for Windows 8 pre-sales, +23% otherwise (was +11% and +24% in FQ2). Office division revenue +5% adjusted for Office 2013 pre-sales, +8% otherwise (+3% and -10% prior). Server & Tools +11% (+9% prior), 26% of op. profit. Online Services +18%, division loss down to $262M.  Entertainment & Devices (Xbox, Skype, mobile) +33% adjusted. FY13 opex guidance lowered to $30.2B-$30.5B from $30.3B-$30.9B. Preliminary FY14 opex guidance of $31.6B-$32.2B. MSFT +1.9% AH. CC at 5:30PM ET (webcast). (PR) http://seekingalpha.com/currents/post/953151?source=feed#comment-17812201 17812201 Thu, 18 Apr 2013 19:31:08 -0400 Microsoft (MSFT) is working with OEMs on "small devices powered by Windows," outgoing CFO Peter Klein confirms - given past reports, that's not too surprising. Microsoft's reasons why Windows division revenue was healthy in spite of PC weakness: Surface sales and volume licenses to enterprises. OEM Windows revenue (+17%) was bolstered by Win. 8 deferred revenue recognition, but that won't last. Server & Tools remains strong: multi-year licensing revenue rose 20%, System Center revenue +16%, and SQL Server +22%. Office division multi-year licensing +16%; Office 365 is on a $1B/year run rate. MSFT +2.7% AH. (FQ3: I, II) (slides) (prepared remarks) http://seekingalpha.com/currents/post/953661?source=feed#comment-17812141 17812141
But what about falling pc sales?

Lol

Long msft]]> Thu, 18 Apr 2013 19:29:09 -0400
But what about falling pc sales?

Lol

Long msft]]> No mercy has been shown to Microsoft (MSFT -4.3%) today in the wake of IDC's figures (blamed in part on Win. 8) and Goldman's downgrade. Goldman now sees the PC/tablet sales ratio falling to 59/41 in 2014, and thinks Microsoft could respond with price cuts or SG&A spending cuts. Nomura's Rick Sherlund wonders if a breakup or privatization is possible for Microsoft. He notes March was better than Jan. or Feb. for PC sales, but is still downbeat. "It really takes your breath away, just how bad the quarter was." Separately, Argus has downgraded Intel (INTC -2%) to Hold. http://seekingalpha.com/currents/post/938731?source=feed#comment-17518051 17518051
old news and already priced into the stocks. Everybody knows it's a post PC world, right? What your going to see, however, come earnings is how little PC sales are actually affecting today's MS.]]> Thu, 11 Apr 2013 19:30:44 -0400
old news and already priced into the stocks. Everybody knows it's a post PC world, right? What your going to see, however, come earnings is how little PC sales are actually affecting today's MS.]]> Gartner Indicates That MSFT May Be In Some Serious Trouble http://seekingalpha.com/article/1324581/comments?source=feed#comment-17336781 17336781 Mon, 08 Apr 2013 00:02:14 -0400 Don't Buy The New Microsoft Xbox Tease http://seekingalpha.com/article/1270261/comments?source=feed#comment-16310191 16310191
Further, their own set top pvr boxes run off windows CE. Microsoft has been in the cable business for awhile, they are just not vocal about it until they get it right.]]> Fri, 15 Mar 2013 01:01:32 -0400
Further, their own set top pvr boxes run off windows CE. Microsoft has been in the cable business for awhile, they are just not vocal about it until they get it right.]]> Reflections On ARM http://seekingalpha.com/instablog/1095245-ashraf-eassa/1635421-reflections-on-arm?source=feed#comment-16310111 16310111
As far as I'm concerned, your rarely wrong, from a tech perspective. However, consumer markets that these gadgets are sold into are, unfortunately not as nearly educated as someone like you. People buy what is cool, which is not always what is the best. Further the stock market follows the consumer market. It is often a case of the blind leading the stupid!

So what is a reasonable person to do, when irrationality reigns supreme? I say keep doing what your doing, educate people on the technical aspects of these stocks and stick to your guns. The longer the irrationality lasts, the bigger the fall once it breaks.]]> Fri, 15 Mar 2013 00:52:30 -0400
As far as I'm concerned, your rarely wrong, from a tech perspective. However, consumer markets that these gadgets are sold into are, unfortunately not as nearly educated as someone like you. People buy what is cool, which is not always what is the best. Further the stock market follows the consumer market. It is often a case of the blind leading the stupid!

So what is a reasonable person to do, when irrationality reigns supreme? I say keep doing what your doing, educate people on the technical aspects of these stocks and stick to your guns. The longer the irrationality lasts, the bigger the fall once it breaks.]]> Don't Buy The New Microsoft Xbox Tease http://seekingalpha.com/article/1270261/comments?source=feed#comment-16253971 16253971
Once the tv networks start releasing apps for windows 8, allowing on demand ala carte programming, which is very, very close, then it will all be clear to people that can't seem to get what MS has been going after.]]> Wed, 13 Mar 2013 20:56:04 -0400
Once the tv networks start releasing apps for windows 8, allowing on demand ala carte programming, which is very, very close, then it will all be clear to people that can't seem to get what MS has been going after.]]> Will Apple Exist 3 Years From Now? How Much Will It Be Worth? http://seekingalpha.com/article/1213481/comments?source=feed#comment-15425461 15425461
The sheer idiocy of the Apple fan base as evidenced by the comments in this article, makes, imo the greatest bear case possible.

oh yeah, long Apple]]> Sat, 23 Feb 2013 19:50:06 -0500
The sheer idiocy of the Apple fan base as evidenced by the comments in this article, makes, imo the greatest bear case possible.

oh yeah, long Apple]]> Will Apple Exist 3 Years From Now? How Much Will It Be Worth? http://seekingalpha.com/article/1213481/comments?source=feed#comment-15421631 15421631
The concept of breaking a stocks price into price for current worth and cost for future worth is nothing new, it's actually the cornerstone of value investing. However, most die hard Grahmian value investors don't buy tech companies as a rule for the reasons outlined in the article. The author's attempt to apply this types of analysis to a company like Apple is extremely interesting.

Looking forward to future articles. We need more of this on this site.]]> Sat, 23 Feb 2013 16:17:47 -0500
The concept of breaking a stocks price into price for current worth and cost for future worth is nothing new, it's actually the cornerstone of value investing. However, most die hard Grahmian value investors don't buy tech companies as a rule for the reasons outlined in the article. The author's attempt to apply this types of analysis to a company like Apple is extremely interesting.

Looking forward to future articles. We need more of this on this site.]]> Will Apple Exist 3 Years From Now? How Much Will It Be Worth? http://seekingalpha.com/article/1213481/comments?source=feed#comment-15420971 15420971
I didn't read it but understand it better then you

I am actually more bearish now after reading what the bulls have to say.]]> Sat, 23 Feb 2013 15:43:25 -0500
I didn't read it but understand it better then you

I am actually more bearish now after reading what the bulls have to say.]]> If You Think Microsoft Is Dying, You Need A Reality Check http://seekingalpha.com/article/1218531/comments?source=feed#comment-15419931 15419931
Strange how some people think.]]> Sat, 23 Feb 2013 14:56:11 -0500
Strange how some people think.]]> If You Think Microsoft Is Dying, You Need A Reality Check http://seekingalpha.com/article/1218531/comments?source=feed#comment-15397671 15397671
Keep in mind, any long term evaluation of MS price movements starts in an era of super OVERVALUATION and ends in a time of super UNDERVALUATION, when using generally accepted valuation techniques.]]> Fri, 22 Feb 2013 20:44:59 -0500
Keep in mind, any long term evaluation of MS price movements starts in an era of super OVERVALUATION and ends in a time of super UNDERVALUATION, when using generally accepted valuation techniques.]]> Apple (AAPL) has withdrawn proposal #2, preferred stock shareholder voting requirement and all, in response to the injunction placed earlier today at Greenlight Capital/David Einhorn's request. Apple: "We are disappointed with the court’s ruling. Proposal #2 is part of our efforts to further enhance corporate governance and serve our shareholders’ best interests." Greenlight on the injunction: "This is a significant win for all Apple shareholders and for good corporate governance." (court ruling) http://seekingalpha.com/currents/post/847461?source=feed#comment-15397581 15397581 Fri, 22 Feb 2013 20:40:38 -0500 Microsoft: The Enterprise Strikes Back http://seekingalpha.com/article/1142471/comments?source=feed#comment-14382211 14382211
There is absolutely no real indication that this will change any time soon, no matter how many teenagers use iphone to play angry birds.

Case closed, Long MS]]> Wed, 30 Jan 2013 19:24:11 -0500
There is absolutely no real indication that this will change any time soon, no matter how many teenagers use iphone to play angry birds.

Case closed, Long MS]]> "The Z10 and BB10 represent a radical reinvention of the BlackBerry," says Walt Mossberg in a somewhat favorable review: he likes BB10's gesture support and keyboard, but criticizes its browser and dearth of cloud services. The Verge's Joshua Topolsky gives the Z10 a score of 7/10, praising its design and camera while criticizing its battery life and app ecosystem, as well as BlackBerry Hub. Engadget's Tim Stevens strikes a similar tone. As rumored, the Z10 runs on Qualcomm's (QCOM) popular MSM8960 processor. RIMM -7.4%. (more) http://seekingalpha.com/currents/post/792001?source=feed#comment-14381961 14381961
I was really hoping for something more]]> Wed, 30 Jan 2013 19:17:51 -0500
I was really hoping for something more]]> Intel's Earnings Report: Not Great, But Not Terrible http://seekingalpha.com/article/1119511/comments?source=feed#comment-13900351 13900351
Nobody with any sense would believe or condone these types of accusations.]]> Fri, 18 Jan 2013 21:38:34 -0500
Nobody with any sense would believe or condone these types of accusations.]]> Is the bad news fully baked in? Apple (AAPL +3.6%), which closed yesterday trading around 7.4x FY13E EPS (exc. cash), has rallied back above $500 in spite of Pac Crest's downgrade. The company has received favorable notes today as well: Cowen says its checks lead it to believe Apple's smartphone share rose to ~23.5% in calendar Q4 from 16.4% in Q3. Some suppliers are also up: CRUS +4.5%. OVTI +1.4%. Sterne Agee is defending Skyworks (SWKS +3.5%) after meeting with its CFO. http://seekingalpha.com/currents/post/765231?source=feed#comment-13804161 13804161
lol @ bad news fully baked in.]]> Wed, 16 Jan 2013 21:02:32 -0500
lol @ bad news fully baked in.]]> Microsoft's Surface Pro Will Be A Success http://seekingalpha.com/article/1114191/comments?source=feed#comment-13803061 13803061
Honestly, the Surface RT is really just a giant ad for Intel. An ARM PC is just not a computer. It's a toy.]]> Wed, 16 Jan 2013 20:25:35 -0500
Honestly, the Surface RT is really just a giant ad for Intel. An ARM PC is just not a computer. It's a toy.]]> Nokia's Shares Are Benefiting From Irrational Exuberance http://seekingalpha.com/article/1106791/comments?source=feed#comment-13615171 13615171
P.S. not one person who has seen my 920 work has had anything but praise for it and many have said they will be dropping their iphones for WP8 once their contracts run out. ]]> Fri, 11 Jan 2013 20:46:47 -0500
P.S. not one person who has seen my 920 work has had anything but praise for it and many have said they will be dropping their iphones for WP8 once their contracts run out. ]]>