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jammerculture

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  • ARM Holdings Starts To Sound Desperate [View article]
    Ashraf,

    I'm really happy that this is starting to go your way, and only partly because I took the same trade (long intc, didn't have the guts to take the short side). You have worked very hard to cut through the bull and deliver the facts to us so that we could benefit from this swing of fortune. So thanks, and keep up the good work.
    Jun 6 12:29 AM | 3 Likes Like |Link to Comment
  • Intel's Haswell: The Must Read Guide [View article]
    As someone who invests, but also uses AutoCAD, spreadsheets and database software extensively in my day to day work, I can say unequivocally that the PC is far from dead and that Ashraf's thesis on Intel is spot on. There is no other company that is positioned to revolutionize the hardware needed for improvements in these areas, and that these areas are what make the world go round, not the consumer electronics side which gets all the headlines. The thought of drafting on future touch enabled computers makes me drool. What Intel is ushering in will not only benefit their investors but will bring major gains to the worldwide economy as a whole. These guys are architects of the future, why on earth wouldn't you want to be a part of that?
    Jun 2 04:03 PM | 1 Like Like |Link to Comment
  • Why Windows 8.1 Is Irrelevant And It's Time For Investors To Look Toward Windows 9 [View article]
    Windows 8 was a beta beta test. Nothing more. This is how MS always operates, they have a vision, they release a product to their customers, then they refine it over the next couple of years based of customer usage, and developer needs. Windows 8 was windows 95 or NT, which was never fully fleshed out till 98 se and xp sp 2 respectively. They can do tgis because their main customer base sticks with the proven stable version of the current iteration, while techies and fans play with te latst nd geatest. This is why business are just migrating to windows 7 from xp, and why they will eventually migrate to the new touch enabled windows in a few years, once what windows 8 started has been optimised.
    Jun 1 08:47 PM | 2 Likes Like |Link to Comment
  • 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[View news story]
    This phone makes my 920 look like a dinosaur. Wireless charging will be available with optional colorful cases.
    May 14 09:58 AM | 1 Like Like |Link to Comment
  • Intel's Server Market Share To Decline As Competition Heats Up [View article]
    Ok, let me get this straight, so the world leader in processor design and manufacture, with countless years of proven results is in danger because another company claims they are designing a product that will compete.

    yeah, reads as stupid as I thought
    May 12 02:04 PM | 2 Likes Like |Link to Comment
  • Potential New Dividend Winning Stocks For The Next 20 Years [View article]
    I love how the naysayers only response is "well this could happen, and then that could happen in which case maybe you lose money"

    Thanks to another RS
    May 10 12:18 PM | 1 Like Like |Link to Comment
  • The Intel On This Tech Stock [View article]
    Toc toc, times running out to cash in on the next wave of the mobile revolution.

    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.
    May 9 02:23 PM | 1 Like Like |Link to Comment
  • 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[View news story]
    outlook.com is excellent.
    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.
    May 3 07:53 PM | 5 Likes Like |Link to Comment
  • What Does A Big Market Correction Actually Look Like? [View article]
    RS, great article. You should take it the step further though and show the impact of spending your dry powder during these scenarios to the portfolio when things return to normalcy. I think this will show people that an investor who's plan it is to accumulate cash paying instruments should look forward to these catastrophic events.
    May 2 09:13 PM | 3 Likes Like |Link to Comment
  • What Does A Big Market Correction Actually Look Like? [View article]
    This is the way I look at it. To me a DG portfolio is a machine, in fact the best kind of machine, one that spits out money. Each stock is a cog in the machine. I buy these cogs at the market price and I attempt to get the best price possible for them. The better the cogs and the more of them I get, the more money my machine spits out.

    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?
    May 2 09:10 PM | 7 Likes Like |Link to Comment
  • The Fall Of Nokia Continues [View article]
    obvious short seller is obvious.
    Apr 27 06:06 PM | Likes Like |Link to Comment
  • Is Apple Flip Flopping Over Heat From Its Enterprise Customers? [View article]
    Apple has enterprise customers......?
    Apr 26 10:53 PM | 2 Likes Like |Link to Comment
  • Is Windows 8 A Success? [View article]
    The success of Windows 8 can not be adequately judged for many years still. It is to mobile what windows 3.1 was to the desktop. It took until windows 98 to really even start to get it right and until XP really to call it a success. Analysis of Tech has been "Appleised" in that success and failure is judged by number of units sold in the short term, but MS has never been about this, it has been about penetration. They currently own the vast majority of non-mobile computer systems, whether for business or home use. You could not go through your day without Microsoft software having a major influence in your life, on multiple levels. You could easily go a week without any contact with Apple, other then the single product, the iphone.

    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.
    Apr 26 07:34 PM | 5 Likes Like |Link to Comment
  • 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[View news story]
    look at five or ten year chart on fastgraphs, see the real picture
    Apr 18 11:24 PM | Likes Like |Link to Comment
  • 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[View news story]
    Laughing all the way to the bank.
    Apr 18 07:31 PM | Likes Like |Link to Comment
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