Seeking Alpha

jammerculture

jammerculture
Send Message
View as an RSS Feed
View jammerculture's Comments BY TICKER:
Latest  |  Highest rated
  • Intel: What You Need To Know [View article]
    Im starting to lose faith, and heres why. I have an adroid tablet (Galaxy 10.1), given to me as a gift a couple of christmases ago. The thing is a piece of garbage, absolutely incapable of soing anything that I use a real computer for. It is a very pricey ebook reader. I am also someone who grew up enjoying video games, good old school strategy games like Age of Empires. When I got the tablet I thought, this is great, I could see ports of my old favorites showing up in the google play store, or even better, maybe developers would create new games that followed the old models. But this isnt what happened. Instead we get these "fremium" games that look like my old favorites but are nothing like it.

    Today it occurred to me that I should just get a windows tablet like the t100, powered by cutting edge intel silicon and just play Age of Empires or Civilization 4 (which i will) instead of beating my head against the wall of Google Play trying to find something of quality. And this is where it hit me. The reason why ARMH is skyrocketing while Intel languishes, even though we are now seeing that Intel's products are rapidly overtaking.

    Quality doesnt matter anymore. People dont care about getting a real computer in mobile form like I do. They dont care about having a tablet that you can do actual work on. The success of the "Freemium" model in gaming proves this. I am in the minority here, and because of this, I am incapable of making sound decisions about what the mass markets want. Too many people have become too stupid. I just cant relate.

    Long Intel, but seriously considering selling and moving funds into a stock that sells sugar puffs to the idiot hordes. Any suggestions?
    Nov 25 01:37 AM | 5 Likes Like |Link to Comment
  • Console battle heats up as Microsoft Xbox One goes on sale [View news story]
    More importantly, 60 million zombies have been killed
    Nov 23 04:57 PM | 2 Likes Like |Link to Comment
  • The Headlines Lie: Intel Returns To Growth In FY14 [View article]
    So i can put down my pitchfork?
    Nov 23 01:16 PM | Likes Like |Link to Comment
  • The Big Winner From Intel's Analyst Day? ARM Holdings [View article]
    I think we're overreacting. Intel's focus has been on making a better product. They are almost there, and will definitely be there next Gen. They are going to aggressively target marketshare through pricing, hence the flat revenue. Once they have the market share, and a superior product at 10nm they are hoping to bring margin back. Seems to me a good strategy if indeed they can have a superior product. Do you now doubt that they will?

    fabbing for others is not a bad thing as long as they aren't using their bleeding edge processes, instead use it as a way of squeezing a few more drops out of old processes.

    bottom line, if you believe that Intel's products are better, then there us no reason for this panic. Yes we would like this process to move faster, but in reality the story hasn't changed.

    now if they had said 10nm was delayed I would understand but it has always been that this Gen would be competitive, next Gen would be superior. There is no news here. Put away the torches.
    Nov 22 05:20 PM | 2 Likes Like |Link to Comment
  • Intel Vindicated, Very Competitive With Apple's A7 [View article]
    No one cares if they lose money, as long as an Intel part went into their product, Intel, and myself will profit.
    Nov 20 09:43 PM | Likes Like |Link to Comment
  • Intel Vindicated, Very Competitive With Apple's A7 [View article]
    Intel vs Apple is irrelevant. If Intel can take a large portion of apple's competitors sockets, which is what they are gunning for, the stock price will substantially rise. When Apple released the A7 it was a great day for Intel. These benchmarks show that there is now an even greater demand for better processing by everyone who is not Apple, and its obvious that Intel is the next best thing. Apple can have their own sockets, it is highly unlikely for Intel to get them anyways. All Intel wants is everyone else's.

    you guys need to get a grip. This kind of crap reminds me of highschool.

    oh yeah, good job again Ashraf. Keep up the good work.
    Nov 20 11:45 AM | Likes Like |Link to Comment
  • A Breakdown Of The 3rd Great Console War [View article]
    Wow, so off base. Why does nobody ever talk about the x1's integration with SkyDrive or Skype. Can you take a video call on your PS4 at the same time on the same screen while playing a game? What about Smartglass and the myriad of possibilities this opens up to gaming? Web browsing, partnerships with NFL, CBC hockey night in Canada, HBO will give Xbox a huge leg up in the tv entertainment side, there already is tremendous benefits on the 360. Can the PS4's motion pick your heart rate? Kinect 2 can, and this will be used extensively in exercise games, including the one MS is developing themselves which should integrate with the health and fitness app on Windows 8. I can't believe you glossed over the ecosystem of Microsoft so easily. IMO the X1 and PS4 aren't even in the same league, one being an upgrade to the previous generation of GAMING, the other being a revolutionary new ENTERTAINMENT system which brings all the possibilities of modern computing systems into the living room. There is no doubt in my mind that current Xbox users will stick with it, and once all the blah blah blah about drm and used games (which I'm pretty sure was rabble rousing from pirates and EB games) dies down, X1 will be the clear winner here.
    Nov 14 05:19 PM | Likes Like |Link to Comment
  • A Microsoft Spin-Off May Be In The Cards Regardless Of CEO Pick [View article]
    If they allow the raiders to take over and dictate what this company does, then the war will be over. For anyone who has any sense of what the Microsoft vision of the future is, selling off Bing and Xbox is the absolute worst thing that can be done, period.

    I am hoping that all these rumblings are just instigated by the raiders and reported on for page hits.
    Nov 12 05:41 PM | 10 Likes Like |Link to Comment
  • Stock selloff accelerates into the close [View news story]
    I love it, economy is doing well, better then expected so obviously its a good time to sell.
    Nov 7 05:12 PM | 3 Likes Like |Link to Comment
  • Intel Investors Should Not Care About The 5s' Benchmarks [View article]
    why?

    http://bit.ly/1b3W873
    Nov 5 10:43 PM | Likes Like |Link to Comment
  • Intel Investors Should Not Care About The 5s' Benchmarks [View article]
    I got my hands on a 5s. Mine must have been broken though, YouTube videos were unchanged from previous phones. I couldn't actually high five my Facebook friends, and candy crush did not actually offer me real candy.

    honestly can anybody actually name one specific task or activity that you can do on an apple 5s that can't be done on another phone because of lack of 64 bit processor?


    still waiting.....
    Nov 5 07:50 PM | 3 Likes Like |Link to Comment
  • Early iPad Air usage/activation data positive [View news story]
    The majority of apple's first week sales are from apple diehards, who buy everything the company puts out. People trade in their old iPhones or ipads for new ones. But this does not create real growth, and the numbers bear this out. This is not to say that Apple us a bad company, far from it, but those that are going to get onto the apple cart, already have. Wall Street craves growth. A company with a slightly growing legion of consistent customers is not as attractive to the Street as a company with growth. Apple's strategy has left them out of the "next big thing", which is the next billion customers in the developing world. There is good reason for them to do so, but they are not what the Street wants to hear. So long story short, Apple is content with their market share,and is now doing their best to improve their profitability with their existing customers, instead of fighting for new ones. Bottom line, it doesn't matter how fast Apple is able to churn their products through their customer base, at least as far as the stock price goes.
    Nov 4 10:01 PM | 1 Like Like |Link to Comment
  • How I Explain Amazon's Stock Performance [View article]
    I think of the market's efficiency as elastic. Movements up and down tend to overshoot their marks, the larger the movement, the larger the overshoot. As far as the idea that every piece of information is included in a stock price, I would partially agree. However, the interpretation of this information is done by humans who can be coerced or convinced to value one piece of information over another, which is what throws the whole efficient market theory out of whack.
    Nov 4 02:53 PM | 1 Like Like |Link to Comment
  • 1 Important Reason Why Intel's Broadwell Production Delay Is A Negative [View article]
    That article was horrible. I wouldnt take it to mean anything. We already know Intl is fabbing for Altera, so this is not news. ARM doesnt make chips, so this article makes no sense.
    Oct 31 01:52 AM | Likes Like |Link to Comment
  • Surprise, Microsoft's RT Is Actually A Great Product [View article]
    I like what you say about comparing it to tablets, not labtops running full windows. I cant help but wonder what happens once legacy apps are no longer needed, once modern apps have replaced the functionality that can only be had with legacy apps now. Who needs full windows then?

    Maybe Microsoft is just able to see the future a lot more clearly then we can. I bought my wife a Surface when they were first released and watch her use it for school. There was times where I could definitely see the vision. RT may be the first truly mobile computer OS.
    Oct 31 01:42 AM | 5 Likes Like |Link to Comment
COMMENTS STATS
384 Comments
758 Likes