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  • Cook: Apple TV did more than $1B in FY13 sales [View news story]
    They could go a lot of different ways here. I think everyone expects a new product soon, and the rebate on ATV for the next week makes me think it is very soon. Remember, when they announce new product categories, there can be a large gap between the product announcement and delivery, even a number of months. That gives developers time to write software. Several points interest me: (1) - They seem to be holding off on IOS 7.1 for something. (2) - Lots of chatter about payments and ATV. (3) - Lots of chatter about wearables. (4) - They bought a ton of stock at $500, (like a year's worth almost on their program), which makes me think that they think it was a trough for the foreseeable future. We will see, but Apple could get interesting again soon.
    Feb 28 04:19 PM | 5 Likes Like |Link to Comment
  • Apple Outguns Intel [View article]
    Bart, I have been pointing that out since the A6 rolled out. It was quite the accomplishment itself, only to be upstaged by the A7. I have read some rumors out there that they have been working on higher powered chips for years. Not sure what they intend to do with them, although a $799 MBA would be hard to beat, as would an Apple TV with a beefed up/higher powered successor to the A7X, especially on graphics.
    Feb 28 02:14 PM | Likes Like |Link to Comment
  • Cook: Apple TV did more than $1B in FY13 sales [View news story]
    Interesting. You know, Apple does more business in Apple TV boxes alone than Pandora does in company wide revenues! Yet, Mr. Market sells Apple down to less than a 10X cash adjusted PE, and buys P to a cash adjusted 200+X! Maybe Apple has a long way to climb, or P has a long way to fall, but this is just silly. Many other examples out there.
    Feb 28 02:09 PM | 13 Likes Like |Link to Comment
  • Apple Outguns Intel [View article]
    Thank you for trying to accurately report the semi news, Ashraf! Most of us are more than happy for Intel to be in the lead. However, it helps (for investing purposes) to hear objective discussion and debate. Certainly more info is forthcoming, but there should be a large advantage to Intel with the advanced process they are using. Honestly, I have always found the disrespect and emotion displayed by people discussing CPUs extraordinarily odd. They don't get like that over the SFC of a jet engine, or the half life of a new drug! Why not just discuss it politely folks?
    Feb 28 08:06 AM | 4 Likes Like |Link to Comment
  • Intel: The Worst-Case Scenario [View article]
    Sorry for starting that, guys! Seriously, very interesting discussion. I do think Intel will get there in mobile; I just thought 22nm would be the breakthrough product. Maybe 14nm? RKO, sounds like you think they won't get there...we will see.
    Feb 27 03:12 PM | Likes Like |Link to Comment
  • Apple Needs To Deliver Now [View article]
    My pleasure and good luck. Having cellular on the go is the best feature, but the Air is comparable to a one year old MB Air laptop in surfing speed in my subjective opinion--the convenience of not having to pack the laptop is huge. Having the integration of OSX and IOS allows to access the same documents and spreadsheets, etc. in iCloud.
    Feb 27 11:06 AM | Likes Like |Link to Comment
  • Intel: The Worst-Case Scenario [View article]
    Cube once again, I never said they don't work. Maybe you are new to Intel investing, but I carefully read through/listened to the presentations, having been an INTC investor for many years. The Trigate presentations said Intel reinvented the transistor, reducing power by 50% or increasing speed by 37% for a given draw over planar competition. So, the question begs itself: where is that huge performance difference on Merrifield relative to the A7? Not only is Intel 3D, but they are at smaller geometries, too. They are both using IMG graphics, so I would expect the Trigate to outperform the much larger and planar process in the A7 chips by a large margin--or offer dramatically better battery life. And I have to wonder why cellphone makers aren't using Intel chips that should be much faster and more efficient than the ones they are using. Maybe you have the answers? We would love to hear them.
    Feb 27 10:46 AM | 4 Likes Like |Link to Comment
  • Apple Needs To Deliver Now [View article]
    I have the 32, 82nd, but the key is getting what you need for your profile. Movies, music, and pictures are the big hogs. Apple marks up the NAND unreasonably imo, so the 32GB is the most expensive and least amount for your money. The features you mention are nice, but I think the best feature to have is cellular connectivity. You can look for a good plan or add on, but I got ATT's free standing deal. You just buy it as you need it. You can cut cellular off until you need it, and then use what you need. Their LTE is as fast as my cable router in my house!
    Feb 27 09:04 AM | Likes Like |Link to Comment
  • Intel: The Worst-Case Scenario [View article]
    Zis, I didn't say Haswell. I said Ivy. Remember Ivy Bridge was the first Trigate. I do agree that Haswell really improved battery life, but how much of that is Haswell, and how much is Apple? Are there any PCs that have comparable numbers? Also, assuming the advantage is in the transistors, Merrifield should be replacing all competitors in smartphones! Why does the A7 in iPhones and iPads appear to outperform it? There should be a huge advantage. Look, I am a long time Intel bull, and I am happy to admit they are ahead. I just can't do that if the proof isn't there. There are some victories, but there are a lot of troubling questions.
    Feb 27 08:09 AM | 5 Likes Like |Link to Comment
  • Intel: The Worst-Case Scenario [View article]
    Bill, actually the worst case scenario is if 3D transistors turn out to be a dud. I am still digesting and reading, but I am asking myself some troubling questions. When Intel took Sandy Bridge to Ivy Bridge and Tri-gate, most Intel bulls like me expected a big jump in performance or efficiency. It improved, but not like what we were led to believe in Intel's Tri-gate media blitz several years ago. I am having trouble understanding why Apple can produce an A7 at 28nm that appears to be comparable to Merrifield. A lot more info is forthcoming, and I usually give Intel the benefit of the doubt, but the most troubling question I have is where is the big advantage that we should be seeing in the performance numbers? If Finfet/Trigate ends up being a disappointment then Intel's biggest advantage is a lot smaller than S/H's were led to believe. Don't get me wrong, I am ready to lead the cheer, but I need to see the big advantage in performance first. In summary, Intel's 22nm Trigate Merrifield should utterly smoke all competition at a node and a half behind it. It doesn't as far as I can tell. Any thoughts from EEs that can enlighten are appreciated. The numbers will follow the technology.
    Feb 27 07:38 AM | 7 Likes Like |Link to Comment
  • Apple Needs To Deliver Now [View article]
    82nd, I went the same route, as did my family. Many, many Windows computers through the years and we have pretty much switched to Apple. I couldn't care less about anything but utility. I love the portability and speed of the iPad Air, but I still like my Mac. I did not see that huge of a difference with the retina screens vs my old Apple stuff, but in both the iPad Air and Retina 13 MB Pro's case, I like the resolution--it really grows on you, and now the other screens look defective to me. I certainly could get by with either, but I strongly prefer the Air when traveling, and the laptop at home. OSX has much, much more depth than IOS, and it is much more complicated to learn (than IOS, not Windows). It is relatively hassle free, and you will be pinching yourself at the problems you no longer experience compared to PC land. IOS and OSX are integrated very well. I don't think most people are aware of the features that are available. The only negative to purchasing is that the successor will be better. Oh yeah, and they ain't cheap...
    Feb 26 02:39 PM | 1 Like Like |Link to Comment
  • Intel: The End Of Moore's Law [View article]
    Agree, Bob, and just think if Medfield had been 6 mo to a year earlier, along with Merri. I have been saying it since Moorefield came out--they need to advance the stinking schedule! They apparently continue to underestimate the competition.
    Feb 26 11:22 AM | 1 Like Like |Link to Comment
  • What The Samsung S5 Might Mean For Intel [View article]
    I wasn't sure what they meant by that statement. I assumed the 22 "bands simultaneously" was referring to CA capabilities, and the "over 30" LTE bands supported/"every band used in every country" seemed to cover the overall capabilities of the chip. Some of those allocations are not being used right now, and that probably accounts for the difference. Some of those frequencies don't propagate well, and I think they are established for special, short range/high bandwidth situations. As if it weren't hard enough to figure out from the letters, modes, bands, freqs, and 3G/4G labels, CA appears to make it next to impossible for the layman to follow. With Intel's expertise in this area in view, I suspect these chips will be very capable, though.
    Feb 26 07:55 AM | Likes Like |Link to Comment
  • Apple Needs To Deliver Now [View article]
    Bill's articles are among the best in my opinion, papita. He is pretty objective. The truth is that Apple is fine. They will make plenty of money regardless of what they introduce. I think I recall Mr. Cook saying there would be new product categories, but not until the second half of '14 on a CC in the past. Maybe somebody can chime in. Bill hits the high points of why we still may see a correction into the high 400s. The profit numbers are flat. No way around that for the most ardent bull. And that is with the addition of close to a billion new customers in CHL and DCM. The buyback helps a lot, but with no new products and no new carriers over the next few months, Mr. Market may take a few swings at AAPL. I think the market is trying to figure out a rational price for AAPL. I just read an article on P, and they are about 220 X '14 earnings right now! Apple would be about $10,000 a share with P's current irrational valuation, so you never know.
    Feb 26 07:15 AM | 5 Likes Like |Link to Comment
  • What The Samsung S5 Might Mean For Intel [View article]
    David, Thx for the reply...you sure about the 1X? That seems like it would be a rather obvious issue for Intel to add, unless they figure it won't be used in six months when the chip hits the streets in volume. I saw the global comment and argument on a number of 3rd party sites. Here is a direct quote from Tom's Hardware: >>The number of bands has more than doubled over the XMM 7160, to over 30. This makes the XMM 7260 a truly global LTE-Advanced solution, having support for every band used in every country that uses LTE.<< http://bit.ly/1mxOMwY
    They could certainly be in error, but every LTE band in every country seems pretty global to me!
    Feb 25 08:02 PM | Likes Like |Link to Comment
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