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  • Pandora -3.6%; audience metrics show slower listener hour growth [View news story]
    I missed that dg; thx for pointing out the short month. Still sounds like growth is slowing, though, particularly when viewed sequentially.
    Mar 6 11:24 AM | 1 Like Like |Link to Comment
  • Pandora -3.6%; audience metrics show slower listener hour growth [View news story]
    Actually it isn't just slowing, it actually dropped month on month for listeners and hours, no?
    Mar 6 11:14 AM | 1 Like Like |Link to Comment
  • Now Is A Good Time To Sell Pandora [View article]
    manic, the drop isn't apparent from the release because of the careful wording. This might not have been the best month to announce that they will stop releasing monthly figures--coming in a month when they dropped sequentially might be alarming to some. Dropping hours and listeners from last month isn't good, but my biggest concern is still new competition and money going after this business--Spotify, Amazon, Apple getting their act together, Google, etc. Another huge concern is that the people making and distributing the music may be hurting from lost revenues compared to digital sales. They may try to pressure all of these guys. GLTA
    Mar 6 09:22 AM | Likes Like |Link to Comment
  • Apple Outguns Intel [View article]
    Cincy, as you know, the lead time on SOCs might be several years when you consider the initial planning and design to final production. I think those rumors were likely correct that Apple is working with TSM, but wrong on the timing. Note that they did specifically reference 2014 and 20nm. I am not emotionally attached and would be happy to profit on any of these names--INTC, AAPL, TSM, etc., so I read with an open mind. I suspect that when Intel gets LTE integrated at 14nm, they will be hard to beat, but even then, QCOM isn't sitting still. They are a great company. NVDA is doing well. Maybe having some of all is the best approach?
    Mar 6 08:50 AM | Likes Like |Link to Comment
  • Pixelworks Discloses Relationship With Apple [View article]
    Thx, Mark. I first became aware of this stock reading one of your articles! I like your logic and presentation a lot. Keep 'em coming.
    Mar 6 07:43 AM | Likes Like |Link to Comment
  • Apple Outguns Intel [View article]
    Somebody is seriously wrong. You guys can bet your money on the losers or winners if you like. TSM is up sharply today on Taiwan media reports that the A8 is ahead of schedule, allowing Apple more time to prepare the new phones. They report that the A8 is QC on the CPU and GPU, and that it will come in on 20nm. The same reports are saying that TSM revenues are expected to spike next quarter as a result. We'll see.
    Mar 5 03:12 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: When Should We Sell Stocks From Our Portfolio? [View article]
    RS, a couple of thoughts. With ~60% in AAPL and CVX, much as I like both, wouldn't it make more sense to weight them by cost? I would think it would be safer and yield more. Great article.
    Mar 4 12:21 PM | 1 Like Like |Link to Comment
  • Now Is A Good Time To Sell Pandora [View article]
    Rollo, I wonder why insiders would be selling *millions and millions* of Pandora shares if they thought MSFT was going to buy them out. They are getting rich anyway. I doubt MSFT is interested. I don't blame insiders for dumping their Pandora shares...insiders apparently agree with the article.
    Mar 3 08:14 PM | 3 Likes Like |Link to Comment
  • Apple Outguns Intel [View article]
    joseph, I wouldn't be too hard on them. I was in the same sea of denial myself. Geekbench 3 isn't perfect by any means, but the A7 is dreadfully close to Macbook Airs from just a couple of years ago. NVDA and QCOM aren't doing bad either. My own anecdotal and subjective experience tells me they are very capable chips. Throw in Apple's software efficiency and my iPad Air seems as fast as my old Sandy Bridge Macbook Pro. The net effect is the commoditizing of CPUs and number crunching for the consumer. Whereas five to ten years ago email and surfing was being done on Intel and AMD chips, now much more is being done on QCOM and Apple. I really thought Intel's process advantage would lead to a very large performance advantage. I am not seeing it. I have to admit that I was wrong. Maybe the game ending blow is coming, but I just don't think Silvermont is it. If Intel wasn't such a great company, they would have been buried already. We will see how it turns out, but Intel had better watch out.
    Mar 1 07:55 AM | 1 Like Like |Link to Comment
  • China's Consumption Boom Driven By Property Wealth Effect [View article]
    Good and thought provoking article, but....I remember going to California a lot in decades past on business, and I loved grabbing the Sunday paper and reading through the real estate section. I would do exactly what you did in this article--analyze price per sq. ft. and look at what you got compared to the rest of the country. There simply was no way those inflated and ridiculous prices could be sustained over the long haul. However, they were (with a few nasty corrections along the way). I think the variable that is next to impossible to account for is population density. When you cram 10-30MM people into cities like NY and LA, it creates an unrealistic demand level. China has a bunch of those. Also, China has a massive war chest, and they will do whatever it takes to keep growing--whatever it takes. So, the real play right now could be buying China. I look at bargains like CHL and I don't see anything close to it anywhere--Mr. Market is giving it away. But, like I said, I think you make a strong and intelligent argument and you certainly could be right. I wouldn't bet the farm either way.
    Mar 1 06:35 AM | Likes Like |Link to Comment
  • 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
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