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quiburon

quiburon
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  • The Real Reason ARMH Plummeted After Earnings [View article]
    Intel could probably make hairpins and airplanes if that's what they want to do. In the meantime, they are very good/dominant in the field of PCs and servers. They missed the mobile revolution that ARM spotted 20 years ago, and they are not well equipped by culture, margin policy or mobile ecosystem to be much of a threat to ARM.

    When I first visited the folks in Cambridge some years ago, my concerns were 'overvaluation' and the 'threat' of Intel. These were the preferred buzz words of the pundits then, just as they are today.

    Contrast all the superficial chatter with Broadcom's recent announcement and this most recent from IBM.

    http://ibm.co/1dEFtK5
    Oct 28 03:08 PM | Likes Like |Link to Comment
  • Apple Does Something Amazing [View article]
    The Beaverton foundry faces some months of delay. Intel lacks a permit for one of the emissions. Seems they have overlooked the need for this particular permit for several decades.
    Oct 21 11:23 AM | Likes Like |Link to Comment
  • Why I Am Short ARM Holdings Inc. [View article]
    IMO, You understand neither ARM's finances nor its baked in future royalty growth.
    Sep 27 03:12 PM | 2 Likes Like |Link to Comment
  • Exploring Intel's Manufacturing Leadership [View article]
    "Whenever you see a PR from the likes of ARM (ARMH), TSMC, or Samsung about some "test chip" being "taped out," this is usually just sleight of hand designed to get people (usually the tech press and investors) excited who don't know any better."

    Please provide one specific example of such PR from ARM.
    Sep 25 03:40 PM | Likes Like |Link to Comment
  • ARM Acquisition Races Qualcomm And Intel To The Next 50 Billion Devices [View article]
    The first thing to understand is that ARM does not make or sell any chips, never has.

    The next thing is that ARM has been in IoT for years.

    The third thing to realize is that each microprocessor must be designed to serve a specific purpose. Chip makers want a cheap and reliable design without having the time-to-market delay and the cost of reinventing the wheel every time they need a new design.

    These are some of the reasons ARM was collecting royalties at the rate of 16,000,000 royalties per day at last report.

    Many can and will continue to produce microprocessors. Lots of luck to any who want to engage in a price war with ARM's extremely low pricing for the necessary designs.
    Aug 29 10:46 AM | 2 Likes Like |Link to Comment
  • Intel's New Tablet Processor Beats The Best ARM Chip By A Huge Margin [View article]
    And then there are those pesky little matters of cost and margins.

    Intel should look for another way to remake itself. Throwing more money at mobile is not at all likely to do it.
    Jul 6 02:09 PM | Likes Like |Link to Comment
  • AMD's New Server Chip: Buy The Stock, But Not The Hype [View article]
    "going to play out based on my knowledge of the technology, the industry, and the psychology behind all of this."

    "My views are driven by facts;--"
    Jun 18 03:02 PM | 3 Likes Like |Link to Comment
  • ARM's Latest Cortex A12 Enables Mid-Range Smartphones [View article]
    Now that Eassa's efforts to induce panic selling of ARMH have about run their course, I look forward to an ARMH press release announcing a temporary price cut to would-be users of Haswell.

    After decades of playing the predator role, it will be a real gasser to watch INTC in the dock.
    Jun 16 09:39 PM | Likes Like |Link to Comment
  • Mortgage REITs (MORT) catch the eye of D.C., with the Financial Stability Oversight Council reportedly set to cite the industry as a potential source of market vulnerability. The companies have seen assets quadruple to over $400B since 2009, but Annaly (NLY) CEO Wellington Denahan notes their capital bases have risen as well. A Two Harbors (TWO) presentation (page 8) shows mREITs are relatively small players in the MBS market. Maybe the Fed and the GSEs just don't like the competition. Annaly and American Capital (AGNC) are the 2 biggest mREITs, with Two Harbors a distant 3rd. [View news story]
    The Fed should be delighted that mREITs are helping to accomplish the fed's stated goal re rates.
    Apr 19 09:58 AM | Likes Like |Link to Comment
  • The 'Too Big To Jail' Red Herring: The Jamie Dimon Edition [View article]
    Finally, someone hits the nail on the Congressional head.
    Mar 19 07:45 PM | 2 Likes Like |Link to Comment
  • Undervalued, 13.2% Dividend Payer Armour Residential REIT May Be Due For A Rebound [View article]
    Management went to the effort of changing their strategy from all agency to a blend with some non-agency. This probably lost them some investors at the time, since the fad favored 100% agency at a time of greater uncertainty interest rates than we have today. The purpose was to fight declining agency spreads with some of the higher spreads readily available from non-agencies.

    What astonishes me is that they have had plenty of time to implement the switch but have not begun to do so. The cut to .07 could have been avoided and management would have looked brilliant for their bold foresight. Who can explain that?
    Mar 17 05:38 PM | Likes Like |Link to Comment
  • Is Armour Residential's 15.4% Dividend Yield Sustainable? [View article]
    And how does the author feel after March dividend cut, with price down 10% in a flash?
    Mar 15 02:22 AM | Likes Like |Link to Comment
  • Dissection Of American Capital Agency's And Annaly Capital Management's Q4 Earnings Announcements [View article]
    "then lending it out to prospective homeowners, primarily"

    Since when did they start making direct loans?

    Since when did they deviate at all from agency backed paper?
    Mar 6 05:20 PM | Likes Like |Link to Comment
  • China Is Why Gas Prices Are Going Up And Heading Much Higher [View article]
    "adjust it for inflation."

    However, is conveniently omitted from our government's calculation of inflation. If that were not the case, this entire discussion would have to be rethought.
    Feb 26 04:47 PM | Likes Like |Link to Comment
  • The Greatest Generation Saves, Boomers Rebel; Markets React [View article]
    I'm and fully agree with your generational stance, as far as it goes. Here are a couple macro additions.

    1 There was a huge bubble of savings at the end of the war, met by a bubble of unsatisfied demand, and of confidence.

    2 The G I Bill was the best piece of legislation our Congress ever passed.

    3 The Fed didn't "practice" low rates, they were forced to. It was the only time since the Civil War when the nation enjoyed real money. It ended in 1951 with the Accord.

    4 Of all the nation's debts today, student loans are perhaps the most stupid. When a borrower has paid FIT equal to his/her debt, the loan should be cancelled.

    5 No generation has suffered the dysfunctional governance we are experiencing, with no end in sight.
    Feb 26 04:47 PM | Likes Like |Link to Comment
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