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mr wonder

mr wonder
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  • EA halting projects due to Battlefield 4 issues, shares tumble [View news story]
    @ Wigit5
    May I suggest, you to get yourself a better PC.
    How about an Intel i7 4930, some 32Gb DDR3 of RAM and an AMD R9 920X GPU? You will be singing another song then, I'm sure :)
    Dec 5, 2013. 05:14 PM | Likes Like |Link to Comment
  • EA halting projects due to Battlefield 4 issues, shares tumble [View news story]
    @ Wigit5

    EA is not halting their future projects. It is DICE which is halted by EA on its future projects, which at the moment are BF4 expansion packs and Star Wars Battlefront. It is only logical DICE is focusing on the existing problems before moving on to the next BF4 expansion pack.

    Second, I play the game (on PC) since it was released and I never did encounter annoying problems. I had to restart Origin only a few times, of which two times was to install a new patch, but these restarts also happened with BF3.
    Dec 5, 2013. 03:51 PM | Likes Like |Link to Comment
  • EA halting projects due to Battlefield 4 issues, shares tumble [View news story]
    BF4 is the most amazing and realistic game available. The two second best first person shooters at this moment, COD Ghosts (ATVI) and Borderlands 2 (T TWO), feel superficial and hollow as compared to BF4.

    Although I experienced almost no bugs on my PC playing BF4, child diseases of such a game in a complex multiplayer environment is nothing but normal. Al this mourning about connection issues are greatly exaggerated by Wall Street press and its so called game sites. As such, today was a great opportunity to buy a company forecasting 70%+ gross margins.

    BF4 is by a giant leap the best and most realistic game out there, even compared with BF3. However the way EA is handling the problems with BF4 right now is the good sign they are on top of things.
    Dec 5, 2013. 02:43 PM | Likes Like |Link to Comment
  • Intel - Investor Meeting Disappoints, No Growth In 2014 [View article]
    @ Familymisc

    Thanks for explaining SOC.
    http://bit.ly/1g4kSQs
    However, are you saying that Intel does fail the remaining 80%?
    Dec 3, 2013. 06:45 PM | Likes Like |Link to Comment
  • Intel - Investor Meeting Disappoints, No Growth In 2014 [View article]
    @db313706
    Intel's business is in a market with durable demand. They also have a technological head-start as compared to competition. The only thing Intel needs to do is to cut costs in order to make their products cheaper and spend R&D cash wisely.

    @ investinginvestor
    Oh, you found some changes between the tech of yesterday and today.
    However, I fail to understand your point. Why would changing technology or changing cooperations negatively impact Intel's ability to monetize its head start in manufacturing and designing high performing energy friendly CPU's..
    Dec 3, 2013. 11:42 AM | 1 Like Like |Link to Comment
  • Intel - Investor Meeting Disappoints, No Growth In 2014 [View article]
    The PC market will never die, simply because mobile devices are no real alternative.
    Sooner or later demand for high performance CPU's will increase, as well in developed economies as in developing economies.
    Dec 3, 2013. 10:16 AM | 4 Likes Like |Link to Comment
  • Intel: Thoughts On Capex, R&D, Segment Performance And Valuation [View article]
    So you sold all your shares. Why would you bother spending time bashing the stock without any real arguments? Shorting the stock?

    INTC pays the best dividend in the branch and has a bright future ahead since the future only needs more and more intelligent silicon.

    However, there is still room for much improvement. A.o., Brian Krzanich needs to cut Intels enourmous management structure and R&D expenditures need to be spend more efficient.
    Dec 2, 2013. 12:00 PM | 6 Likes Like |Link to Comment
  • Intel: Should You Buy, Hold, Sell Or Short The Stock? [View article]
    @ author

    Basing investment decisions on GS ratings is the dumpest thing an investor can do. There are many examples of manipulating or simply misleading ratings of GS, which are only made public to serve the opposite interest of GS or their clients.

    Exaclty one year ago Goldman Sachs rated Nokia a big sell. At that time NOK was trading at EUR 2.50. Look at where they stand today.
    Exactly one year ago Goldman Sachs rated BBRY a strong buy with a price target of $ 16,-. Totday BBRY is trading around $6 and almost bankrupt.
    Nov 26, 2013. 11:39 AM | 5 Likes Like |Link to Comment
  • Intel's Plight: Are There Any Positives? [View article]
    Last year GS rated Nokia a big sell when it was trading around EUR 2.50. Look where Nokia stand exactly one year later.
    Nov 25, 2013. 05:25 PM | Likes Like |Link to Comment
  • Why I'm Underweighting Intel [View article]
    "f INTC outperforms over the next few quarters, I'll rethink. "
    Then you are just too late.
    Nov 24, 2013. 05:26 PM | Likes Like |Link to Comment
  • Should You Follow The Windows Phone Growth Story From Nokia To Microsoft? [View article]
    Still the questions asked by Abu are not answered anywhere near.
    http://bit.ly/15Kk3bZ

    For the last three years NOK shareholders were bearing all the risks and losses, only to have MSFT run away with a division which now is at the verge of showing profits.
    Sep 17, 2013. 06:55 PM | 5 Likes Like |Link to Comment
  • The Nokia Shorts Were Right All Along, And Fatally Wrong At The Same Time [View article]
    @ Wiesje

    Take a look at this article.
    http://bit.ly/1awQvQQ
    Sep 9, 2013. 11:54 AM | 2 Likes Like |Link to Comment
  • The Nokia Shorts Were Right All Along, And Fatally Wrong At The Same Time [View article]
    @ Wiesje,

    Sorry, but you are still not presenting any figures/ facts to back up your bold statements.
    It is a fact by spreading that "burning platform" memo, Elop caused unnecessary damage to Symbian sales. I always gave Elope the benefit of doubt, but now there are way too much pieces falling together that he was mainly acting in favor of MSFT.

    Ofcourse, it may be more appealing to chat about your and mine positions and heroic trading results, but that's next to the case.
    Sep 9, 2013. 03:57 AM | 1 Like Like |Link to Comment
  • The Nokia Shorts Were Right All Along, And Fatally Wrong At The Same Time [View article]
    @ Wiesje

    #1. Nokia wasn't going to collapse at all. As I said they had EUR 9bn in Current Assets end Q2/13.

    #2. MSFT did not give any penny for free and they did not keep Nokia afloat. After Elop severly damaged Nokia with its "leaked" burning memo, Nokia received a $ 250mil/ quarter platform support. Now we all know that this was just a masquerade to support Stephen Elop ridiculous decision for going all in on WP only (leaving other OS-es out of the question).

    #3. Siemens did not take all of the restructuring costs. Nokia and Siemens were both 50% shareholders in NSN. I suggest you take a look at Nokia's notes made at the item "Provisions" on Nokia's income statements.

    But I am open to see your figures and calculation which lie beneath your bold statements.
    Sep 8, 2013. 08:48 PM | 2 Likes Like |Link to Comment
  • The Nokia Shorts Were Right All Along, And Fatally Wrong At The Same Time [View article]
    Seppo, congratulations with your first article.

    However, none of the sincere doubts and questions raised in Abu's article are being answered.
    http://bit.ly/15Kk3bZ

    To me, the way how this deal took place seems to be a clear cut case of a conflict of interests. Stephen Elop had many incentives to act in favor of MSFT, his future employer, instead of his current employer.
    Nokia's balance sheet wasn't that weak at all. Nokia had more than EUR 9bn in Current Assets. The article presented by Redrut was based on some very negative assumptions, for example in his case existing working capital was going to vaporize and on top of that working capital was increased with a 14% over NOK's total revenue, provisions were based on the restructuring past, NSN was not going to contribute to NOK cash position every quarter, etc.).

    This MSFT deal was perfectly timed to take away the fruits which were finally starting to come to NOK longs. For all the losses and risks Nokia investors suffered the last four years, they now got a little dime and are expected to be happy with it, because Microsoft longs say so.

    I am looking forward for the BoD to take away any doubts about the integrity of this deal.
    Sep 8, 2013. 06:53 PM | 7 Likes Like |Link to Comment
COMMENTS STATS
546 Comments
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