ARM's (ARMH) CPU cores are going into Baidu's data centers ... and they might also wind up in human stomachs. Marvell (MRVL) says Baidu will use its ARM-based Armada XP server CPUs in systems handling cloud storage services. Meanwhile, Freescale (FSL) has developed an ARM-based microcontroller that measures just 1.9 x 2 mm, and says it's working with customers/partners on "products that can be swallowed." Though ARM mobile and server chips get more press, the company's growing microcontroller share is driving much of its unit growth. (previous) [View news story]
Are you a shill for ARM? ARM makes money on huge volume, this isn't it.
15 Reasons Why Apple Is A Once In A Lifetime Opportunity [View article]
Value trap. It's a manufacturing company i.e. Whirlpool, former Maytag, etc. In the case of Maytag, great product, high margin, innovative, tried to go a little down market--gone.
Lexicon (LXRX -10.8% to $2.23) sinks sharply after pricing an offering of 17.5M shares at $2.25 each, a 10% discount to yesterday's close. The net proceeds will be $37.2M, which the biotech plans to use for R&D. The underwriters have an option to purchase another 2.625M shares. (PR) [View news story]
What does this mean about a big pharmacy partnership? Looks like they want to get deeper into phase iii to get a better deal. I don't think it's enough to go it alone. 4211 is a huge prospect, statin like sales at its peak.
15 Reasons Why Apple Is A Once In A Lifetime Opportunity [View article]
Best marketing along with Coke is write. I mean think about it, the 5 will have LTE and its a big deal. Many phones have had it for a year. There iPod was heavy v. say Sandisk's 1000 song player at 5-10X the price with no FM, BUT 15,000 song capacity. Am I going to spend $10,000 on songs? But it was a big deal. Finally the iPod got thin and light-still no FM-but because of market the cool factor they got away with it. I don't know how lo9ng this can last. Marketing kept Apple from becoming the Bang and Olufson of mobile devices, great design, under powered and very expensive. Tastes can be fickled, and needless to say the story is out, hence the low multiple.
15 Reasons Why Apple Is A Once In A Lifetime Opportunity [View article]
Apple is the best marketing company ever. They have made "'cool" a must have to the point that some people are embarrassed to carry the once very cool, Blackberry. Without the marketing genius driving the company and with other companies creating pretty cool products, it may be tough going as it was with RIM. Cooke is a production guy not a marketing guy. When he tries to talk/spin like Jobs, it sounds a little silly to me. The P/E in the face of an utter love affair from the media, analysts, even more than BB in its hay-day, is telling us something, like a value trap.
Enough with the 20 million, give or take, apps. If communication only had to be "reliably/fast enough" MySpace would still dominate social media, not Facebook. I really don't NEED 1000 bar code scanners on my Smart phone, just one.
The NYT shines a light on a nice little racket that doctors have got going in some states, where they're allowed to dispense drugs to patients at massive markups. E.g. heartburn pill Zantac costs 35 cents a pop in a drug store but $3.25 in a surgery. It's costing taxpayers, insurance companies and employers hundreds of millions a year. [View news story]
Dumbass you want to be invested in progress. 30 years as a journalist? Have you know learning curve?
Top 10 Reasons Microsoft Surface Is DOA [View article]
DOA, what a clique! Speaking of DOA, I am not writing this on a "Lisa." On Apple is oh sooo cute. They railed against Big Brother in their 1984 commercial as a set up to be the underdog to be Big Brother and dominate the World of technology. The world will wise up when they stumble, which is inevitable.
Research In Motion - By The Numbers [View article]
The last item--cashflow is the only one to focus on now. The others are history--past stock performance etc. The hold idea of alpha is that markets are long term efficient but short term, which can be several years, very inefficient. We try to perceive what is not discounted in the market place. The lot next to my parents house sold for $125 in the late depression and 10 years ago sold for $700,000 plus the expense of removing the house on it. I asked my Dad why he didn't buy it and he said he didn't have and extra $125. It's not the past, its the future. RIMM turns on BB10 PLATFORM. It's kind of binary. Do not short the stock heard, the risk reward is horrible. Having been a short seller and risk manager til retirement, They have positive cashflow so far which is amazing. They most likely will burn cash and KIM they have no debt. They are in so much better a position than Apple a couple decades ago its ridiculous. Granted MSFT saved AAPL by building Word/office versions for AAPL although AAPL lovers disagree. One wrote that AAPL saved MSFT by accepting Word on their platform. Shows how irrational people's views can be. That's how to make money, realizing revealed wisdom is wrong. It appears that revealed wisdom --trend following is maybe wrong. If we wait til we are the picture is clearer, we will lose opportunity and the delta will be abrupt. One wants to sense the change a couple days before, which of course is hard. As PT Barnum said when asked about getting on the bandwagon: "If you can SEE the bandwagon it's too late."
How worried are Research In Motion's (RIMM) enterprise customers about its struggles? Many of them are forming contingency plans in the event the RIM's network is disrupted by a breakup of the company or some other business event. Of course, the "contingency plan" for some of these companies is to give into employee requests and begin supporting the iPhone and/or Android. (earlier) [View news story]
Please, seems that the source of your story is MobileIron and the people they suggested you speak to. And of course they would say security on AAPL: and Android had matured, from what? No security. This may be a self fulfilling prophesy for RIMM but that doesn't take away from crap reporting and dare I say plant negative stories. What CNBC tonight @ 9PM for a look at your mature seceurity--not.
Top 10 Reasons Microsoft Surface Is DOA [View article]
Man, this article is the worst. SA people better upgrade the writers they let on or I'm outs here. As for LKahn, please, if Msft hadn't thrown Apple a bone with a version of Office, people would have very thin Apple bricks with 1% market share without enough money to steal Palm's idea for the first true smartphone, the Treo and the Folio tablet which they didn't have enough money to bring to market. Their OS is way better than Apple's BTW but apparently Apple spread the rumor that Palm OS had big security issues which was a gross overstatement. So did Apple invent the mouse, laptop, OS (Unix kernel), smartphone, tablet, portable audio?? NO. They took a product and improved the look and ergonomics, like the Japanese did with cars in the 70's and marketed them as counter culture, cool. Great marketing not original technology plain a day simple. Not that there is anything wrong with that, just accept it for what it is. A 10 or less PE seems about right. Take Apple TV for example the hipe and buzz is pure marketing genius, not technological advancement. Robert Sarnoff did that 75 years ago.
The European Telecommunications Standards Institute (ETSI) has chosen Apple's (AAPL) "nano" sim card design as the new standard for the next generation of such cards over a rival proposal from Nokia (NOK), RIM (RIMM) and Motorola (GOOG). The new sim is 40% smaller than the micro-Sim used in some devices today. [View news story]
RIM Loses Top Salesman, The Bleeding Continues [View article]
This is a classic turnaround situation. The only question is whether the turn is 180 or 360 degrees. Just don't know. That being said, it seems the Heins is guiding the company back to its core competence, secure business/enterprise business. No matter what the denial from Android and iOS, they are consumer platforms that can be used for business. Heins said shortly after he took control, something to the effect that we are one major security breech from a RIMM turnaround. My view is enterprises already realize that they are highly vulnerable and with BB Fusion they can migrate back to BB centric systems when the BB10 arrives. QNX/BB10 is an amazing LONG-term OS platform that is already ubiquitous in so many imbedded system such as automotive, that we consumers are unaware. It's the structure--the micro-kernel that is unique. Understand that the tech and financial world will pick it apart and most likely slam it but enterprises will understand the power.
Greenlight's Einhorn Reconsiders Research In Motion Position [View article]
The revealed wisdom that BB10 will be a failure is just stupid. But of course if we say it enough sentiment can make it true. Technically it will be the most sophisticated OS available and because of its ability to upgrade, stay that way. Actually QNX IS the best imbedded OS available NOW, end users just don't know how much they are using this OS already. Its unique micro-kernel structure makes it nearly infinitely flexible and forever fresh.
Research In Motion: The Blackberry 10 Can't Save This Stock [View article]
Sounds like a good strategy. I don't see a straight buyout here on a timing basis rather than price. One thing I saw today is that Verizon will not let customers upgrade to LTE with the unlimited data plan like I have. This means there is an incentive to stay with say a BB 7 upgrade if you are not video streaming or need the extra speed. It might make iPhone4s more attractive as well. The big plus with BB is with the bridge on my Playbook I can get unlimited data on both with $30/month. I wonder how VZ will try to weasel out of that?
ARM's (ARMH) CPU cores are going into Baidu's data centers ... and they might also wind up in human stomachs. Marvell (MRVL) says Baidu will use its ARM-based Armada XP server CPUs in systems handling cloud storage services. Meanwhile, Freescale (FSL) has developed an ARM-based microcontroller that measures just 1.9 x 2 mm, and says it's working with customers/partners on "products that can be swallowed." Though ARM mobile and server chips get more press, the company's growing microcontroller share is driving much of its unit growth. (previous) [View news story]
15 Reasons Why Apple Is A Once In A Lifetime Opportunity [View article]
Lexicon (LXRX -10.8% to $2.23) sinks sharply after pricing an offering of 17.5M shares at $2.25 each, a 10% discount to yesterday's close. The net proceeds will be $37.2M, which the biotech plans to use for R&D. The underwriters have an option to purchase another 2.625M shares. (PR) [View news story]
15 Reasons Why Apple Is A Once In A Lifetime Opportunity [View article]
15 Reasons Why Apple Is A Once In A Lifetime Opportunity [View article]
Will The RIM-Pire Strike Back? [View article]
The NYT shines a light on a nice little racket that doctors have got going in some states, where they're allowed to dispense drugs to patients at massive markups. E.g. heartburn pill Zantac costs 35 cents a pop in a drug store but $3.25 in a surgery. It's costing taxpayers, insurance companies and employers hundreds of millions a year. [View news story]
Top 10 Reasons Microsoft Surface Is DOA [View article]
Research In Motion - By The Numbers [View article]
They have positive cashflow so far which is amazing. They most likely will burn cash and KIM they have no debt. They are in so much better a position than Apple a couple decades ago its ridiculous. Granted MSFT saved AAPL by building Word/office versions for AAPL although AAPL lovers disagree. One wrote that AAPL saved MSFT by accepting Word on their platform. Shows how irrational people's views can be. That's how to make money, realizing revealed wisdom is wrong. It appears that revealed wisdom --trend following is maybe wrong. If we wait til we are the picture is clearer, we will lose opportunity and the delta will be abrupt. One wants to sense the change a couple days before, which of course is hard. As PT Barnum said when asked about getting on the bandwagon: "If you can SEE the bandwagon it's too late."
How worried are Research In Motion's (RIMM) enterprise customers about its struggles? Many of them are forming contingency plans in the event the RIM's network is disrupted by a breakup of the company or some other business event. Of course, the "contingency plan" for some of these companies is to give into employee requests and begin supporting the iPhone and/or Android. (earlier) [View news story]
What CNBC tonight @ 9PM for a look at your mature seceurity--not.
Top 10 Reasons Microsoft Surface Is DOA [View article]
The European Telecommunications Standards Institute (ETSI) has chosen Apple's (AAPL) "nano" sim card design as the new standard for the next generation of such cards over a rival proposal from Nokia (NOK), RIM (RIMM) and Motorola (GOOG). The new sim is 40% smaller than the micro-Sim used in some devices today. [View news story]
RIM Loses Top Salesman, The Bleeding Continues [View article]
Just don't know.
That being said, it seems the Heins is guiding the company back to its core competence, secure business/enterprise business. No matter what the denial from Android and iOS, they are consumer platforms that can be used for business. Heins said shortly after he took control, something to the effect that we are one major security breech from a RIMM turnaround. My view is enterprises already realize that they are highly vulnerable and with BB Fusion they can migrate back to BB centric systems when the BB10 arrives. QNX/BB10 is an amazing LONG-term OS platform that is already ubiquitous in so many imbedded system such as automotive, that we consumers are unaware. It's the structure--the micro-kernel that is unique.
Understand that the tech and financial world will pick it apart and most likely slam it but enterprises will understand the power.
Greenlight's Einhorn Reconsiders Research In Motion Position [View article]
Technically it will be the most sophisticated OS available and because of its ability to upgrade, stay that way. Actually QNX IS the best imbedded OS available NOW, end users just don't know how much they are using this OS already. Its unique micro-kernel structure makes it nearly infinitely flexible and forever fresh.
Research In Motion: The Blackberry 10 Can't Save This Stock [View article]