Intel's Monopoly To Serve ‘Computing Needs' Is Gone [View instapost]
swimfast,
I really like your comparison with car motors. It fits very well.
Regarding AMD: They have been virtually neck on neck with Intel at one point but Intel fought back, won and dominated AMD later on. They would have been able to force them out of business but that would have made it possible to show in court that Intel is a monopoly. They avoided this and kept AMD alive but as a distant second.
Salesforce.com: Signs Of A Breaking Business Model [View article]
Dumb money loves to buy stocks in the low to mid double digit range. Having 4x $40 stocks ‘feels so much better’ than having only 1x $160 stock. That will certainly help to unload… Smells like they are preparing for the end, so we are close but not jet there.
Repoed! How The Fed And Depositors Fund Banks' Big Bets [View article]
Thank you for the article. I learned a lot by reading it and the related stuff at ZeroHedge. One question: You link to the ZeroHedge analysis but do not use the London Whale as an example or prove of what is going on behind the scenes. Why?
Is there any doubt this is a telling example? Where did the ‘clean’ money (~$100B) come from JPM used there?
@ author about Lenovo Yoga: “It's also selling extremely well -- does this story sound similar to anybody else?“
How does a positive review without any mentioning of sales numbers make the Lenovo Yoga „selling extremely well“? (Not just well, extremely well…) I share your opinion on Apple (especially the article January 1, 2013) but this is crap. Since you are long Intel and short ARM this case ‘smells’ like you want it to happen and therefore arrange the facts accordingly..
Nokia Lumia 920 Limited Supply - Resolved By January? [View article]
@eld
The article says something like: The turnaround situation Nokia is in is not sustainable as a future business model/cost structure.
That is no new information. It is all about ramping up production and selling the new phones. If that works Nokia will find a cost structure fitting to it. That is why everyone is starring at sales figures like crazy and it also explains why Nokia share price is still in option price territory.
Nokia Lumia 920 Limited Supply - Resolved By January? [View article]
@tftf
Sticking with the horses. In this picture Microsoft needs horses to pull a very heavy and slow moving train. If the existing horses do not do the job you suggest Microsoft will shot the horses it has and try others… Doesn’t look like a brilliant move. I would simply use as many horses as I can get. But this will create envy among the horses. The game is never that easy.
You said “Best outcome for NOK? MSFT buys Lumia division. Worst outcome? MSFT runs out of patience, courts other companies and makes own Phone.”
Really? I think it is clear that the best outcome for Nokia is to get back to profitability with their phone division. Ruling out this completely is a mistake, no matter how unlikely you think it is. Nokia is still a good brand name and especially in markets that do not show first signs of smartphone saturation. Yes they were/are weak in the US and North America but that simply made many people underestimate even more what ‘the rest of the world’ means.
Salesforce Q3 Earnings Preview: What Does The Company Need To Deliver To Keep The Stock Afloat? [View article]
Hm, where are all the Salesforce haters? Where are the stubborn shorts? I miss the exaggerated P/E statements, the non-GAAP conspiracy ‘argument’ and of course the stock based expenses…
I mean they have to make a $149 million allowance against federal and state deferred tax assets and there are no comments. Not even Benioff can talk himself out of this so they put it right in your face…
And since October there are only 7 articles here on Seekingalpha with Salesforce in focus including the recent earnings call and the prelude. That is a bit quiet isn’t it?
Salesforce Q3 Earnings Preview: What Does The Company Need To Deliver To Keep The Stock Afloat? [View article]
@ Helix
Thanks for the article. Since you hover around CRM for a while I would like to ask a question:
How would a continued (volatile) sideways or downward movement in Apple (like CRM for 2 years now) change the perception of fund managers regarding other high flyers like Salesforce (or Linkedin)?
I mean even with the powerful rebound today (~ $562 now) there have been more than $100 billion in book gains that have vaporized in a short period of time. In many funds Apple is the biggest holding and losing that much paper gains will put some pressure on you even if you are a professional. How much does that make those managers feel: time to take some profits now?! Wouldn’t you at least consider partly selling the other high flyers as well?
Thoughts On Apple's Ousting Of Forstall And Browett: Asserting Cook's Authority, Solidifying Jobs' Vision [View article]
Bottom line is it still shows that post Jobs there is a corporate infighting issue. And it will not disappear no matter what. The assessment of the author is it is under control and well managed now but others have a different opinion on that. Apple has gained so much power that people will do crazy stuff to get a piece of this. Cooks has to show that he is able to keep that under control over time.
Intel's Monopoly To Serve ‘Computing Needs' Is Gone [View instapost]
I really like your comparison with car motors. It fits very well.
Regarding AMD: They have been virtually neck on neck with Intel at one point but Intel fought back, won and dominated AMD later on. They would have been able to force them out of business but that would have made it possible to show in court that Intel is a monopoly. They avoided this and kept AMD alive but as a distant second.
Marc Benioff's Incredible Story [View instapost]
Salesforce.com: Signs Of A Breaking Business Model [View article]
Repoed! How The Fed And Depositors Fund Banks' Big Bets [View article]
Is there any doubt this is a telling example?
Where did the ‘clean’ money (~$100B) come from JPM used there?
Apple: Great Artists Steal [View article]
“It's also selling extremely well -- does this story sound similar to anybody else?“
How does a positive review without any mentioning of sales numbers make the Lenovo Yoga „selling extremely well“? (Not just well, extremely well…)
I share your opinion on Apple (especially the article January 1, 2013) but this is crap. Since you are long Intel and short ARM this case ‘smells’ like you want it to happen and therefore arrange the facts accordingly..
Will Nokia's New Lumia Phones Live Up To Investor Hopes And Hype? [View article]
The saibus 'research' kid and westkite should run a newsletter to let all of us know what NOT to do.
The only value this article has is to show the readers how the stubborn Nokia shorts / Apple longs perceive the world.
Nokia Lumia 920 Limited Supply - Resolved By January? [View article]
The article says something like: The turnaround situation Nokia is in is not sustainable as a future business model/cost structure.
That is no new information. It is all about ramping up production and selling the new phones. If that works Nokia will find a cost structure fitting to it. That is why everyone is starring at sales figures like crazy and it also explains why Nokia share price is still in option price territory.
Nokia Lumia 920 Limited Supply - Resolved By January? [View article]
Sticking with the horses. In this picture Microsoft needs horses to pull a very heavy and slow moving train. If the existing horses do not do the job you suggest Microsoft will shot the horses it has and try others… Doesn’t look like a brilliant move. I would simply use as many horses as I can get. But this will create envy among the horses. The game is never that easy.
You said “Best outcome for NOK? MSFT buys Lumia division. Worst outcome? MSFT runs out of patience, courts other companies and makes own Phone.”
Really? I think it is clear that the best outcome for Nokia is to get back to profitability with their phone division. Ruling out this completely is a mistake, no matter how unlikely you think it is.
Nokia is still a good brand name and especially in markets that do not show first signs of smartphone saturation. Yes they were/are weak in the US and North America but that simply made many people underestimate even more what ‘the rest of the world’ means.
Nokia Lumia 920 Limited Supply - Resolved By January? [View article]
"Every shop we checked has a 4G exclusive Lumia in stock."
Does 'a phone' mean one phone?
And was that the show/floor model or could you buy it right away and walk out the store with it?
HP's Whitman Running Out Of Excuses And Running Out Of Time [View article]
Meg Whitman joined HP board January 2011. http://bit.ly/V3Y1VO
HP bought EDS in 2008.
Anyone able to unravel this mystery…
Salesforce Q3 Earnings Preview: What Does The Company Need To Deliver To Keep The Stock Afloat? [View article]
I mean they have to make a $149 million allowance against federal and state deferred tax assets and there are no comments. Not even Benioff can talk himself out of this so they put it right in your face…
And since October there are only 7 articles here on Seekingalpha with Salesforce in focus including the recent earnings call and the prelude. That is a bit quiet isn’t it?
Salesforce Q3 Earnings Preview: What Does The Company Need To Deliver To Keep The Stock Afloat? [View article]
Thanks for the article. Since you hover around CRM for a while I would like to ask a question:
How would a continued (volatile) sideways or downward movement in Apple (like CRM for 2 years now) change the perception of fund managers regarding other high flyers like Salesforce (or Linkedin)?
I mean even with the powerful rebound today (~ $562 now) there have been more than $100 billion in book gains that have vaporized in a short period of time. In many funds Apple is the biggest holding and losing that much paper gains will put some pressure on you even if you are a professional. How much does that make those managers feel: time to take some profits now?! Wouldn’t you at least consider partly selling the other high flyers as well?
THANKS!
Don't Count Apple Out Just Yet [View article]
Thoughts On Apple's Ousting Of Forstall And Browett: Asserting Cook's Authority, Solidifying Jobs' Vision [View article]
Nokia's Dark Before The Dawn? [View article]
Article: “The full-touch line of cheap Asha phones sold more than 77 million units in Q3, up from 68 million in Q2.”
Not one complaint? Damn your Hompium must be good!! They sold 6,5million Asha phones in Q3 as you can read everywhere, eg. the Q-10.
I would prefer not to sit in the same boat with guys that see everything applying the newest 'Hopium powered Augmented Nokia Reality'…