Win8 = improved Win7 with much better security minus start button. Cost of fix $5.00 Win7 much improved over Vista with big improvement in security and usability. Vista an improvement XP in security, no stability until SP, Usability sucked. Had to Google to find out how to modify the OS. where in XP all the functions were grouped and organized. XP dramatic improvement over W2000 in all regards. Though you could make a 98/200 Hybrid via slipping that was an improvement over both of them. The big decline in growth in Win8 sales is primarily due to decline in CPU sales because of the poor economy, and consumers migrating to tablets and phones.
Within the next few years you will have 1. Win8 on tablets 2. Win8 on light weight, low power laptops 3. Win phones communicating seamlessly with win8 everything else. 4. Windows customers having a reason to migrate to Win8, due to better inter communication of win devices, and their five year old (or more) systems beginning to show their age.
Microsoft is a very large mature company, because of its size, and the size of its markets, it will not be an innovative company. But when a market develops, it has the resources and ability to take over the market.
Ashraf as an engineer love your technical details in your pragmatic reviews. Please change your spelling of (Short to Shot) in "has a real short at further brand equity."
It Will Be Bullish If Tesla Meets Its Goals [View article]
A recharge in ten minutes is close to the time I spend to fill my gas tank. This is enormous leap in the desirability of electric vehicles.
Today's batteries have multi hour charge, max 500 charges. Nano wire anode batteries 10 min charge, max 2000 charges, is lab only Silicon anode batteries 10min charge, max 200 charges, available in 2-3 years.
While we don't have it all, It is an obtainable goal, but don't know when. Fortunately Tesla uses standard laptop batteries in its battery pack, so any advances in lithium batteries will be immediately available to Tesla
Opinions on Intel's (INTC) S1200 Atom server CPUs are split between those who praise their head start on ARM-based alternatives, and those who worry the chips won't be competitive with future ARM products. Wells Fargo argues the S1200 gives Intel a 1-2 year lead over 64-bit ARM solutions. But Oppenheimer calls the dual-core parts "completely disadvantaged." "In the new web-tier landscape, the more cores, the better," it asserts. AppliedMicro's X-Gene ARM CPUs will support up to 128 cores at 2W/core, and Nvidia's upcoming Project Boulder could yield 8-16 core chips. [View news story]
Are you trying to tell me that no one uses the extra cores in AMD's 6 and 8 core CPU's?
WSJ: Softbank Overvalued by 20% (SFTBF) [View article]
Steve How does the planned inflation of the Yen effect Softbanks long term growth. Japan has announcied they are going to devalue the Yen to parity to the US dollar. Softbank borrowed in YEN at almost zero interest. Converted Yen to US dollars to buy Sprint. Then yen devalues, payback is in strong dollars. Softbank should make almost 20% in currency trading this year. The Yen is forcast to get weaker than parity in the future.
RIM (RIMM -2.3%) gives back a portion of yesterday's gains after Citi's Jim Suva reiterates a Sell and argues shares aren't properly discounting the threat posed by cheap Android phones, particularly to emerging markets sales. Moreover, Suva believes enterprises "will take at least 4-6 months" to test BB10, and is unimpressed with RIM's management software in light of competition from Good Technology, SAP, and others. The remarks come as RIM officially launches BlackBerry Enterprise Server 10, which supports iOS/Android device management to go with BB10. [View news story]
I am not impressed with Jim Suva's reasoning. RIMM is not competing with cheap android phones! BlackBerry Enterprise Service 10 only incorporates IOS and Android to give a complete package. It is designed to work with BB10, which right now is the most secure cell phone out there.
The Fight For Clearwire Is On And A Deal Appears Likely [View article]
The problems Dish has are Money. 1. Buy Clearwire 2. Pay down or re-finance Clearwire debt. 3. Pay for the investment in infrastructure for 3G and 4G, and the cost for a new backbone. 4. Get a revenue stream to pay for 1, 2, and 3.
Clearwire (CLWR) has received an unsolicited $3.30/share buyout offer from Dish Network (DISH). That easily trumps Sprint's (S) $2.97/share offer. The proposal requires Clearwire sell Dish 24% of its spectrum for $2.2B and use the proceeds to pay down debt, as well as (with extra financing) agree to build a 4G network for Dish. Sprint has responded to the proposal by calling it "not viable ... in light of Clearwire's current legal and contractual obligations." Clearwire's board will "engage with Dish;" shares are halted. Sprint -2.5% AH. Dish -2%. [View news story]
Yes! I see all the major players lined up, bidding against each other in anticipation to win the prize, "Clearwire". O wait "where are they" or are they realistic to know Clearwire is mismanaged, and has no money (broke), is deeply in debt and Sprint owns 52%of it. Also it is going to take a lot of money to make it a viable and working company. Also note Sprints offer was above market price. Also where are all (any) authors on Seeking Alpha writing articles on buying Clearwire as a value stock or as a stock that is going to rise in the future. Also where was the price rise when Sprint bought the stock to give it 52% of Clearwire. I'm afraid you are the delusional voice of one who knows more than the market.
My personal bet is with "freddo44", that this is a ploy from Dish to get a deal allowing them to piggy back on Sprint to get access to part of the spectrum. That is a win, win situation for Sprint. Dish will lease from Sprint, as soon as Sprint has built the Clearwire's infrastructure, saving them money, and will give Sprint an immediate source of income.
Also you haven't answered the big question. Where will Dish get all the money to build up Clearwire, and where will Dish get the customers to pay for the build up?
Sprint (S) has brought its LTE network to Indianapolis and 5 other markets, and expanded coverage in the Chicago area. The carrier, which is scrambling to catch up to Verizon and AT&T, says it now has 49 markets covered. Also, Sprint has disclosed Clearwire (CLWR) will receive a $120M termination fee if the SoftBank (SFTBF.PK) deal doesn't go through. FierceWireless' Roger Entner notes the Clearwire purchase will make Sprint America's largest spectrum holder, and wonders if the FCC (more concerned lately with AT&T/Verizon) will scrutinize the deal [View news story]
In this case Entner is just writing smoke to get peoples interest. 1. Sprint has owned the largest stake in Clearwire for years. 2. Clearwire is losing money and has been for years. 3. Sprint is Clearwire's only significant customer. 4. With Sprint owning Clearwire, NOTHING HAS CHANGED. 5 T-Mobile has no money. AT&T is building it's LTE Network, Verizon already has the LARGEST network and it is Complete. 6. So the FCC is going to tell Sprint it can't use the network it has been using for years, essentially putting Sprint out of Business and making Verizon a much larger number one, since both AT&T and T-Mobile are spending all the money on developing LTW, leaving Verizon the only one with money. Grow up Get Real
Tell your sob story to all the people selling Android Apps. Let me guess, it's an insignificant market. And what software engineers do on their own time is their business.
P.S. I hope you only use Windows Explorer, because that's the only one you pay for.
I also don't believe you are a software engineer, otherwise if you were, you would be boasting about how much money you made on Android or Linux Apps.
Google Didn't Kill the Analytics Industry [View article]
This article is Childish, immature and useless. A fact is stated and a chart is posted. WOW. The work and effort that went into this article is absolutely UNDERWHELMING!!!
Goodbye GAAP, Hello IFRS; Will You Be Ready? [View article]
I am adamantly opposed to Mark to market, because it can have no relationship to reality. In the long run the Market will eventually correct, but in the short term, it can be drastically wrong. Just because no one wants to buy at a particular time doesn't mean that the asset has no value. Or while because one asset sold below market all assets should valused below market.
Aas an example, I know of houses and condo's selling 70% belowmarket, They were abandoned, stripped of all fixtures, plumbing, furnishings, and moved into by squatters. The only people willing to buy a house like this, are those that are willing to gut the house to the frame, and rebuild. For this will they bid low to cover their investment, risk, and guarantee a profit. Also a mansion is appraised at twice everyone else's house in the area. Now why should your house be appraised at the same value as either the abandoned house or the mansion. The answer is they aren't, so why should we apply the same rule to financial investments.
In financial markets the same can be true. A bank has a portfolio of building loan packages. Someone or several someones bid up a package. Suddenly all the packages in the portfolio are worth more, the bank has more money to loan as its assets have no gone up. They in turn start bidding on more loan packages, because the price on them is going up. Soon everyone starts doing this. This is a bubble because the actual worth of the package is not what someone wants to pay. But how much money are the loans for, what is the interest rate being paid on the loans. Also if there is a chance of the loan being defaulted will you lose money. In a downturn, when no one wants to buy, the price drops, but the value of the loan is still dependent on amount of money loande, rate of return, and risk.
The mark to market rule, was made illegal after the Great Depression, because it contributed to the stock market crash. We re-instated it, and it caused problems. All assets should be valued based upon their cash value. This confusion come because the finacial market packaged loans together, and labeled the as securities. If you have a million dolar COD in the bank, that is an asset and is worth one million dollars. I f you have a million dollars in stock, that is a security and is worth what some is willing to pay you.
Intel: Haswell Rumors Debunked [View article]
Please comment on this article, both on power and on cost.
http://seekingalpha.co...
Cyprus Loss Is A Gain For U.S. [View article]
Win7 much improved over Vista with big improvement in security and usability.
Vista an improvement XP in security, no stability until SP, Usability sucked. Had to Google to find out how to modify the OS. where in XP all the functions were grouped and organized.
XP dramatic improvement over W2000 in all regards. Though you could make a 98/200 Hybrid via slipping that was an improvement over both of them.
The big decline in growth in Win8 sales is primarily due to decline in CPU sales because of the poor economy, and consumers migrating to tablets and phones.
Within the next few years you will have
1. Win8 on tablets
2. Win8 on light weight, low power laptops
3. Win phones communicating seamlessly with win8 everything else.
4. Windows customers having a reason to migrate to Win8, due to better inter communication of win devices, and their five year old (or more) systems beginning to show their age.
Microsoft is a very large mature company, because of its size, and the size of its markets, it will not be an innovative company. But when a market develops, it has the resources and ability to take over the market.
AMD Builds A Sexier Image [View article]
Thank you
It Will Be Bullish If Tesla Meets Its Goals [View article]
Today's batteries have multi hour charge, max 500 charges.
Nano wire anode batteries 10 min charge, max 2000 charges, is lab only
Silicon anode batteries 10min charge, max 200 charges, available in 2-3 years.
While we don't have it all, It is an obtainable goal, but don't know when.
Fortunately Tesla uses standard laptop batteries in its battery pack, so any advances in lithium batteries will be immediately available to Tesla
ref:
http://bit.ly/102ADw6
Opinions on Intel's (INTC) S1200 Atom server CPUs are split between those who praise their head start on ARM-based alternatives, and those who worry the chips won't be competitive with future ARM products. Wells Fargo argues the S1200 gives Intel a 1-2 year lead over 64-bit ARM solutions. But Oppenheimer calls the dual-core parts "completely disadvantaged." "In the new web-tier landscape, the more cores, the better," it asserts. AppliedMicro's X-Gene ARM CPUs will support up to 128 cores at 2W/core, and Nvidia's upcoming Project Boulder could yield 8-16 core chips. [View news story]
WSJ: Softbank Overvalued by 20% (SFTBF) [View article]
How does the planned inflation of the Yen effect Softbanks long term growth. Japan has announcied they are going to devalue the Yen to parity to the US dollar. Softbank borrowed in YEN at almost zero interest. Converted Yen to US dollars to buy Sprint. Then yen devalues, payback is in strong dollars. Softbank should make almost 20% in currency trading this year. The Yen is forcast to get weaker than parity in the future.
RIM (RIMM -2.3%) gives back a portion of yesterday's gains after Citi's Jim Suva reiterates a Sell and argues shares aren't properly discounting the threat posed by cheap Android phones, particularly to emerging markets sales. Moreover, Suva believes enterprises "will take at least 4-6 months" to test BB10, and is unimpressed with RIM's management software in light of competition from Good Technology, SAP, and others. The remarks come as RIM officially launches BlackBerry Enterprise Server 10, which supports iOS/Android device management to go with BB10. [View news story]
The Fight For Clearwire Is On And A Deal Appears Likely [View article]
1. Buy Clearwire
2. Pay down or re-finance Clearwire debt.
3. Pay for the investment in infrastructure for 3G and 4G, and the cost for a new backbone.
4. Get a revenue stream to pay for 1, 2, and 3.
Clearwire (CLWR) has received an unsolicited $3.30/share buyout offer from Dish Network (DISH). That easily trumps Sprint's (S) $2.97/share offer. The proposal requires Clearwire sell Dish 24% of its spectrum for $2.2B and use the proceeds to pay down debt, as well as (with extra financing) agree to build a 4G network for Dish. Sprint has responded to the proposal by calling it "not viable ... in light of Clearwire's current legal and contractual obligations." Clearwire's board will "engage with Dish;" shares are halted. Sprint -2.5% AH. Dish -2%. [View news story]
My personal bet is with "freddo44", that this is a ploy from Dish to get a deal allowing them to piggy back on Sprint to get access to part of the spectrum. That is a win, win situation for Sprint. Dish will lease from Sprint, as soon as Sprint has built the Clearwire's infrastructure, saving them money, and will give Sprint an immediate source of income.
Also you haven't answered the big question. Where will Dish get all the money to build up Clearwire, and where will Dish get the customers to pay for the build up?
Sprint (S) has brought its LTE network to Indianapolis and 5 other markets, and expanded coverage in the Chicago area. The carrier, which is scrambling to catch up to Verizon and AT&T, says it now has 49 markets covered. Also, Sprint has disclosed Clearwire (CLWR) will receive a $120M termination fee if the SoftBank (SFTBF.PK) deal doesn't go through. FierceWireless' Roger Entner notes the Clearwire purchase will make Sprint America's largest spectrum holder, and wonders if the FCC (more concerned lately with AT&T/Verizon) will scrutinize the deal [View news story]
1. Sprint has owned the largest stake in Clearwire for years.
2. Clearwire is losing money and has been for years.
3. Sprint is Clearwire's only significant customer.
4. With Sprint owning Clearwire, NOTHING HAS CHANGED.
5 T-Mobile has no money. AT&T is building it's LTE Network, Verizon already has the LARGEST network and it is Complete.
6. So the FCC is going to tell Sprint it can't use the network it has been using for years, essentially putting Sprint out of Business and making Verizon a much larger number one, since both AT&T and T-Mobile are spending all the money on developing LTW, leaving Verizon the only one with money.
Grow up Get Real
Apple's Decline: Thanks, iPad Mini [View article]
P.S. I hope you only use Windows Explorer, because that's the only one you pay for.
I also don't believe you are a software engineer, otherwise if you were, you would be boasting about how much money you made on Android or Linux Apps.
Apple's Decline: Thanks, iPad Mini [View article]
Google Didn't Kill the Analytics Industry [View article]
A fact is stated and a chart is posted. WOW.
The work and effort that went into this article is absolutely UNDERWHELMING!!!
Goodbye GAAP, Hello IFRS; Will You Be Ready? [View article]
Aas an example, I know of houses and condo's selling 70% belowmarket, They were abandoned, stripped of all fixtures, plumbing, furnishings, and moved into by squatters. The only people willing to buy a house like this, are those that are willing to gut the house to the frame, and rebuild. For this will they bid low to cover their investment, risk, and guarantee a profit. Also a mansion is appraised at twice everyone else's house in the area. Now why should your house be appraised at the same value as either the abandoned house or the mansion. The answer is they aren't, so why should we apply the same rule to financial investments.
In financial markets the same can be true. A bank has a portfolio of building loan packages. Someone or several someones bid up a package. Suddenly all the packages in the portfolio are worth more, the bank has more money to loan as its assets have no gone up. They in turn start bidding on more loan packages, because the price on them is going up. Soon everyone starts doing this. This is a bubble because the actual worth of the package is not what someone wants to pay. But how much money are the loans for, what is the interest rate being paid on the loans. Also if there is a chance of the loan being defaulted will you lose money. In a downturn, when no one wants to buy, the price drops, but the value of the loan is still dependent on amount of money loande, rate of return, and risk.
The mark to market rule, was made illegal after the Great Depression, because it contributed to the stock market crash. We re-instated it, and it caused problems. All assets should be valued based upon their cash value. This confusion come because the finacial market packaged loans together, and labeled the as securities. If you have a million dolar COD in the bank, that is an asset and is worth one million dollars. I f you have a million dollars in stock, that is a security and is worth what some is willing to pay you.
Annual Changes in Employment Do Not Lag Changes in GDP [View article]