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  • STEC Buying Opportunity: Competitive Concerns Are Overblown [View article]
    STEC is leader in SSD/FC, but the problem is that the storage array server contains 3 to 4 tiers, and only tier 1 is using SSD/FC and the the rest of tires are not moving in SSD at least by a decade, because of high cost, and waiting the price comes down like SSD equal to HDD $/IOPS. There are a few companies that targeting SSD/SAS and SSD/FC including Intel/GST, Pliant, and Sandforce. The market of SSD in storage array enterprise is about 500 million for the next 3 to 4 years, and STEC has 10% of market and by coming new players STEC's market will shrink to 5% and the STEC with 20X highest compare with peers, the stock price will not get more tha $20~25. It may fluctuate a little till the other players send products out, but this is a short time.
    Sep 27, 2009. 11:53 AM | Likes Like |Link to Comment
  • Intel and Nokia's Powerful Collaboration [View article]
    Intel processor for Smartphone is not ever close to ARM-based technology, power consumption is way high, mobile integration is not easy, connectivity BT+FM+WIFI is not roll out yet. Nok and Intel discussion is just in level of talk and takes many years may be 5 years from today till Intel processor get into a power efficient Smartphone market.
    Jun 25, 2009. 11:34 AM | Likes Like |Link to Comment
  • Why I'm Shorting Visa [View article]
    Many times you have said something, 90% has been wrong, this one is definitely wrong.
    Jun 16, 2009. 04:17 PM | 2 Likes Like |Link to Comment
  • Tuesday Outlook: Commodities, Global Markets [View article]
    Good news! Wishing you a continued and full recovery
    May 19, 2009. 08:54 AM | 3 Likes Like |Link to Comment
  • Thursday Outlook: Commodities, Global Markets [View article]
    the best of all for you and your family, your strong and postive attitude are all you need.
    May 9, 2009. 07:26 PM | 1 Like Like |Link to Comment
  • Time To Invest; Not Trade [View instapost]
    It is a good speculation hopefully, your are right, but do not forget that the many elements of economy is worse to go straight up as you can imagine, unemployment is up, GDP is getting lower, REIT is in trouble and so no.
    May 4, 2009. 02:21 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    there is couple of more days for market to dance, eventually it will go down, the backing problmes, unemploymetns high, GDP down -6.1, all news are bad, but market rally.
    S&P and Dow both will lose more than 25% from high today in the next three coming weeks.
    Apr 29, 2009. 12:21 PM | 2 Likes Like |Link to Comment
  • Thursday Outlook: Commodities, Global Markets [View article]
    thanks, Dave welcome back. I always enjoy your comments. Hope your family get into speedy recovery. Do you think FAZ at 10 is a sell or buy I have some gain?
    Apr 23, 2009. 01:07 PM | Likes Like |Link to Comment
  • Cramer's Mad Money - Market Lessons (4/17/09) [View article]
    Be smart, there are plenty of analysts and market traders that none of them were able to understand the market before Oct. 2008, Cramer did the same thing, and he has never been able to predict anything correct.
    He is just moving and shuffling the names and stocks around and every mooring he is coming with a new set of ideas with no correlation what so ever among them. There are no strong fundamental behind his thoughts. Be careful please do your own analysis, try to understand the company for investment as much as possible, try to get inside into the company from people that are working there, Cramer is a promoter and not a person to help people.
    Apr 19, 2009. 10:54 AM | 2 Likes Like |Link to Comment
  • Intel: Both Technically and Fundamentally Compelling [View article]
    All you said may be correct, but one notifying point is that Intel is a huge company that the cost cutting is a nightmare, the company is not innovative like AAPL bring a new devices to the market and excite the customers, it need to go through the ecosystem and other channel, this processes are lengthy and expensive for Intel. Intel is a manufacturing and foundry company; it is hard to achieve high gross margin unless otherwise to sale high volume chip. Example Netbook (ATOM Processor) is a very low ASP and low gross margin with 40 million units in 2009. Intel needs to work with other companies like TSMC or others that they have better integration process and having strong relationship with OEMs in Consumer electronics arena otherwise the gross is limited in low volume. Intel will stay in low margins for long time and it has big challenge as times come. It will not back to >50% gross margin up to the next two to three years, with or without AMD existence.
    Apr 17, 2009. 07:36 PM | Likes Like |Link to Comment
  • Kudos to Wal-Mart CEO [View article]
    You have a very strong portfolio, GGP goes to bankruptcy today, I am sorry, please be very careful.
    Apr 16, 2009. 08:59 AM | Likes Like |Link to Comment
  • Intel Kicks Off Tech Earnings Nicely [View article]
    Your view is not completely true, the low margin ATOM processor with low volume is a disaster for Intel for long times to come. The Desktop is almost dead-end and slowing down in exponential way, Server OK but it is limited and not very high volume, the last resort is Notebook that it is cannibalized with Netbook PC. It is hard very hard to sale many Notebooks >$1000 PC since Netbook can do most of the thing that people need with $300 with lower weight and better battery life.
    Apr 14, 2009. 06:16 PM | Likes Like |Link to Comment