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WildKiwi

WildKiwi
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  • The Coming Market Impact Of Apple's 64-Bit A7 [View article]
    In life, as in gaming, timing is everything. AAPL has released a 64-bit chip whose primary usage would be for gamers to offer console-like graphics. Very soon Microsoft will release the new Xbox and Sony will release the new Playstation. AAPL are now positioned to compete in the console market with iOS by offering better integration with the digital lifestyle and comparable graphics. AAPL already has a wide range of titles available in the App Store. And the 64-bit capability allows developers to release full versions of their products on iOS rather than the trimmed down versions of the past. This could be a category killer in the console market.
    Oct 3 03:27 AM | Likes Like |Link to Comment
  • Apple: Disappointment Is Likely To Be Temporary [View article]
    Time to add Flash support too.
    Sep 16 03:28 AM | Likes Like |Link to Comment
  • Apple: Disappointment Is Likely To Be Temporary [View article]
    I cant recall Apple announcing 2 iPhones at the same event
    Sep 16 03:27 AM | Likes Like |Link to Comment
  • Apple: Disappointment Is Likely To Be Temporary [View article]
    The 5C is for the gifting season for lovers, friends and family, 5S is for yourself.
    Sep 16 03:24 AM | 2 Likes Like |Link to Comment
  • Apple: Disappointment Is Likely To Be Temporary [View article]
    Do not underestimate the speed of Chinese industry.
    Sep 16 03:23 AM | 1 Like Like |Link to Comment
  • Apple: Disappointment Is Likely To Be Temporary [View article]
    This may be another buy the rumor event.
    Sep 16 03:18 AM | Likes Like |Link to Comment
  • Apple: Disappointment Is Likely To Be Temporary [View article]
    This may be another buy the rumor event.
    Sep 16 03:18 AM | Likes Like |Link to Comment
  • Too Cheap To Ignore - It's Time To Buy EMC [View article]
    Agree that $21 WAS cheap but not now in the $24-$25 range. Why not hedge your bets and invest in the suppliers Western Digital and Seagate instead? Buying one of those 2 firms on the dips gives broad storage industry coverage and dividends too.
    Jun 16 04:27 AM | Likes Like |Link to Comment
  • Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
    The heat dissipation might help to melt your way out of an avalanche if you ever get buried in one.
    May 22 04:20 PM | Likes Like |Link to Comment
  • Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
    Thanks for the clarification there. Your reference to the ecosystem is important. For a handset manufacturer to make a major decision to leave the ARM ecosystem and join the Intel one, this new Intel technology would need to have vastly more performance and efficiency. Is that what the author is implying here?
    May 21 08:17 AM | Likes Like |Link to Comment
  • Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
    So from this article we are to believe that Intel will produce the best mobile processors. But will it sell in sufficient volumes or is this another Itanic? i.e. will Apple, Samsung, Blackberry, Nokia want to fragment their product line by porting their handsets on to a premium Intel processor? Samsung is the biggest and is unlikely to abandon their own chip, may be Apple with its iPhone and iPad is the most obvious candidate, but will that bring the sales volume that Intel needs? This is a long-shot gamble.
    May 21 04:46 AM | 1 Like Like |Link to Comment
  • IBM: A Disaster In The Making [View article]
    Vendor financing can make private clouds public-like. The vendor pays for the infrastructure, and the customer pays on a utility basis like on private cloud. Also keep in mind that there are many applications where a WAN hop to the public cloud is unacceptable for the application, either due to lack of infrastructure or latency. Or even because of security and legislative requirements. The situation is not as black and white as the author tries to convey.
    Apr 24 04:15 AM | 2 Likes Like |Link to Comment
  • Are These High-Yield Dividends Sustainable? [View article]
    The data backhaul requires fibre
    Mar 20 03:59 PM | 1 Like Like |Link to Comment
  • Are These High-Yield Dividends Sustainable? [View article]
    http://bit.ly/YG7Uuk

    http://bit.ly/10ibbEw
    Mar 20 10:43 AM | Likes Like |Link to Comment
  • Are These High-Yield Dividends Sustainable? [View article]
    The author claims wireless is displacing wireline. But the thing about wireless is that it requires a wireline infrastructure to run it.

    Concerning the point about WIN having sufficient cash flows being able to support the dividend, I think you need to focus more on the specific CAPEX programs they are undertaking rather forecast in straight lines. CAPEX is set to drop in 2014 as they finish a major expansion project, meaning in future years more free cash flows, a bigger depreciation tax shield, and new revenue streams.
    Mar 20 05:48 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
72 Comments
85 Likes