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Momintn

Momintn
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  • Intel: The End Of Moore's Law [View article]
    And IBM announces another chip breakthrough today.

    "IBM sets new record set for data-transfer speeds
    Washington: Researchers at IBM have set a new record for data transmission over a multimode optical fiber, a type of cable that is typically used to connect nearby computers within a single building or on a campus.

    The achievement demonstrated that the standard, existing technology for sending data over short distances should be able to meet the growing needs of servers, data centers and supercomputers through the end of this decade, the researchers said.
    ...
    To achieve such high speeds, the researchers used the VCSEL lasers developed at Chalmers University of Technology in Sweden and custom silicon-germanium chips developed at IBM Research. "The receiver chip is a unique design that simultaneously achieves speeds and sensitivities well beyond today's commercial offerings," Kuchta explained. "The driver chip incorporates transmit equalization, which widens the bandwidth of the optical link. While this method has been widely used in electrical communication, it hasn't yet caught on in optical communication," he said.
    ...
    The fast speeds only worked for a distance of 57 meters, so this technology isn't designed for sending data across continents. Instead, it's most suitable for transmitting data within a building, he said. About 80 percent of the cables at data centers and most, if not all, of the cables used for typical supercomputers are less than 50 meters long.

    This new technology, Kuchta added, is ready for commercialization right now. "

    http://bit.ly/1exxjyc
    Feb 26, 2014. 07:41 PM | Likes Like |Link to Comment
  • Why IBM Should Follow The Example Of Apple [View article]
    IBM announces an innovative product almost every day. All you need to do is search on IBM and read the news.
    Feb 26, 2014. 07:37 PM | Likes Like |Link to Comment
  • Credit Suisse: A Rogue Bank [View article]
    It isn't just US tax evaders. It's wealthy people, especially in Europe, who evade their taxes.
    Feb 26, 2014. 07:05 PM | Likes Like |Link to Comment
  • Analysts Rate Salesforce.com A Buy. They Should Be Ashamed Of Themselves [View article]
    Stocks like this are why so many people think valuations are too high and stocks are in a bubble.
    Feb 26, 2014. 07:01 PM | Likes Like |Link to Comment
  • IBM: Buyback And Dividend Growth King At 42% Margin Of Safety [View article]
    iBM earned slightly less last year than in 2012 because of emerging markets slowdown and currency devaluation in Japan when sales were strong.
    Look at total net income for the past 10 years.
    http://bit.ly/14AaREI
    It was down .12B in 2013 after seven very strong years. Net income was down more in 2005 than last year and then was up huge in 2006.
    IBM has no problem making money and patient investors will be rewarded.
    The last four years that I checked on the balance sheet, IBM grew retained earnings each year, re-investing earnings in their own company.
    And the forward P/E is 9.19 which is extremely low for this market.
    Feb 26, 2014. 03:24 PM | Likes Like |Link to Comment
  • Why IBM Should Follow The Example Of Apple [View article]
    IBM has crossed above the 150 dma which many traders use instead of the 200 dma.
    Feb 26, 2014. 01:11 PM | Likes Like |Link to Comment
  • IBM: Buyback And Dividend Growth King At 42% Margin Of Safety [View article]
    If you think IBM is boring, you aren't following their news feeds or patent innovation. You can follow them on twitter or search their website.
    Feb 25, 2014. 09:00 AM | Likes Like |Link to Comment
  • Why I Sleep Well At Night Owning This Blue Chip Health Care REIT [View article]
    Reits are out of favor right now but analysis can help you figure out which ones to buy while they are on sale. Thanks for the article.
    Feb 25, 2014. 08:55 AM | 2 Likes Like |Link to Comment
  • Intel: The End Of Moore's Law [View article]
    Despite rumours that IBM might exit the semiconductor business, IBM’s East Fishkill, NY, fab is one of the primary development centers, along with Albany Nanotech, for the Common Platform technology, a partnership between IBM, Samsung, and GlobalFoundries.
    http://bit.ly/1cikh7O

    So long, silicon chip? This innovation for one-atom thick graphene transistors can transmit electrical pulses 1,000 times faster than silicon. That could give a jolt to the rate that our computers and electronics improve—and uphold Moore’s Law for decades to come. See the newly-awarded Patent No. 8,344,358 to IBM.
    http://bit.ly/1cikfwF
    Feb 24, 2014. 10:55 PM | 1 Like Like |Link to Comment
  • Inside The Netflix / Comcast Deal And What The Media Is Getting Very Wrong [View article]
    Comcast does not do anything unless they get more money. And they get more money every year. With no notice, my bill just continues to go up. I'm sure they will do the same thing to Netflix. Comcast cable subscribers aren't going to pay for the Netflix traffic. But of course everyone attempts to explain the news to pump the Netflix stock bubble.
    Feb 24, 2014. 10:35 PM | 2 Likes Like |Link to Comment
  • IBM Needs To Rethink The Hardware Business For Infrastructure-Based Cloud Computing [View article]
    There are product announcements you can find on their website almost every day.
    http://ibm.co/1fGqgnM
    Feb 21, 2014. 06:15 PM | Likes Like |Link to Comment
  • Yes, The Nasdaq Bubble Is Definitely Here [View article]
    Intel had one obviously down year but still earned over $9.6B in net income in 2013 which certainly is more than many companies. I don't own the stock but it certainly has value here. I don't think you will see any growth though and prefer buying IBM here.
    In 2011, INTC had $13B in net income while HPQ had around $7B. The next year HPQ had a staggering loss of over ($12B). Few companies can survive losing that much money.
    Feb 21, 2014. 11:54 AM | 1 Like Like |Link to Comment
  • Yes, The Nasdaq Bubble Is Definitely Here [View article]
    It's definitely a bubble. I'm not putting new money into any high P/E stock. I just don't have time to recover from some big crash. The public should be warned about the risks of so-called growth stocks. I have been there before as I bought some stocks during the 1999 bubble and failed to get out without some losses in those growth stocks. I think the worst ones to own are the ones who have net income losses for 2+ years. They may be on the road to bankruptcy. Non-Gaap earnings can be deceptive. Look at total net income each quarter.
    Feb 21, 2014. 11:23 AM | 2 Likes Like |Link to Comment
  • IBM Needs To Rethink The Hardware Business For Infrastructure-Based Cloud Computing [View article]
    I never followed Motorola but they lost money for at least 3 years before they split into two companies. IBM is not losing money. If you want to compare companies with losses, you can make a long list of the high-flyers who are actually losing money.
    IBM's net income for 2013 was $16.48B. Oracle's was $10.93B. Accenture's was $3.28B. HPQ's was $5.11B. Lenovo was $4.93B. Amazon's was $274M which is $.274B. Salesforce.com reported a loss of (270.45M).
    Feb 21, 2014. 09:24 AM | Likes Like |Link to Comment
  • Is The Market Right About Discounting IBM? [View article]
    maybe it's the dividend.
    Feb 21, 2014. 08:41 AM | Likes Like |Link to Comment
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