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  • Sony cyber attack 'unparalleled' [View news story]
    DVL's post is free speech, sure. Is it cowardly and pathetic? That's up to you.
    Dec 7, 2014. 10:35 AM | 4 Likes Like |Link to Comment
  • Troubles At Samsung Spell Opportunities [View article]
    I pretty much stopped buying Samsung products when they stopped trying to innovate and started trying to copy and front run.

    They used to focus on r & d & quality when they were trying to catch up to the Japanese. But when the Chinese generic makers rose, Samsung lowered their standards to compete with them. Their MO turned into: copy western IP and try to front run their products with a crappy half baked version.

    This is without getting into the discussion of how Samsung led the corruption of Korean business culture and ethics...
    Nov 27, 2014. 11:50 AM | 2 Likes Like |Link to Comment
  • Xiaomi On Steroids With New Funding, Tie-Ups [View article]
    > China hates US tech companies as they (rightly?) suspect them of spying.

    There is an old Chinese saying. "It's always the thieves who are the most paranoid."

    Syping is an excuse. The truth is, China is no longer content with stealing western Technology, they want to artificially take profits and market share by passing protectionist and exclusionary laws and using propaganda scare tactics.

    About Chinese "security". Several Xiaomi models has already been identified with functions to hide data sent to chinese servers.

    The data leaks were discovered and talked about frequently in Hong Kong and discussed in recent protest spying. Truth is, Xiaomi is run by a Communist family princeling with closer ties to the CPC than HTC, Lenovo, Hwawei, etc.
    Nov 12, 2014. 10:37 AM | 1 Like Like |Link to Comment
  • FireEye -20.9% AH on revenue miss, guidance; PANW, CUDA also lower [View news story]
    Equally important: they also dropped their cost of sales by a whopping 20%.

    What killed FEYE, and rightly so, was their ridiculously high internal costs.

    As long as they keep lowering costs and increasing guidance, as they have, FEYE will reach profitability sooner than expectations.
    Nov 4, 2014. 06:53 PM | 1 Like Like |Link to Comment
  • FireEye -20.9% AH on revenue miss, guidance; PANW, CUDA also lower [View news story]
    Whole lotta comments below are going to be from people who don't know how to account for deferred revenue as billings.

    Put it in a simple way: On the Q3 conference call, DeWalt already confirmed revenue would actually have BEAT if accounted for as hardware, instead of deferred subscriptions.

    Guidance for rev+billings is actually HIGHER.
    Nov 4, 2014. 06:43 PM | 1 Like Like |Link to Comment
  • BlackBerry's Internet Of Things Pipe Dream [View article]
    bitwrangler >

    From your cost/bom experience, at what pricepoint would you say QNX becomes attractive?

    Tougher question: At what complexity of functionality will freeware become limited and QNX is needed? Is there one?
    Nov 1, 2014. 10:49 AM | Likes Like |Link to Comment
  • BlackBerry's Internet Of Things Pipe Dream [View article]
    Careful ragging on Dave363's inept postings so much.

    Too many fish fall for his incoherent postings, we might see the guy start contributing click bait as a 'portfolio analyst' for "Dave Investment Research" soon.
    Oct 31, 2014. 09:26 AM | 3 Likes Like |Link to Comment
  • BlackBerry's Internet Of Things Pipe Dream [View article]
    Remember when "Know It All" was just another random message board poster on SA?

    Yeah. Apparently, he is "KIA Investments" now and a 'research analyst'.

    And I am now the CEO and Chairman of Dante's Capital Management Services (DCMS for those in the know).
    Oct 30, 2014. 02:36 PM | 27 Likes Like |Link to Comment
  • How Microsoft Pushed IBM Out Of The Enterprise [View article]
    Take a good look at IBM's revenue trends for the past decade. IBM has basically been making a living off of transferring western technology and management expertise to emerging markets like China.

    Meanwhile, in the developed markets, IBM is losing ground in the fast growing cloud infrastructure, security, CRM, ERP, and HCM spaces.

    Smaller, more nimble competitors like workday, netsuite, service now, palo alto networks, fireye are out innovating IBM in each of their niche spaces.

    Larger competitors like Amazon and Microsoft are far outspending IBM in terms of data center and cloud infrastructure.

    Even more troubling, IBMs main priority in cash spend is to prop up its stock, instead of investing in R&D or acquisitions, where they should be focusing on.
    Oct 29, 2014. 11:05 AM | 1 Like Like |Link to Comment
  • IBM adds $5B to buyback [View news story]
    I can understand, now, why Buffet broke his "no technology" rule and bought IBM. He doesn't think of IBM as a tech company. It's not a priority concern for him if IBM is falling behind the innovation curve to smaller, more nimble competitors like wday, feye, splunk, etc. He only cares about IBMs ability to generate cash.

    In a sense, Buffet is acting like a corporate raider. He pushes IBM to forgo long term investments in acquisitions, infrastructure, & R&D to prop up his stock through buybacks instead. Eventually IBMs free cash flow will not be able to sustain this charade, and Buffet will have gotten out with a nice profit.
    Oct 28, 2014. 03:22 PM | 1 Like Like |Link to Comment
  • misses by $0.21, misses on revenue [View news story]
    " All the time, our customers ask us, "How do you make money doing this?" The answer is simple: Volume. That's what we do."
    Oct 23, 2014. 06:33 PM | 1 Like Like |Link to Comment
  • misses by $0.21, misses on revenue [View news story]
    Hate Bezos as an investor. But you gotta like him as a consumer.
    Oct 23, 2014. 06:19 PM | 1 Like Like |Link to Comment
  • misses by $0.21, misses on revenue [View news story]
    I predict Amazon will take a beating down to about $250 before some activist investor loads up and starts clamoring for a break up.

    Amazon is just too fat and juicy of a cow to let starve.
    Oct 23, 2014. 06:13 PM | 1 Like Like |Link to Comment
  • Google launches Android 5.0, new Nexus mobile and TV hardware [View news story]
    The good people at Samsung greatly appreciates all the hard work and dedication Google employees put into Tizen 3.0 (aka Droid5), which should be releasing in about 2 months and undercut Google's licensing fees.
    Oct 15, 2014. 02:48 PM | 1 Like Like |Link to Comment
  • With Sales In Freefall, Will Samsung Smartphones Go The Way Of BlackBerry And Nokia? [View article]
    The #1 reason not to invest in Samsung: management.

    Why would anyone invest in a corrupt "family run" company where Lee Kunhee, the CEO, has admitted to and has been indited for treating the company like a "slush fund."

    LKH, his sons, and both dauthers (who will soon 'inherit' the company) have all been indited at various times for funneling Samsung profits into their own slush funds.

    Imagine if Bezos was found funneling Amazon profits into his own personal accounts, admitted it, and then was allowed to keep running the company.

    Who would still invest in that kind of management? Think they care one bit about shareholders?
    Oct 14, 2014. 10:57 AM | Likes Like |Link to Comment