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  • Qualcomm +3.7% on patent license deal in China  [View news story]
    The Chinese have been very open about trying to own the semi-conductor supply chain.

    In 12-24 months, Xiaomi will announce that they've "invented" their own set of Chip designs which happen to be built exactly like Qualcomm's IP.

    Then the Chinese will ban Qualcomm from selling in China (Again) to eliminate competition.

    BAM. Instant home semi-conductor market while foreigners pay for the R&D.
    Dec 2, 2015. 10:57 AM | 5 Likes Like |Link to Comment
  • 2 Reasons To Buy Cisco Beyond The Dividend  [View article]
    The risk of Hwawei and ZTE stealing Cisco's IP and then bribing the Chinese government to ban Cisco from selling in China.

    That's the Chinese MO.

    The fact that they did it to Broadcom last year shows they no longer fear US reprisals.
    Nov 26, 2015. 08:59 AM | 8 Likes Like |Link to Comment
  • Russia turns on Turkey after downed jet  [View news story]
    298 Civillians died when Russia shot down HM17.

    So after shooting down another 297 Russian fighters, we can call it even.
    Nov 25, 2015. 06:34 AM | 8 Likes Like |Link to Comment
  • Payments Disruption By Any Other Name  [View article]
    This is purely an exercise in mental masturbation and useless semantics.

    This is all you need to know about Tech illiterate Christensen, who doesn't understand what an HW/SW Ecosystem is:

    "The prediction of (my disruption) theory would be that Apple won't succeed with the iPhone. They've launched an innovation that the existing players in the industry are heavily motivated to beat: It's not (truly) disruptive. History speaks pretty loudly on that, that the probability of success is going to be limited."

    Through all his word play and masturbation, the guy doesn't understand that Apple is a modern MONOPOLY.

    Apple is disruptive in that its iOS ecosystem is the most valuable and monetized ecosystem in tech, by a wide, wide margin. And that ecosystem has become an integral part of modern life.


    People with high spending power.

    If you want to use Android's ecosystem, you can buy a $1,500 Samesung, or $150 Xiao Mi. If you want to use Windows, you can buy a Surface II for $1300, or a $250 Acer.

    If you're locked in iOS, or want in, you pay Apple's margins. Period.
    Nov 24, 2015. 06:57 PM | 3 Likes Like |Link to Comment
  • FireEye Fastest Growing Cyber Security Company in North America on Deloitte's 2015 Technology Fast 500(TM) 

    "With 4,000 customers in 67 countries why aren't they "profitable"

    Do more DD on the sector...

    1) FireEye is operationally break even as of last quarter. But they're investing HEAVILY on grabbing market share at this early stage of the 2nd gen security market. Depending on your view, this is either a great strategic move for the future, or wasted money. IMO, at this infant stage of cybersecurity, where Proof of Concept is so difficult, you need to establish market share.

    2) Cyber security in general is a very difficult PoC to sales process. Proof of concept in cyber security takes time and heavy investments. But once FireEye lands a customer, they have something like a 97% retention rate.
    Nov 19, 2015. 11:03 AM | Likes Like
  • IBM Board Approves Quarterly Cash Dividend; Authorizes $4 Billion for Stock Repurchase 
    "Buybacks often simply cover up dilution and do little for the at-home retail investor."


    IBM has been buying back shares for how many years now? And how has the stock been doing?

    Why would anyone think buyback would support the stock price now, when it hasn't for the last 5 years?
    Oct 27, 2015. 02:34 PM | Likes Like
  • Amazon's Apple TV Ban Was Not About Hardware Sales  [View article]
    " Amazon and (majority of its investors) don't really care if that phone failed. That product was just a failed device to attract more repeat online shoppers/annual subscribers for Amazon."

    And the phone failed to attract anyone to Amazon becuase it flopped.

    If anything, it hurt Amazon's image and put them in the same category as other Chinese crap phone makes like ZTE, Hwawei, Xiaomi, etc.

    Make no mistake, the failure of the Fire phone was a major black eye for Amazon.
    Oct 8, 2015. 01:43 PM | 3 Likes Like |Link to Comment
  • In new partnership, HBO gets to 'Sesame Street' first  [View news story]
    Looking forward to the eventual tie-ins with HBO shows.

    Kermit's red wedding should make a good episode.
    Aug 13, 2015. 06:33 PM | 4 Likes Like |Link to Comment
  • Uber investing over $1B in China in 2015, seeing huge growth  [View news story]
    Agreed. "Uper" will be the next big thing invented by china.

    Kind of like how the Xiaomi team was completely 'homespun' out of a factory that manufactured for Apple, and somehow ended up using 75% of Apple's IP.
    Jun 13, 2015. 10:00 AM | 1 Like Like |Link to Comment
  • What Is Hidden In Alibaba's Charm Offensive  [View article]
    Jesus. Way off. Don't like AMA. Don't own AMA. Never have. You can verify my post history if youre this bored.

    It's ok. You don't need to attack me just because I'm not a BABA fanboy.
    Jun 11, 2015. 02:10 PM | 3 Likes Like |Link to Comment
  • What Is Hidden In Alibaba's Charm Offensive  [View article]
    Dana > I'm sure you're well aware by now (from these message boards) that BABA investors tend to be emotionally driven. The type of investors that tie themselves to a company and take anything negative as a personal insult.

    Keep this in mind, and it could be a useful bit of knowledge down the road.
    Jun 11, 2015. 12:35 PM | 1 Like Like |Link to Comment
  • FireEye partners with Visa; shares rise  [View news story]
    FireEye, with Mandiant, CheckPoint (joint venture), and Visa (joint venture) is uniquely positioned to be the definitive authority in cyber security threat analysis. They have access to data noone else can match.

    This will have huge implications for other industries.

    The insurance industry for example, will need advising and consulting in providing cyber policies. They do not have the expertise of Mandiant nor the sheer data of FireEye( via CheckPoint & Visa). I believe there will be a huge addressable market for FireEye to consult or even provide in the insurance Actuary field.
    Jun 3, 2015. 09:33 PM | 5 Likes Like |Link to Comment
  • FireEye up 4.1% on vague Cisco M&A rumor (updated)  [View news story]
    We're in a perfect storm of a wheeling dealing CEO, leading technology, huge addressable market growth, cheap cheap cheap capital, and banksters throwing money at companies to make M&A deals.

    Considering the cyber security industry is growing at a nearly 30% clip and deep pocketed, legacy security vendors like Cisco, IBM, HP, Intel wallow in single digit growth, there WILL be a flurry of consolidation and M&A activity.
    May 13, 2015. 11:08 AM | 4 Likes Like |Link to Comment
  • Cisco Doubling Down On Calm  [View article]

    I went back to check and stand corrected. Cisco is the #2 firewall brand being replaced by another vendor. But I swear I saw it being #1 replaced in another report. Part of it is just due to their huge install base. The other part is, frankly, inferior offerings.

    The info is straight from the Cisco summary of the latest Gartner report on Enterprise Firewalls:
    Gartner clients select Cisco firewall products more often when security offerings are added to a Cisco infrastructure, rather than when there is a shortlist with competing firewall appliances. In the survey sent to vendors, Cisco's product was the second most frequently listed as the one vendors claimed to replace the most; however, it was also listed this year as No. 2 in the vendor list of perceived competitive threats.

    Cisco's security console offerings consistently score low versus competitors in assessments conducted by Gartner clients. However, Gartner believes that moving completely to the Sourcefire FireSIGHT will bring improvements.

    Cisco scored lower than most competitors in a Gartner survey of users for overall client satisfaction.

    Cisco ASA has a firewall console integration of a local sandbox-based advanced targeted attack (ATA) cloud instance or appliance through Advanced Malware Protection (AMP); however, Gartner clients choose AMP not for its undifferentiated sandboxing capability, but for other ATA detection strengths. Cisco can improve its ATA-associated sandboxing if it integrates its 2014 acquisition of ThreatGRID
    May 5, 2015. 08:36 PM | Likes Like |Link to Comment
  • Cybersecurity stocks sell off after Qualys provides weak guidance  [View news story]
    2nd Gen Cyber security market is mature enough to start separating the Contenders from the Pretenders.

    So far, by market share growth & revenue growth:
    Contenders: FEYE, PANW, CYBR, FTNT, VDSI, CKPT
    Pretenders: QLYS, CUDA, KEYW
    Legacy Players: IBM, Cisco, Intel, Symantec
    May 5, 2015. 11:05 AM | 1 Like Like |Link to Comment