Seeking Alpha

hahaha48

hahaha48
Send Message
View as an RSS Feed
View hahaha48's Comments BY TICKER:
Latest  |  Highest rated
  • The market for micro servers - cheap, densely-packed, low-power servers most often used for Web/cloud services - will grow from just 88K units in 2012 to 1.2M in 2016 (10% of server shipments), predicts IHS. ARM-based (ARMH) chips could power much of this gear - NVDA, MRVL, AMCC, AMD, and others are busy developing ARM server CPUs. Intel (INTC) has responded with its S1200 Atom CPUs, but opinions about their competitiveness are mixed. Moreover, even if Atom CPUs keep ARM at bay, they could cannibalize sales of costlier Xeon CPUs. (Facebook[View news story]
    You need VM today because there are too many applications that needs to use multiple servers to deliver. Many business intelegent applications needs at least 3 servers to host and it would be much faster if all of them are in one server box.
    Feb 9 10:25 PM | Likes Like |Link to Comment
  • The market for micro servers - cheap, densely-packed, low-power servers most often used for Web/cloud services - will grow from just 88K units in 2012 to 1.2M in 2016 (10% of server shipments), predicts IHS. ARM-based (ARMH) chips could power much of this gear - NVDA, MRVL, AMCC, AMD, and others are busy developing ARM server CPUs. Intel (INTC) has responded with its S1200 Atom CPUs, but opinions about their competitiveness are mixed. Moreover, even if Atom CPUs keep ARM at bay, they could cannibalize sales of costlier Xeon CPUs. (Facebook[View news story]
    In the future power consuming will be important for servers.
    But that only means very powerful CPU that is not using as much power as they are now.
    There is really not much market for low performance servers in the future.
    As far as I know there are still plenty of business applications that cannot be deployed to day purely due to the fact the servers are not powerful enough. Just think of what people want that have to pull data from a group of hugh database and today no one knows how to do that unless the servers are 100 to 1000 times faster.
    Feb 9 10:22 PM | 1 Like Like |Link to Comment
  • BlackBerry 10: It's Shiny, It's New, But Will It Sell? [View article]
    you must be a superman
    i have a hard time even using a 5 inch screen phone to do more than one thing (not counting if you are just playing music in the background). Sometimes it is not even enough to do one thing.
    Feb 9 09:45 PM | 1 Like Like |Link to Comment
  • BlackBerry 10: It's Shiny, It's New, But Will It Sell? [View article]
    there are other ways to connect to other devices other than the internet like wifi or blue tooth.
    But no one is going to remove the SD card from a phone and copy the content to a computer.
    Feb 9 09:42 PM | 1 Like Like |Link to Comment
  • BlackBerry 10: It's Shiny, It's New, But Will It Sell? [View article]
    I just have one thing to remind people. In general in the history of computer and communication field no matter what the new methods they come up with eventually there will be a standard way to use it. When a new way of communicating between anything was invented it is always a proprietery method. Then after a short time people get together and come up with standards to do the same thing. After a period of time usually the first proprietry method will lose to the standard developed.
    So no matter what the future will be in connecting all the divices of the world some standard will be used and no one will control it alone. Also in general the connectivity layer of the software is many layers above the operating system and have nothing directly tie to any operating system. (there is a general 7 level defined for any communication protocals and they are all outside of the operating system kernal) One good example in recent year is the development of the blue tooth standards. You now have that support in all kinds of devices that is run on top of almost all kinds of operating systems.
    Feb 9 09:34 PM | 1 Like Like |Link to Comment
  • Equties Will Rise: 6 Solid Stock Alternatives To The SPY [View article]
    I have posted before that risk taking is really an individual thing. It is not good or bad by itself.
    But having more than 20% of anyone's asset in any one stock is just not good practice (I am still violating this rule for some other reason)
    TOPEX was a bluer than blue chip stock for over 100 years. I do not think there is any stock in the US that can claim that honor. It took one nuclear accident to destroy it.
    Feb 9 02:10 PM | 2 Likes Like |Link to Comment
  • Is Google's Schmidt Calling The Top? [View article]
    I would think at least for the near future Google has hit the top.
    If the market keep going up and google do not make any big mistakes it will not drop like apple did. I think it may perform about the same as QQQ
    Feb 9 01:50 PM | Likes Like |Link to Comment
  • BlackBerry 10: It's Shiny, It's New, But Will It Sell? [View article]
    In general this is a very good article and I would like to add some more thoughts to it from both my technical knowledge and also just as a user of Smartphone.
    Today smart phone has entered the stage of very fast progressive stage and is about one year away from a mature market. It takes about one year from start of development to actually release the phone for sale. (Assuming you already has a previous model that is working well unlike what Blackberry has to do for BB10) So it takes about 9 months for a company to issue the next new phones for the same category as their last phone.
    The major determination of performance is the speed of the CPU and amount of memory the operating systems uses. I had a Motorola Droid something with a keyboard about 3 years ago. I thought a keyboard is good because I had never use something without a keyboard 3 years ago. It was the top of the line phone at that time. After a month of use I find out I was not using the keyboard at all any more once I get use to the screen keyboard. (That phone was less than 4 inches and now with a 5 inch phone there is absolutely nothing I would do with a real keyboard that I cannot use the screen keyboard to do) The best feature for me at that time was able to see a list of stock quotes. Then a year ago I exchange it for the RAZR MAXX. I did that because it has the longest battery time. It has a dual core slow cpu (top of the line 2 years ago) Now I was able to actually look at my emails and enter simple trades using my phone. But the response is not consistent. Sometimes the screen will not refresh or scroll. Using the web browser was very limited. Many regular web sites including the one for Charles Schwab and tdAmeritrade were not possible. Last week I bought a new phone HTC DNA. 5 inch and a quad core 1.5 cpu and version 4 android OS. It is by no means a perfect phone but now I can actually use the dolphin browser and open up multiple tabs and access the regular Schwab and tdameritrade website. All the other apps (some are not available like Bloomberg) are now running without any hesitations. I can now actually use the phone to enter complicated trades. I now find myself wanting to have 2 smart phones when I travel one to look at the quotes and one to use to enter trades.
    One major point of the last paragraph is you must compare the new BB10 with the newest phone out there like the HTC DNA and the coming Galaxy 4 and the iPhone5S. Anyone who look at any new phone and compare that with the old phone they are using now will always love the new phone for its performance.
    The other main advantage for Blackberry for a very long time was their security. Here the game also has changed. There are now plenty of existing methods to have very high security for any devices to access the corporate data. Blackberry no longer is the only solution. Just to give you an example. One top SP 20 company has a very high standards for security. The newest model PC they issue are 1 year old. In order to access company email you have to install a few things (including a hard card) and that also means the company has access to everything you do. You can use an iPhone but that means everything you use the iPhone the company has a record of. The Blackberry has one feature that no one else has that create two environments one for business and one for personal use. Some company may like that and others may not. (Employee love it but they have very little say about that)
    We will know how BB10 and QQ10 will do in the next 6 months and I am going to wait and see. My prediction is that they will just be another player and will not get a big market share.
    Feb 9 01:29 PM | 2 Likes Like |Link to Comment
  • Apple Uniquely Positioned To Cash In On Android [View article]
    Please study more about technology and separate theory from practice. Let me use the PC or server as an example to simplify the actual practice of VM. I have use an i7 machine with 16G memory and 4 hard disk to run an environment of 8 VM and each just run a simple program to do calculation of double dummy bridge hands. Currently to just run one os on a smartphone with full blown multitasking like a pc it will need similar power. The minimum is a quad core 2G cpu with 4 to 8 G of memory and 128G SSD. I do not think you will see that smartphone in 10 years. Currently a similar ultrabook weights 3 pounds. Try to shink it down to the size of a smartphone will take many years.
    Feb 8 07:49 PM | Likes Like |Link to Comment
  • Why Apple Is Still A Buy Despite Its New Industry Classification [View article]
    the only reason why appl is a short term buy is they have a lot ways to increase the stock prices like spliting the stock or give back the cash.
    Feb 8 07:37 PM | Likes Like |Link to Comment
  • Large inflows into stock mutual funds continue, with the amount since the year's start now at $24.9B, according to Lipper, the strongest run since April 2000. Do ETF flows show even more of a move towards risk? The mighty SPY moves from first to last, losing $3B in AUM last week, while the Russell 2000 Index (IWM) and the Real Estate ETF (IYR) jumped to the top. [View news story]
    base on what history said the market is overheat.
    No one know how far up it will go but it will come downback lower
    Feb 8 07:30 PM | Likes Like |Link to Comment
  • Apple Takes On Microsoft With 128GB iPad, As Tablets Munch On PC Sales [View article]
    this is the worst Apple can do for the iPad.

    They should either put a SD slot on it or use SSD

    No user that I know of that know tech support this 128 g version of iPad. It is a ripe off of the customers
    Feb 8 07:27 PM | Likes Like |Link to Comment
  • "It's been an expensive wait" for bond bears, write the stalwart bond bulls at Hoisington Management. Rates may rise periodically, they say, but an "insufficiency of demand" caused by over-indebtedness assures they won't stay up for long. Higher taxes just agreed to in D.C. (not to mention CA) make the bull case on Treasurys even stronger. [View news story]
    i called the end of bond market and you will not see yield this low for many years to come.

    I am long TBT
    Feb 8 07:23 PM | Likes Like |Link to Comment
  • Microsoft's Surface Pro: Yay Or Nay? [View article]
    the weight
    Feb 8 12:35 AM | Likes Like |Link to Comment
  • Microsoft's Surface Pro: Yay Or Nay? [View article]
    get it from costco for $999
    Feb 8 12:34 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
1,056 Comments
1,134 Likes