Send Message
View as an RSS Feed
  • Why I Shake Hands With Losers To Become A Winner  [View article]
    You wrote regarding MT: "around $15.70 as of this writing, which is near its 10-year lows." A cursory check will show you its low was in June 2013 at $10.83 - quite a bit lower than the $15.70. Enjoyed the article, but plz check facts before posting.
    Nov 1, 2013. 06:09 PM | 4 Likes Like |Link to Comment
  • Google Is Set To Transform The Online Video Streaming Industry  [View article]
    You are a bit behind on the latest Intel news. Apparently they are selling their streaming content business to Verizon..
    Oct 30, 2013. 08:22 PM | 1 Like Like |Link to Comment
  • How Is Corning's Financial Condition Looking Today?  [View article]

    There is no 'corresponding reduction in liabilities.' The entry is a debit to expense (amortization) and the credit is to a contra-asset account (Accumulated Amortization).
    Oct 15, 2013. 12:33 PM | Likes Like |Link to Comment
  • Microsoft Should Buy Nvidia  [View article]
    Disagree with the entire premise of the article. But if you follow it, AMD (not NVDA) would be a better match for MS in that scenario. They are in CPUs, GPUs, APUs utilizing both x86 and ARM. NVDA is a relative newcomer with very little CPU presence. Why would MS buy NVDA if all they need is the piece contributing 2% of that company's revenue stream?
    Oct 11, 2013. 01:09 PM | Likes Like |Link to Comment
  • Intel: Its New Ivy Bridge Positions The Company For Margin Increase And Growth  [View article]

    I was talking about CPUs, not about price of tablets. I am fairly well educated. Maybe you should learn to read in more detail other people's notes before recommending education for them?
    Oct 7, 2013. 12:25 PM | Likes Like |Link to Comment
  • Intel: Its New Ivy Bridge Positions The Company For Margin Increase And Growth  [View article]
    Your main premise - that all want performance at whatever the cost - is not supported by the marketplace. Had that been the case, all tablets will sport Intel processors. Similarly, all enthusiasts will be building systems with the fastest Intel processor. But it isn't the case in both cases. If you look at recommendations at tomshardware, for example, you will see a cutoff at about $250 - everything above it is "beyond the point of reason". That's because the CPU is seldom a bottleneck.
    Oct 6, 2013. 08:39 AM | 6 Likes Like |Link to Comment
  • Applied Materials, Inc: 'The Most Important Company Nobody Knows About'  [View article]
    Great article ... but a really poor quote. Typically a quote is supposed to have meaning, but when it comes from our air-head (in terms of business) president it ceases to have such. The most important company nobody has heard of? Really? Please.

    AMAT was very interesting in the $11-$12 range. At $16 it is a bit pricey for me.
    Sep 9, 2013. 07:02 PM | 1 Like Like |Link to Comment
  • Is Hewlett-Packard's Stock Price Recovery Over?  [View article]
    Good article. Reversing course in a behemoth is supremely challenging and will take years to complete. What I am looking for is constant progress towards a goal.

    Sentiment for the stock is low and the valuation reflects it. A share price of $30 for 2014 is reasonable.
    Sep 9, 2013. 05:16 PM | 1 Like Like |Link to Comment
  • Nokia Won't Buy Alcatel  [View article]
    Redrut, thanks for the article. My thesis on ALU acquisition is similar to yours ... though you put it much more eloquently.

    The question - what will Nokia do with $20B -- is still a vexing one. I see three possibilities:
    - PE fund LBO (particularly at this market cap)
    - special dividend or significant share repurchase
    - acquisition
    Sep 6, 2013. 04:17 PM | 4 Likes Like |Link to Comment
  • Why Microsoft Should Buy BlackBerry Post Nokia And Rule The Galaxy As Father And Son  [View article]
    One more voice here that the notion of MSFT buying BBRY makes no sense. Developing one operating system for phones/tablets is a task enough; doing two from one firm is an exercise in utter stupidity.
    Sep 5, 2013. 05:58 PM | 1 Like Like |Link to Comment
  • Mellanox Has Likely Bottomed, At Least 30% Upside During 2014  [View article]
    firstofmany, somehow if there is any technological superiority it is not translating into booming sales. Last 2 quarters have been awful. Cost structure cannot be supported at these levels of sales. The current share price (at >3x PS) can only be justified if you assume high growth. Take away the high growth and you are left with a $25 stock.
    Sep 4, 2013. 08:12 PM | Likes Like |Link to Comment
  • Mellanox Has Likely Bottomed, At Least 30% Upside During 2014  [View article]
    Ashraf, appreciate the article. Don't agree with your conclusion on risk/reward. Imho, the downside is likely $25, not $35. The competitive threat is too significant longer-term and shorter terms sales look soft! Where is the growth story coming from to justify the multiple to sales and cash flow? I don't see it.
    Sep 4, 2013. 03:57 PM | Likes Like |Link to Comment
  • 6 Reasons HP Is On A Comeback  [View article]
    HP in phones? Please no! Palm proved that point. 10 years of attempts with organizers, phones and tablets was another proof. HP as an acquirer is a value-destroyer.
    Sep 4, 2013. 07:17 AM | 1 Like Like |Link to Comment
  • Windows 8 Fail: Intel Is Dead Money  [View article]

    You are missing the point imho. A terminal is NOT a 'terminal'. It is a software & hardware machine, absolutely no different than a PC. It gets retired every so often, typically when a new software generation appears. That's why Windows 8's appearance and the Windows XP retirement are going to spur an upgrade cycle.
    Aug 29, 2013. 10:05 AM | Likes Like |Link to Comment
  • Windows 8 Fail: Intel Is Dead Money  [View article]

    In our case, most are individual PCs, except those terminals on the shop floor. Keep in mind that the Wyse terminals also use a CPU and none of those is made by a company not called INTC or AMD.
    Aug 28, 2013. 08:09 AM | Likes Like |Link to Comment