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silverscreen

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  • Oracle (ORCL) guides on its FQ3 call (webcast) for -1% to +4% Y/Y revenue growth in FQ4, and EPS of $0.85-$0.91. The former is below a consensus for 5.2% growth, while the latter is in-line with an $0.88 consensus. New software license/cloud subscription growth is expected to be in a range of 1%-11%, and hardware product sales are expected to fall 13%-23%. Oracle blames its FQ3 miss in part on deal push-outs and sales execution issues related to new hires. Oracle insists its win rate remains strong, and that the macro situation is unchanged. Shares -7% AH. [View news story]
    Like what software exactly? Their software is sticky, but by no means monopolistic. There is a reason they are losing to the clouds and they have to buy other companies to growth.
    Mar 21 12:49 AM | Likes Like |Link to Comment
  • Oracle (ORCL) guides on its FQ3 call (webcast) for -1% to +4% Y/Y revenue growth in FQ4, and EPS of $0.85-$0.91. The former is below a consensus for 5.2% growth, while the latter is in-line with an $0.88 consensus. New software license/cloud subscription growth is expected to be in a range of 1%-11%, and hardware product sales are expected to fall 13%-23%. Oracle blames its FQ3 miss in part on deal push-outs and sales execution issues related to new hires. Oracle insists its win rate remains strong, and that the macro situation is unchanged. Shares -7% AH. [View news story]
    How is Oracle a monopoly?
    Mar 20 11:49 PM | Likes Like |Link to Comment
  • Short Vringo... Again? [View article]
    Right on Alan. I personally have no problems with people long / short certain stocks. However, it's disingenuous to use a short spike last time (which lasted a day or two a few cents over $4 based on a rumor) to thump one's chest.
    Mar 17 11:00 PM | 1 Like Like |Link to Comment
  • More on the Galaxy S IV: Samsung continues doing everything it can to differentiate itself via software, even as the OS and many of its core apps for its hardware are provided by Google (GOOG). The S IV features a text/speech translator (9 languages), the ability to transfer data from any phone witha PC's help, a health-tracking app that can leverage the phone's pedometer and sync with blood pressure monitors, and the ability to control home electronics via infrared. There's also Samsung's eye-tracking and touch-free gesture tech (as rumored). No kitchen sink just yet. (live blog[View news story]
    So? you prefer Samsung to call it the S3S instead ? :)
    Mar 14 08:30 PM | 4 Likes Like |Link to Comment
  • Surface RT is "on track to join Zune and the Kin in the great consumer electronics discount rack in the sky," writes MKM's Israel Hernandez, as he cuts his FQ3 estimates for Microsoft (MSFT). He adds there's "mounting evidence that Windows 8 is failing to resuscitate flagging PC demand," and believes PC shipments will likely see 10%+ declines at least through 1H13. Also: the head of Samsung's memory chip ops recently declared Windows 8 to be no better than Vista. [View news story]
    I agree with you. One thing that I'd like to expand on is the RT hedge. Most people think what's the point of RT. However, it goes much deeper than just tablets.

    The next trend is wearable computers. I don't think Intel will be able to power watches, glasses, wrist-bands, appliances, etc. any time soon. Having RT would enable Microsoft have a presence in that space. Furthermore, one day MS may be able to replace Window Phone OS with RT, and then they will achieve the vision of write-once, run-everywhere vision.
    Mar 12 06:55 PM | 1 Like Like |Link to Comment
  • Surface RT is "on track to join Zune and the Kin in the great consumer electronics discount rack in the sky," writes MKM's Israel Hernandez, as he cuts his FQ3 estimates for Microsoft (MSFT). He adds there's "mounting evidence that Windows 8 is failing to resuscitate flagging PC demand," and believes PC shipments will likely see 10%+ declines at least through 1H13. Also: the head of Samsung's memory chip ops recently declared Windows 8 to be no better than Vista. [View news story]
    Win 8 is anything but slow. In terms of performance it is the fastest desktop OS today. Yes, faster than Mac OS. So many ignorant haters in this thread.
    Mar 12 09:34 AM | 6 Likes Like |Link to Comment
  • Surface RT is "on track to join Zune and the Kin in the great consumer electronics discount rack in the sky," writes MKM's Israel Hernandez, as he cuts his FQ3 estimates for Microsoft (MSFT). He adds there's "mounting evidence that Windows 8 is failing to resuscitate flagging PC demand," and believes PC shipments will likely see 10%+ declines at least through 1H13. Also: the head of Samsung's memory chip ops recently declared Windows 8 to be no better than Vista. [View news story]
    Define 'insignificant'. Servers & Tools makes almost as much as Windows the desktop OS.
    Mar 11 09:54 PM | 6 Likes Like |Link to Comment
  • China has unveiled plans to break up its powerful Railways Ministry as part of a major overhaul of government designed to cut corruption and bureaucracy. The transport department will take administrative control of the country's railways, while the the commercial operations will be spun off into a new company. "The new leadership is sending a clear message that they are...serious about building a cleaner and more efficient government," says university professor Chen Yao. [View news story]
    IIRC, the most common background / degree for CEO's is engineering. They clearly know how to run things better than economists and bankers.
    Mar 10 05:47 PM | 1 Like Like |Link to Comment
  • Google (GOOG) looks like it will again get away with breaches of privacy - in the U.S. at least - with the company reportedly nearing an agreement with over 30 states to pay just $7M to settle allegations that it improperly collected personal information over a three-year period when mapping its Street View service. A deal could be announced this week. [View news story]
    I was going to leave this thread as-is. There is no point to continue on. However, just in case that you (or some other readers) are not being factious, and you are actually ignorant about the issue:

    1. There is nothing "old" about your email content, nor your bank card, nor your credit card.
    2. There is no guarantee that Google actually successfully deleted the data:
    a) Google the company may not actually use that data, but can it guarantee none of its employees have another copy of the data, or view it?
    b) Is there any other copy of the data around? In the local office? In back-up tape? Are there any other copies lying around in other network servers while the data was transferred from the fields to the head-office?

    And regarding self-protection, have you ever used public WIFI? Starbucks? Airports?

    As stated, there is no point of continuing this discussion. The constitutions evidently take personal privacy very seriously. If one doesn't care so much about his own privacy, that's within his rights. It doesn't mean his personal views are appropriate for his fellow citizens.
    Mar 10 04:53 PM | Likes Like |Link to Comment
  • Google (GOOG) looks like it will again get away with breaches of privacy - in the U.S. at least - with the company reportedly nearing an agreement with over 30 states to pay just $7M to settle allegations that it improperly collected personal information over a three-year period when mapping its Street View service. A deal could be announced this week. [View news story]
    With all due respects, but your standard of "damage" is very low. How do you feel if Goolge has a copy of your email communications that you sent through Wi-Fi? Or your banking account? Or if they have a picture of you doing some inadvertent indecent acts while they go around and take pictures of your properties?
    Mar 10 02:33 PM | Likes Like |Link to Comment
  • Google (GOOG) looks like it will again get away with breaches of privacy - in the U.S. at least - with the company reportedly nearing an agreement with over 30 states to pay just $7M to settle allegations that it improperly collected personal information over a three-year period when mapping its Street View service. A deal could be announced this week. [View news story]
    Yes, your understanding is wrong. Just Bing the case to see what the breach is all about.
    Mar 10 10:15 AM | 3 Likes Like |Link to Comment
  • 4-Year Stock Optimist Turns Negative - 4 Signs Market Is On Thin Ice [View article]
    I don't get this. Most of the volumes are from institutions, not from retails. So, when volume dries up, it means the institutions are not buying (as much). As a matter of fact, from trading perspective, when volume dries up, it *usually* means the trend is about to reverse
    Mar 2 05:59 PM | Likes Like |Link to Comment
  • Windows 8 (MSFT) only made up 2.67% of PC Web traffic in February, per Net Applications. That's up modestly from 2.36% in January, and is the latest datapoint suggesting a slow adoption rate for Microsoft's latest OS. Windows 7 and XP accounted for 83.5% of Web traffic between them. (previous[View news story]
    I bought 3 new laptops with Windows 8 (one is the Surface Pro, and one is the Yoga) I also upgrade the workhorse PC to Win 8 to extend its life. The performance gains are worth the missing-the-start-button hassle. I just learned how to use the hot keys to complement the non-touch devices. On the Surface and the Yoga, Win 8 really shines.
    Mar 1 10:48 PM | 4 Likes Like |Link to Comment
  • 3 Powerful Trends That Have Been Giving Us A Warning [View article]
    At some point, the market will get tired of Mr. Bernanke, just like the PM market. We of course do not know exactly when, but it will need to take a breather.
    Feb 27 10:45 PM | Likes Like |Link to Comment
  • Microsoft CEO Makes Stunning Statement About Surface Pro Tablets [View article]
    Sorry, 'not behind' in what way? Nobody said they will drop surface, as a matter of fact, MS already said they will produce more Surface products.
    Feb 20 09:19 PM | 1 Like Like |Link to Comment
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