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silverscreen

silverscreen
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  • Will Shale Oil Follow In The Footsteps Of Shale Gas? [View article]
    Just FYI, the influential people that i referred to are Mr. Buffet and Mr. Munger - check out the rationale here: http://cnb.cx/1V5CI8j (that video clip cut off Buffet's comments, but he agreed with Munger, while Gates took the opposite view point).
    Jul 15, 2015. 11:47 PM | Likes Like |Link to Comment
  • Will Shale Oil Follow In The Footsteps Of Shale Gas? [View article]
    @Snake, however crude export is banned. There are some ways to get around that, but fundamentally it is banned. Some very influential people think that it should continue to be banned.
    Jul 15, 2015. 12:26 AM | Likes Like |Link to Comment
  • Greece's Tsipras sets July 5 referendum on bailout [View news story]
    I take it as a deal has been reached (i.e. decision has been made). He just wants to legitimize it by "going to the people" and bypassing the radical people in his party. He can then hold on his PM position. Time to buy GREK.
    Jun 26, 2015. 11:00 PM | 2 Likes Like |Link to Comment
  • Greek talks stumble [View news story]
    How is it one-sided? As I understand it correctly, they debate about who (in Greece) should foot the tax raises. The government wants to raise taxes for the rich; whereas the IMF wants everybody to foot it. I would say that is none of IMF's business, and it's an internal matter. As long as a country can fund their commitment, the IMF shouldn't interfere. I have been against Tsipra from the start; but I have to side with him this time.
    Jun 24, 2015. 09:29 AM | 3 Likes Like |Link to Comment
  • Facebook/Oculus partners with Microsoft; Xbox One games coming to Rift [View news story]
    Hence, long MSFT. They are not behind the curve for once.
    Jun 15, 2015. 09:23 AM | Likes Like |Link to Comment
  • Facebook/Oculus partners with Microsoft; Xbox One games coming to Rift [View news story]
    AR is actually different from VR. AR actually has more potentials. Maybe that is why MSFT contends to partner with FB on VR while they focus on the AR side.
    Jun 12, 2015. 12:13 AM | 3 Likes Like |Link to Comment
  • Microsoft brings Cortana to iOS/Android; more Office tablet deals struck [View news story]
    Not true. Xbox 360 did make profits after a few years.
    May 27, 2015. 01:40 AM | 4 Likes Like |Link to Comment
  • The Last Version Of Windows Changes The Game On Microsoft Analysis [View article]
    Last I checked, Office is still being downloaded like crazy on the ipads and the android, even though there are other free alternatives. Desktops are still controlled by MSFT. They will win the enterprise cloud eventually. There are really no comprehensive competitors out there. For once, MSFT actually gets a leg-up.
    May 14, 2015. 12:23 AM | 2 Likes Like |Link to Comment
  • Bakken Data + Short-Term Energy Outlook [View article]
    One way to look at EIA prediction is they expect a 2nd half price recovery in 2016. So say the first half average is $60, then the 2nd half it's $70. That makes the whole year average at $65.
    May 13, 2015. 11:52 PM | Likes Like |Link to Comment
  • The Last Version Of Windows Changes The Game On Microsoft Analysis [View article]
    Is Apply obligated to support iOS 1.0 forever? Google only supports the latest Chrome version. It's not a company's fault that the users (and in this case 3rd party vendors) fail to adopt. Should we stick with horse-drawn carriage forever because it used to work so well?

    And BTW, Embedded XP is still being supported.
    May 10, 2015. 09:42 AM | 7 Likes Like |Link to Comment
  • Microsoft: Have Faith In Your Own Growth Opportunities And Don't Acquire Salesforce.com [View article]
    That is the right call.
    May 7, 2015. 11:59 PM | 1 Like Like |Link to Comment
  • Microsoft: Have Faith In Your Own Growth Opportunities And Don't Acquire Salesforce.com [View article]
    Workday is a better play. MSFT already has its own CRM, and it's very competitive. MSFT doesn't have HR or Finance cloud. Workday would fit that bill.
    May 6, 2015. 11:38 PM | 1 Like Like |Link to Comment
  • SolarCity Fires Warning Shot At Hawaii Utility: The Future Is Here [View article]
    @GT, that's exactly my sentiment. The technology is getting to a stage where it needs more adoptions to drive further innovations and drives down costs. Musk could be the guy that is able to find a combination between marketing and financial engineering to drive that story. I'm pro oil, but for the sake of future generations, we need to get to a greener alternative. As of today, this is the most promising alternative. I allocate a speculating position of my portfolio for this future.
    May 3, 2015. 11:12 AM | Likes Like |Link to Comment
  • Microsoft Keeps Its Head In The Cloud [View article]
    @Andrew, you are absolutely right that it's orange vs apple comparison. AMZN "owns" the infrastructure part, which is becoming a commodity. MSFT on the other hand is growing on the "services" and "apps" part, which has bigger margins and cannot be easily commoditized.
    Apr 24, 2015. 06:38 PM | 3 Likes Like |Link to Comment
  • Microsoft Keeps Its Head In The Cloud [View article]
    MSFT has become a growth company again, so 19x earnings is reasonable.
    Apr 24, 2015. 02:55 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
217 Comments
344 Likes